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 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
921+ 12.1% |
$96.4K - $105K
|
8.54K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
919New |
$96.1K - $104K
|
919
$116K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
912+ 41.08% |
$95.4K - $104K
|
3.13K
$395K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
910+ 4.18% |
$95.2K - $103K
|
22.7K
$2.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
902+ 3.53% |
$94.4K - $103K
|
26.4K
$3.34M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
900+ 25.87% |
$94.2K - $102K
|
4.38K
$552K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
890+ 8.29% |
$93.1K - $101K
|
11.6K
$1.47M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
855+ 7.73% |
$89.5K - $97.2K
|
11.9K
$1.5M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
852+ 0.26% |
$89.1K - $96.9K
|
333K
$42.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
849+ 3.02% |
$88.8K - $96.5K
|
29K
$3.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
843+ 3.3% |
$88.2K - $95.8K
|
26.4K
$3.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
826+ 3.6% |
$86.4K - $93.9K
|
23.8K
$3M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
826+ 1.34% |
$86.4K - $93.9K
|
62.4K
$7.87M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
826+ 3.6% |
$86.4K - $93.9K
|
23.8K
$3M
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
825+ 51.08% |
$86.3K - $93.8K
|
2.44K
$308K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
819+ 27.45% |
$85.7K - $93.1K
|
3.8K
$480K
|
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
815+ 1.47% |
$85.3K - $92.7K
|
56.4K
$7.12M
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
812+ 21.95% |
$85K - $92.3K
|
4.51K
$569K
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
800+ 25.24% |
$83.7K - $91K
|
3.97K
$501K
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
798+ 3.77% |
$83.5K - $90.7K
|
22K
$2.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
791+ 0.54% |
$82.8K - $89.9K
|
146K
$18.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
786+ 1.16% |
$82.2K - $89.4K
|
68.4K
$8.63M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
783+ 2.91% |
$81.9K - $89K
|
27.7K
$3.49M
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
778+ 2.03% |
$81.4K - $88.5K
|
39.2K
$4.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
776+ 1.57% |
$81.2K - $88.2K
|
50K
$6.31M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
773+ 2.13% |
$80.9K - $87.9K
|
37.1K
$4.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
770+ 0.78% |
$80.6K - $87.5K
|
99.3K
$12.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
767+ 3.29% |
$80.2K - $87.2K
|
24.1K
$3.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
760+ 23.01% |
$79.5K - $86.4K
|
4.06K
$513K
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
758+ 37.18% |
$79.3K - $86.2K
|
2.8K
$353K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
755+ 26.57% |
$79K - $85.8K
|
3.6K
$454K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
750+ 7.76% |
$78.5K - $85.3K
|
10.4K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
743+ 21.78% |
$77.7K - $84.5K
|
4.16K
$524K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
742+ 5.72% |
$77.6K - $84.4K
|
13.7K
$1.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
734+ 1.99% |
$76.8K - $83.4K
|
37.6K
$4.74M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
733+ 0.52% |
$76.7K - $83.3K
|
141K
$17.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
716+ 8.36% |
$74.9K - $81.4K
|
9.28K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
715+ 0.57% |
$74.8K - $81.3K
|
126K
$15.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
701+ 2.79% |
$73.3K - $79.7K
|
25.8K
$3.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
695+ 4.9% |
$72.7K - $79K
|
14.9K
$1.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
690+ 0.66% |
$72.2K - $78.4K
|
105K
$13.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
690+ 11.29% |
$72.2K - $78.4K
|
6.8K
$858K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
685+ 8.31% |
$71.7K - $77.9K
|
8.93K
$1.13M
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
676+ 6.3% |
$70.7K - $76.9K
|
11.4K
$1.44M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
669+ 0.44% |
$70K - $76.1K
|
152K
$19.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
665+ 6.39% |
$69.6K - $75.6K
|
11.1K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
659+ 2.37% |
$68.9K - $74.9K
|
28.5K
$3.59M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
645+ 5.69% |
$67.5K - $73.3K
|
12K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
645+ 0.06% |
$67.5K - $73.3K
|
1.08M
$136M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
638+ 8.14% |
$66.7K - $72.5K
|
8.47K
$1.07M
|