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
|
Leverty Financial Group, LLC
|
SELL
|
- |
-602- 3.6% |
$61.6K - $70.2K
|
16.1K
$1.94M
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-605- 1.8% |
$61.9K - $70.6K
|
32.9K
$3.97M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-607- 12.83% |
$62.1K - $70.8K
|
4.12K
$497K
|
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-610- 4.82% |
$62.4K - $71.2K
|
12K
$1.45M
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-610- 5.05% |
$62.4K - $71.2K
|
11.5K
$1.38M
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-612- 10.69% |
$62.6K - $71.4K
|
5.11K
$616K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-616- 22.58% |
$63K - $71.9K
|
2.11K
$254K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-625- 5.11% |
$63.9K - $72.9K
|
11.6K
$1.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-629- 2.38% |
$64.4K - $73.4K
|
25.8K
$3.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-633- 15.0% |
$64.8K - $73.9K
|
3.59K
$432K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-638- 3.22% |
$65.3K - $74.4K
|
19.1K
$2.31M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-638- 14.24% |
$65.3K - $74.4K
|
3.84K
$463K
|
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-654- 13.2% |
$66.9K - $76.3K
|
4.3K
$518K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-654- 4.7% |
$66.9K - $76.3K
|
13.3K
$1.6M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-656- 0.18% |
$67.1K - $76.5K
|
370K
$44.6M
|
|
|
Apr 07, 2022
Q1 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-660- 1.5% |
$67.5K - $77K
|
43.2K
$5.2M
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-660Closed |
$67.5K - $77K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-670- 5.04% |
$68.6K - $78.2K
|
12.6K
$1.52M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-674- 9.34% |
$69K - $78.6K
|
6.54K
$788K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-677- 11.52% |
$69.3K - $79K
|
5.2K
$626K
|
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-677- 16.98% |
$69.3K - $79K
|
3.31K
$399K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-677- 2.07% |
$69.3K - $79K
|
32.1K
$3.86M
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-677- 8.58% |
$69.3K - $79K
|
7.21K
$868K
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-679- 21.02% |
$69.5K - $79.2K
|
2.55K
$307K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-682- 1.25% |
$69.8K - $79.6K
|
53.7K
$6.47M
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-685- 3.57% |
$70.1K - $79.9K
|
18.5K
$2.23M
|
|
|
May 16, 2022
Q1 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-693- 2.66% |
$70.9K - $80.9K
|
25.3K
$3.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-696- 3.74% |
$71.2K - $81.2K
|
17.9K
$2.16M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-700- 2.43% |
$71.6K - $81.7K
|
28.1K
$3.39M
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-701- 13.02% |
$71.7K - $81.8K
|
4.68K
$564K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-707- 6.49% |
$72.3K - $82.5K
|
10.2K
$1.23M
|
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-710- 16.5% |
$72.6K - $82.8K
|
3.59K
$433K
|
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-712- 0.99% |
$72.9K - $83.1K
|
71.1K
$8.56M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-714- 2.92% |
$73.1K - $83.3K
|
23.7K
$2.86M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-715- 2.92% |
$73.2K - $83.4K
|
23.7K
$2.86M
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-716- 9.29% |
$73.3K - $83.6K
|
6.99K
$842K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-718- 3.84% |
$73.5K - $83.8K
|
18K
$2.17M
|
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-725Closed |
$74.2K - $84.6K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
SELL
|
- |
-731- 0.75% |
$74.8K - $85.3K
|
96.2K
$11.6M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-734- 2.82% |
$75.1K - $85.7K
|
25.3K
$3.04M
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-738- 3.01% |
$75.5K - $86.1K
|
23.8K
$2.86M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-742- 19.1% |
$75.9K - $86.6K
|
3.14K
$378K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-751- 2.95% |
$76.8K - $87.6K
|
24.7K
$2.97M
|
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-760- 0.57% |
$77.8K - $88.7K
|
131K
$15.8M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-761- 1.29% |
$77.9K - $88.8K
|
58.3K
$7.02M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-781- 8.57% |
$79.9K - $91.1K
|
8.33K
$1M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-786- 6.45% |
$80.4K - $91.7K
|
11.4K
$1.37M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-792- 5.57% |
$81K - $92.4K
|
13.4K
$1.62M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-800- 6.32% |
$81.9K - $93.4K
|
11.9K
$1.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-800- 11.4% |
$81.9K - $93.4K
|
6.22K
$749K
|