Purchases and Sales Made in Q1 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 Q1 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 29, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.13MNew |
$423M - $482M
|
4.13M
$472M
|
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.13MNew |
$423M - $482M
|
4.13M
$472M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.98M+ 7407.57% |
$408M - $465M
|
4.04M
$461M
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.67M+ 7930.72% |
$375M - $428M
|
3.71M
$424M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.11M+ 9.23% |
$216M - $246M
|
25M
$2.85B
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.65M+ 36.06% |
$168M - $192M
|
6.21M
$709M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36M+ 7.04% |
$140M - $159M
|
20.7M
$2.37B
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.26M+ 5333.84% |
$129M - $147M
|
1.28M
$147M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.11M+ 18.67% |
$114M - $129M
|
7.05M
$806M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.06M+ 817.7% |
$108M - $124M
|
1.19M
$136M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01M+ 3.35% |
$104M - $118M
|
31.3M
$3.58B
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
991K+ 18.49% |
$101M - $116M
|
6.35M
$726M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
907K+ 11018.36% |
$92.8M - $106M
|
915K
$105M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
892K+ 4.49% |
$91.3M - $104M
|
20.7M
$2.37B
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
891K+ 1567.45% |
$91.1M - $104M
|
947K
$108M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
821K+ 16276.73% |
$84M - $95.8M
|
826K
$94.4M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
558K+ 9.6% |
$57.1M - $65.1M
|
6.37M
$729M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
539K+ 436.28% |
$55.2M - $62.9M
|
663K
$75.8M
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
440K+ 22721.49% |
$45M - $51.3M
|
442K
$50.5M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
429K+ 6.49% |
$43.9M - $50.1M
|
7.04M
$805M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
414K+ 6.14% |
$42.4M - $48.4M
|
7.16M
$819M
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
BUY
|
- |
403K+ 30216.95% |
$41.2M - $47M
|
404K
$46.2M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
398K+ 6.35% |
$40.7M - $46.4M
|
6.67M
$762M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
388KNew |
$39.7M - $45.3M
|
388K
$44.4M
|
|
May 13, 2022
Q1 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
355KNew |
$36.3M - $41.4M
|
355K
$40.6M
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
335K+ 41.17% |
$34.3M - $39.1M
|
1.15M
$131M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
324K+ 6.84% |
$33.1M - $37.8M
|
5.06M
$578M
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
317KNew |
$32.4M - $37M
|
317K
$36.2M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
301KNew |
$30.8M - $35.1M
|
301K
$34.4M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
262K+ 9.87% |
$26.8M - $30.6M
|
2.92M
$334M
|
|
May 10, 2022
Q1 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
259KNew |
$26.5M - $30.2M
|
259K
$29.6M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
257K+ 6207.33% |
$26.3M - $30M
|
262K
$29.9M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
244K+ 424.72% |
$24.9M - $28.4M
|
301K
$34.4M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
230KNew |
$23.6M - $26.9M
|
230K
$26.3M
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
224K+ 16.17% |
$22.9M - $26.1M
|
1.61M
$184M
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
224K+ 16.17% |
$22.9M - $26.1M
|
1.61M
$184M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
217K+ 7.67% |
$22.2M - $25.3M
|
3.04M
$348M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
202K+ 8.31% |
$20.7M - $23.6M
|
2.63M
$301M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
193K+ 110.55% |
$19.8M - $22.5M
|
368K
$42M
|
|
May 09, 2022
Q1 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
192KNew |
$19.7M - $22.4M
|
192K
$22M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
166K+ 11.44% |
$17M - $19.3M
|
1.61M
$185M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
165KNew |
$16.9M - $19.3M
|
165K
$18.9M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
165K+ 4.98% |
$16.9M - $19.2M
|
3.48M
$398M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
158KNew |
$16.2M - $18.5M
|
158K
$18.1M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
158K+ 84.87% |
$16.1M - $18.4M
|
343K
$39.2M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
151K+ 7.06% |
$15.5M - $17.7M
|
2.3M
$263M
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
151KNew |
$15.4M - $17.6M
|
151K
$17.2M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
148KNew |
$15.1M - $17.3M
|
148K
$16.9M
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
140KNew |
$14.3M - $16.4M
|
140K
$16M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
137K+ 154.75% |
$14M - $16M
|
225K
$25.7M
|