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 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
37K+ 1244.4% |
$3.79M - $4.32M
|
40K
$4.81M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
36.6K+ 2757.0% |
$3.75M - $4.27M
|
37.9K
$4.57M
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
36.6KNew |
$3.74M - $4.27M
|
36.6K
$4.41M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
36.5K+ 15.84% |
$3.73M - $4.26M
|
267K
$32.1M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
35.8K+ 11.39% |
$3.67M - $4.18M
|
350K
$42.2M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
35.7K+ 179.33% |
$3.65M - $4.16M
|
55.6K
$6.69M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
35.5K+ 20.96% |
$3.63M - $4.14M
|
205K
$24.7M
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
35K+ 13.83% |
$3.58M - $4.08M
|
288K
$34.7M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
34.8K+ 379.57% |
$3.56M - $4.06M
|
44K
$5.3M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.8K+ 5.03% |
$3.56M - $4.06M
|
726K
$87.5M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34.3KNew |
$3.51M - $4M
|
34.3K
$4.13M
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
34.3KNew |
$3.51M - $4M
|
34.3K
$4.13M
|
|
May 13, 2022
Q1 2022
|
Harbor Advisory Corp
|
BUY
|
- |
34.3K+ 242.47% |
$3.51M - $4M
|
48.4K
$5.83M
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
33.8K+ 45.69% |
$3.46M - $3.94M
|
108K
$13M
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
33.6K+ 18.07% |
$3.43M - $3.92M
|
219K
$26.4M
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
33.1K+ 31.58% |
$3.38M - $3.86M
|
138K
$16.6M
|
|
May 13, 2022
Q1 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
32.8KNew |
$3.35M - $3.83M
|
32.8K
$3.95M
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
32.6K+ 1215.52% |
$3.33M - $3.8M
|
35.3K
$4.25M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
32.4KNew |
$3.31M - $3.78M
|
32.4K
$3.9M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.4K+ 38.01% |
$3.31M - $3.78M
|
117K
$14.1M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.4K+ 38.01% |
$3.31M - $3.78M
|
117K
$14.1M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31.1K+ 30.49% |
$3.18M - $3.63M
|
133K
$16M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
30.3K+ 4.94% |
$3.1M - $3.53M
|
643K
$77.5M
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
30K+ 102.73% |
$3.07M - $3.5M
|
59.3K
$7.14M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
29.8KNew |
$3.05M - $3.48M
|
29.8K
$3.59M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29.8K+ 28.62% |
$3.05M - $3.48M
|
134K
$16.1M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.7K+ 2.85% |
$3.04M - $3.46M
|
1.07M
$129M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
29.5K+ 52.93% |
$3.02M - $3.44M
|
85.3K
$10.3M
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
29.2K+ 63.75% |
$2.99M - $3.41M
|
75K
$9.03M
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
29K+ 3.7% |
$2.97M - $3.38M
|
813K
$97.9M
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.5K+ 950.07% |
$2.92M - $3.33M
|
31.5K
$3.79M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
28.1K+ 20.65% |
$2.87M - $3.28M
|
164K
$19.8M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.9K+ 615.01% |
$2.86M - $3.26M
|
32.5K
$3.91M
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
27.8K+ 37.74% |
$2.85M - $3.24M
|
101K
$12.2M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
27.4K+ 14.59% |
$2.81M - $3.2M
|
216K
$26M
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
27.4K+ 42.27% |
$2.8M - $3.19M
|
92.1K
$11.1M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27K+ 1365.92% |
$2.76M - $3.15M
|
29K
$3.49M
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$2.69M - $3.07M
|
26.3K
$3.17M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
25.7KNew |
$2.63M - $2.99M
|
25.7K
$3.09M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
25.6K+ 73.87% |
$2.62M - $2.98M
|
60.2K
$7.25M
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
25.6KNew |
$2.61M - $2.98M
|
25.6K
$3.08M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
25.3K+ 65.7% |
$2.59M - $2.95M
|
63.8K
$7.68M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
24.8K+ 8.89% |
$2.53M - $2.89M
|
303K
$36.5M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.7K+ 4.85% |
$2.53M - $2.88M
|
534K
$64.3M
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
24.6K+ 157.61% |
$2.52M - $2.87M
|
40.2K
$4.84M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
24.6K+ 8.77% |
$2.51M - $2.87M
|
305K
$36.7M
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
24.3K+ 195.33% |
$2.49M - $2.84M
|
36.8K
$4.43M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
24.2K+ 1167.73% |
$2.47M - $2.82M
|
26.2K
$3.16M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.1K+ 6.93% |
$2.47M - $2.82M
|
372K
$44.8M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
24.1K+ 2.44% |
$2.47M - $2.81M
|
1.01M
$122M
|