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 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-812- 5.95% |
$83.1K - $94.8K
|
12.8K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-812- 5.28% |
$83.1K - $94.8K
|
14.6K
$1.75M
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
SELL
|
- |
-820- 1.37% |
$83.9K - $95.7K
|
59K
$7.1M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-823- 0.21% |
$84.2K - $96K
|
392K
$47.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-831- 0.83% |
$85K - $97K
|
99.1K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-831- 3.85% |
$85K - $97K
|
20.8K
$2.5M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-833- 13.27% |
$85.2K - $97.2K
|
5.44K
$655K
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-835- 24.84% |
$85.4K - $97.4K
|
2.53K
$304K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-844- 18.37% |
$86.4K - $98.5K
|
3.75K
$452K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-848- 16.8% |
$86.8K - $99K
|
4.2K
$506K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-849- 0.39% |
$86.9K - $99.1K
|
215K
$25.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-850- 6.48% |
$87K - $99.2K
|
12.3K
$1.48M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-857- 0.55% |
$87.7K - $100K
|
155K
$18.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-870- 1.87% |
$89K - $102K
|
45.7K
$5.5M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-895- 3.98% |
$91.6K - $104K
|
21.6K
$2.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-901- 1.12% |
$92.2K - $105K
|
79.4K
$9.56M
|
|
|
Apr 29, 2022
Q1 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-910- 14.04% |
$93.1K - $106K
|
5.57K
$671K
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-916- 5.37% |
$93.7K - $107K
|
16.1K
$1.94M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-917- 2.3% |
$93.8K - $107K
|
38.9K
$4.68M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-925- 7.05% |
$94.6K - $108K
|
12.2K
$1.47M
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-932- 7.46% |
$95.4K - $109K
|
11.6K
$1.39M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-939- 1.09% |
$96.1K - $110K
|
85.3K
$10.3M
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
SELL
|
- |
-941- 0.22% |
$96.3K - $110K
|
427K
$51.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-941- 3.57% |
$96.3K - $110K
|
25.4K
$3.06M
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-946- 7.88% |
$96.8K - $110K
|
11.1K
$1.33M
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-961- 14.01% |
$98.3K - $112K
|
5.9K
$710K
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-965- 4.13% |
$98.7K - $113K
|
22.4K
$2.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-977- 1.98% |
$100K - $114K
|
48.4K
$5.83M
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-986- 29.95% |
$101K - $115K
|
2.31K
$278K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-996- 4.24% |
$102K - $116K
|
22.5K
$2.71M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1K- 4.15% |
$102K - $117K
|
23.1K
$2.79M
|
|
|
Jun 28, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1K- 16.89% |
$103K - $117K
|
4.94K
$595K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.01K- 3.48% |
$103K - $118K
|
28K
$3.37M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.01KClosed |
$104K - $118K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.02K- 13.49% |
$104K - $119K
|
6.54K
$787K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.05K- 2.25% |
$107K - $123K
|
45.7K
$5.5M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.09K- 3.03% |
$111K - $127K
|
34.8K
$4.19M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.1K- 3.59% |
$112K - $128K
|
29.5K
$3.55M
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.1K- 9.91% |
$113K - $128K
|
10K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.1K- 3.44% |
$113K - $129K
|
31K
$3.73M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.12K- 48.54% |
$114K - $130K
|
1.18K
$143K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.13KClosed |
$116K - $132K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-1.19K- 1.73% |
$122K - $139K
|
67.4K
$8.12M
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
SELL
|
- |
-1.19K- 10.37% |
$122K - $139K
|
10.3K
$1.24M
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.2KClosed |
$123K - $140K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.21K- 5.93% |
$124K - $141K
|
19.2K
$2.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 1.43% |
$125K - $143K
|
84.3K
$10.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 3.54% |
$126K - $144K
|
33.7K
$4.05M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.24K- 4.24% |
$127K - $145K
|
28K
$3.38M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.25K- 14.47% |
$127K - $145K
|
7.36K
$887K
|