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 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.35KNew |
$241K - $275K
|
2.35K
$283K
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.35K+ 23.79% |
$240K - $274K
|
12.2K
$1.47M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.34K+ 11.86% |
$240K - $273K
|
22.1K
$2.66M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.32K+ 3.57% |
$237K - $271K
|
67.2K
$8.09M
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.3K+ 1.77% |
$235K - $269K
|
132K
$15.9M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.3K+ 98.71% |
$235K - $268K
|
4.62K
$557K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.3K+ 11.49% |
$235K - $268K
|
22.3K
$2.68M
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.28K+ 11.46% |
$233K - $266K
|
22.1K
$2.67M
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
2.27KNew |
$232K - $265K
|
2.27K
$274K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.27K+ 54.43% |
$232K - $265K
|
6.44K
$775K
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.26K+ 1.59% |
$231K - $263K
|
145K
$17.4M
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.26K+ 4.62% |
$231K - $263K
|
51.1K
$6.15M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.25K+ 10.28% |
$230K - $263K
|
24.2K
$2.91M
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.25KNew |
$230K - $262K
|
2.25K
$271K
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.25K+ 5.97% |
$230K - $262K
|
39.9K
$4.8M
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
2.24K+ 5.28% |
$230K - $262K
|
44.7K
$5.39M
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.24K+ 85.48% |
$230K - $262K
|
4.87K
$586K
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.22K+ 3.86% |
$227K - $259K
|
59.6K
$7.18M
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.22K+ 1.05% |
$227K - $258K
|
213K
$25.6M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$226K - $258K
|
2.21K
$266K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.21K+ 2.44% |
$226K - $258K
|
92.6K
$11.2M
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.21K+ 1.89% |
$226K - $257K
|
119K
$14.3M
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.2K+ 8.72% |
$225K - $257K
|
27.4K
$3.31M
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.2KNew |
$225K - $256K
|
2.2K
$264K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16K+ 1.56% |
$221K - $252K
|
141K
$16.9M
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.14K+ 5.34% |
$219K - $250K
|
42.3K
$5.1M
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.14K+ 13.03% |
$219K - $250K
|
18.6K
$2.24M
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.14KNew |
$219K - $249K
|
2.14K
$257K
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.13K+ 11.13% |
$218K - $249K
|
21.3K
$2.57M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
2.13K+ 21.85% |
$218K - $249K
|
11.9K
$1.43M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
2.12KNew |
$217K - $247K
|
2.12K
$255K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.11K+ 2.53% |
$216K - $246K
|
85.5K
$10.3M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
2.05K+ 9.68% |
$210K - $239K
|
23.2K
$2.8M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.05KNew |
$209K - $239K
|
2.05K
$246K
|
|
Apr 27, 2022
Q1 2022
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
2.04KNew |
$208K - $238K
|
2.04K
$245K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.03K+ 6.65% |
$208K - $237K
|
32.6K
$3.92M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.02K+ 12.36% |
$206K - $235K
|
18.3K
$2.21M
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
2.02K+ 19.84% |
$206K - $235K
|
12.2K
$1.47M
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.01K+ 6.51% |
$206K - $235K
|
32.9K
$3.96M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01K+ 31.29% |
$206K - $235K
|
8.44K
$1.02M
|
|
Apr 08, 2022
Q1 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
2.01KNew |
$206K - $235K
|
2.01K
$242K
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2K+ 13.71% |
$205K - $233K
|
16.6K
$2M
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
2K+ 6.45% |
$205K - $233K
|
33K
$3.97M
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.99K+ 9.51% |
$204K - $233K
|
22.9K
$2.76M
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.99K+ 21.27% |
$203K - $232K
|
11.3K
$1.36M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.97K+ 4.84% |
$202K - $230K
|
42.8K
$5.15M
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.96K+ 1.49% |
$200K - $228K
|
133K
$16M
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 24.4% |
$200K - $228K
|
9.94K
$1.2M
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 8.39% |
$198K - $226K
|
25K
$3.01M
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.93K+ 26.48% |
$198K - $226K
|
9.24K
$1.11M
|