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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
4.11K+ 6.26% |
$420K - $479K
|
69.7K
$8.39M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.09K+ 51.25% |
$418K - $477K
|
12.1K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.06K+ 3.04% |
$416K - $474K
|
138K
$16.6M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.04K+ 2.85% |
$414K - $472K
|
146K
$17.6M
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4.02K+ 36.23% |
$412K - $469K
|
15.1K
$1.82M
|
|
|
May 10, 2022
Q1 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4K+ 13.33% |
$409K - $467K
|
34K
$4.09M
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
3.79KNew |
$388K - $442K
|
3.79K
$457K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.79K+ 4.67% |
$388K - $442K
|
85K
$10.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.78K+ 3.04% |
$387K - $441K
|
128K
$15.4M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.74KNew |
$382K - $436K
|
3.74K
$450K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.71KNew |
$379K - $432K
|
3.71K
$446K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
BUY
|
- |
3.7K+ 7.89% |
$379K - $432K
|
50.6K
$6.1M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.7K+ 9.21% |
$378K - $432K
|
43.9K
$5.28M
|
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.67KNew |
$376K - $428K
|
3.67K
$442K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3.65K+ 497.14% |
$373K - $426K
|
4.38K
$528K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.64K+ 5.85% |
$373K - $425K
|
65.9K
$7.93M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.63KNew |
$371K - $423K
|
3.63K
$437K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.61K+ 76.88% |
$370K - $421K
|
8.31K
$1M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.57K+ 6.7% |
$365K - $416K
|
56.8K
$6.84M
|
|
|
May 09, 2022
Q1 2022
|
Parthenon LLC
|
BUY
|
- |
3.54K+ 10.92% |
$362K - $413K
|
36K
$4.33M
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.52K+ 2.97% |
$360K - $411K
|
122K
$14.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.51K+ 17.9% |
$360K - $410K
|
23.1K
$2.79M
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.49K+ 8.44% |
$357K - $407K
|
44.9K
$5.4M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
3.43K+ 70.28% |
$351K - $400K
|
8.31K
$1M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
3.43K+ 1.59% |
$351K - $400K
|
218K
$26.3M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.43K+ 63.08% |
$350K - $400K
|
8.86K
$1.07M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.42K+ 22.25% |
$350K - $399K
|
18.8K
$2.26M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
3.42K+ 3.22% |
$350K - $399K
|
110K
$13.2M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
3.41KNew |
$349K - $398K
|
3.41K
$410K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.33K+ 4.56% |
$341K - $389K
|
76.4K
$9.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.32KNew |
$339K - $387K
|
3.32K
$399K
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.29K+ 13.08% |
$336K - $384K
|
28.4K
$3.42M
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.25K+ 9.91% |
$332K - $379K
|
36K
$4.34M
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.24KNew |
$332K - $378K
|
3.24K
$390K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.24K+ 39.39% |
$331K - $378K
|
11.5K
$1.38M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
3.22K+ 4.47% |
$329K - $375K
|
75.1K
$9.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.17K+ 1.07% |
$324K - $370K
|
300K
$36.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.15K+ 12.35% |
$323K - $368K
|
28.7K
$3.46M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.12K+ 5.23% |
$319K - $364K
|
62.7K
$7.55M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.12K+ 5.23% |
$319K - $364K
|
62.7K
$7.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.09K+ 2.82% |
$316K - $361K
|
113K
$13.6M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.09K+ 28.45% |
$316K - $360K
|
13.9K
$1.68M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3.09K+ 2.72% |
$316K - $360K
|
116K
$14M
|
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.08K+ 5.93% |
$315K - $359K
|
55K
$6.62M
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.03K+ 17.06% |
$310K - $354K
|
20.8K
$2.5M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
3.02K+ 0.4% |
$309K - $352K
|
764K
$92M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.02KNew |
$309K - $352K
|
3.02K
$363K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3K+ 24.95% |
$307K - $350K
|
15K
$1.81M
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3K+ 1.99% |
$306K - $349K
|
154K
$18.5M
|
|
|
May 16, 2022
Q1 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.98K+ 4.43% |
$305K - $347K
|
70.1K
$8.44M
|