Purchases and Sales Made in Q1 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 29, 2022 Q1 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
831
+ 7.94%
$85K - $97K
11.3K $1.36M
May 16, 2022 Q1 2022
Matrix Private Capital Group LLC

New York, NY
BUY
 -
830
+ 1.1%
$84.9K - $96.9K
76.1K $9.16M
May 11, 2022 Q1 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
830
+ 12.99%
$84.9K - $96.9K
7.22K $869K
Aug 05, 2022 Q1 2022
Tevis Investment Management

BUY
 -
829
New
$84.8K - $96.7K
829 $99.8K
Apr 27, 2022 Q1 2022
Orin Green Financial, LLC

BUY
 -
824
+ 1.63%
$84.3K - $96.2K
51.4K $6.19M
Apr 14, 2022 Q1 2022
De Dora Capital, Inc.

BUY
 -
814
New
$83.3K - $95K
814 $98K
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
811
+ 23.92%
$83K - $94.6K
4.2K $506K
May 16, 2022 Q1 2022
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
806
+ 10.0%
$82.5K - $94.1K
8.87K $1.07M
May 13, 2022 Q1 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
799
+ 3.72%
$81.8K - $93.2K
22.3K $2.68M
Apr 11, 2022 Q1 2022
Harbour Capital Advisors, LLC

BUY
 -
795
+ 6.94%
$81.3K - $92.8K
12.2K $1.47M
May 13, 2022 Q1 2022
Doyle Wealth Management

St. Petersburg, FL
BUY
 -
782
+ 20.97%
$80K - $91.3K
4.51K $543K
Apr 26, 2022 Q1 2022
Kanawha Capital Management LLC

BUY
 -
780
+ 3.81%
$79.8K - $91K
21.3K $2.56M
May 16, 2022 Q1 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
773
+ 8.85%
$79.1K - $90.2K
9.51K $1.14M
Oct 13, 2022 Q1 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
773
+ 8.85%
$79.1K - $90.2K
9.51K $1.14M
Apr 14, 2022 Q1 2022
Yhb Investment Advisors, Inc.

BUY
 -
770
+ 0.75%
$78.8K - $89.9K
104K $12.5M
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
767
+ 3.53%
$78.5K - $89.5K
22.5K $2.71M
May 04, 2022 Q1 2022
Coastline Trust CO

BUY
 -
765
+ 10.13%
$78.3K - $89.3K
8.32K $1M
Apr 22, 2022 Q1 2022
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
756
+ 24.89%
$77.4K - $88.2K
3.79K $457K
Apr 26, 2022 Q1 2022
Altus Wealth Management, LLC

BUY
 -
740
+ 1.55%
$75.7K - $86.4K
48.6K $5.85M
Apr 20, 2022 Q1 2022
White Lighthouse Investment Management Inc.

BUY
 -
735
+ 11.71%
$75.2K - $85.8K
7.01K $844K
May 10, 2022 Q1 2022
Aft, Forsyth & Company, Inc.

BUY
 -
719
+ 2.39%
$73.6K - $83.9K
30.8K $3.71M
May 10, 2022 Q1 2022
Provence Wealth Management Group

BUY
 -
713
+ 4.32%
$73K - $83.2K
17.2K $2.07M
May 09, 2022 Q1 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
700
+ 0.58%
$71.6K - $81.7K
121K $14.6M
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
696
+ 98.44%
$71.2K - $81.2K
1.4K $169K
May 13, 2022 Q1 2022
Wit, LLC

District Of Columbia, DC
BUY
 -
683
New
$69.9K - $79.7K
683 $82.2K
Apr 26, 2022 Q1 2022
Fundamentun, LLC

Beachwood, OH
BUY
 -
681
+ 1.36%
$69.7K - $79.5K
50.9K $6.13M
May 02, 2022 Q1 2022
Heritage Investors Management Corp

BUY
 -
661
+ 2.32%
$67.6K - $77.1K
29.2K $3.51M
Apr 25, 2022 Q1 2022
Marino, Stram & Associates LLC

BUY
 -
658
+ 0.51%
$67.3K - $76.8K
130K $15.7M
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

BUY
 -
651
+ 0.45%
$66.6K - $76K
147K $17.7M
Apr 27, 2022 Q1 2022
Fulton Breakefield Broenniman LLC

BUY
 -
650
+ 12.45%
$66.5K - $75.8K
5.87K $707K
May 16, 2022 Q1 2022
Schroder Investment Management Group

London, X0
BUY
 -
650
New
$66.5K - $75.8K
650 $78.3K
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
626
+ 67.46%
$64.1K - $73K
1.55K $187K
May 06, 2022 Q1 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
624
+ 0.77%
$63.8K - $72.8K
81.6K $9.83M
Apr 25, 2022 Q1 2022
Tufton Capital Management

BUY
 -
605
+ 7.97%
$61.9K - $70.6K
8.19K $987K
Apr 15, 2022 Q1 2022
Pennsylvania Capital Management Inc

BUY
 -
597
+ 3.24%
$61.1K - $69.7K
19K $2.29M
May 16, 2022 Q1 2022
Capital Directions Investment Advisors, LLC

BUY
 -
597
New
$61.1K - $69.7K
597 $71.9K
Apr 20, 2022 Q1 2022
Boltwood Capital Management

BUY
 -
593
+ 1.14%
$60.7K - $69.2K
52.6K $6.33M
Apr 28, 2022 Q1 2022
Evensky & Katz LLC

BUY
 -
593
+ 90.12%
$60.7K - $69.2K
1.25K $151K
May 12, 2022 Q1 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
593
+ 8.32%
$60.7K - $69.2K
7.72K $930K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
589
+ 3.7%
$60.3K - $68.7K
16.5K $1.99M
Apr 07, 2022 Q1 2022
Holland Advisory Services, Inc.

BUY
 -
587
+ 1.39%
$60.1K - $68.5K
42.9K $5.16M
Apr 18, 2022 Q1 2022
Piscataqua Savings Bank

BUY
 -
583
+ 79.1%
$59.7K - $68K
1.32K $159K
May 05, 2022 Q1 2022
Omni Star Financial Group, Inc.

BUY
 -
583
+ 10.88%
$59.7K - $68K
5.94K $715K
May 04, 2022 Q1 2022
Legacy Financial Advisors, Inc.

BUY
 -
574
+ 7.7%
$58.7K - $67K
8.03K $966K
Apr 04, 2022 Q1 2022
M&R Capital Management Inc

BUY
 -
568
+ 32.29%
$58.1K - $66.3K
2.33K $280K
Apr 18, 2022 Q1 2022
Madden Advisory Services, Inc.

BUY
 -
566
+ 2.19%
$57.9K - $66K
26.5K $3.19M
Apr 15, 2022 Q1 2022
Tkg Advisors, LLC

BUY
 -
564
+ 1.12%
$57.7K - $65.8K
50.8K $6.12M
May 13, 2022 Q1 2022
Cypress Capital Management LLC

Greenville, DE
BUY
 -
537
+ 4.63%
$54.9K - $62.7K
12.1K $1.46M
Apr 27, 2022 Q1 2022
Horst & Graben Wealth Management LLC

BUY
 -
529
+ 20.94%
$54.1K - $61.7K
3.06K $368K

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