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 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-145- 1.98% |
$14.8K - $16.9K
|
7.19K
$748K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-154- 0.4% |
$15.8K - $18K
|
38.5K
$4.01M
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-154- 1.09% |
$15.8K - $18K
|
14K
$1.45M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-158- 0.85% |
$16.2K - $18.4K
|
18.4K
$1.92M
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-159- 6.36% |
$16.3K - $18.6K
|
2.34K
$243K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-160- 5.52% |
$16.4K - $18.7K
|
2.74K
$285K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-160- 0.21% |
$16.4K - $18.7K
|
75.6K
$7.86M
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-161- 5.55% |
$16.5K - $18.8K
|
2.74K
$285K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-162- 0.96% |
$16.6K - $18.9K
|
16.8K
$1.74M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-164- 1.97% |
$16.8K - $19.1K
|
8.15K
$848K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-168- 0.34% |
$17.2K - $19.6K
|
48.9K
$5.08M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-173- 65.28% |
$17.7K - $20.2K
|
92
$9.57K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-175- 7.47% |
$17.9K - $20.4K
|
2.17K
$225K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-177- 3.73% |
$18.1K - $20.7K
|
4.56K
$475K
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-180- 2.43% |
$18.4K - $21K
|
7.23K
$752K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-180- 0.15% |
$18.4K - $21K
|
121K
$12.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-183- 6.96% |
$18.7K - $21.4K
|
2.45K
$255K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-183- 62.46% |
$18.7K - $21.4K
|
110
$11.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-184- 2.95% |
$18.8K - $21.5K
|
6.05K
$629K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-186- 0.75% |
$19K - $21.7K
|
24.5K
$2.55M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-190- 2.38% |
$19.4K - $22.2K
|
7.81K
$812K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-192- 5.8% |
$19.6K - $22.4K
|
3.12K
$324K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-193- 3.19% |
$19.7K - $22.5K
|
5.85K
$609K
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-195- 9.15% |
$20K - $22.8K
|
1.94K
$201K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-196- 3.54% |
$20.1K - $22.9K
|
5.33K
$555K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-198- 2.29% |
$20.3K - $23.1K
|
8.44K
$878K
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-200- 4.91% |
$20.5K - $23.3K
|
3.88K
$403K
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 0.97% |
$20.5K - $23.3K
|
20.3K
$2.11M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-200- 4.44% |
$20.5K - $23.3K
|
4.31K
$448K
|
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-202- 71.38% |
$20.7K - $23.6K
|
81
$8.42K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-205- 1.69% |
$21K - $23.9K
|
11.9K
$1.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-205- 93.61% |
$21K - $23.9K
|
14
$1.46K
|
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-207- 1.03% |
$21.2K - $24.2K
|
19.8K
$2.06M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-209- 0.2% |
$21.4K - $24.4K
|
106K
$11M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-210- 5.86% |
$21.5K - $24.5K
|
3.37K
$351K
|
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-210- 1.19% |
$21.5K - $24.5K
|
17.4K
$1.81M
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-213- 7.82% |
$21.8K - $24.9K
|
2.51K
$261K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-215- 1.6% |
$22K - $25.1K
|
13.3K
$1.38M
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-215- 0.97% |
$22K - $25.1K
|
21.9K
$2.28M
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-216- 2.34% |
$22.1K - $25.2K
|
9.02K
$938K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-217- 2.61% |
$22.2K - $25.3K
|
8.11K
$843K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-220- 3.07% |
$22.5K - $25.7K
|
6.94K
$722K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-221- 3.86% |
$22.6K - $25.8K
|
5.5K
$572K
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-225- 0.78% |
$23K - $26.3K
|
28.6K
$2.97M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-230- 3.16% |
$23.5K - $26.8K
|
7.06K
$734K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-230- 1.26% |
$23.5K - $26.8K
|
18.1K
$1.88M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-230- 7.6% |
$23.5K - $26.8K
|
2.8K
$291K
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-230- 3.63% |
$23.5K - $26.8K
|
6.1K
$634K
|
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-230- 17.38% |
$23.5K - $26.8K
|
1.09K
$114K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-232- 5.34% |
$23.7K - $27.1K
|
4.12K
$428K
|