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
|
Capital City Trust CO
|
BUY
|
- |
205+ 3.83% |
$21K - $23.9K
|
5.56K
$670K
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
205+ 6.08% |
$21K - $23.9K
|
3.58K
$431K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
203+ 9.54% |
$20.8K - $23.7K
|
2.33K
$281K
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
201+ 1.39% |
$20.6K - $23.5K
|
14.7K
$1.76M
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
200+ 25.48% |
$20.5K - $23.3K
|
985
$119K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
200+ 1.87% |
$20.5K - $23.3K
|
10.9K
$1.31M
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
200+ 7.3% |
$20.5K - $23.3K
|
2.94K
$354K
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
200+ 2.52% |
$20.5K - $23.3K
|
8.15K
$981K
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
199+ 0.61% |
$20.4K - $23.2K
|
32.8K
$3.95M
|
|
May 16, 2022
Q1 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
197New |
$20.2K - $23K
|
197
$23.7K
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
197+ 4.79% |
$20.2K - $23K
|
4.31K
$519K
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
196+ 1.15% |
$20.1K - $22.9K
|
17.3K
$2.08M
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
195+ 6.63% |
$20K - $22.8K
|
3.14K
$378K
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
195+ 3.09% |
$20K - $22.8K
|
6.51K
$783K
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
195+ 0.72% |
$20K - $22.8K
|
27.3K
$3.28M
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
193+ 0.83% |
$19.7K - $22.5K
|
23.4K
$2.81M
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
192+ 1.64% |
$19.6K - $22.4K
|
11.9K
$1.44M
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
190+ 24.68% |
$19.4K - $22.2K
|
960
$116K
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
186+ 2.11% |
$19K - $21.7K
|
8.98K
$1.08M
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
185+ 3.79% |
$18.9K - $21.6K
|
5.07K
$610K
|
|
May 11, 2022
Q1 2022
|
Argent Capital Management LLC
|
BUY
|
- |
184+ 7.45% |
$18.8K - $21.5K
|
2.65K
$319K
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
182+ 6.25% |
$18.6K - $21.2K
|
3.09K
$372K
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
176+ 7.65% |
$18K - $20.5K
|
2.48K
$298K
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
176+ 0.75% |
$18K - $20.5K
|
23.5K
$2.83M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
175+ 1.61% |
$17.9K - $20.4K
|
11K
$1.33M
|
|
Apr 27, 2022
Q1 2022
|
Epiq Partners, LLC
|
BUY
|
- |
174+ 6.12% |
$17.8K - $20.3K
|
3.02K
$363K
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
174+ 1.46% |
$17.8K - $20.3K
|
12.1K
$1.46M
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
173+ 6.54% |
$17.7K - $20.2K
|
2.82K
$339K
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
173+ 0.39% |
$17.7K - $20.2K
|
44.6K
$5.37M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
171+ 0.1% |
$17.5K - $20K
|
178K
$21.5M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
170+ 7.21% |
$17.4K - $19.8K
|
2.53K
$305K
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
169+ 5.08% |
$17.3K - $19.7K
|
3.5K
$421K
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
167+ 2.37% |
$17.1K - $19.5K
|
7.21K
$868K
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
165+ 4.8% |
$16.9K - $19.3K
|
3.61K
$434K
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
162+ 5.31% |
$16.6K - $18.9K
|
3.21K
$387K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
160+ 1.67% |
$16.4K - $18.7K
|
9.74K
$1.17M
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
159+ 2.02% |
$16.3K - $18.6K
|
8.05K
$969K
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
157+ 5.69% |
$16.1K - $18.3K
|
2.92K
$351K
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
156+ 0.2% |
$16K - $18.2K
|
77.3K
$9.3M
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
155+ 0.76% |
$15.9K - $18.1K
|
20.7K
$2.49M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
155+ 5.92% |
$15.9K - $18.1K
|
2.77K
$334K
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
154+ 4.09% |
$15.8K - $18K
|
3.92K
$471K
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
153+ 6.56% |
$15.7K - $17.9K
|
2.49K
$299K
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
153+ 4.77% |
$15.7K - $17.9K
|
3.36K
$404K
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
148New |
$15.1K - $17.3K
|
148
$17.8K
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
147+ 0.15% |
$15K - $17.2K
|
98.2K
$11.8M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
147+ 3.11% |
$15K - $17.2K
|
4.88K
$587K
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
145+ 1.98% |
$14.8K - $16.9K
|
7.46K
$898K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
140+ 0.79% |
$14.3K - $16.3K
|
17.9K
$2.15M
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
137+ 4.24% |
$14K - $16K
|
3.37K
$405K
|