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
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
55+ 1.65% |
$5.75K - $6.25K
|
3.38K
$427K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
54+ 1.82% |
$5.65K - $6.14K
|
3.03K
$382K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
54+ 0.22% |
$5.65K - $6.14K
|
24.6K
$3.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
53+ 1.45% |
$5.54K - $6.03K
|
3.7K
$467K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
52+ 0.14% |
$5.44K - $5.91K
|
36.3K
$4.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
50+ 0.86% |
$5.23K - $5.68K
|
5.83K
$736K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50+ 1.64% |
$5.23K - $5.68K
|
3.09K
$390K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50+ 1.97% |
$5.23K - $5.68K
|
2.58K
$326K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
50+ 0.69% |
$5.23K - $5.68K
|
7.31K
$923K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
50+ 1.64% |
$5.23K - $5.68K
|
3.1K
$391K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50New |
$5.23K - $5.68K
|
50
$6.31K
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
49+ 0.17% |
$5.13K - $5.57K
|
29.4K
$3.71M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
47+ 1.87% |
$4.92K - $5.34K
|
2.56K
$323K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
47+ 3.11% |
$4.92K - $5.34K
|
1.56K
$197K
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
44+ 0.51% |
$4.6K - $5K
|
8.74K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
43+ 2.97% |
$4.5K - $4.89K
|
1.49K
$188K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
42+ 0.45% |
$4.39K - $4.77K
|
9.39K
$1.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
40+ 0.32% |
$4.18K - $4.55K
|
12.7K
$1.6M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40New |
$4.18K - $4.55K
|
40
$5.05K
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
39+ 0.19% |
$4.08K - $4.43K
|
20.5K
$2.58M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
39+ 1.2% |
$4.08K - $4.43K
|
3.28K
$414K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
39+ 0.99% |
$4.08K - $4.43K
|
3.97K
$501K
|
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
39+ 0.11% |
$4.08K - $4.43K
|
36.2K
$4.56M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
38+ 3.03% |
$3.98K - $4.32K
|
1.29K
$163K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38+ 12.5% |
$3.98K - $4.32K
|
342
$43.1K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
36+ 0.47% |
$3.77K - $4.09K
|
7.68K
$968K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
34+ 0.1% |
$3.56K - $3.87K
|
33.5K
$4.23M
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
34+ 0.38% |
$3.56K - $3.87K
|
9.05K
$1.14M
|
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
32New |
$3.35K - $3.64K
|
32
$4.04K
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
32+ 0.1% |
$3.35K - $3.64K
|
32.7K
$4.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
30New |
$3.14K - $3.41K
|
30
$3.78K
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
25+ 0.95% |
$2.62K - $2.84K
|
2.64K
$333K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 1.17% |
$2.51K - $2.73K
|
2.08K
$262K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
23+ 0.22% |
$2.41K - $2.61K
|
10.3K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
22+ 0.24% |
$2.3K - $2.5K
|
9.15K
$1.15M
|
|
|
Oct 26, 2021
Q3 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
21+ 0.36% |
$2.2K - $2.39K
|
5.88K
$741K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
20+ 0.09% |
$2.09K - $2.27K
|
21.8K
$2.75M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20+ 0.26% |
$2.09K - $2.27K
|
7.71K
$972K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
19+ 0.32% |
$1.99K - $2.16K
|
6K
$757K
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
19+ 0.42% |
$1.99K - $2.16K
|
4.54K
$572K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19+ 0.03% |
$1.99K - $2.16K
|
68.3K
$8.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
19+ 0.04% |
$1.99K - $2.16K
|
46.2K
$5.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
19+ 0.04% |
$1.99K - $2.16K
|
45K
$5.68M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
17+ 0.2% |
$1.78K - $1.93K
|
8.46K
$1.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
16+ 0.25% |
$1.67K - $1.82K
|
6.35K
$801K
|
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.67% |
$1.67K - $1.82K
|
2.4K
$303K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
16+ 7.84% |
$1.67K - $1.82K
|
220
$27.8K
|
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
16+ 0.07% |
$1.67K - $1.82K
|
24K
$3.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
15+ 1.27% |
$1.57K - $1.71K
|
1.2K
$151K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14+ 0.31% |
$1.46K - $1.59K
|
4.49K
$566K
|