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 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
645+ 0.06% |
$67.5K - $73.3K
|
1.08M
$126M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
638+ 8.14% |
$66.7K - $72.5K
|
8.47K
$992K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
638+ 8.14% |
$66.7K - $72.5K
|
8.47K
$992K
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
624+ 0.35% |
$65.3K - $70.9K
|
177K
$20.7M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
623+ 1.12% |
$65.2K - $70.8K
|
56.5K
$6.61M
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
616+ 17.83% |
$64.4K - $70K
|
4.07K
$477K
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
613+ 3.09% |
$64.1K - $69.7K
|
20.5K
$2.39M
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
610New |
$63.8K - $69.4K
|
610
$71.4K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
609+ 1.02% |
$63.7K - $69.2K
|
60.6K
$7.09M
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
607+ 4.74% |
$63.5K - $69K
|
13.4K
$1.57M
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
605+ 1.59% |
$63.3K - $68.8K
|
38.8K
$4.54M
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
595+ 2.16% |
$62.2K - $67.6K
|
28.1K
$3.29M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
576+ 13.23% |
$60.3K - $65.5K
|
4.93K
$577K
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
575+ 4.8% |
$60.2K - $65.4K
|
12.5K
$1.47M
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
573+ 3.04% |
$59.9K - $65.1K
|
19.4K
$2.27M
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
566+ 2830.0% |
$59.2K - $64.3K
|
586
$68.6K
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
561+ 8.38% |
$58.7K - $63.8K
|
7.25K
$849K
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
557+ 9.52% |
$58.3K - $63.3K
|
6.41K
$751K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
542+ 3.45% |
$56.7K - $61.6K
|
16.3K
$1.9M
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
538+ 19.79% |
$56.3K - $61.2K
|
3.26K
$381K
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
535+ 7.76% |
$56K - $60.8K
|
7.43K
$870K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
535+ 0.34% |
$56K - $60.8K
|
158K
$18.5M
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
534+ 9.54% |
$55.9K - $60.7K
|
6.13K
$718K
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
534+ 9.99% |
$55.9K - $60.7K
|
5.88K
$689K
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
516+ 3.2% |
$54K - $58.7K
|
16.6K
$1.95M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
511+ 37.82% |
$53.5K - $58.1K
|
1.86K
$218K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
508+ 4.52% |
$53.1K - $57.8K
|
11.7K
$1.37M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
503+ 0.39% |
$52.6K - $57.2K
|
129K
$15.1M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
498+ 2.93% |
$52.1K - $56.6K
|
17.5K
$2.05M
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
493New |
$51.6K - $56K
|
493
$57.7K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
491+ 32.82% |
$51.4K - $55.8K
|
1.99K
$233K
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
487+ 1.4% |
$50.9K - $55.4K
|
35.4K
$4.14M
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
486+ 2.7% |
$50.8K - $55.3K
|
18.5K
$2.16M
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
484+ 0.9% |
$50.6K - $55K
|
54K
$6.32M
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
478+ 7.43% |
$50K - $54.3K
|
6.92K
$810K
|
|
Feb 13, 2025
Q3 2021
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
470+ 9.04% |
$49.2K - $53.4K
|
5.67K
$664K
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
467+ 1.83% |
$48.9K - $53.1K
|
26K
$3.05M
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
466+ 2.38% |
$48.8K - $53K
|
20K
$2.34M
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
450+ 0.71% |
$47.1K - $51.2K
|
64.1K
$7.5M
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
449+ 3.39% |
$47K - $51K
|
13.7K
$1.6M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
443+ 13.18% |
$46.3K - $50.4K
|
3.81K
$446K
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
426+ 4.62% |
$44.6K - $48.4K
|
9.65K
$1.13M
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
420+ 4.38% |
$43.9K - $47.7K
|
10K
$1.17M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
417+ 0.78% |
$43.6K - $47.4K
|
53.7K
$6.29M
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
400+ 4.52% |
$41.8K - $45.5K
|
9.26K
$1.08M
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
398+ 1.58% |
$41.6K - $45.2K
|
25.5K
$2.99M
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
395+ 19.83% |
$41.3K - $44.9K
|
2.39K
$279K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
395+ 0.75% |
$41.3K - $44.9K
|
52.7K
$6.17M
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
393+ 29.33% |
$41.1K - $44.7K
|
1.73K
$203K
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
390+ 1.58% |
$40.8K - $44.3K
|
25.1K
$2.94M
|