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 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-99.5K- 97.05% |
$10.2M - $11.6M
|
3.02K
$345K
|
|
|
Apr 20, 2022
Q1 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-101K- 60.47% |
$10.3M - $11.8M
|
65.9K
$7.54M
|
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-102KClosed |
$10.4M - $11.9M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-103K- 59.84% |
$10.5M - $12M
|
69.2K
$7.91M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-107K- 51.14% |
$11M - $12.5M
|
103K
$11.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-107K- 29.51% |
$11M - $12.5M
|
257K
$29.3M
|
|
|
May 12, 2022
Q1 2022
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-118KClosed |
$12.1M - $13.8M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-118KClosed |
$12.1M - $13.8M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-126K- 97.99% |
$12.8M - $14.6M
|
2.58K
$294K
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-131K- 84.54% |
$13.4M - $15.3M
|
24K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-132K- 43.75% |
$13.5M - $15.4M
|
170K
$19.5M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-134K- 1.58% |
$13.8M - $15.7M
|
8.4M
$960M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-139K- 87.46% |
$14.3M - $16.3M
|
20K
$2.28M
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-139K- 32.44% |
$14.3M - $16.3M
|
290K
$33.2M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-143K- 6.91% |
$14.6M - $16.6M
|
1.92M
$220M
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-160KClosed |
$16.3M - $18.6M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-167K- 17.24% |
$17.1M - $19.5M
|
804K
$91.9M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-173K- 43.51% |
$17.7M - $20.2M
|
225K
$25.7M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-180K- 4.11% |
$18.4M - $21M
|
4.2M
$480M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-181K- 10.88% |
$18.5M - $21.1M
|
1.48M
$169M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-186K- 2.86% |
$19M - $21.7M
|
6.31M
$721M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-188K- 99.92% |
$19.3M - $22M
|
154
$17.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-192K- 85.81% |
$19.6M - $22.3M
|
31.7K
$3.62M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-198K- 51.77% |
$20.3M - $23.2M
|
185K
$21.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-208K- 18.72% |
$21.2M - $24.2M
|
901K
$103M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-263K- 36.51% |
$27M - $30.7M
|
458K
$52.4M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-267K- 89.39% |
$27.3M - $31.1M
|
31.7K
$3.62M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-278K- 34.17% |
$28.5M - $32.5M
|
536K
$61.3M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-305K- 76.17% |
$31.3M - $35.6M
|
95.5K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-334K- 25.65% |
$34.2M - $39M
|
968K
$111M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-427K- 5.31% |
$43.7M - $49.9M
|
7.63M
$872M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-434K- 44.1% |
$44.4M - $50.6M
|
550K
$62.8M
|
|
|
May 05, 2022
Q1 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-440K- 37.92% |
$45M - $51.3M
|
720K
$82.2M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-443K- 1.97% |
$45.3M - $51.7M
|
22M
$2.52B
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-478K- 43.32% |
$48.9M - $55.8M
|
625K
$71.5M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-489KClosed |
$50M - $57.1M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-521K- 23.37% |
$53.3M - $60.8M
|
1.71M
$195M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-683K- 5.81% |
$69.9M - $79.8M
|
11.1M
$1.27B
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-722K- 62.82% |
$73.9M - $84.2M
|
427K
$48.8M
|
|
|
May 23, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-821K- 99.36% |
$84M - $95.8M
|
5.27K
$602K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-896K- 5.91% |
$91.7M - $105M
|
14.3M
$1.63B
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-937K- 58.21% |
$95.9M - $109M
|
672K
$76.9M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.14M- 89.36% |
$116M - $133M
|
135K
$15.5M
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.27M- 98.8% |
$130M - $148M
|
15.5K
$1.77M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.59M- 8.56% |
$163M - $186M
|
17M
$1.95B
|
|
|
May 19, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-3.67M- 98.71% |
$375M - $428M
|
47.8K
$5.47M
|
|
|
May 12, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-3.8MClosed |
$388M - $443M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.98M- 98.63% |
$407M - $465M
|
55.4K
$6.33M
|