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 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
515+ 0.71% |
$52.7K - $60.1K
|
73K
$8.79M
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
504+ 0.24% |
$51.6K - $58.8K
|
211K
$25.4M
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
500+ 12.21% |
$51.2K - $58.3K
|
4.6K
$553K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
488New |
$49.9K - $56.9K
|
488
$58.8K
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
486New |
$49.7K - $56.7K
|
486
$58.5K
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
484+ 4.4% |
$49.5K - $56.5K
|
11.5K
$1.38M
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
474+ 26.7% |
$48.5K - $55.3K
|
2.25K
$271K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
472+ 0.09% |
$48.3K - $55.1K
|
514K
$61.9M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
471+ 11.16% |
$48.2K - $55K
|
4.69K
$565K
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
470+ 3.28% |
$48.1K - $54.8K
|
14.8K
$1.78M
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
BUY
|
- |
467+ 1.04% |
$47.8K - $54.5K
|
45.3K
$5.46M
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
463+ 1.4% |
$47.4K - $54K
|
33.6K
$4.05M
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
462+ 4.84% |
$47.3K - $53.9K
|
10K
$1.21M
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
460+ 6.4% |
$47.1K - $53.7K
|
7.65K
$921K
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
457+ 9.7% |
$46.8K - $53.3K
|
5.17K
$622K
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
451+ 11.19% |
$46.1K - $52.6K
|
4.48K
$540K
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
450+ 13.62% |
$46K - $52.5K
|
3.75K
$452K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
449+ 24.23% |
$45.9K - $52.4K
|
2.3K
$277K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
447+ 4.92% |
$45.7K - $52.2K
|
9.53K
$1.15M
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
445+ 24.49% |
$45.5K - $51.9K
|
2.26K
$272K
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
440+ 2.11% |
$45K - $51.3K
|
21.3K
$2.56M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
439+ 3.43% |
$44.9K - $51.2K
|
13.3K
$1.6M
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
432+ 0.83% |
$44.2K - $50.4K
|
52.5K
$6.33M
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
432+ 5.67% |
$44.2K - $50.4K
|
8.05K
$970K
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
427+ 23.85% |
$43.7K - $49.8K
|
2.22K
$267K
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
424+ 6.14% |
$43.4K - $49.5K
|
7.32K
$882K
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
423+ 18.7% |
$43.3K - $49.4K
|
2.69K
$323K
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
421+ 3.11% |
$43.1K - $49.1K
|
14K
$1.68M
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
420+ 6.83% |
$43K - $49K
|
6.57K
$791K
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
414+ 4.2% |
$42.4K - $48.3K
|
10.3K
$1.24M
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
412+ 2.48% |
$42.2K - $48.1K
|
17.1K
$2.05M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
405+ 1.1% |
$41.4K - $47.3K
|
37.4K
$4.5M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
402+ 3.08% |
$41.1K - $46.9K
|
13.5K
$1.62M
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
402+ 5.44% |
$41.1K - $46.9K
|
7.79K
$938K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
401+ 2.13% |
$41K - $46.8K
|
19.2K
$2.31M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
400+ 19.69% |
$40.9K - $46.7K
|
2.43K
$293K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
396+ 0.16% |
$40.5K - $46.2K
|
255K
$30.7M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
394+ 8.79% |
$40.3K - $46K
|
4.88K
$587K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
391+ 9.99% |
$40K - $45.6K
|
4.3K
$518K
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
390+ 6.57% |
$39.9K - $45.5K
|
6.32K
$761K
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
380+ 0.83% |
$38.9K - $44.3K
|
46.2K
$5.56M
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
373+ 1.1% |
$38.2K - $43.5K
|
34.2K
$4.12M
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
373+ 1.75% |
$38.2K - $43.5K
|
21.6K
$2.61M
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
371New |
$38K - $43.3K
|
371
$44.7K
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
370+ 3.96% |
$37.9K - $43.2K
|
9.72K
$1.17M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
366+ 0.52% |
$37.4K - $42.7K
|
70.1K
$8.44M
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
365+ 7.22% |
$37.3K - $42.6K
|
5.42K
$653K
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
344+ 8.23% |
$35.2K - $40.1K
|
4.52K
$545K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
340+ 2.4% |
$34.8K - $39.7K
|
14.5K
$1.75M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
336+ 0.73% |
$34.4K - $39.2K
|
46.5K
$5.6M
|