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 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-40.3K- 24.41% |
$3.59M - $4.39M
|
125K
$14.8M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-40.4K- 5.43% |
$3.6M - $4.41M
|
704K
$83.4M
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-40.6K- 41.6% |
$3.62M - $4.43M
|
57.1K
$6.76M
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-41.1KClosed |
$3.66M - $4.48M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-43K- 67.24% |
$3.83M - $4.69M
|
20.9K
$2.48M
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-44.1KClosed |
$3.93M - $4.81M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-44.4KClosed |
$3.96M - $4.84M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-44.6K- 21.75% |
$3.97M - $4.86M
|
160K
$19M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-44.8K- 37.8% |
$3.99M - $4.88M
|
73.7K
$8.73M
|
|
Jul 06, 2022
Q2 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-44.9K- 28.6% |
$4M - $4.9M
|
112K
$13.3M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-47.7K- 71.76% |
$4.25M - $5.21M
|
18.8K
$2.23M
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-48.3KClosed |
$4.3M - $5.26M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.4K- 2.11% |
$4.31M - $5.28M
|
2.25M
$266M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-48.8K- 22.51% |
$4.34M - $5.32M
|
168K
$19.9M
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-48.9KClosed |
$4.35M - $5.33M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-49K- 51.11% |
$4.36M - $5.34M
|
46.8K
$5.55M
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-49.1K- 76.97% |
$4.37M - $5.35M
|
14.7K
$1.74M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-49.5K- 51.95% |
$4.41M - $5.4M
|
45.8K
$5.43M
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-50.5KClosed |
$4.49M - $5.5M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-51.7K- 95.41% |
$4.6M - $5.63M
|
2.48K
$294K
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-51.7KClosed |
$4.6M - $5.64M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-53.4K- 14.17% |
$4.75M - $5.82M
|
323K
$38.3M
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-53.7KClosed |
$4.78M - $5.85M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-55.3K- 44.96% |
$4.93M - $6.03M
|
67.8K
$8.03M
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-55.9KClosed |
$4.98M - $6.1M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-56K- 34.15% |
$4.99M - $6.11M
|
108K
$12.8M
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-56.5K- 47.69% |
$5.03M - $6.16M
|
62K
$7.34M
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-57.5K- 83.17% |
$5.12M - $6.27M
|
11.6K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.3K- 5.52% |
$5.19M - $6.36M
|
998K
$118M
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-60.7K- 95.73% |
$5.41M - $6.62M
|
2.71K
$320K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-60.9K- 74.23% |
$5.43M - $6.64M
|
21.2K
$2.51M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-62.2K- 93.99% |
$5.54M - $6.78M
|
3.97K
$471K
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-63.5K- 95.48% |
$5.65M - $6.92M
|
3K
$356K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-64.2K- 84.27% |
$5.72M - $7M
|
12K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-65.7KClosed |
$5.85M - $7.16M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-65.7K- 10.61% |
$5.85M - $7.17M
|
554K
$65.6M
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-65.9KClosed |
$5.87M - $7.19M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-68.5K- 7.07% |
$6.1M - $7.47M
|
900K
$107M
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-68.9K- 40.01% |
$6.13M - $7.51M
|
103K
$12.2M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-69K- 86.09% |
$6.15M - $7.53M
|
11.2K
$1.32M
|
|
Dec 20, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-72.6K- 83.06% |
$6.47M - $7.92M
|
14.8K
$1.75M
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-73.4K- 43.4% |
$6.54M - $8M
|
95.7K
$11.3M
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-74.6K- 12.03% |
$6.65M - $8.14M
|
546K
$64.6M
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-78.4K- 71.11% |
$6.98M - $8.54M
|
31.8K
$3.77M
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-80.2K- 42.36% |
$7.14M - $8.74M
|
109K
$12.9M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-80.6K- 7.53% |
$7.17M - $8.79M
|
989K
$117M
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-81.9K- 76.87% |
$7.29M - $8.93M
|
24.6K
$2.92M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-86.1K- 38.59% |
$7.66M - $9.38M
|
137K
$16.2M
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-87.1KClosed |
$7.75M - $9.49M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-89.4K- 81.13% |
$7.96M - $9.75M
|
20.8K
$2.46M
|