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
|
Trust CO Of Virginia
|
SELL
|
- |
-25- 0.21% |
$2.56K - $2.92K
|
12.2K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-25- 0.2% |
$2.56K - $2.92K
|
12.4K
$1.5M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-25- 10.33% |
$2.56K - $2.92K
|
217
$26.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-26- 0.22% |
$2.66K - $3.03K
|
11.9K
$1.43M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 0.26% |
$3.07K - $3.5K
|
11.5K
$1.38M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-30- 0.15% |
$3.07K - $3.5K
|
19.9K
$2.39M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-32- 0.99% |
$3.27K - $3.73K
|
3.19K
$384K
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-35- 29.66% |
$3.58K - $4.08K
|
83
$9.99K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-36- 0.84% |
$3.68K - $4.2K
|
4.24K
$510K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-39- 1.37% |
$3.99K - $4.55K
|
2.8K
$337K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-40- 0.14% |
$4.09K - $4.67K
|
28.5K
$3.43M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-40Closed |
$4.09K - $4.67K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-40- 0.19% |
$4.09K - $4.67K
|
20.6K
$2.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-42- 0.51% |
$4.3K - $4.9K
|
8.2K
$987K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-42- 0.97% |
$4.3K - $4.9K
|
4.27K
$515K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
SELL
|
- |
-42- 0.82% |
$4.3K - $4.9K
|
5.08K
$611K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-43- 2.88% |
$4.4K - $5.02K
|
1.45K
$174K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-45- 0.26% |
$4.6K - $5.25K
|
17.1K
$2.06M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-45- 0.65% |
$4.6K - $5.25K
|
6.88K
$828K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-47- 3.93% |
$4.81K - $5.48K
|
1.15K
$138K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-47- 0.49% |
$4.81K - $5.48K
|
9.49K
$1.14M
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-50- 2.57% |
$5.12K - $5.83K
|
1.89K
$228K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-50Closed |
$5.12K - $5.83K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-51- 1.41% |
$5.22K - $5.95K
|
3.56K
$428K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-51Closed |
$5.22K - $5.95K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-53- 0.14% |
$5.42K - $6.18K
|
36.7K
$4.42M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-56Closed |
$5.73K - $6.53K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-57- 2.3% |
$5.83K - $6.65K
|
2.42K
$291K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-58- 5.73% |
$5.93K - $6.77K
|
955
$115K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-59- 1.3% |
$6.04K - $6.88K
|
4.47K
$538K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-59- 4.68% |
$6.04K - $6.88K
|
1.2K
$145K
|
|
|
May 06, 2022
Q1 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-59- 0.34% |
$6.04K - $6.88K
|
17.5K
$2.11M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-60- 0.58% |
$6.14K - $7K
|
10.2K
$1.23M
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-60Closed |
$6.14K - $7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-61- 0.4% |
$6.24K - $7.12K
|
15.1K
$1.82M
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-63Closed |
$6.45K - $7.35K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-63- 1.03% |
$6.45K - $7.35K
|
6.08K
$732K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-63- 1.29% |
$6.45K - $7.35K
|
4.81K
$579K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-65- 1.41% |
$6.65K - $7.58K
|
4.54K
$547K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-65- 0.08% |
$6.65K - $7.58K
|
79K
$9.51M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-65- 3.2% |
$6.65K - $7.58K
|
1.97K
$237K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-66- 1.89% |
$6.75K - $7.7K
|
3.43K
$413K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-66- 13.02% |
$6.75K - $7.7K
|
441
$53.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-67- 0.2% |
$6.86K - $7.82K
|
33.9K
$4.08M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-68- 0.11% |
$6.96K - $7.93K
|
60.1K
$7.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-71- 0.1% |
$7.26K - $8.28K
|
68.4K
$8.24M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-71- 0.66% |
$7.26K - $8.28K
|
10.7K
$1.29M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-72- 45.0% |
$7.37K - $8.4K
|
88
$10.6K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-72Closed |
$7.37K - $8.4K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-74- 1.27% |
$7.57K - $8.64K
|
5.74K
$691K
|