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
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.26K+ 3.89% |
$132K - $144K
|
33.8K
$3.95M
|
|
|
Oct 28, 2021
Q3 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.26K+ 37.3% |
$132K - $143K
|
4.64K
$543K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.26K+ 1.25% |
$131K - $143K
|
101K
$11.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.25KNew |
$130K - $142K
|
1.25K
$146K
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 1.7% |
$130K - $141K
|
74.3K
$8.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.23K+ 11.65% |
$129K - $140K
|
11.8K
$1.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.22K+ 3.36% |
$127K - $138K
|
37.4K
$4.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.21K+ 0.17% |
$126K - $137K
|
698K
$81.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.21K+ 9.55% |
$126K - $137K
|
13.8K
$1.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.19K+ 44.19% |
$125K - $135K
|
3.89K
$455K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.18K+ 2.62% |
$123K - $134K
|
46K
$5.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.17K+ 4.43% |
$122K - $133K
|
27.5K
$3.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.16K+ 1.71% |
$122K - $132K
|
69.1K
$8.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
1.16K+ 19.44% |
$122K - $132K
|
7.15K
$837K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.16K+ 5.2% |
$121K - $132K
|
23.4K
$2.75M
|
|
|
Oct 28, 2021
Q3 2021
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.15K+ 0.45% |
$120K - $131K
|
256K
$30M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.12K+ 9.63% |
$117K - $128K
|
12.8K
$1.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
1.11K+ 2.38% |
$117K - $127K
|
47.9K
$5.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 4.87% |
$116K - $127K
|
24K
$2.81M
|
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
BUY
|
- |
1.1K+ 1.45% |
$115K - $125K
|
77.3K
$9.06M
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.09K+ 6.21% |
$114K - $124K
|
18.7K
$2.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.09K+ 14.68% |
$114K - $124K
|
8.49K
$994K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.09K+ 1.69% |
$114K - $123K
|
65.3K
$7.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.08K+ 31.98% |
$113K - $123K
|
4.46K
$522K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.08K+ 1.78% |
$113K - $123K
|
61.6K
$7.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 8.02% |
$113K - $123K
|
14.5K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.08K+ 1.53% |
$113K - $122K
|
71.3K
$8.35M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.07K+ 2.61% |
$112K - $122K
|
42.1K
$4.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.07K+ 8.07% |
$112K - $121K
|
14.3K
$1.67M
|
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 0.86% |
$110K - $120K
|
124K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.05K+ 1.88% |
$110K - $120K
|
56.9K
$6.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.04K+ 1.22% |
$109K - $118K
|
86.4K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.03K+ 7.53% |
$107K - $117K
|
14.6K
$1.71M
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
1K+ 6.2% |
$105K - $114K
|
17.1K
$2.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1K+ 2.03% |
$105K - $114K
|
50.2K
$5.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
999+ 3.98% |
$105K - $114K
|
26.1K
$3.05M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
999+ 3.77% |
$105K - $114K
|
27.5K
$3.22M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
998+ 1.04% |
$104K - $113K
|
96.9K
$11.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
995+ 2.31% |
$104K - $113K
|
44K
$5.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
976+ 10.48% |
$102K - $111K
|
10.3K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
966+ 1.21% |
$101K - $110K
|
80.5K
$9.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
963+ 4.67% |
$101K - $109K
|
21.6K
$2.53M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
940+ 5.98% |
$98.3K - $107K
|
16.7K
$1.95M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
939+ 0.68% |
$98.2K - $107K
|
140K
$16.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
938+ 2084.44% |
$98.1K - $107K
|
983
$115K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
938+ 30.93% |
$98.1K - $107K
|
3.97K
$465K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
938+ 49.81% |
$98.1K - $107K
|
2.82K
$330K
|
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
936+ 0.17% |
$97.9K - $106K
|
540K
$63.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
936+ 28.96% |
$97.9K - $106K
|
4.17K
$488K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
931+ 3.24% |
$97.4K - $106K
|
29.7K
$3.48M
|