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 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
121+ 0.66% |
$12.7K - $13.8K
|
18.4K
$2.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
121+ 9.57% |
$12.7K - $13.8K
|
1.39K
$173K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
118+ 25.54% |
$12.3K - $13.4K
|
580
$72.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
118+ 4.17% |
$12.3K - $13.4K
|
2.95K
$368K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
117+ 1.0% |
$12.2K - $13.3K
|
11.9K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
113+ 1.39% |
$11.8K - $12.8K
|
8.24K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
109+ 11.89% |
$11.4K - $12.4K
|
1.03K
$128K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
107+ 1.36% |
$11.2K - $12.2K
|
8K
$999K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
105+ 0.32% |
$11K - $11.9K
|
33.3K
$4.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
105+ 1.51% |
$11K - $11.9K
|
7.06K
$881K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
104+ 0.5% |
$10.9K - $11.8K
|
20.8K
$2.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
103+ 2.72% |
$10.8K - $11.7K
|
3.9K
$487K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
102+ 1.7% |
$10.7K - $11.6K
|
6.1K
$762K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
102+ 3.66% |
$10.7K - $11.6K
|
2.89K
$361K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
101+ 0.4% |
$10.6K - $11.5K
|
25.1K
$3.13M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
100+ 0.15% |
$10.5K - $11.4K
|
66.3K
$8.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100+ 50.0% |
$10.5K - $11.4K
|
300
$37.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
99+ 4.3% |
$10.4K - $11.3K
|
2.4K
$300K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
95+ 9.76% |
$9.94K - $10.8K
|
1.07K
$133K
|
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
94+ 1.86% |
$9.83K - $10.7K
|
5.14K
$642K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
90+ 0.35% |
$9.42K - $10.2K
|
25.6K
$3.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
90+ 6.27% |
$9.42K - $10.2K
|
1.53K
$191K
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
89+ 9.45% |
$9.31K - $10.1K
|
1.03K
$129K
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
86+ 3.18% |
$9K - $9.78K
|
2.79K
$349K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
83+ 3.74% |
$8.68K - $9.44K
|
2.3K
$287K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
83+ 1.84% |
$8.68K - $9.44K
|
4.59K
$573K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 1.29% |
$8.58K - $9.32K
|
6.42K
$802K
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
80+ 1.62% |
$8.37K - $9.1K
|
5.02K
$627K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
78+ 1.27% |
$8.16K - $8.87K
|
6.23K
$778K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
76+ 0.74% |
$7.95K - $8.64K
|
10.3K
$1.29M
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
75+ 2.23% |
$7.85K - $8.53K
|
3.44K
$430K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
75+ 0.04% |
$7.85K - $8.53K
|
204K
$25.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
71+ 2.4% |
$7.43K - $8.07K
|
3.03K
$379K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
70+ 1.69% |
$7.32K - $7.96K
|
4.21K
$525K
|
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
70+ 1.02% |
$7.32K - $7.96K
|
6.93K
$866K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
68+ 0.43% |
$7.11K - $7.73K
|
15.8K
$1.98M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
67+ 1.58% |
$7.01K - $7.62K
|
4.3K
$537K
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
65+ 0.86% |
$6.8K - $7.39K
|
7.58K
$947K
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
64New |
$6.7K - $7.28K
|
64
$7.99K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
64+ 2.38% |
$6.7K - $7.28K
|
2.76K
$344K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
61+ 0.25% |
$6.38K - $6.94K
|
24.2K
$3.02M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
61+ 1.56% |
$6.38K - $6.94K
|
3.98K
$497K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
61+ 1.18% |
$6.38K - $6.94K
|
5.23K
$654K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
61+ 1.85% |
$6.38K - $6.94K
|
3.35K
$419K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
60+ 7.74% |
$6.28K - $6.82K
|
835
$104K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
60+ 0.97% |
$6.28K - $6.82K
|
6.25K
$781K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
60+ 1.07% |
$6.28K - $6.82K
|
5.68K
$709K
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
59+ 0.93% |
$6.17K - $6.71K
|
6.39K
$797K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
58+ 1.14% |
$6.07K - $6.59K
|
5.14K
$642K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
56+ 0.24% |
$5.86K - $6.37K
|
23.7K
$2.96M
|