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 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.77KClosed |
$181K - $206K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.77KClosed |
$182K - $207K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$182K - $207K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.78K- 17.0% |
$182K - $208K
|
8.7K
$1.05M
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.78K- 5.03% |
$182K - $208K
|
33.7K
$4.05M
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.8KClosed |
$185K - $211K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.81KClosed |
$186K - $212K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.83KClosed |
$187K - $214K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.83K- 44.33% |
$187K - $214K
|
2.3K
$277K
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.84KClosed |
$188K - $214K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Jacobs & CO
|
SELL
|
- |
-1.84KClosed |
$188K - $214K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.85K- 21.35% |
$189K - $216K
|
6.81K
$820K
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.86KClosed |
$190K - $217K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.86KClosed |
$190K - $217K
|
0
$0
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.87KClosed |
$191K - $218K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.88K- 19.95% |
$192K - $219K
|
7.52K
$906K
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.88KClosed |
$193K - $220K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.89K- 5.41% |
$193K - $221K
|
33K
$3.98M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.89K- 5.41% |
$193K - $221K
|
33K
$3.98M
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.9K- 3.52% |
$194K - $221K
|
52.1K
$6.27M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.91K- 10.21% |
$195K - $223K
|
16.8K
$2.02M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 21.26% |
$196K - $224K
|
7.1K
$855K
|
|
May 03, 2022
Q1 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.93KClosed |
$197K - $225K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.93KClosed |
$198K - $225K
|
0
$0
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.96KClosed |
$200K - $228K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-1.96K- 0.9% |
$200K - $229K
|
215K
$25.9M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.97K- 16.18% |
$201K - $230K
|
10.2K
$1.23M
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.99KClosed |
$204K - $232K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2K- 35.5% |
$204K - $233K
|
3.63K
$436K
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-2KClosed |
$205K - $233K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2K- 27.03% |
$205K - $233K
|
5.4K
$650K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.01K- 2.42% |
$206K - $235K
|
81.2K
$9.77M
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.02KClosed |
$207K - $236K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.04KClosed |
$209K - $238K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.05KClosed |
$209K - $239K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.07K- 29.29% |
$212K - $241K
|
5K
$602K
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.09KClosed |
$214K - $244K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.1K- 10.47% |
$214K - $244K
|
17.9K
$2.16M
|
|
May 16, 2022
Q1 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-2.1K- 44.74% |
$215K - $245K
|
2.6K
$313K
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.12K- 1.04% |
$217K - $247K
|
201K
$24.2M
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.15K- 33.9% |
$220K - $251K
|
4.2K
$505K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.16K- 1.89% |
$221K - $252K
|
112K
$13.5M
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.16K- 16.05% |
$221K - $252K
|
11.3K
$1.36M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.17KClosed |
$222K - $253K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.18KClosed |
$223K - $255K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-2.18KClosed |
$223K - $255K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.24KClosed |
$230K - $262K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2.25K- 62.89% |
$230K - $262K
|
1.33K
$160K
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.25K- 22.94% |
$230K - $262K
|
7.55K
$909K
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
SELL
|
- |
-2.27K- 1.08% |
$232K - $265K
|
207K
$24.9M
|