Purchases and Sales Made in Q1 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 29, 2022 Q1 2022
Morris Financial Concepts, Inc.

BUY
 -
5.49K
+ 7.06%
$562K - $641K
83.3K $9.89M
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

BUY
 -
5.49K
+ 14.91%
$561K - $640K
42.3K $5.02M
Nov 07, 2023 Q1 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
5.41K
+ 20.5%
$554K - $632K
31.8K $3.78M
May 11, 2022 Q1 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
5.4K
+ 13.63%
$553K - $630K
45K $5.35M
Feb 01, 2023 Q1 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
5.37K
New
$550K - $627K
5.37K $638K
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
5.37K
+ 17.2%
$549K - $626K
36.6K $4.34M
Oct 03, 2022 Q1 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
5.36K
New
$549K - $626K
5.36K $637K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
5.3K
New
$542K - $618K
5.3K $629K
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
5.19K
+ 57.31%
$531K - $606K
14.2K $1.69M
May 06, 2022 Q1 2022
Curi Wealth Management, LLC

BUY
 -
5.17K
+ 9.07%
$529K - $604K
62.2K $7.39M
Apr 22, 2022 Q1 2022
Bogart Wealth, LLC

BUY
 -
5.12K
+ 2.07%
$524K - $597K
252K $29.9M
May 12, 2022 Q1 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
5K
New
$511K - $583K
5K $593K
Apr 18, 2022 Q1 2022
Aldebaran Financial Inc.

BUY
 -
4.99K
New
$511K - $582K
4.99K $592K
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
4.94K
+ 6.44%
$505K - $576K
81.6K $9.69M
May 09, 2022 Q1 2022
Lake Street Financial LLC

BUY
 -
4.93K
New
$504K - $575K
4.93K $585K
May 11, 2022 Q1 2022
Advisor Os, LLC

BUY
 -
4.92K
New
$504K - $574K
4.92K $584K
May 13, 2022 Q1 2022
Bank Of Hawaii

Honolulu, HI
BUY
 -
4.89K
+ 5.28%
$500K - $571K
97.5K $11.6M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
4.88K
New
$499K - $569K
4.88K $579K
Apr 28, 2022 Q1 2022
Highland Private Wealth Management

BUY
 -
4.85K
+ 5.38%
$496K - $566K
95K $11.3M
May 04, 2022 Q1 2022
Lowe Brockenbrough & CO Inc

BUY
 -
4.84K
+ 4.5%
$495K - $565K
112K $13.3M
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
4.82K
+ 0.46%
$493K - $563K
1.04M $124M
May 05, 2022 Q1 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
4.79K
+ 1.72%
$490K - $559K
284K $33.7M
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
4.76K
+ 2.75%
$487K - $555K
178K $21.1M
May 10, 2022 Q1 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
4.76K
+ 3.71%
$487K - $555K
133K $15.8M
Apr 21, 2022 Q1 2022
Gfs Advisors, LLC

BUY
 -
4.74K
+ 10.32%
$485K - $553K
50.7K $6.01M
May 03, 2022 Q1 2022
Peoples Bank

BUY
 -
4.71K
+ 8.55%
$482K - $550K
59.8K $7.1M
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
4.68K
+ 9.53%
$479K - $546K
53.8K $6.38M
Apr 12, 2022 Q1 2022
Marietta Wealth Management, LLC

BUY
 -
4.67K
+ 5.0%
$478K - $545K
98.2K $11.7M
May 03, 2022 Q1 2022
Oakwell Private Wealth Management, LLC

BUY
 -
4.65K
+ 4.34%
$476K - $542K
112K $13.3M
May 05, 2022 Q1 2022
Spectrum Management Group, LLC

BUY
 -
4.64K
+ 6.48%
$475K - $541K
76.2K $9.04M
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

BUY
 -
4.63K
+ 18.47%
$473K - $540K
29.7K $3.52M
May 10, 2022 Q1 2022
Hightower 6 M Holding, LLC

BUY
 -
4.5K
New
$460K - $525K
4.5K $534K
May 16, 2022 Q1 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
4.44K
+ 148.0%
$454K - $518K
7.44K $883K
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

BUY
 -
4.44K
+ 6.81%
$454K - $518K
69.6K $8.26M
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
4.41K
+ 1.91%
$452K - $515K
235K $27.9M
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
4.41K
+ 50.03%
$451K - $515K
13.2K $1.57M
Apr 12, 2022 Q1 2022
ETF Portfolio Partners, Inc.

BUY
 -
4.4K
+ 6.53%
$450K - $513K
71.7K $8.51M
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
4.38K
+ 26.97%
$448K - $511K
20.6K $2.45M
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
4.37K
+ 2.15%
$447K - $510K
208K $24.7M
Apr 26, 2022 Q1 2022
Pachira Investments Inc.

BUY
 -
4.36K
+ 3.67%
$446K - $509K
123K $14.6M
May 12, 2022 Q1 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
4.35K
+ 49.14%
$445K - $507K
13.2K $1.57M
Apr 12, 2022 Q1 2022
Glassy Mountain Advisors, Inc.

BUY
 -
4.33K
+ 10.39%
$443K - $505K
46K $5.46M
Apr 26, 2022 Q1 2022
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
4.29K
+ 5.05%
$439K - $501K
89.4K $10.6M
May 12, 2022 Q1 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
4.24K
+ 97.97%
$434K - $495K
8.57K $1.02M
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
4.22K
+ 6.57%
$432K - $492K
68.5K $8.13M
Apr 14, 2022 Q1 2022
New England Professional Planning Group Inc.

BUY
 -
4.21K
+ 3.02%
$431K - $491K
144K $17M
Apr 25, 2022 Q1 2022
Welch & Forbes LLC

BUY
 -
4.21K
+ 27.23%
$431K - $491K
19.7K $2.34M
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
4.21K
+ 4.23%
$431K - $491K
104K $12.3M
May 06, 2022 Q1 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
4.15K
+ 2.56%
$425K - $484K
166K $19.7M

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