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 |
---|---|---|---|---|---|---|---|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-74- 1.07% |
$7.57K - $8.64K
|
6.84K
$823K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.14% |
$7.67K - $8.75K
|
52.3K
$6.29M
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-75- 2.07% |
$7.67K - $8.75K
|
3.55K
$427K
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-77- 1.0% |
$7.88K - $8.99K
|
7.6K
$915K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-77- 0.14% |
$7.88K - $8.99K
|
53.8K
$6.48M
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-79- 0.79% |
$8.08K - $9.22K
|
9.94K
$1.2M
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-79- 0.87% |
$8.08K - $9.22K
|
9.01K
$1.09M
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-82- 4.24% |
$8.39K - $9.57K
|
1.85K
$223K
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-84- 0.23% |
$8.59K - $9.8K
|
35.8K
$4.31M
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-84- 1.02% |
$8.59K - $9.8K
|
8.18K
$985K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-85- 17.31% |
$8.7K - $9.92K
|
406
$48.9K
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-87- 0.55% |
$8.9K - $10.2K
|
15.8K
$1.9M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-88- 2.22% |
$9K - $10.3K
|
3.87K
$466K
|
|
May 02, 2022
Q1 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-89- 0.96% |
$9.11K - $10.4K
|
9.16K
$1.1M
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-89- 1.25% |
$9.11K - $10.4K
|
7.03K
$847K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-91- 1.51% |
$9.31K - $10.6K
|
5.92K
$713K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-92- 0.3% |
$9.41K - $10.7K
|
30.1K
$3.63M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-93- 3.67% |
$9.52K - $10.9K
|
2.44K
$294K
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-99Closed |
$10.1K - $11.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-100- 1.47% |
$10.2K - $11.7K
|
6.69K
$806K
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-110- 0.46% |
$11.3K - $12.8K
|
23.6K
$2.84M
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-110- 2.25% |
$11.3K - $12.8K
|
4.78K
$575K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-112- 1.47% |
$11.5K - $13.1K
|
7.53K
$906K
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-114- 2.91% |
$11.7K - $13.3K
|
3.8K
$457K
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-114- 2.39% |
$11.7K - $13.3K
|
4.65K
$560K
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-116- 0.64% |
$11.9K - $13.5K
|
18K
$2.17M
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-116- 0.19% |
$11.9K - $13.5K
|
62.2K
$7.49M
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-120- 2.64% |
$12.3K - $14K
|
4.43K
$533K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-124Closed |
$12.7K - $14.5K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-124- 1.08% |
$12.7K - $14.5K
|
11.3K
$1.36M
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-125- 5.02% |
$12.8K - $14.6K
|
2.36K
$285K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-126- 3.27% |
$12.9K - $14.7K
|
3.73K
$449K
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-127- 1.06% |
$13K - $14.8K
|
11.9K
$1.43M
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-127- 4.79% |
$13K - $14.8K
|
2.52K
$304K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-128- 1.9% |
$13.1K - $14.9K
|
6.61K
$796K
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-129- 1.5% |
$13.2K - $15.1K
|
8.48K
$1.02M
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-131- 1.43% |
$13.4K - $15.3K
|
9K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-133- 0.2% |
$13.6K - $15.5K
|
65.4K
$7.88M
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-136- 4.68% |
$13.9K - $15.9K
|
2.77K
$334K
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-136- 0.7% |
$13.9K - $15.9K
|
19.2K
$2.31M
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-137- 3.05% |
$14K - $16K
|
4.35K
$524K
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-141- 6.54% |
$14.4K - $16.5K
|
2.02K
$243K
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-144- 2.63% |
$14.7K - $16.8K
|
5.33K
$642K
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-144- 5.17% |
$14.7K - $16.8K
|
2.64K
$318K
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-145- 1.98% |
$14.8K - $16.9K
|
7.19K
$866K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-154- 0.4% |
$15.8K - $18K
|
38.5K
$4.64M
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-154- 1.09% |
$15.8K - $18K
|
14K
$1.68M
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-158- 0.85% |
$16.2K - $18.4K
|
18.4K
$2.22M
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-159- 6.36% |
$16.3K - $18.6K
|
2.34K
$282K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-160- 5.52% |
$16.4K - $18.7K
|
2.74K
$330K
|