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 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-248- 1.12% |
$25.4K - $28.9K
|
22K
$2.65M
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-248- 1.44% |
$25.4K - $28.9K
|
16.9K
$2.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-249Closed |
$25.5K - $29.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-249- 2.49% |
$25.5K - $29.1K
|
9.77K
$1.18M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-250- 11.8% |
$25.6K - $29.2K
|
1.87K
$225K
|
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-254- 0.72% |
$26K - $29.6K
|
35.1K
$4.22M
|
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-255- 0.64% |
$26.1K - $29.8K
|
39.7K
$4.78M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-256Closed |
$26.2K - $29.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-258- 2.45% |
$26.4K - $30.1K
|
10.3K
$1.24M
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-261Closed |
$26.7K - $30.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-261- 3.33% |
$26.7K - $30.5K
|
7.58K
$912K
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-267- 2.34% |
$27.3K - $31.2K
|
11.1K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-271- 2.55% |
$27.7K - $31.6K
|
10.3K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-275- 1.97% |
$28.1K - $32.1K
|
13.7K
$1.65M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-277- 5.08% |
$28.3K - $32.3K
|
5.17K
$623K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-279- 7.77% |
$28.5K - $32.6K
|
3.31K
$399K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-280- 9.14% |
$28.6K - $32.7K
|
2.78K
$335K
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-282Closed |
$28.9K - $32.9K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-283- 6.85% |
$29K - $33K
|
3.85K
$463K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-283- 5.27% |
$29K - $33K
|
5.09K
$613K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-290- 2.18% |
$29.7K - $33.8K
|
13K
$1.57M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-292- 4.93% |
$29.9K - $34.1K
|
5.63K
$678K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-295- 2.27% |
$30.2K - $34.4K
|
12.7K
$1.53M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-299- 1.86% |
$30.6K - $34.9K
|
15.8K
$1.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-300- 1.36% |
$30.7K - $35K
|
21.7K
$2.61M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 62.76% |
$30.7K - $35K
|
178
$21.4K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-300- 29.38% |
$30.7K - $35K
|
721
$86.8K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-301- 7.71% |
$30.8K - $35.1K
|
3.6K
$434K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-302- 3.63% |
$30.9K - $35.2K
|
8.03K
$967K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-306- 1.86% |
$31.3K - $35.7K
|
16.2K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-310- 52.9% |
$31.7K - $36.2K
|
276
$33.2K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-312- 2.72% |
$31.9K - $36.4K
|
11.2K
$1.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-313- 0.44% |
$32K - $36.5K
|
71K
$8.54M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-316- 2.32% |
$32.3K - $36.9K
|
13.3K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-317- 4.31% |
$32.4K - $37K
|
7.03K
$847K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-319- 0.85% |
$32.6K - $37.2K
|
37.2K
$4.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
SELL
|
- |
-321- 0.77% |
$32.8K - $37.5K
|
41.2K
$4.96M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-322- 4.72% |
$32.9K - $37.6K
|
6.5K
$782K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-330- 12.52% |
$33.8K - $38.5K
|
2.31K
$278K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-333- 5.41% |
$34.1K - $38.9K
|
5.82K
$701K
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-335- 3.59% |
$34.3K - $39.1K
|
8.98K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-337- 7.51% |
$34.5K - $39.3K
|
4.15K
$500K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-342Closed |
$35K - $39.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-350- 0.26% |
$35.8K - $40.8K
|
132K
$15.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-356- 2.27% |
$36.4K - $41.5K
|
15.3K
$1.85M
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-358- 13.67% |
$36.6K - $41.8K
|
2.26K
$272K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-366- 8.21% |
$37.4K - $42.7K
|
4.09K
$493K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-372Closed |
$38.1K - $43.4K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-374- 7.05% |
$38.3K - $43.6K
|
4.93K
$593K
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-385- 14.75% |
$39.4K - $44.9K
|
2.23K
$268K
|