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 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1.2K+ 5.16% |
$123K - $140K
|
24.5K
$2.95M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.2K+ 7.82% |
$122K - $140K
|
16.5K
$1.99M
|
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
1.2K+ 0.77% |
$122K - $139K
|
157K
$18.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.19K+ 1.66% |
$122K - $139K
|
72.7K
$8.76M
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1.18K+ 0.71% |
$121K - $138K
|
169K
$20.3M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.18K+ 3.95% |
$121K - $138K
|
31K
$3.74M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.16K+ 1.17% |
$118K - $135K
|
99.8K
$12M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.15K+ 3.34% |
$117K - $134K
|
35.5K
$4.27M
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
BUY
|
- |
1.14K+ 2.21% |
$117K - $133K
|
52.7K
$6.35M
|
|
|
May 03, 2022
Q1 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.14K+ 0.95% |
$116K - $132K
|
120K
$14.5M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.13K+ 4.77% |
$115K - $132K
|
24.8K
$2.99M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.1K+ 29.56% |
$113K - $129K
|
4.83K
$582K
|
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.1K+ 5.41% |
$113K - $128K
|
21.4K
$2.58M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.09K+ 1.8% |
$111K - $127K
|
61.5K
$7.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.08K+ 24.46% |
$111K - $126K
|
5.52K
$664K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.07KNew |
$109K - $125K
|
1.07K
$129K
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.06K+ 4.14% |
$109K - $124K
|
26.7K
$3.22M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.04K+ 18.41% |
$107K - $122K
|
6.7K
$807K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.04K+ 29.85% |
$106K - $121K
|
4.52K
$544K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.04K+ 1.55% |
$106K - $121K
|
67.8K
$8.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
1.03K+ 19.03% |
$106K - $121K
|
6.47K
$779K
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.03K+ 0.65% |
$105K - $120K
|
159K
$19.1M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.01K+ 13.1% |
$104K - $118K
|
8.75K
$1.05M
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.01K+ 2.28% |
$103K - $118K
|
45.2K
$5.44M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1K+ 3.57% |
$102K - $117K
|
29K
$3.5M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1K+ 3.16% |
$102K - $117K
|
32.6K
$3.93M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
999+ 20.95% |
$102K - $117K
|
5.77K
$694K
|
|
|
Apr 14, 2022
Q1 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
992+ 0.73% |
$102K - $116K
|
137K
$16.4M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
992+ 5.89% |
$102K - $116K
|
17.8K
$2.15M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
987+ 6.07% |
$101K - $115K
|
17.3K
$2.08M
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
974+ 12.28% |
$99.7K - $114K
|
8.91K
$1.07M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
970+ 2.81% |
$99.3K - $113K
|
35.5K
$4.27M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
967+ 4.93% |
$98.9K - $113K
|
20.6K
$2.48M
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
961+ 2.6% |
$98.3K - $112K
|
37.9K
$4.56M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
952+ 1146.99% |
$97.4K - $111K
|
1.04K
$125K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
948+ 18.02% |
$97K - $111K
|
6.21K
$748K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
941+ 3.59% |
$96.3K - $110K
|
27.2K
$3.27M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
937+ 1.51% |
$95.9K - $109K
|
62.9K
$7.57M
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
925+ 6.35% |
$94.6K - $108K
|
15.5K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
912+ 3.55% |
$93.3K - $106K
|
26.6K
$3.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
909+ 1.48% |
$93K - $106K
|
62.3K
$7.5M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
896+ 3.75% |
$91.7K - $105K
|
24.8K
$2.98M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
879+ 14.55% |
$89.9K - $103K
|
6.92K
$833K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
867+ 0.19% |
$88.7K - $101K
|
453K
$54.6M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
861+ 14.8% |
$88.1K - $100K
|
6.68K
$804K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
859+ 0.7% |
$87.9K - $100K
|
123K
$14.8M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
859+ 42.82% |
$87.9K - $100K
|
2.87K
$345K
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
855+ 0.15% |
$87.5K - $99.8K
|
574K
$69.1M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
841+ 6.0% |
$86.1K - $98.1K
|
14.9K
$1.79M
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
831+ 4.52% |
$85K - $97K
|
19.2K
$2.32M
|