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 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-73.3K- 51.27% |
$7.5M - $8.55M
|
69.7K
$7.39M
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-75.8K- 60.22% |
$7.76M - $8.85M
|
50.1K
$5.32M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-77.3K- 17.35% |
$7.91M - $9.02M
|
368K
$39.1M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-79.3K- 39.33% |
$8.11M - $9.25M
|
122K
$13M
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-79.4K- 68.36% |
$8.13M - $9.27M
|
36.8K
$3.9M
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-82.8K- 71.23% |
$8.47M - $9.66M
|
33.4K
$3.55M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-82.9K- 44.75% |
$8.48M - $9.67M
|
102K
$10.9M
|
|
|
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
$223K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86.9K- 6.18% |
$8.89M - $10.1M
|
1.32M
$140M
|
|
|
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
$237K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-99.5K- 97.05% |
$10.2M - $11.6M
|
3.02K
$321K
|
|
|
Apr 20, 2022
Q1 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-101K- 60.47% |
$10.3M - $11.8M
|
65.9K
$7M
|
|
|
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
$7.34M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-107K- 51.14% |
$11M - $12.5M
|
103K
$10.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-107K- 29.51% |
$11M - $12.5M
|
257K
$27.2M
|
|
|
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
$273K
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-131K- 84.54% |
$13.4M - $15.3M
|
24K
$2.54M
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-132K- 43.75% |
$13.5M - $15.4M
|
170K
$18.1M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-134K- 1.58% |
$13.8M - $15.7M
|
8.4M
$892M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-139K- 87.46% |
$14.3M - $16.3M
|
20K
$2.12M
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-139K- 32.44% |
$14.3M - $16.3M
|
290K
$30.8M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-143K- 6.91% |
$14.6M - $16.6M
|
1.92M
$204M
|
|
|
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
$85.3M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-173K- 43.51% |
$17.7M - $20.2M
|
225K
$23.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-180K- 4.11% |
$18.4M - $21M
|
4.2M
$446M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-181K- 10.88% |
$18.5M - $21.1M
|
1.48M
$157M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-186K- 2.86% |
$19M - $21.7M
|
6.31M
$670M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-188K- 99.92% |
$19.3M - $22M
|
154
$16.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-192K- 85.81% |
$19.6M - $22.3M
|
31.7K
$3.36M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-198K- 51.77% |
$20.3M - $23.2M
|
185K
$19.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-208K- 18.72% |
$21.2M - $24.2M
|
901K
$95.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-263K- 36.51% |
$27M - $30.7M
|
458K
$48.6M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-267K- 89.39% |
$27.3M - $31.1M
|
31.7K
$3.36M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-278K- 34.17% |
$28.5M - $32.5M
|
536K
$56.9M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-305K- 76.17% |
$31.3M - $35.6M
|
95.5K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-334K- 25.65% |
$34.2M - $39M
|
968K
$103M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-427K- 5.31% |
$43.7M - $49.9M
|
7.63M
$810M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-434K- 44.1% |
$44.4M - $50.6M
|
550K
$58.3M
|
|
|
May 05, 2022
Q1 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-440K- 37.92% |
$45M - $51.3M
|
720K
$76.4M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-443K- 1.97% |
$45.3M - $51.7M
|
22M
$2.34B
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-478K- 43.32% |
$48.9M - $55.8M
|
625K
$66.4M
|
|
|
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
$181M
|