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 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
162+ 1.49% |
$14.4K - $17.7K
|
11K
$1.25M
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
162+ 0.76% |
$14.4K - $17.7K
|
21.4K
$2.42M
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
161+ 3.53% |
$14.3K - $17.6K
|
4.72K
$533K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
160+ 1.45% |
$14.2K - $17.4K
|
11.2K
$1.26M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
157+ 0.48% |
$14K - $17.1K
|
32.7K
$3.7M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
153+ 215.49% |
$13.6K - $16.7K
|
224
$25.3K
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
153+ 6.32% |
$13.6K - $16.7K
|
2.57K
$291K
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
150+ 0.13% |
$13.4K - $16.4K
|
119K
$13.4M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
149+ 30.98% |
$13.3K - $16.2K
|
630
$71.2K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
144+ 4.01% |
$12.8K - $15.7K
|
3.73K
$421K
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
142+ 3.14% |
$12.6K - $15.5K
|
4.66K
$527K
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
141+ 5.58% |
$12.6K - $15.4K
|
2.67K
$301K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
140+ 264.15% |
$12.5K - $15.3K
|
193
$21.8K
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
136+ 1.71% |
$12.1K - $14.8K
|
8.1K
$914K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
136+ 3.1% |
$12.1K - $14.8K
|
4.52K
$510K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
136+ 3.03% |
$12.1K - $14.8K
|
4.63K
$523K
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
133+ 0.06% |
$11.8K - $14.5K
|
211K
$23.8M
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
133+ 4.3% |
$11.8K - $14.5K
|
3.23K
$364K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
132New |
$11.8K - $14.4K
|
132
$14.9K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
131New |
$11.7K - $14.3K
|
131
$14.8K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
130+ 22.41% |
$11.6K - $14.2K
|
710
$80.2K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
130+ 0.35% |
$11.6K - $14.2K
|
37.7K
$4.26M
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
129+ 4.54% |
$11.5K - $14.1K
|
2.97K
$336K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
129+ 1.86% |
$11.5K - $14.1K
|
7.05K
$796K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
129New |
$11.5K - $14.1K
|
129
$14.6K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
124+ 4.91% |
$11K - $13.5K
|
2.65K
$299K
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
124+ 0.27% |
$11K - $13.5K
|
46K
$5.2M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
122+ 2.98% |
$10.9K - $13.3K
|
4.22K
$476K
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
115+ 0.44% |
$10.2K - $12.5K
|
26.4K
$2.99M
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
114+ 2.1% |
$10.1K - $12.4K
|
5.53K
$625K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
111+ 3.23% |
$9.88K - $12.1K
|
3.55K
$401K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
109+ 0.15% |
$9.7K - $11.9K
|
72.8K
$8.23M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
107+ 0.39% |
$9.53K - $11.7K
|
27.3K
$3.08M
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
104+ 1.17% |
$9.26K - $11.3K
|
8.97K
$1.01M
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
104+ 0.1% |
$9.26K - $11.3K
|
108K
$12.2M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
103+ 0.11% |
$9.17K - $11.2K
|
97.2K
$11M
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
103+ 1.12% |
$9.17K - $11.2K
|
9.28K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
103+ 2.11% |
$9.17K - $11.2K
|
4.98K
$563K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
101+ 4.73% |
$8.99K - $11K
|
2.24K
$253K
|
|
Jul 19, 2022
Q2 2022
|
Polianta LTD
|
BUY
|
- |
100+ 0.23% |
$8.9K - $10.9K
|
42.9K
$4.85M
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
100+ 1.94% |
$8.9K - $10.9K
|
5.25K
$593K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
97+ 1.47% |
$8.64K - $10.6K
|
6.69K
$756K
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
96+ 0.1% |
$8.55K - $10.5K
|
94.7K
$10.7M
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
94New |
$8.37K - $10.2K
|
94
$10.6K
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
94+ 1.62% |
$8.37K - $10.2K
|
5.9K
$667K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
93+ 1.8% |
$8.28K - $10.1K
|
5.25K
$593K
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
91+ 0.45% |
$8.1K - $9.92K
|
20.3K
$2.29M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
89+ 4.34% |
$7.92K - $9.7K
|
2.14K
$242K
|
|
Jul 20, 2022
Q2 2022
|
Sather Financial Group Inc
|
BUY
|
- |
86+ 1.29% |
$7.66K - $9.38K
|
6.76K
$763K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
86+ 0.33% |
$7.66K - $9.38K
|
26.3K
$2.97M
|