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
|
Dakota Wealth Management
|
BUY
|
- |
2.97K+ 149.2% |
$304K - $347K
|
4.96K
$598K
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.95K+ 79.69% |
$301K - $344K
|
6.64K
$800K
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.93K+ 19.93% |
$299K - $341K
|
17.6K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.92K+ 7.63% |
$299K - $341K
|
41.2K
$4.96M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.87K+ 5.33% |
$294K - $335K
|
56.8K
$6.84M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.86K+ 4.29% |
$293K - $334K
|
69.6K
$8.38M
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.85KNew |
$292K - $333K
|
2.85K
$343K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.78KNew |
$284K - $324K
|
2.78K
$335K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.78K+ 10.31% |
$284K - $324K
|
29.7K
$3.58M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.75K+ 6.75% |
$281K - $320K
|
43.4K
$5.23M
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
BUY
|
- |
2.72K+ 40.58% |
$279K - $318K
|
9.43K
$1.14M
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.72K+ 15.14% |
$278K - $317K
|
20.7K
$2.49M
|
|
|
May 10, 2022
Q1 2022
|
Miramar Capital, LLC
|
BUY
|
- |
2.7KNew |
$276K - $315K
|
2.7K
$325K
|
|
|
Apr 28, 2022
Q1 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
2.68K+ 8.45% |
$274K - $313K
|
34.4K
$4.14M
|
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
2.67KNew |
$273K - $312K
|
2.67K
$321K
|
|
|
Apr 27, 2022
Q1 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.67K+ 1.82% |
$273K - $311K
|
149K
$17.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.66K+ 706.12% |
$272K - $310K
|
3.03K
$365K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.65K+ 26.13% |
$271K - $309K
|
12.8K
$1.54M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.65K+ 65.42% |
$271K - $309K
|
6.7K
$807K
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.64K+ 9.11% |
$270K - $308K
|
31.6K
$3.81M
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 1.96% |
$270K - $307K
|
137K
$16.5M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
2.61K+ 18.6% |
$267K - $305K
|
16.7K
$2.01M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
2.6K+ 2.37% |
$266K - $304K
|
112K
$13.5M
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.6K+ 1.49% |
$266K - $303K
|
177K
$21.4M
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.59K+ 80.52% |
$265K - $302K
|
5.81K
$699K
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.58K+ 31.08% |
$264K - $301K
|
10.9K
$1.31M
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 2.17% |
$263K - $300K
|
121K
$14.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 18.63% |
$263K - $300K
|
16.4K
$1.97M
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.56K+ 3.66% |
$262K - $299K
|
72.4K
$8.72M
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
2.56K+ 33.31% |
$262K - $298K
|
10.2K
$1.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.55K+ 3.98% |
$261K - $297K
|
66.6K
$8.02M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.53K+ 0.67% |
$259K - $295K
|
382K
$46M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.52K+ 1.31% |
$258K - $295K
|
195K
$23.4M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.51K+ 2.8% |
$257K - $293K
|
92.3K
$11.1M
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
2.51KNew |
$257K - $293K
|
2.51K
$302K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.51KNew |
$256K - $292K
|
2.51K
$302K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.5K+ 4.88% |
$256K - $292K
|
53.8K
$6.48M
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.5KNew |
$256K - $292K
|
2.5K
$301K
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
2.48K+ 1.93% |
$254K - $290K
|
131K
$15.8M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.48KNew |
$254K - $290K
|
2.48K
$299K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.45K+ 11.35% |
$251K - $286K
|
24K
$2.89M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.44KNew |
$249K - $284K
|
2.44K
$293K
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.42KNew |
$248K - $283K
|
2.42K
$292K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.42K+ 5.23% |
$247K - $282K
|
48.7K
$5.86M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.41KNew |
$247K - $282K
|
2.41K
$291K
|
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
2.41K+ 1.68% |
$247K - $281K
|
146K
$17.6M
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.41K+ 2.14% |
$246K - $281K
|
115K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.39K+ 2.12% |
$245K - $279K
|
115K
$13.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.38K+ 7.95% |
$243K - $277K
|
32.3K
$3.89M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.36K+ 5.93% |
$241K - $275K
|
42.1K
$5.07M
|