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 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15.2K+ 14.09% |
$1.55M - $1.77M
|
123K
$14.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15K+ 8.92% |
$1.54M - $1.75M
|
184K
$21.8M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
15K+ 45.17% |
$1.53M - $1.75M
|
48.1K
$5.71M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.9K+ 8.43% |
$1.52M - $1.73M
|
191K
$22.7M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.6K+ 184.06% |
$1.5M - $1.71M
|
22.6K
$2.68M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
14.5K+ 2.03% |
$1.48M - $1.69M
|
727K
$86.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.4K+ 6.99% |
$1.48M - $1.69M
|
221K
$26.3M
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
14.4K+ 13.25% |
$1.48M - $1.68M
|
123K
$14.6M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 18.34% |
$1.46M - $1.67M
|
92.1K
$10.9M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.3K+ 15.66% |
$1.46M - $1.66M
|
105K
$12.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
14.1K+ 4.41% |
$1.45M - $1.65M
|
335K
$39.8M
|
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
14.1K+ 12.58% |
$1.45M - $1.65M
|
127K
$15M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
13.9K+ 140.85% |
$1.42M - $1.63M
|
23.8K
$2.83M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
13.8K+ 208.89% |
$1.41M - $1.61M
|
20.4K
$2.42M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.7K+ 8.66% |
$1.41M - $1.6M
|
173K
$20.5M
|
|
|
May 13, 2022
Q1 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
13.7K+ 32.6% |
$1.4M - $1.6M
|
55.8K
$6.62M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13.6K+ 39.77% |
$1.39M - $1.59M
|
47.9K
$5.68M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13.6K+ 131.62% |
$1.39M - $1.59M
|
23.9K
$2.84M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
13.5K+ 3.53% |
$1.38M - $1.58M
|
396K
$47.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
13.5K+ 8.51% |
$1.38M - $1.58M
|
172K
$20.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
13.3K+ 108.21% |
$1.36M - $1.55M
|
25.6K
$3.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
13.3K+ 6.72% |
$1.36M - $1.55M
|
211K
$25.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
13K+ 8.62% |
$1.33M - $1.52M
|
164K
$19.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12.9K+ 16.97% |
$1.32M - $1.51M
|
89.1K
$10.6M
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
12.9K+ 13.25% |
$1.32M - $1.5M
|
110K
$13.1M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.9K+ 9.87% |
$1.32M - $1.5M
|
143K
$17M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
12.8KNew |
$1.31M - $1.49M
|
12.8K
$1.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.8K+ 3.16% |
$1.31M - $1.49M
|
417K
$49.5M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
12.7K+ 176.67% |
$1.3M - $1.48M
|
19.9K
$2.36M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
12.6KNew |
$1.29M - $1.47M
|
12.6K
$1.5M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.5K+ 58.04% |
$1.28M - $1.45M
|
33.9K
$4.03M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
12.3K+ 35.95% |
$1.26M - $1.44M
|
46.6K
$5.53M
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
12.2K+ 8.35% |
$1.24M - $1.42M
|
158K
$18.7M
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
11.9K+ 142.09% |
$1.22M - $1.39M
|
20.3K
$2.41M
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
11.8KNew |
$1.21M - $1.38M
|
11.8K
$1.4M
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11.7K+ 9.28% |
$1.2M - $1.37M
|
138K
$16.4M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.6K+ 3.13% |
$1.19M - $1.35M
|
382K
$45.3M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.5K+ 199.76% |
$1.18M - $1.34M
|
17.3K
$2.05M
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
11.4K+ 4.4% |
$1.17M - $1.33M
|
271K
$32.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11.3K+ 1.92% |
$1.16M - $1.32M
|
600K
$71.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
11.3K+ 41.19% |
$1.16M - $1.32M
|
38.8K
$4.61M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
11.2K+ 211.36% |
$1.15M - $1.31M
|
16.6K
$1.97M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.2K+ 21.32% |
$1.15M - $1.31M
|
63.9K
$7.59M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
11.2K+ 20.5% |
$1.15M - $1.31M
|
65.9K
$7.82M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 17.87% |
$1.14M - $1.3M
|
73.7K
$8.75M
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
11.1K+ 1.09% |
$1.14M - $1.3M
|
1.04M
$123M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$1.13M - $1.29M
|
11K
$1.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11K+ 4.12% |
$1.12M - $1.28M
|
277K
$32.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.9K+ 1.56% |
$1.12M - $1.28M
|
713K
$84.7M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10.7KNew |
$1.09M - $1.25M
|
10.7K
$1.27M
|