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 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-388- 1.59% |
$39.7K - $45.3K
|
24K
$2.89M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
SELL
|
- |
-394- 3.73% |
$40.3K - $46K
|
10.2K
$1.23M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-395- 2.47% |
$40.4K - $46.1K
|
15.6K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-397- 2.19% |
$40.6K - $46.3K
|
17.7K
$2.13M
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-400- 54.2% |
$40.9K - $46.7K
|
338
$40.7K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-400- 25.41% |
$40.9K - $46.7K
|
1.17K
$141K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-401- 3.27% |
$41K - $46.8K
|
11.9K
$1.43M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-405Closed |
$41.4K - $47.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-406- 10.15% |
$41.5K - $47.4K
|
3.6K
$433K
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-408- 14.95% |
$41.7K - $47.6K
|
2.32K
$279K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-410- 32.11% |
$42K - $47.8K
|
867
$104K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-420- 4.7% |
$43K - $49K
|
8.52K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-422- 14.48% |
$43.2K - $49.2K
|
2.49K
$300K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-424- 0.9% |
$43.4K - $49.5K
|
46.8K
$5.63M
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-426- 10.7% |
$43.6K - $49.7K
|
3.55K
$428K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-441Closed |
$45.1K - $51.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-451- 2.83% |
$46.1K - $52.6K
|
15.5K
$1.86M
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-452- 4.47% |
$46.2K - $52.7K
|
9.66K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-455- 15.27% |
$46.6K - $53.1K
|
2.53K
$304K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-455- 0.93% |
$46.6K - $53.1K
|
48.3K
$5.82M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-459Closed |
$47K - $53.6K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-465- 3.76% |
$47.6K - $54.3K
|
11.9K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-465- 2.89% |
$47.6K - $54.3K
|
15.6K
$1.88M
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-478- 1.94% |
$48.9K - $55.8K
|
24.1K
$2.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-479- 9.93% |
$49K - $55.9K
|
4.35K
$523K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-489- 62.29% |
$50K - $57.1K
|
296
$35.6K
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-498- 11.34% |
$51K - $58.1K
|
3.89K
$469K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-510- 2.67% |
$52.2K - $59.5K
|
18.6K
$2.24M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-515- 8.25% |
$52.7K - $60.1K
|
5.73K
$690K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-519- 16.01% |
$53.1K - $60.6K
|
2.72K
$328K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-521- 7.54% |
$53.3K - $60.8K
|
6.39K
$769K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-522- 2.33% |
$53.4K - $60.9K
|
21.9K
$2.63M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-524- 1.47% |
$53.6K - $61.1K
|
35.1K
$4.22M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-528- 3.14% |
$54K - $61.6K
|
16.3K
$1.96M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-532- 0.59% |
$54.4K - $62.1K
|
89.4K
$10.8M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-538- 9.15% |
$55K - $62.8K
|
5.34K
$643K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-543- 0.44% |
$55.6K - $63.4K
|
123K
$14.8M
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-556- 7.1% |
$56.9K - $64.9K
|
7.28K
$876K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-560- 11.87% |
$57.3K - $65.3K
|
4.16K
$500K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-565- 1.95% |
$57.8K - $65.9K
|
28.4K
$3.42M
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-567- 7.31% |
$58K - $66.2K
|
7.19K
$866K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-569- 84.05% |
$58.2K - $66.4K
|
108
$13K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-573- 8.08% |
$58.6K - $66.9K
|
6.52K
$785K
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-575- 11.11% |
$58.8K - $67.1K
|
4.6K
$554K
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-578- 18.1% |
$59.1K - $67.4K
|
2.62K
$315K
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
SELL
|
- |
-588- 2.23% |
$60.2K - $68.6K
|
25.8K
$3.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-590- 5.18% |
$60.4K - $68.8K
|
10.8K
$1.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-591- 37.08% |
$60.5K - $69K
|
1K
$121K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-597- 7.92% |
$61.1K - $69.7K
|
6.94K
$836K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-600Closed |
$61.4K - $70K
|
0
$0
|