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 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
14+ 23.33% |
$1.43K - $1.63K
|
74
$8.91K
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
14+ 0.48% |
$1.43K - $1.63K
|
2.96K
$356K
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.11% |
$1.43K - $1.63K
|
12.8K
$1.54M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14New |
$1.43K - $1.63K
|
14
$1.69K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
12+ 0.06% |
$1.23K - $1.4K
|
21.2K
$2.55M
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
11+ 0.78% |
$1.13K - $1.28K
|
1.43K
$172K
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
10+ 0.15% |
$1.02K - $1.17K
|
6.56K
$789K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
10+ 0.1% |
$1.02K - $1.17K
|
9.58K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
10+ 0.29% |
$1.02K - $1.17K
|
3.48K
$419K
|
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
9+ 0.1% |
$921 - $1.05K
|
8.88K
$1.07M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.43% |
$716 - $817
|
1.63K
$196K
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7+ 0.08% |
$716 - $817
|
8.81K
$1.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.15% |
$716 - $817
|
4.56K
$549K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
7+ 0.07% |
$716 - $817
|
9.95K
$1.2M
|
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
6+ 0.15% |
$614 - $700
|
3.97K
$477K
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6+ 0.16% |
$614 - $700
|
3.66K
$440K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.18% |
$512 - $583
|
2.78K
$334K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.15% |
$512 - $583
|
3.44K
$414K
|
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4+ 0.15% |
$409 - $467
|
2.74K
$330K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
4+ 0.18% |
$409 - $467
|
2.27K
$274K
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
4+ 0.09% |
$409 - $467
|
4.29K
$516K
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.17% |
$409 - $467
|
2.42K
$291K
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4+ 0.12% |
$409 - $467
|
3.3K
$398K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4+ 0.11% |
$409 - $467
|
3.51K
$423K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4+ 0.05% |
$409 - $467
|
7.78K
$936K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
3+ 0.11% |
$307 - $350
|
2.74K
$330K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 0.0% |
$307 - $350
|
97.1K
$11.7M
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
3+ 0.13% |
$307 - $350
|
2.25K
$271K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.11% |
$307 - $350
|
2.79K
$336K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.1% |
$307 - $350
|
3.11K
$374K
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.08% |
$205 - $233
|
2.63K
$317K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$205 - $233
|
4.25K
$512K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$205 - $233
|
1.03K
$124K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.25% |
$205 - $233
|
807
$97.2K
|
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$205 - $233
|
3.79K
$456K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 2.78% |
$102 - $117
|
37
$4.46K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.01% |
$102 - $117
|
16.4K
$1.97M
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$102 - $117
|
3.34K
$402K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
1+ 0.03% |
$102 - $117
|
3.52K
$424K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$102 - $117
|
685
$82.5K
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$102 - $117
|
3.97K
$478K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.11% |
$102 - $117
|
926
$111K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.02% |
$102 - $117
|
4.4K
$530K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$102 - $117
|
3.2K
$385K
|
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$102 - $117
|
5.24K
$631K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.01% |
$102 - $117
|
6.75K
$813K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.03% |
$102 - $117
|
3.01K
$362K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.08% |
$102 - $117
|
1.27K
$152K
|