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 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.27K+ 1.29% |
$237K - $258K
|
178K
$22.2M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.27K+ 2.9% |
$237K - $258K
|
80.4K
$10M
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
2.23K+ 2.4% |
$234K - $254K
|
95.3K
$11.9M
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.23K+ 38.27% |
$234K - $254K
|
8.06K
$1.01M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.23K+ 3.79% |
$233K - $253K
|
61K
$7.62M
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.23K+ 4.54% |
$233K - $253K
|
51.3K
$6.4M
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 1.06% |
$231K - $251K
|
210K
$26.2M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.19K+ 3.74% |
$229K - $249K
|
60.7K
$7.58M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.17K+ 2.6% |
$227K - $247K
|
85.8K
$10.7M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.17K+ 7.62% |
$227K - $246K
|
30.6K
$3.82M
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2.16K+ 10.93% |
$225K - $245K
|
21.9K
$2.73M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.16KNew |
$225K - $245K
|
2.16K
$269K
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.15K+ 116.74% |
$225K - $244K
|
3.99K
$498K
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.14K+ 4.75% |
$224K - $244K
|
47.2K
$5.9M
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
2.12K+ 24.17% |
$222K - $241K
|
10.9K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
2.12KNew |
$222K - $241K
|
2.12K
$265K
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.12KNew |
$221K - $240K
|
2.12K
$264K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08K+ 8.59% |
$217K - $236K
|
26.3K
$3.28M
|
|
Nov 10, 2021
Q3 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.06K+ 3.63% |
$215K - $234K
|
58.8K
$7.34M
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.04K+ 7.86% |
$214K - $232K
|
28K
$3.5M
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.03K+ 12.31% |
$213K - $231K
|
18.5K
$2.31M
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
2.02K+ 3.98% |
$211K - $230K
|
52.7K
$6.58M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.01K+ 19.16% |
$210K - $229K
|
12.5K
$1.56M
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1.98K+ 1.56% |
$208K - $226K
|
129K
$16.1M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.98KNew |
$207K - $225K
|
1.98K
$247K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.96K+ 4.4% |
$205K - $223K
|
46.5K
$5.81M
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$204K - $222K
|
1.95K
$244K
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.95K+ 6.7% |
$204K - $222K
|
31.1K
$3.88M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.93K+ 2.38% |
$202K - $220K
|
83.1K
$10.4M
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
1.91KNew |
$200K - $217K
|
1.91K
$239K
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.9K+ 1.02% |
$199K - $216K
|
187K
$23.4M
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.86K+ 14.32% |
$194K - $211K
|
14.8K
$1.85M
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.84K+ 16.91% |
$193K - $209K
|
12.7K
$1.59M
|
|
Oct 13, 2021
Q3 2021
|
Jacobs & CO
|
BUY
|
- |
1.83KNew |
$192K - $208K
|
1.83K
$229K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 16.18% |
$192K - $208K
|
13.1K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.83K+ 53.73% |
$192K - $208K
|
5.24K
$654K
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.83K+ 0.5% |
$191K - $207K
|
369K
$46.1M
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.82K+ 0.59% |
$191K - $207K
|
309K
$38.6M
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
1.81K+ 7.08% |
$189K - $206K
|
27.3K
$3.41M
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.81K+ 7.44% |
$189K - $205K
|
26.1K
$3.26M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1.79K+ 0.87% |
$188K - $204K
|
207K
$25.9M
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.79K+ 15.17% |
$187K - $203K
|
13.6K
$1.7M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.77K+ 1.17% |
$185K - $201K
|
154K
$19.2M
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.75K+ 16.35% |
$183K - $199K
|
12.4K
$1.55M
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.74K+ 3.86% |
$182K - $198K
|
46.8K
$5.85M
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
1.74K+ 5.94% |
$182K - $198K
|
31K
$3.87M
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.71K+ 1.81% |
$179K - $195K
|
96.5K
$12.1M
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.71KNew |
$179K - $194K
|
1.71K
$214K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$179K - $194K
|
1.71K
$213K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.7K+ 131.45% |
$178K - $193K
|
2.99K
$373K
|