Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.5MNew |
$2.36B - $2.56B
|
22.5M
$2.81B
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.56MNew |
$686M - $746M
|
6.56M
$819M
|
|
Mar 15, 2022
Q3 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.77MNew |
$395M - $429M
|
3.77M
$471M
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.32M+ 3928.45% |
$348M - $378M
|
3.41M
$426M
|
|
Oct 28, 2021
Q3 2021
|
Nationwide Fund Advisors
|
BUY
|
- |
2.23MNew |
$233M - $254M
|
2.23M
$279M
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
1.6M+ 104.08% |
$167M - $182M
|
3.13M
$391M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.15MNew |
$120M - $130M
|
1.15M
$143M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06M+ 5.2% |
$110M - $120M
|
21.4M
$2.67B
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
937KNew |
$98M - $107M
|
937K
$117M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
906K+ 5.5% |
$94.8M - $103M
|
17.4M
$2.17B
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
775K+ 5.97% |
$81M - $88.1M
|
13.8M
$1.72B
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
745K+ 11.93% |
$77.9M - $84.7M
|
6.99M
$873M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
642K+ 2.95% |
$67.2M - $73M
|
22.4M
$2.8B
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
476K+ 69.74% |
$49.8M - $54.1M
|
1.16M
$145M
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
417K+ 69.0% |
$43.7M - $47.5M
|
1.02M
$128M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
363K+ 7.3% |
$38M - $41.3M
|
5.34M
$666M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
333K+ 13.12% |
$34.8M - $37.8M
|
2.87M
$358M
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
331K+ 990.02% |
$34.7M - $37.7M
|
365K
$45.5M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
319K+ 2.83% |
$33.4M - $36.3M
|
11.6M
$1.45B
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
299K+ 35.43% |
$31.3M - $34M
|
1.14M
$143M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
295K+ 9684.49% |
$30.9M - $33.6M
|
298K
$37.3M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
254KNew |
$26.5M - $28.8M
|
254K
$31.7M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
236K+ 1023.94% |
$24.7M - $26.9M
|
259K
$32.4M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
223K+ 38.19% |
$23.3M - $25.4M
|
807K
$101M
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
219K+ 1175.32% |
$22.9M - $24.8M
|
237K
$29.6M
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
208KNew |
$21.8M - $23.7M
|
208K
$26M
|
|
Nov 08, 2021
Q3 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
207K+ 6.73% |
$21.7M - $23.5M
|
3.28M
$410M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
194K+ 19.96% |
$20.3M - $22M
|
1.16M
$145M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
193K+ 3.43% |
$20.2M - $21.9M
|
5.82M
$726M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
173KNew |
$18.1M - $19.6M
|
173K
$21.6M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
162K+ 6.63% |
$17M - $18.5M
|
2.61M
$326M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
159K+ 157.26% |
$16.6M - $18.1M
|
260K
$32.5M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
147K+ 1.76% |
$15.3M - $16.7M
|
8.48M
$1.06B
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
140K+ 9.39% |
$14.6M - $15.9M
|
1.63M
$204M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
139K+ 11.73% |
$14.6M - $15.9M
|
1.33M
$166M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
139K+ 11.55% |
$14.5M - $15.8M
|
1.34M
$167M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
137K+ 2.34% |
$14.3M - $15.5M
|
5.98M
$747M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
129KNew |
$13.5M - $14.6M
|
129K
$16.1M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119K+ 9.67% |
$12.5M - $13.5M
|
1.35M
$169M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
115K+ 315.46% |
$12M - $13.1M
|
152K
$18.9M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
111K+ 31.24% |
$11.6M - $12.6M
|
467K
$58.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
109K+ 2.69% |
$11.4M - $12.4M
|
4.16M
$519M
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
109K+ 20.05% |
$11.4M - $12.4M
|
653K
$81.5M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
108K+ 4.98% |
$11.3M - $12.3M
|
2.28M
$285M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
100K+ 10.37% |
$10.5M - $11.4M
|
1.07M
$133M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98.1K+ 3.64% |
$10.3M - $11.2M
|
2.8M
$349M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
97.3KNew |
$10.2M - $11.1M
|
97.3K
$12.1M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
91.3K+ 2.02% |
$9.55M - $10.4M
|
4.61M
$576M
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
90.8KNew |
$9.5M - $10.3M
|
90.8K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
79KNew |
$8.27M - $8.98M
|
79K
$9.87M
|