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 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-161- 5.55% |
$16.5K - $18.8K
|
2.74K
$330K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-162- 0.96% |
$16.6K - $18.9K
|
16.8K
$2.02M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-164- 1.97% |
$16.8K - $19.1K
|
8.15K
$982K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-168- 0.34% |
$17.2K - $19.6K
|
48.9K
$5.89M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-173- 65.28% |
$17.7K - $20.2K
|
92
$11.1K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-175- 7.47% |
$17.9K - $20.4K
|
2.17K
$261K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-177- 3.73% |
$18.1K - $20.7K
|
4.56K
$550K
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-180- 2.43% |
$18.4K - $21K
|
7.23K
$870K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-180- 0.15% |
$18.4K - $21K
|
121K
$14.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-183- 6.96% |
$18.7K - $21.4K
|
2.45K
$295K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-183- 62.46% |
$18.7K - $21.4K
|
110
$13.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-184- 2.95% |
$18.8K - $21.5K
|
6.05K
$729K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-186- 0.75% |
$19K - $21.7K
|
24.5K
$2.95M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-190- 2.38% |
$19.4K - $22.2K
|
7.81K
$940K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-192- 5.8% |
$19.6K - $22.4K
|
3.12K
$375K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-193- 3.19% |
$19.7K - $22.5K
|
5.85K
$705K
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-195- 9.15% |
$20K - $22.8K
|
1.94K
$233K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-196- 3.54% |
$20.1K - $22.9K
|
5.33K
$642K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-198- 2.29% |
$20.3K - $23.1K
|
8.44K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-200- 4.91% |
$20.5K - $23.3K
|
3.88K
$467K
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 0.97% |
$20.5K - $23.3K
|
20.3K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-200- 4.44% |
$20.5K - $23.3K
|
4.31K
$518K
|
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-202- 71.38% |
$20.7K - $23.6K
|
81
$9.75K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-205- 1.69% |
$21K - $23.9K
|
11.9K
$1.44M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-205- 93.61% |
$21K - $23.9K
|
14
$1.69K
|
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-207- 1.03% |
$21.2K - $24.2K
|
19.8K
$2.39M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-209- 0.2% |
$21.4K - $24.4K
|
106K
$12.8M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-210- 5.86% |
$21.5K - $24.5K
|
3.37K
$406K
|
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-210- 1.19% |
$21.5K - $24.5K
|
17.4K
$2.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-213- 7.82% |
$21.8K - $24.9K
|
2.51K
$302K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-215- 1.6% |
$22K - $25.1K
|
13.3K
$1.6M
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-215- 0.97% |
$22K - $25.1K
|
21.9K
$2.64M
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-216- 2.34% |
$22.1K - $25.2K
|
9.02K
$1.09M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-217- 2.61% |
$22.2K - $25.3K
|
8.11K
$976K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-220- 3.07% |
$22.5K - $25.7K
|
6.94K
$836K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-221- 3.86% |
$22.6K - $25.8K
|
5.5K
$662K
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-225- 0.78% |
$23K - $26.3K
|
28.6K
$3.44M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-230- 3.16% |
$23.5K - $26.8K
|
7.06K
$850K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-230- 1.26% |
$23.5K - $26.8K
|
18.1K
$2.17M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-230- 7.6% |
$23.5K - $26.8K
|
2.8K
$337K
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-230- 3.63% |
$23.5K - $26.8K
|
6.1K
$734K
|
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-230- 17.38% |
$23.5K - $26.8K
|
1.09K
$132K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-232- 5.34% |
$23.7K - $27.1K
|
4.12K
$495K
|
|
|
May 13, 2022
Q1 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-233- 0.74% |
$23.8K - $27.2K
|
31.4K
$3.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-235- 2.98% |
$24K - $27.4K
|
7.64K
$920K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-236- 1.43% |
$24.1K - $27.5K
|
16.3K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-236- 10.77% |
$24.1K - $27.5K
|
1.96K
$236K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-244- 6.37% |
$25K - $28.5K
|
3.58K
$432K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-245- 1.41% |
$25.1K - $28.6K
|
17.1K
$2.06M
|
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-246- 2.14% |
$25.2K - $28.7K
|
11.3K
$1.36M
|