Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.8MNew |
$3.92B - $4.28B
|
36.8M
$4.21B
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11.3MNew |
$1.2B - $1.31B
|
11.3M
$1.29B
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
6M+ 10437.21% |
$638M - $697M
|
6.05M
$692M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.97MNew |
$529M - $578M
|
4.97M
$568M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.95M+ 11983.02% |
$314M - $343M
|
2.98M
$340M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.77M+ 785.11% |
$189M - $206M
|
2M
$228M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.56M+ 7.72% |
$166M - $181M
|
21.8M
$2.49B
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.38M+ 11094.67% |
$146M - $160M
|
1.39M
$159M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.15MNew |
$122M - $134M
|
1.15M
$131M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
925K+ 4.77% |
$98.4M - $108M
|
20.3M
$2.32B
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
906K+ 7.51% |
$96.4M - $105M
|
13M
$1.48B
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
883K+ 202.74% |
$93.9M - $103M
|
1.32M
$151M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
666K+ 382.83% |
$70.8M - $77.4M
|
840K
$96M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
544K+ 8.86% |
$57.8M - $63.2M
|
6.68M
$763M
|
|
|
Dec 01, 2021
Q2 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
466KNew |
$49.6M - $54.2M
|
466K
$53.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
454K+ 7.84% |
$48.3M - $52.8M
|
6.24M
$714M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
435KNew |
$46.3M - $50.6M
|
435K
$49.7M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
402K+ 11060.58% |
$42.8M - $46.8M
|
406K
$46.4M
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
375K+ 20.86% |
$39.9M - $43.6M
|
2.17M
$248M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
327K+ 6.18% |
$34.8M - $38.1M
|
5.62M
$643M
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
277K+ 23.1% |
$29.5M - $32.2M
|
1.48M
$169M
|
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
250KNew |
$26.6M - $29.1M
|
250K
$28.6M
|
|
|
Jul 22, 2021
Q2 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
241K+ 97.04% |
$25.6M - $28M
|
490K
$56M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
235K+ 6.17% |
$25.1M - $27.4M
|
4.05M
$463M
|
|
|
Jul 29, 2021
Q2 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
232K+ 11850.74% |
$24.7M - $27M
|
234K
$26.8M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
227K+ 26.66% |
$24.1M - $26.4M
|
1.08M
$123M
|
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
222KNew |
$23.7M - $25.9M
|
222K
$25.4M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
210K+ 25.46% |
$22.3M - $24.4M
|
1.03M
$118M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
196K+ 2.41% |
$20.9M - $22.8M
|
8.33M
$952M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
194K+ 3.44% |
$20.7M - $22.6M
|
5.84M
$668M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
177K+ 14.62% |
$18.9M - $20.6M
|
1.39M
$159M
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
177K+ 21.24% |
$18.8M - $20.6M
|
1.01M
$115M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
163K+ 15.68% |
$17.3M - $18.9M
|
1.2M
$137M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
149K+ 30.55% |
$15.8M - $17.3M
|
636K
$72.7M
|
|
|
Aug 09, 2021
Q2 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
148K+ 5.07% |
$15.8M - $17.3M
|
3.08M
$352M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
148K+ 2605.59% |
$15.7M - $17.2M
|
153K
$17.5M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
141K+ 13.49% |
$15M - $16.4M
|
1.19M
$136M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
139K+ 34.7% |
$14.8M - $16.2M
|
540K
$61.7M
|
|
|
Jul 16, 2021
Q2 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
131K+ 10.94% |
$14M - $15.3M
|
1.33M
$152M
|
|
|
Aug 06, 2021
Q2 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
131K+ 10.94% |
$14M - $15.3M
|
1.33M
$152M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
131K+ 23.69% |
$13.9M - $15.2M
|
683K
$78M
|
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
126K+ 2.87% |
$13.4M - $14.7M
|
4.52M
$517M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
116K+ 1.55% |
$12.3M - $13.5M
|
7.59M
$867M
|
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
115KNew |
$12.2M - $13.3M
|
115K
$13.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
114K+ 47.45% |
$12.2M - $13.3M
|
356K
$40.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
113K+ 26.89% |
$12M - $13.1M
|
532K
$60.8M
|
|
|
Jul 22, 2021
Q2 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
110KNew |
$11.7M - $12.7M
|
110K
$12.5M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
109K+ 17.22% |
$11.6M - $12.6M
|
740K
$84.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
108K+ 7.85% |
$11.5M - $12.6M
|
1.49M
$170M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
108K+ 12.49% |
$11.5M - $12.5M
|
970K
$111M
|