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 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-3.84K- 4.19% |
$341K - $418K
|
87.8K
$9.91M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3.84K- 33.5% |
$342K - $419K
|
7.62K
$861K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.88K- 36.37% |
$346K - $423K
|
6.79K
$767K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 4.53% |
$348K - $426K
|
82.4K
$9.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-4KClosed |
$356K - $436K
|
0
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.01K- 1.0% |
$357K - $438K
|
399K
$45M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.07K- 1.73% |
$362K - $443K
|
231K
$26.1M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-4.07K- 7.16% |
$362K - $443K
|
52.7K
$5.95M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.07K- 7.16% |
$362K - $443K
|
52.7K
$5.95M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.08K- 6.35% |
$364K - $445K
|
60.2K
$6.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.14K- 1.93% |
$369K - $451K
|
210K
$23.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.15K- 6.0% |
$370K - $453K
|
65.1K
$7.36M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.21K- 12.97% |
$375K - $459K
|
28.3K
$3.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.25K- 52.86% |
$378K - $463K
|
3.79K
$428K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.25K- 1.14% |
$378K - $463K
|
368K
$41.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.32KClosed |
$385K - $471K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.4K- 17.99% |
$392K - $480K
|
20.1K
$2.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.42K- 3.64% |
$393K - $482K
|
117K
$13.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.45K- 13.0% |
$396K - $485K
|
29.8K
$3.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-4.46K- 8.29% |
$397K - $487K
|
49.4K
$5.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.51KClosed |
$402K - $492K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.57K- 10.13% |
$407K - $498K
|
40.5K
$4.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.58K- 3.69% |
$408K - $499K
|
119K
$13.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-4.58KClosed |
$408K - $499K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4.58KClosed |
$408K - $499K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.59K- 4.36% |
$408K - $500K
|
101K
$11.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-4.6K- 24.01% |
$409K - $501K
|
14.6K
$1.64M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-4.64K- 6.99% |
$413K - $505K
|
61.7K
$6.97M
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.65KClosed |
$414K - $507K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.74KClosed |
$422K - $517K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.78K- 3.59% |
$425K - $521K
|
128K
$14.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.78K- 4.2% |
$425K - $521K
|
109K
$12.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-4.81K- 13.08% |
$428K - $524K
|
32K
$3.61M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.86K- 29.69% |
$433K - $530K
|
11.5K
$1.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.91K- 26.4% |
$437K - $535K
|
13.7K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4.98K- 2.92% |
$443K - $542K
|
165K
$18.7M
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-5KClosed |
$445K - $545K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.13K- 48.42% |
$457K - $560K
|
5.47K
$618K
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-5.18KClosed |
$462K - $565K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.29K- 7.91% |
$471K - $576K
|
61.6K
$6.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.33KClosed |
$474K - $581K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-5.39K- 27.16% |
$480K - $588K
|
14.5K
$1.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-5.48K- 16.73% |
$488K - $598K
|
27.3K
$3.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5.53K- 1.74% |
$492K - $603K
|
312K
$35.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.56K- 2.17% |
$495K - $606K
|
251K
$28.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.62K- 4.46% |
$501K - $613K
|
121K
$13.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-5.66K- 0.74% |
$504K - $617K
|
759K
$85.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-5.69K- 27.84% |
$506K - $620K
|
14.7K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.75K- 4.89% |
$511K - $626K
|
112K
$12.6M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.75K- 4.89% |
$511K - $626K
|
112K
$12.6M
|