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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-29.6K- 35.87% |
$3.03M - $3.45M
|
52.9K
$6.37M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-29.8K- 27.12% |
$3.05M - $3.48M
|
80.2K
$9.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Polianta LTD
|
SELL
|
- |
-34K- 44.27% |
$3.48M - $3.97M
|
42.8K
$5.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-34.6K- 0.9% |
$3.54M - $4.04M
|
3.8M
$457M
|
|
|
May 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-34.9K- 39.37% |
$3.57M - $4.07M
|
53.7K
$6.46M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-36.3K- 81.88% |
$3.72M - $4.24M
|
8.04K
$968K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-36.7K- 16.73% |
$3.76M - $4.28M
|
183K
$22M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-37.8K- 27.73% |
$3.86M - $4.41M
|
98.4K
$11.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-38.8K- 54.13% |
$3.97M - $4.53M
|
32.9K
$3.96M
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-41.7K- 41.58% |
$4.27M - $4.86M
|
58.6K
$7.05M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.1K- 46.43% |
$4.31M - $4.91M
|
48.6K
$5.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-42.5K- 5.0% |
$4.35M - $4.96M
|
806K
$97.1M
|
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
SELL
|
- |
-42.7K- 53.2% |
$4.37M - $4.98M
|
37.5K
$4.52M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43.2KClosed |
$4.42M - $5.04M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.3K- 1.55% |
$4.53M - $5.17M
|
2.81M
$338M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46.5K- 19.35% |
$4.76M - $5.43M
|
194K
$23.4M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-46.6K- 64.01% |
$4.77M - $5.44M
|
26.2K
$3.16M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47.7K- 4.32% |
$4.88M - $5.56M
|
1.06M
$127M
|
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-48.2KClosed |
$4.93M - $5.63M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-48.3K- 41.01% |
$4.94M - $5.64M
|
69.5K
$8.37M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-48.5K- 17.21% |
$4.96M - $5.66M
|
233K
$28.1M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-53.6K- 14.78% |
$5.49M - $6.26M
|
309K
$37.2M
|
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-53.8K- 71.77% |
$5.51M - $6.28M
|
21.2K
$2.55M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-56.3K- 12.11% |
$5.76M - $6.57M
|
409K
$49.2M
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-56.7K- 99.9% |
$5.81M - $6.62M
|
56
$6.74K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-57.9K- 53.79% |
$5.92M - $6.75M
|
49.7K
$5.99M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-59.6K- 5.2% |
$6.1M - $6.95M
|
1.09M
$131M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-59.7K- 17.3% |
$6.11M - $6.97M
|
286K
$34.4M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60K- 26.79% |
$6.14M - $7M
|
164K
$19.7M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-63.1K- 34.25% |
$6.46M - $7.36M
|
121K
$14.6M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.8K- 7.53% |
$6.53M - $7.45M
|
783K
$94.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-66.2K- 55.8% |
$6.77M - $7.72M
|
52.4K
$6.31M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-66.5KClosed |
$6.8M - $7.75M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-69.3K- 6.15% |
$7.09M - $8.09M
|
1.06M
$127M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-70.8KClosed |
$7.24M - $8.26M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-72.1K- 90.22% |
$7.38M - $8.41M
|
7.82K
$942K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-72.4K- 97.47% |
$7.4M - $8.44M
|
1.88K
$226K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-73.3K- 51.27% |
$7.5M - $8.55M
|
69.7K
$8.39M
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-75.8K- 60.22% |
$7.76M - $8.85M
|
50.1K
$6.03M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-77.3K- 17.35% |
$7.91M - $9.02M
|
368K
$44.4M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-79.3K- 39.33% |
$8.11M - $9.25M
|
122K
$14.7M
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-79.4K- 68.36% |
$8.13M - $9.27M
|
36.8K
$4.43M
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-82.8K- 71.23% |
$8.47M - $9.66M
|
33.4K
$4.03M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-82.9K- 44.75% |
$8.48M - $9.67M
|
102K
$12.3M
|
|
|
May 13, 2022
Q1 2022
|
Invenire Partners, LP
Ridgefield, CT |
SELL
|
- |
-85.2KClosed |
$8.72M - $9.95M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-85.8K- 97.61% |
$8.78M - $10M
|
2.1K
$253K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86.9K- 6.18% |
$8.89M - $10.1M
|
1.32M
$159M
|
|
|
May 13, 2022
Q1 2022
|
1623 Capital LLC
Alexandria, VA |
SELL
|
- |
-97KClosed |
$9.93M - $11.3M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-98.9KClosed |
$10.1M - $11.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-99.4K- 97.8% |
$10.2M - $11.6M
|
2.24K
$269K
|