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 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
238+ 0.07% |
$24.9K - $27.1K
|
344K
$43M
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
234+ 0.99% |
$24.5K - $26.6K
|
23.8K
$2.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
231+ 1.46% |
$24.2K - $26.3K
|
16.1K
$2.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
231New |
$24.2K - $26.3K
|
231
$28.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
230+ 12.89% |
$24.1K - $26.1K
|
2.02K
$252K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
227+ 1.48% |
$23.7K - $25.8K
|
15.6K
$1.95M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
223+ 2.22% |
$23.3K - $25.4K
|
10.3K
$1.28M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
220+ 1.12% |
$23K - $25K
|
19.9K
$2.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
216+ 3.18% |
$22.6K - $24.6K
|
7.02K
$876K
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
215+ 5.72% |
$22.5K - $24.4K
|
3.97K
$496K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
210+ 0.13% |
$22K - $23.9K
|
164K
$20.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
210+ 15.41% |
$22K - $23.9K
|
1.57K
$196K
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
208+ 0.23% |
$21.8K - $23.6K
|
90.3K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
206+ 355.17% |
$21.6K - $23.4K
|
264
$33K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
202+ 7.84% |
$21.1K - $23K
|
2.78K
$347K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
201+ 0.99% |
$21K - $22.9K
|
20.5K
$2.56M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
200+ 1818.18% |
$20.9K - $22.7K
|
211
$26.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
196+ 98.0% |
$20.5K - $22.3K
|
396
$49.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
195+ 22.29% |
$20.4K - $22.2K
|
1.07K
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
195+ 0.81% |
$20.4K - $22.2K
|
24.2K
$3.03M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
193+ 4.37% |
$20.2K - $21.9K
|
4.61K
$576K
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
190+ 2.11% |
$19.9K - $21.6K
|
9.19K
$1.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
185+ 2.83% |
$19.4K - $21K
|
6.72K
$839K
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
175+ 3.33% |
$18.3K - $19.9K
|
5.43K
$678K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
175+ 2.07% |
$18.3K - $19.9K
|
8.62K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
175+ 5.55% |
$18.3K - $19.9K
|
3.33K
$416K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
175+ 1.57% |
$18.3K - $19.9K
|
11.3K
$1.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
170+ 3.22% |
$17.8K - $19.3K
|
5.45K
$681K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
166+ 2.91% |
$17.4K - $18.9K
|
5.87K
$733K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
164+ 2.8% |
$17.2K - $18.6K
|
6.02K
$752K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
161+ 5.47% |
$16.8K - $18.3K
|
3.11K
$388K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
159+ 2.79% |
$16.6K - $18.1K
|
5.86K
$732K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
157New |
$16.4K - $17.8K
|
157
$19.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
157New |
$16.4K - $17.8K
|
157
$19.6K
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
152+ 1.35% |
$15.9K - $17.3K
|
11.4K
$1.42M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
152+ 1.46% |
$15.9K - $17.3K
|
10.6K
$1.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
148+ 0.87% |
$15.5K - $16.8K
|
17.1K
$2.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
148+ 0.19% |
$15.5K - $16.8K
|
78.1K
$9.75M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
148+ 8.27% |
$15.5K - $16.8K
|
1.94K
$242K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
145+ 1.35% |
$15.2K - $16.5K
|
10.9K
$1.36M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
144+ 5.21% |
$15.1K - $16.4K
|
2.91K
$363K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
141+ 1.68% |
$14.8K - $16K
|
8.53K
$1.07M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
141+ 4.03% |
$14.8K - $16K
|
3.64K
$454K
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
135+ 1.53% |
$14.1K - $15.3K
|
8.94K
$1.12M
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
134+ 2.61% |
$14K - $15.2K
|
5.26K
$657K
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
133+ 4.44% |
$13.9K - $15.1K
|
3.13K
$391K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
129+ 0.76% |
$13.5K - $14.7K
|
17.1K
$2.13M
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
126New |
$13.2K - $14.3K
|
126
$15.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
125+ 1.72% |
$13.1K - $14.2K
|
7.39K
$923K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
124+ 3.61% |
$13K - $14.1K
|
3.56K
$444K
|