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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
136K+ 891.38% |
$13.9M - $15.8M
|
151K
$17.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
132K+ 4.69% |
$13.5M - $15.4M
|
2.95M
$350M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
132K+ 12.14% |
$13.5M - $15.4M
|
1.22M
$145M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
131K+ 9.63% |
$13.4M - $15.3M
|
1.49M
$177M
|
|
|
May 13, 2022
Q1 2022
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
131K+ 100.77% |
$13.4M - $15.3M
|
261K
$31M
|
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
129KNew |
$13.2M - $15M
|
129K
$15.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
126K+ 3.62% |
$12.9M - $14.8M
|
3.62M
$430M
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
125K+ 215.24% |
$12.8M - $14.6M
|
183K
$21.7M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
122K+ 134.78% |
$12.5M - $14.2M
|
213K
$25.3M
|
|
|
May 12, 2022
Q1 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
121K+ 53.3% |
$12.4M - $14.1M
|
348K
$41.4M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
118K+ 1.34% |
$12.1M - $13.8M
|
8.96M
$1.06B
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
116KNew |
$11.9M - $13.6M
|
116K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
114K+ 3.92% |
$11.6M - $13.3M
|
3.01M
$358M
|
|
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
111K+ 142.1% |
$11.4M - $13M
|
189K
$22.5M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
111K+ 80.15% |
$11.3M - $12.9M
|
248K
$29.5M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
108K+ 6.64% |
$11M - $12.6M
|
1.73M
$206M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
106K+ 5.35% |
$10.8M - $12.4M
|
2.09M
$248M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
105K+ 21.17% |
$10.7M - $12.2M
|
600K
$71.3M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
104K+ 34.04% |
$10.7M - $12.2M
|
410K
$48.8M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
103KNew |
$10.6M - $12M
|
103K
$12.3M
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
103K+ 1950.72% |
$10.5M - $12M
|
108K
$12.8M
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
102K+ 633.63% |
$10.4M - $11.9M
|
118K
$14M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
96.6K+ 25.01% |
$9.88M - $11.3M
|
483K
$57.4M
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
95.1K+ 57.39% |
$9.73M - $11.1M
|
261K
$31M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
94.1K+ 7.87% |
$9.63M - $11M
|
1.29M
$153M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
91.8K+ 3413.61% |
$9.4M - $10.7M
|
94.5K
$11.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
BUY
|
- |
90.7K+ 117.71% |
$9.28M - $10.6M
|
168K
$19.9M
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
90.4KNew |
$9.25M - $10.6M
|
90.4K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
87.6K+ 967.93% |
$8.96M - $10.2M
|
96.7K
$11.5M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
85.6K+ 12.99% |
$8.76M - $9.99M
|
744K
$88.4M
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
85.5K+ 11.49% |
$8.75M - $9.98M
|
830K
$98.6M
|
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
84.7KNew |
$8.67M - $9.89M
|
84.7K
$10.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
80.3K+ 408.0% |
$8.21M - $9.37M
|
100K
$11.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
79.8K+ 459.75% |
$8.17M - $9.31M
|
97.2K
$11.5M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
79K+ 1700.06% |
$8.08M - $9.21M
|
83.6K
$9.93M
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
78.3K+ 28.35% |
$8.01M - $9.14M
|
355K
$42.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
76.8K+ 444.87% |
$7.85M - $8.96M
|
94K
$11.2M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.2K+ 772.76% |
$7.8M - $8.9M
|
86.1K
$10.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
74.5K+ 545.62% |
$7.62M - $8.69M
|
88.1K
$10.5M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
74.1K+ 5.87% |
$7.58M - $8.65M
|
1.34M
$159M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
74.1K+ 18.75% |
$7.58M - $8.64M
|
469K
$55.7M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
72.6K+ 12.34% |
$7.43M - $8.48M
|
661K
$78.5M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
72.4K+ 1123.02% |
$7.4M - $8.44M
|
78.8K
$9.36M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
71K+ 456.39% |
$7.27M - $8.29M
|
86.6K
$10.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
69.7K+ 57137.7% |
$7.13M - $8.13M
|
69.8K
$8.3M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
68.7K+ 37.01% |
$7.03M - $8.01M
|
254K
$30.2M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
66.6K+ 128.55% |
$6.82M - $7.77M
|
118K
$14.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
66.6K+ 12.02% |
$6.81M - $7.77M
|
620K
$73.7M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
65.9K+ 48.02% |
$6.74M - $7.69M
|
203K
$24.1M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65.8K+ 8.46% |
$6.73M - $7.67M
|
843K
$100M
|