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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
373+ 0.34% |
$39K - $42.4K
|
111K
$13.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
371+ 13.4% |
$38.8K - $42.2K
|
3.14K
$392K
|
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
365+ 13.83% |
$38.2K - $41.5K
|
3.01K
$375K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
360+ 13.69% |
$37.7K - $40.9K
|
2.99K
$373K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
359+ 0.5% |
$37.6K - $40.8K
|
72.8K
$9.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
358+ 0.11% |
$37.5K - $40.7K
|
318K
$39.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
353+ 5.88% |
$36.9K - $40.1K
|
6.35K
$794K
|
|
|
Oct 28, 2021
Q3 2021
|
Parthenon LLC
|
BUY
|
- |
350+ 1.12% |
$36.6K - $39.8K
|
31.5K
$3.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
350+ 4.93% |
$36.6K - $39.8K
|
7.45K
$930K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
347+ 2.6% |
$36.3K - $39.5K
|
13.7K
$1.71M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
343+ 8.91% |
$35.9K - $39K
|
4.19K
$524K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
340+ 0.89% |
$35.6K - $38.7K
|
38.5K
$4.81M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
337+ 5.01% |
$35.3K - $38.3K
|
7.06K
$882K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
336+ 6.16% |
$35.2K - $38.2K
|
5.79K
$723K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
335+ 1.93% |
$35K - $38.1K
|
17.7K
$2.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
330+ 12.59% |
$34.5K - $37.5K
|
2.95K
$369K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
328+ 2.1% |
$34.3K - $37.3K
|
15.9K
$1.99M
|
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
328+ 3.61% |
$34.3K - $37.3K
|
9.41K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
323+ 1.2% |
$33.8K - $36.7K
|
27.3K
$3.41M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
319+ 1.73% |
$33.4K - $36.3K
|
18.8K
$2.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
317+ 12.3% |
$33.2K - $36K
|
2.89K
$361K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
308+ 3.56% |
$32.2K - $35K
|
8.96K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
306+ 0.2% |
$32K - $34.8K
|
152K
$19M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
303+ 2.6% |
$31.7K - $34.4K
|
11.9K
$1.49M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
301+ 3.54% |
$31.5K - $34.2K
|
8.8K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
301+ 10.26% |
$31.5K - $34.2K
|
3.23K
$404K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
301+ 1.08% |
$31.5K - $34.2K
|
28.1K
$3.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
300+ 2.51% |
$31.4K - $34.1K
|
12.2K
$1.53M
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
294+ 7.35% |
$30.8K - $33.4K
|
4.29K
$536K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
292+ 6.24% |
$30.5K - $33.2K
|
4.97K
$621K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
289+ 5.87% |
$30.2K - $32.9K
|
5.21K
$651K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
287+ 0.27% |
$30K - $32.6K
|
108K
$13.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
279+ 8.37% |
$29.2K - $31.7K
|
3.61K
$451K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
278+ 3.91% |
$29.1K - $31.6K
|
7.4K
$924K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
276+ 0.13% |
$28.9K - $31.4K
|
221K
$27.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
276+ 0.2% |
$28.9K - $31.4K
|
136K
$17M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
273+ 6.07% |
$28.6K - $31K
|
4.77K
$596K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
269+ 0.44% |
$28.1K - $30.6K
|
61.1K
$7.64M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
266+ 1.93% |
$27.8K - $30.2K
|
14K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
263+ 0.22% |
$27.5K - $29.9K
|
120K
$14.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
262+ 0.66% |
$27.4K - $29.8K
|
40.1K
$5.01M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
261+ 5.9% |
$27.3K - $29.7K
|
4.69K
$585K
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
257+ 0.96% |
$26.9K - $29.2K
|
27.1K
$3.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
256+ 1.28% |
$26.8K - $29.1K
|
20.2K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
251+ 1.78% |
$26.3K - $28.5K
|
14.3K
$1.79M
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
250+ 1.62% |
$26.2K - $28.4K
|
15.7K
$1.96M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
244+ 1.34% |
$25.5K - $27.7K
|
18.4K
$2.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
240+ 0.56% |
$25.1K - $27.3K
|
43K
$5.38M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
240+ 13.58% |
$25.1K - $27.3K
|
2.01K
$251K
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
240+ 3.16% |
$25.1K - $27.3K
|
7.83K
$977K
|