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 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.25K- 17.67% |
$128K - $146K
|
5.82K
$701K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.25K- 23.74% |
$128K - $146K
|
4.01K
$483K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.25K- 14.6% |
$128K - $146K
|
7.31K
$880K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
SELL
|
- |
-1.26K- 21.1% |
$129K - $147K
|
4.7K
$566K
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.27K- 2.71% |
$130K - $148K
|
45.6K
$5.49M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.27K- 5.66% |
$130K - $148K
|
21.2K
$2.55M
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.27K- 1.88% |
$130K - $148K
|
66.5K
$8.01M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.28K- 4.98% |
$130K - $149K
|
24.3K
$2.93M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.29K- 67.81% |
$131K - $150K
|
610
$73.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-1.29K- 19.54% |
$132K - $151K
|
5.31K
$640K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.29K- 5.09% |
$132K - $151K
|
24.1K
$2.91M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.3K- 3.92% |
$133K - $152K
|
31.9K
$3.84M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.31K- 6.74% |
$134K - $153K
|
18.1K
$2.18M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.31K- 1.57% |
$134K - $153K
|
82.6K
$9.94M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.32K- 17.44% |
$135K - $154K
|
6.23K
$750K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.32K- 2.95% |
$135K - $154K
|
43.5K
$5.24M
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.32K- 10.08% |
$135K - $154K
|
11.8K
$1.42M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 1.51% |
$136K - $155K
|
86.4K
$10.4M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.33KClosed |
$136K - $155K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.34K- 11.83% |
$137K - $156K
|
9.95K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.36K- 39.17% |
$139K - $159K
|
2.12K
$255K
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.38K- 6.89% |
$142K - $161K
|
18.7K
$2.25M
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-1.43K- 12.75% |
$146K - $166K
|
9.75K
$1.17M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.44K- 1.93% |
$147K - $168K
|
73K
$8.79M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.46K- 1.52% |
$149K - $170K
|
94.6K
$11.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.47K- 73.61% |
$151K - $172K
|
528
$63.6K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.48K- 2.24% |
$151K - $172K
|
64.3K
$7.74M
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.48K- 58.93% |
$151K - $172K
|
1.03K
$124K
|
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.5KClosed |
$154K - $175K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.51K- 0.74% |
$154K - $176K
|
201K
$24.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-1.51K- 81.62% |
$155K - $176K
|
340
$40.9K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 23.91% |
$156K - $178K
|
4.84K
$583K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.53K- 1.69% |
$157K - $179K
|
89.1K
$10.7M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.53K- 5.2% |
$157K - $179K
|
27.9K
$3.36M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.55K- 18.27% |
$158K - $181K
|
6.92K
$833K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.57K- 0.81% |
$161K - $183K
|
193K
$23.3M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.58K- 5.24% |
$162K - $184K
|
28.5K
$3.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.58K- 44.3% |
$162K - $185K
|
1.99K
$240K
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 22.34% |
$164K - $187K
|
5.58K
$672K
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 5.63% |
$165K - $188K
|
26.9K
$3.24M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-1.62K- 22.87% |
$165K - $189K
|
5.45K
$656K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-1.62K- 2.9% |
$166K - $189K
|
54.2K
$6.52M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.62K- 18.93% |
$166K - $189K
|
6.94K
$836K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.64K- 2.55% |
$168K - $191K
|
62.6K
$7.54M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.66K- 11.74% |
$170K - $194K
|
12.5K
$1.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.67K- 1.68% |
$170K - $194K
|
97.4K
$11.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.75K- 7.01% |
$179K - $205K
|
23.3K
$2.8M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 31.52% |
$179K - $205K
|
3.81K
$459K
|
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-1.75KClosed |
$179K - $205K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.77KClosed |
$181K - $206K
|
0
$0
|