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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.97K+ 23.87% |
$531K - $650K
|
31K
$3.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
5.96K+ 7.94% |
$531K - $650K
|
81K
$9.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.94K+ 15.27% |
$529K - $647K
|
44.8K
$5.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.92K+ 12.73% |
$527K - $646K
|
52.4K
$6.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
5.89K+ 10.55% |
$524K - $642K
|
61.7K
$7.31M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5.88K+ 1.9% |
$524K - $641K
|
315K
$37.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.83K+ 7.0% |
$519K - $636K
|
89.1K
$10.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5.81K+ 9.17% |
$517K - $633K
|
69.1K
$8.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5.78K+ 2.61% |
$514K - $630K
|
227K
$26.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5.75K+ 2.23% |
$512K - $627K
|
264K
$31.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.71K+ 188.52% |
$509K - $623K
|
8.75K
$1.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
5.55K+ 97.59% |
$494K - $605K
|
11.2K
$1.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.54K+ 10.64% |
$493K - $604K
|
57.6K
$6.83M
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.53K+ 18.39% |
$493K - $603K
|
35.6K
$4.22M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
5.51K+ 17.43% |
$491K - $601K
|
37.1K
$4.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.44K+ 4.82% |
$485K - $593K
|
118K
$14M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.43K+ 82.04% |
$483K - $591K
|
12K
$1.43M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.41K+ 62.49% |
$481K - $589K
|
14.1K
$1.66M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
5.39K+ 8.18% |
$480K - $588K
|
71.3K
$8.44M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.37K+ 5.46% |
$478K - $585K
|
104K
$12.3M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.35K+ 3.47% |
$476K - $583K
|
160K
$18.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
5.33K+ 32.1% |
$474K - $581K
|
21.9K
$2.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
5.32K+ 3.57% |
$474K - $580K
|
154K
$18.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.21K+ 5.66% |
$464K - $568K
|
97.3K
$11.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.18KNew |
$461K - $565K
|
5.18K
$614K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.16K+ 204.19% |
$460K - $563K
|
7.69K
$911K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
5.15K+ 18.73% |
$459K - $562K
|
32.7K
$3.87M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.14K+ 3.51% |
$458K - $561K
|
152K
$18M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
5.13K+ 7.39% |
$457K - $559K
|
74.6K
$8.84M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.06K+ 4.11% |
$451K - $552K
|
128K
$15.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.05K+ 16.19% |
$449K - $550K
|
36.2K
$4.29M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.04K+ 8.87% |
$449K - $549K
|
61.8K
$7.33M
|
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
BUY
|
- |
5.02K+ 5.45% |
$446K - $547K
|
97.1K
$11.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
5K+ 2.8% |
$445K - $545K
|
184K
$21.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.99K+ 3.59% |
$444K - $544K
|
144K
$17.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
4.96K+ 0.14% |
$442K - $541K
|
3.48M
$413M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.95K+ 3.2% |
$440K - $539K
|
160K
$18.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.94K+ 21.34% |
$440K - $538K
|
28.1K
$3.33M
|
|
|
Aug 02, 2022
Q2 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.88KNew |
$434K - $531K
|
4.88K
$577K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.79K+ 15.05% |
$426K - $522K
|
36.6K
$4.34M
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
4.68K+ 3.8% |
$417K - $510K
|
128K
$15.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
4.68K+ 3.43% |
$416K - $510K
|
141K
$16.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.65K+ 9.07% |
$414K - $507K
|
55.9K
$6.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
4.63K+ 28.28% |
$412K - $504K
|
21K
$2.48M
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.62K+ 2.46% |
$411K - $503K
|
192K
$22.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.61K+ 9.62% |
$410K - $502K
|
52.5K
$6.22M
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.53K+ 15.99% |
$403K - $493K
|
32.8K
$3.89M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.49K+ 44.62% |
$400K - $489K
|
14.5K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.46K+ 22.58% |
$397K - $486K
|
24.2K
$2.87M
|
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4.43K+ 2.42% |
$394K - $483K
|
187K
$22.2M
|