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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.57K+ 4.05% |
$161K - $183K
|
40.4K
$4.86M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.56K+ 20.01% |
$160K - $182K
|
9.35K
$1.13M
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
1.54K+ 0.4% |
$158K - $180K
|
385K
$46.3M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.54K+ 37.22% |
$157K - $179K
|
5.67K
$682K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.51K+ 15080.0% |
$154K - $176K
|
1.52K
$183K
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.51K+ 13.95% |
$154K - $176K
|
12.3K
$1.48M
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.5K+ 44.32% |
$154K - $175K
|
4.89K
$589K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 102.81% |
$154K - $175K
|
2.96K
$357K
|
|
|
May 12, 2022
Q1 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
1.5K+ 1.26% |
$153K - $175K
|
120K
$14.5M
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.49K+ 2.13% |
$153K - $174K
|
71.7K
$8.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.49K+ 2.57% |
$152K - $173K
|
59.3K
$7.13M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.49K+ 2.87% |
$152K - $173K
|
53.2K
$6.41M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.48K+ 3.31% |
$152K - $173K
|
46.2K
$5.56M
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 5.7% |
$151K - $173K
|
27.5K
$3.31M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.48K+ 4.26% |
$151K - $172K
|
36.1K
$4.35M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.46K+ 4.05% |
$150K - $171K
|
37.6K
$4.53M
|
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.46K+ 6.44% |
$149K - $170K
|
24.1K
$2.9M
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
1.46K+ 5.58% |
$149K - $170K
|
27.5K
$3.32M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.46K+ 19.68% |
$149K - $170K
|
8.85K
$1.07M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.44K+ 1.54% |
$147K - $167K
|
94.6K
$11.4M
|
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
BUY
|
- |
1.41K+ 2.96% |
$145K - $165K
|
49.2K
$5.92M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.41K+ 29.92% |
$144K - $165K
|
6.13K
$738K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$143K - $163K
|
1.4K
$168K
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.39K+ 2.7% |
$142K - $162K
|
52.8K
$6.35M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.38K+ 383.33% |
$141K - $161K
|
1.74K
$210K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.37K+ 3.2% |
$140K - $160K
|
44.3K
$5.33M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.36K+ 5.91% |
$139K - $159K
|
24.4K
$2.94M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.36K+ 94.44% |
$139K - $159K
|
2.8K
$337K
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
1.36K+ 1.11% |
$139K - $158K
|
123K
$14.8M
|
|
|
May 11, 2022
Q1 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.35K+ 4.81% |
$138K - $158K
|
29.5K
$3.55M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
1.34K+ 72.1% |
$137K - $156K
|
3.2K
$385K
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.33K+ 3.41% |
$136K - $155K
|
40.2K
$4.85M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 33.64% |
$134K - $152K
|
5.18K
$624K
|
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.3K+ 4.79% |
$133K - $152K
|
28.5K
$3.43M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
1.29K+ 0.41% |
$132K - $150K
|
319K
$38.4M
|
|
|
May 13, 2022
Q1 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.28K+ 18.47% |
$131K - $150K
|
8.22K
$990K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.28K+ 28.96% |
$131K - $150K
|
5.71K
$687K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.28K+ 32.55% |
$131K - $149K
|
5.22K
$628K
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.26K+ 52.56% |
$129K - $147K
|
3.67K
$441K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 19.93% |
$129K - $147K
|
7.57K
$912K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.25K+ 26.64% |
$128K - $146K
|
5.94K
$715K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.25K+ 0.6% |
$128K - $146K
|
210K
$25.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
1.25K+ 1.2% |
$128K - $146K
|
105K
$12.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.23K+ 2.2% |
$126K - $144K
|
57.3K
$6.89M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.23K+ 0.66% |
$126K - $144K
|
188K
$22.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 0.9% |
$125K - $143K
|
137K
$16.5M
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.22K+ 3.91% |
$124K - $142K
|
32.3K
$3.89M
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.21K+ 16.17% |
$124K - $142K
|
8.72K
$1.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.21KNew |
$124K - $141K
|
1.21K
$146K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
1.21K+ 8.68% |
$123K - $141K
|
15.1K
$1.82M
|