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 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-15.4K- 21.19% |
$1.58M - $1.8M
|
57.4K
$6.91M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 16.7% |
$1.6M - $1.82M
|
78K
$9.39M
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-15.8KClosed |
$1.61M - $1.84M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-15.8K- 23.36% |
$1.61M - $1.84M
|
51.7K
$6.23M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-15.9KClosed |
$1.63M - $1.85M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16.3K- 16.36% |
$1.67M - $1.9M
|
83.3K
$10M
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 31.83% |
$1.67M - $1.91M
|
35K
$4.22M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-16.6K- 73.78% |
$1.7M - $1.94M
|
5.92K
$712K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16.7K- 98.16% |
$1.7M - $1.94M
|
313
$37.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-16.7K- 12.36% |
$1.71M - $1.95M
|
119K
$14.3M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-17KClosed |
$1.74M - $1.99M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-17.1KClosed |
$1.75M - $2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-17.3K- 87.24% |
$1.77M - $2.02M
|
2.53K
$304K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.6K- 25.67% |
$1.8M - $2.05M
|
50.9K
$6.13M
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-18K- 18.78% |
$1.84M - $2.1M
|
77.9K
$9.38M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18K- 4.13% |
$1.85M - $2.11M
|
418K
$50.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-18.1K- 37.63% |
$1.85M - $2.11M
|
30K
$3.61M
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-18.3K- 51.86% |
$1.88M - $2.14M
|
17K
$2.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-18.5KClosed |
$1.9M - $2.16M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-18.6K- 2.19% |
$1.91M - $2.18M
|
832K
$100M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-18.7K- 52.44% |
$1.91M - $2.18M
|
16.9K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-18.8K- 83.43% |
$1.92M - $2.19M
|
3.73K
$449K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.9K- 19.62% |
$1.93M - $2.2M
|
77.3K
$9.31M
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-19.2K- 15.23% |
$1.96M - $2.24M
|
107K
$12.9M
|
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-19.2K- 30.27% |
$1.97M - $2.25M
|
44.3K
$5.34M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-19.8K- 22.91% |
$2.02M - $2.31M
|
66.5K
$8.01M
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-19.8K- 84.05% |
$2.02M - $2.31M
|
3.75K
$452K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20K- 62.68% |
$2.04M - $2.33M
|
11.9K
$1.43M
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-20.1K- 6.47% |
$2.06M - $2.35M
|
291K
$35.1M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-20.2KClosed |
$2.06M - $2.35M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-21.1K- 4.96% |
$2.15M - $2.46M
|
403K
$48.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-22.4K- 21.43% |
$2.29M - $2.61M
|
82.1K
$9.89M
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 21.38% |
$2.38M - $2.72M
|
85.5K
$10.3M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-23.4KClosed |
$2.39M - $2.73M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.4K- 11.76% |
$2.39M - $2.73M
|
176K
$21.1M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-24.3K- 20.34% |
$2.49M - $2.84M
|
95.4K
$11.5M
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-24.4K- 13.97% |
$2.5M - $2.85M
|
151K
$18.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-25.2K- 9.07% |
$2.58M - $2.94M
|
252K
$30.4M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-25.8KClosed |
$2.64M - $3.02M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-26.1K- 38.14% |
$2.67M - $3.04M
|
42.3K
$5.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-27.3K- 13.89% |
$2.79M - $3.18M
|
169K
$20.4M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27.8K- 6.16% |
$2.84M - $3.24M
|
423K
$50.9M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-27.8K- 22.33% |
$2.85M - $3.25M
|
96.9K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-28.2KClosed |
$2.89M - $3.29M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-28.3K- 7.18% |
$2.89M - $3.3M
|
366K
$44M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-28.4K- 15.96% |
$2.91M - $3.32M
|
150K
$18M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.8K- 7.1% |
$2.95M - $3.36M
|
377K
$45.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-29K- 19.07% |
$2.97M - $3.38M
|
123K
$14.8M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-29.1K- 9.59% |
$2.98M - $3.39M
|
274K
$33M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-29.4K- 95.24% |
$3.01M - $3.43M
|
1.47K
$177K
|