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 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.93K+ 8.78% |
$197K - $225K
|
23.9K
$2.88M
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.93K+ 0.66% |
$197K - $225K
|
293K
$35.3M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.93K+ 1.53% |
$197K - $225K
|
128K
$15.4M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.93K+ 47.84% |
$197K - $225K
|
5.95K
$716K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 8.53% |
$197K - $225K
|
24.5K
$2.95M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.92K+ 50.9% |
$196K - $224K
|
5.69K
$685K
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.92K+ 19.24% |
$196K - $224K
|
11.9K
$1.43M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 27.0% |
$196K - $224K
|
9.01K
$1.09M
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.91K+ 7.24% |
$196K - $223K
|
28.3K
$3.41M
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.9KNew |
$195K - $222K
|
1.9K
$229K
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.89KNew |
$194K - $221K
|
1.89K
$228K
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.88K+ 1.06% |
$192K - $219K
|
179K
$21.5M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.87K+ 2.23% |
$192K - $219K
|
85.9K
$10.3M
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.87KNew |
$191K - $218K
|
1.87K
$225K
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
1.86K+ 43.93% |
$190K - $217K
|
6.1K
$734K
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.86K+ 7.45% |
$190K - $217K
|
26.8K
$3.23M
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.86K+ 3.05% |
$190K - $217K
|
62.9K
$7.57M
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.86KNew |
$190K - $217K
|
1.86K
$224K
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.82K+ 29.73% |
$187K - $213K
|
7.96K
$958K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.82K+ 68.16% |
$186K - $212K
|
4.49K
$541K
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
1.81K+ 24.1% |
$185K - $211K
|
9.31K
$1.12M
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.8K+ 11.72% |
$184K - $210K
|
17.2K
$2.07M
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.79K+ 4.38% |
$183K - $209K
|
42.8K
$5.15M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.79K+ 1.3% |
$183K - $209K
|
139K
$16.8M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.79K+ 4.82% |
$183K - $209K
|
39K
$4.69M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.78K+ 4146.51% |
$182K - $208K
|
1.83K
$220K
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
1.78K+ 3.65% |
$182K - $207K
|
50.5K
$6.07M
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
BUY
|
- |
1.78K+ 1.62% |
$182K - $207K
|
111K
$13.4M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.78K+ 9.52% |
$182K - $207K
|
20.4K
$2.46M
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
1.76K+ 7.79% |
$180K - $206K
|
24.4K
$2.94M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.75K+ 18.49% |
$179K - $204K
|
11.2K
$1.35M
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.74K+ 1.52% |
$178K - $203K
|
116K
$14M
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.73K+ 95.07% |
$177K - $202K
|
3.56K
$428K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.72K+ 4.94% |
$176K - $201K
|
36.6K
$4.4M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.7K+ 4.62% |
$174K - $199K
|
38.6K
$4.65M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.7K+ 14.56% |
$174K - $198K
|
13.4K
$1.61M
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.68K+ 39.27% |
$171K - $196K
|
5.94K
$716K
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
BUY
|
- |
1.66K+ 29.29% |
$170K - $194K
|
7.35K
$885K
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
1.65K+ 4.19% |
$169K - $193K
|
41.1K
$4.95M
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
1.65K+ 1.03% |
$169K - $193K
|
161K
$19.4M
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.65K+ 1.65% |
$169K - $192K
|
102K
$12.3M
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.63K+ 19.03% |
$167K - $190K
|
10.2K
$1.23M
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 11.19% |
$166K - $189K
|
16.1K
$1.94M
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.6K+ 2.28% |
$164K - $187K
|
71.8K
$8.64M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.6K+ 3.13% |
$164K - $187K
|
52.8K
$6.36M
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.59K+ 1.82% |
$162K - $185K
|
89.1K
$10.7M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.59K+ 6.34% |
$162K - $185K
|
26.6K
$3.2M
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
1.58K+ 79.51% |
$162K - $185K
|
3.57K
$430K
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
1.58K+ 1.13% |
$162K - $184K
|
142K
$17M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.58K+ 2.32% |
$161K - $184K
|
69.4K
$8.36M
|