Purchases and Sales Made in Q2 2022 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-8.39K- 32.74% |
$747K - $914K
|
17.2K
$2.04M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.39K- 1.6% |
$747K - $915K
|
515K
$61M
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-8.4K- 42.34% |
$747K - $915K
|
11.4K
$1.35M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8.43K- 4.36% |
$750K - $919K
|
185K
$21.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-8.45K- 12.13% |
$752K - $921K
|
61.2K
$7.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8.53K- 9.54% |
$760K - $930K
|
80.9K
$9.58M
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.69K- 6.79% |
$773K - $947K
|
119K
$14.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-8.7K- 34.05% |
$775K - $949K
|
16.9K
$2M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8.73K- 41.47% |
$778K - $952K
|
12.3K
$1.46M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-8.75K- 7.05% |
$779K - $954K
|
115K
$13.7M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-8.84K- 12.67% |
$787K - $963K
|
60.9K
$7.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-8.89K- 49.32% |
$791K - $969K
|
9.13K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-8.98KClosed |
$800K - $979K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-9.13K- 3.91% |
$813K - $995K
|
225K
$26.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.15K- 10.82% |
$814K - $997K
|
75.4K
$8.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-9.15K- 9.02% |
$815K - $998K
|
92.3K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.19K- 2.59% |
$818K - $1M
|
345K
$40.9M
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-9.3K- 39.05% |
$828K - $1.01M
|
14.5K
$1.72M
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-9.34KClosed |
$832K - $1.02M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.46K- 2.24% |
$843K - $1.03M
|
414K
$49M
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.52K- 32.28% |
$848K - $1.04M
|
20K
$2.37M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-9.53K- 20.95% |
$849K - $1.04M
|
36K
$4.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-9.6K- 81.15% |
$855K - $1.05M
|
2.23K
$264K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-9.84K- 2.86% |
$876K - $1.07M
|
335K
$39.7M
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9.9KClosed |
$881K - $1.08M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-9.91K- 4.53% |
$882K - $1.08M
|
209K
$24.7M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-9.91K- 4.53% |
$882K - $1.08M
|
209K
$24.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.97K- 12.05% |
$887K - $1.09M
|
72.7K
$8.61M
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-10.2K- 1.78% |
$908K - $1.11M
|
563K
$66.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-10.3KClosed |
$913K - $1.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.3K- 31.17% |
$916K - $1.12M
|
22.7K
$2.69M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.3K- 31.17% |
$916K - $1.12M
|
22.7K
$2.69M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10.4K- 29.41% |
$929K - $1.14M
|
25.1K
$2.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.5K- 10.94% |
$932K - $1.14M
|
85.1K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.5K- 61.41% |
$938K - $1.15M
|
6.62K
$784K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-10.5K- 80.95% |
$938K - $1.15M
|
2.48K
$294K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.7K- 10.39% |
$948K - $1.16M
|
91.9K
$10.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-10.7KClosed |
$951K - $1.16M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10.9K- 15.41% |
$974K - $1.19M
|
60K
$7.11M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.2K- 60.5% |
$997K - $1.22M
|
7.31K
$866K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.2K- 5.87% |
$998K - $1.22M
|
180K
$21.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-11.4K- 51.9% |
$1.01M - $1.24M
|
10.6K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.5K- 13.39% |
$1.02M - $1.25M
|
74.4K
$8.81M
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-11.8K- 9.75% |
$1.05M - $1.29M
|
109K
$12.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-11.9K- 4.07% |
$1.06M - $1.3M
|
281K
$33.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12K- 11.38% |
$1.07M - $1.31M
|
93.4K
$11.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.2K- 2.13% |
$1.08M - $1.32M
|
559K
$66.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-12.2K- 70.85% |
$1.09M - $1.33M
|
5.02K
$595K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-12.2K- 17.02% |
$1.09M - $1.33M
|
59.5K
$7.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-12.7K- 34.22% |
$1.13M - $1.39M
|
24.5K
$2.9M
|