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 21, 2022
Q1 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
56+ 2.43% |
$5.73K - $6.53K
|
2.36K
$285K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
55+ 1.17% |
$5.63K - $6.42K
|
4.75K
$571K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
54+ 4.77% |
$5.53K - $6.3K
|
1.19K
$143K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53+ 0.2% |
$5.42K - $6.18K
|
27.1K
$3.26M
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
52+ 0.29% |
$5.32K - $6.07K
|
17.8K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
52+ 2.88% |
$5.32K - $6.07K
|
1.86K
$224K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
49+ 0.17% |
$5.01K - $5.72K
|
29.1K
$3.51M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
48+ 0.22% |
$4.91K - $5.6K
|
22.1K
$2.67M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
47+ 0.92% |
$4.81K - $5.48K
|
5.16K
$621K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
46New |
$4.71K - $5.37K
|
46
$5.54K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
46+ 2.11% |
$4.71K - $5.37K
|
2.22K
$268K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
45+ 0.15% |
$4.6K - $5.25K
|
30.1K
$3.62M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
42+ 6.07% |
$4.3K - $4.9K
|
734
$88.4K
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
41+ 0.16% |
$4.2K - $4.78K
|
26K
$3.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
40+ 1.17% |
$4.09K - $4.67K
|
3.47K
$417K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
38+ 1.1% |
$3.89K - $4.43K
|
3.48K
$419K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
38+ 0.91% |
$3.89K - $4.43K
|
4.2K
$505K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
37+ 1.38% |
$3.79K - $4.32K
|
2.72K
$327K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
37+ 0.29% |
$3.79K - $4.32K
|
12.6K
$1.52M
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
36+ 2.14% |
$3.68K - $4.2K
|
1.72K
$207K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
36+ 0.13% |
$3.68K - $4.2K
|
28.4K
$3.42M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 7.95% |
$3.68K - $4.2K
|
489
$58.9K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
35+ 0.95% |
$3.58K - $4.08K
|
3.72K
$448K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
35+ 1.69% |
$3.58K - $4.08K
|
2.11K
$254K
|
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
35+ 1.86% |
$3.58K - $4.08K
|
1.92K
$231K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
33+ 4.13% |
$3.38K - $3.85K
|
833
$100K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
32+ 0.84% |
$3.27K - $3.73K
|
3.84K
$462K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31+ 1.7% |
$3.17K - $3.62K
|
1.85K
$223K
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
31+ 0.1% |
$3.17K - $3.62K
|
29.6K
$3.56M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
31+ 2.67% |
$3.17K - $3.62K
|
1.19K
$143K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
30New |
$3.07K - $3.5K
|
30
$3.61K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
30+ 1.31% |
$3.07K - $3.5K
|
2.32K
$279K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
30+ 0.23% |
$3.07K - $3.5K
|
13.1K
$1.58M
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
30+ 0.08% |
$3.07K - $3.5K
|
38.8K
$4.67M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
28+ 0.76% |
$2.86K - $3.27K
|
3.7K
$446K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
27+ 1.03% |
$2.76K - $3.15K
|
2.65K
$320K
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
26+ 0.55% |
$2.66K - $3.03K
|
4.73K
$570K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
26+ 0.94% |
$2.66K - $3.03K
|
2.79K
$336K
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
25+ 0.37% |
$2.56K - $2.92K
|
6.77K
$815K
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
25+ 0.96% |
$2.56K - $2.92K
|
2.63K
$316K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
24+ 0.94% |
$2.46K - $2.8K
|
2.59K
$312K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
22+ 44.9% |
$2.25K - $2.57K
|
71
$8.55K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22+ 1.56% |
$2.25K - $2.57K
|
1.43K
$172K
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.47% |
$2.15K - $2.45K
|
4.51K
$544K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
20+ 0.16% |
$2.05K - $2.33K
|
12.6K
$1.52M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
19+ 0.06% |
$1.94K - $2.22K
|
31.6K
$3.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
18+ 0.14% |
$1.84K - $2.1K
|
12.6K
$1.52M
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
18+ 0.12% |
$1.84K - $2.1K
|
14.5K
$1.74M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 6.42% |
$1.74K - $1.98K
|
282
$34K
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
15+ 0.17% |
$1.53K - $1.75K
|
8.71K
$1.05M
|