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 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.11KClosed |
$188K - $230K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.12KClosed |
$188K - $231K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-2.12KClosed |
$189K - $231K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 2.74% |
$190K - $233K
|
75.8K
$8.57M
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.14K- 6.72% |
$191K - $233K
|
29.7K
$3.36M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.16K- 19.27% |
$192K - $235K
|
9.03K
$1.02M
|
|
Jul 18, 2022
Q2 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-2.16KClosed |
$192K - $235K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.17K- 10.43% |
$193K - $236K
|
18.6K
$2.1M
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.18KClosed |
$194K - $238K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.19K- 44.69% |
$195K - $238K
|
2.71K
$306K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.22KClosed |
$197K - $242K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.25KClosed |
$200K - $245K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.25KClosed |
$200K - $245K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.25KClosed |
$200K - $245K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.25KClosed |
$201K - $246K
|
0
$0
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.29K- 12.57% |
$204K - $249K
|
15.9K
$1.8M
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.3KClosed |
$205K - $251K
|
0
$0
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.32KClosed |
$207K - $253K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 8.67% |
$208K - $255K
|
24.6K
$2.78M
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-2.36K- 3.95% |
$210K - $258K
|
57.5K
$6.49M
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.42KClosed |
$215K - $263K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-2.42KClosed |
$215K - $264K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.43K- 16.65% |
$216K - $265K
|
12.1K
$1.37M
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.44K- 1.98% |
$217K - $266K
|
121K
$13.6M
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.45KClosed |
$218K - $267K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.45K- 10.09% |
$218K - $267K
|
21.9K
$2.47M
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.48K- 7.9% |
$221K - $271K
|
28.9K
$3.27M
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.49KClosed |
$222K - $272K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.5K- 14.17% |
$222K - $272K
|
15.1K
$1.71M
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.5K- 10.22% |
$223K - $273K
|
22K
$2.48M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.53K- 9.51% |
$225K - $275K
|
24K
$2.72M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.54K- 16.74% |
$226K - $276K
|
12.6K
$1.42M
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2.58KClosed |
$229K - $281K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-2.6K- 0.32% |
$232K - $284K
|
804K
$90.8M
|
|
Aug 11, 2022
Q2 2022
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-2.63K- 3.26% |
$234K - $287K
|
78K
$8.81M
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.64KClosed |
$235K - $287K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.66K- 2.04% |
$236K - $289K
|
128K
$14.4M
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-2.67KClosed |
$238K - $291K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.69K- 9.41% |
$239K - $293K
|
25.9K
$2.93M
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.7KClosed |
$240K - $294K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-2.7KClosed |
$240K - $294K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.72KClosed |
$242K - $297K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.74K- 34.04% |
$244K - $299K
|
5.32K
$600K
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.78KClosed |
$248K - $303K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.78K- 0.96% |
$248K - $304K
|
288K
$32.5M
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-2.78KClosed |
$248K - $304K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.81K- 6.95% |
$250K - $306K
|
37.6K
$4.25M
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.82K- 1.79% |
$251K - $308K
|
155K
$17.5M
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.82K- 7.68% |
$251K - $308K
|
33.9K
$3.83M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.84K- 2.44% |
$252K - $309K
|
113K
$12.8M
|