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 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1- -0.0% |
$102 - $117
|
24.4K
$2.94M
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1- 1.16% |
$102 - $117
|
85
$10.2K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2- 0.06% |
$205 - $233
|
3.63K
$437K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2- 0.01% |
$205 - $233
|
18.2K
$2.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3- 0.11% |
$307 - $350
|
2.64K
$318K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.09% |
$307 - $350
|
3.29K
$397K
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-3- 0.01% |
$307 - $350
|
52.3K
$6.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
SELL
|
- |
-4- 0.19% |
$409 - $467
|
2.1K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4- 0.02% |
$409 - $467
|
19.8K
$2.38M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.11% |
$409 - $467
|
3.63K
$437K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4- 0.27% |
$409 - $467
|
1.47K
$177K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.11% |
$512 - $583
|
4.71K
$567K
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5- 0.16% |
$512 - $583
|
3.08K
$371K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5- 0.15% |
$512 - $583
|
3.3K
$397K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-5- 0.31% |
$512 - $583
|
1.58K
$191K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6- 1.03% |
$614 - $700
|
574
$69.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7- 0.1% |
$716 - $817
|
6.96K
$837K
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-8- 0.42% |
$819 - $934
|
1.89K
$228K
|
|
|
May 06, 2022
Q1 2022
|
Private Management Group Inc
|
SELL
|
- |
-8- 0.14% |
$819 - $934
|
5.59K
$673K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8- 0.72% |
$819 - $934
|
1.11K
$133K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-9- 0.06% |
$921 - $1.05K
|
14.6K
$1.76M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-9- 0.37% |
$921 - $1.05K
|
2.43K
$293K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.63% |
$1.02K - $1.17K
|
603
$72.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-11- 0.06% |
$1.13K - $1.28K
|
18.3K
$2.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-11- 2.47% |
$1.13K - $1.28K
|
434
$52.3K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-11- 0.4% |
$1.13K - $1.28K
|
2.73K
$329K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-11Closed |
$1.13K - $1.28K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-12- 0.03% |
$1.23K - $1.4K
|
34.9K
$4.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-12- 0.07% |
$1.23K - $1.4K
|
17.3K
$2.09M
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-12- 0.46% |
$1.23K - $1.4K
|
2.61K
$315K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-12- 6.45% |
$1.23K - $1.4K
|
174
$21K
|
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-12- 0.21% |
$1.23K - $1.4K
|
5.65K
$680K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-13- 0.66% |
$1.33K - $1.52K
|
1.95K
$235K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-13- 0.65% |
$1.33K - $1.52K
|
1.98K
$238K
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-15- 0.77% |
$1.53K - $1.75K
|
1.95K
$234K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-15- 0.49% |
$1.53K - $1.75K
|
3.06K
$369K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-15- 3.02% |
$1.53K - $1.75K
|
481
$57.9K
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-15- 0.07% |
$1.53K - $1.75K
|
21.9K
$2.64M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-15- 0.14% |
$1.53K - $1.75K
|
10.7K
$1.29M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-15- 0.85% |
$1.53K - $1.75K
|
1.76K
$212K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-15- 10.71% |
$1.53K - $1.75K
|
125
$15.1K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-15- 1.28% |
$1.53K - $1.75K
|
1.16K
$140K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 0.07% |
$1.53K - $1.75K
|
21K
$2.53M
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-16- 1.62% |
$1.64K - $1.87K
|
973
$117K
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-16- 0.87% |
$1.64K - $1.87K
|
1.83K
$220K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-17- 1.32% |
$1.74K - $1.98K
|
1.27K
$153K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-18- 0.27% |
$1.84K - $2.1K
|
6.62K
$797K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-21- 0.13% |
$2.15K - $2.45K
|
15.9K
$1.92M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 0.04% |
$2.35K - $2.68K
|
61.3K
$7.38M
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-24- 0.13% |
$2.46K - $2.8K
|
18.2K
$2.19M
|