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 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.9K+ 3.83% |
$2.45M - $2.79M
|
649K
$78.2M
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
23.9K+ 25.57% |
$2.45M - $2.79M
|
117K
$14.1M
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
23.9K+ 9.48% |
$2.44M - $2.79M
|
276K
$33.2M
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
23.5K+ 9.95% |
$2.4M - $2.74M
|
260K
$31.3M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
23.1K+ 11.88% |
$2.37M - $2.7M
|
218K
$26.2M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.9K+ 5.72% |
$2.34M - $2.67M
|
423K
$50.9M
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
22.7K+ 22.35% |
$2.32M - $2.65M
|
124K
$14.9M
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
22.4K+ 103.11% |
$2.29M - $2.61M
|
44.1K
$5.31M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
22.3K+ 14.39% |
$2.29M - $2.61M
|
178K
$21.4M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22.3K+ 14.39% |
$2.29M - $2.61M
|
178K
$21.4M
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
21.9K+ 16.38% |
$2.24M - $2.56M
|
156K
$18.8M
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
21.2K+ 67.17% |
$2.17M - $2.47M
|
52.7K
$6.35M
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
21KNew |
$2.15M - $2.46M
|
21K
$2.53M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
20.9K+ 20.8% |
$2.14M - $2.44M
|
121K
$14.6M
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
20.8K+ 8.77% |
$2.13M - $2.43M
|
258K
$31.1M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20.7K+ 20.18% |
$2.11M - $2.41M
|
123K
$14.8M
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
20.6KNew |
$2.11M - $2.4M
|
20.6K
$2.48M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.6K+ 31.85% |
$2.1M - $2.4M
|
85.1K
$10.2M
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
20.4KNew |
$2.09M - $2.38M
|
20.4K
$2.46M
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
20.4K+ 44.74% |
$2.09M - $2.38M
|
65.9K
$7.94M
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
20.2KNew |
$2.07M - $2.36M
|
20.2K
$2.43M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20.1K+ 9.22% |
$2.06M - $2.35M
|
239K
$28.7M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20K+ 0.99% |
$2.04M - $2.33M
|
2.04M
$245M
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
19.9K+ 622.19% |
$2.03M - $2.32M
|
23K
$2.77M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
19.7K+ 3.73% |
$2.02M - $2.3M
|
549K
$66.1M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.6K+ 1.12% |
$2M - $2.29M
|
1.77M
$213M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.6K+ 2.21% |
$2M - $2.28M
|
903K
$109M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
19.3K+ 4071.46% |
$1.97M - $2.25M
|
19.7K
$2.38M
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
18.9K+ 27.59% |
$1.93M - $2.2M
|
87.3K
$10.5M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
18.8K+ 35.31% |
$1.92M - $2.19M
|
72K
$8.66M
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18.7KNew |
$1.92M - $2.19M
|
18.7K
$2.26M
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18.3K+ 319.71% |
$1.87M - $2.13M
|
24K
$2.89M
|
|
May 13, 2022
Q1 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
18.2K+ 30.24% |
$1.87M - $2.13M
|
78.6K
$9.46M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.2K+ 9.05% |
$1.86M - $2.12M
|
219K
$26.3M
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
17.8K+ 2.57% |
$1.82M - $2.08M
|
712K
$85.7M
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
17.8K+ 25.83% |
$1.82M - $2.08M
|
86.8K
$10.5M
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
17.6K+ 12.42% |
$1.8M - $2.06M
|
159K
$19.2M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
17.6K+ 49.41% |
$1.8M - $2.05M
|
53.2K
$6.41M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
17.2K+ 16.6% |
$1.76M - $2.01M
|
121K
$14.6M
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
17K+ 34.92% |
$1.74M - $1.98M
|
65.7K
$7.91M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
16.4KNew |
$1.67M - $1.91M
|
16.4K
$1.97M
|
|
May 16, 2022
Q1 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
16.4K+ 11.62% |
$1.67M - $1.91M
|
157K
$18.9M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
16.3K+ 49.42% |
$1.67M - $1.9M
|
49.3K
$5.94M
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
16.2K+ 17.77% |
$1.65M - $1.89M
|
107K
$12.9M
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16K+ 4.44% |
$1.63M - $1.86M
|
376K
$45.2M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.9K+ 4.93% |
$1.63M - $1.85M
|
338K
$40.7M
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
15.5K+ 2.37% |
$1.58M - $1.81M
|
670K
$80.6M
|
|
May 05, 2022
Q1 2022
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
15.4K+ 23.67% |
$1.58M - $1.8M
|
80.6K
$9.71M
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15.4K+ 16.34% |
$1.57M - $1.8M
|
110K
$13.2M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15.2K+ 14.09% |
$1.55M - $1.77M
|
123K
$14.8M
|