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 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
16+ 0.07% |
$1.67K - $1.82K
|
24K
$2.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
15+ 1.27% |
$1.57K - $1.71K
|
1.2K
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14+ 0.31% |
$1.46K - $1.59K
|
4.49K
$467K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
14+ 0.4% |
$1.46K - $1.59K
|
3.49K
$363K
|
|
|
Feb 20, 2025
Q3 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
14+ 0.74% |
$1.46K - $1.59K
|
1.9K
$197K
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
BUY
|
- |
13+ 0.44% |
$1.36K - $1.48K
|
2.96K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
12+ 0.46% |
$1.26K - $1.36K
|
2.62K
$273K
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
12+ 0.58% |
$1.26K - $1.36K
|
2.08K
$217K
|
|
|
Nov 12, 2021
Q3 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.01% |
$1.15K - $1.25K
|
113K
$11.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10+ 0.21% |
$1.05K - $1.14K
|
4.67K
$485K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10+ 0.19% |
$1.05K - $1.14K
|
5.42K
$563K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
10+ 0.39% |
$1.05K - $1.14K
|
2.58K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10+ 0.27% |
$1.05K - $1.14K
|
3.69K
$384K
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.47% |
$942 - $1.02K
|
1.92K
$200K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 5.96% |
$942 - $1.02K
|
160
$16.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.32% |
$942 - $1.02K
|
2.81K
$292K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
8+ 0.18% |
$837 - $910
|
4.48K
$466K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8+ 0.04% |
$837 - $910
|
22.7K
$2.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
7+ 0.19% |
$732 - $796
|
3.69K
$384K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
7+ 0.26% |
$732 - $796
|
2.73K
$284K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
7New |
$732 - $796
|
7
$728
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
6+ 0.37% |
$628 - $682
|
1.62K
$169K
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
6+ 0.07% |
$628 - $682
|
8.57K
$892K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6+ 0.01% |
$628 - $682
|
67.7K
$7.05M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6+ 0.31% |
$628 - $682
|
1.96K
$203K
|
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
5+ 0.13% |
$523 - $568
|
3.78K
$393K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.18% |
$418 - $455
|
2.18K
$227K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.21% |
$418 - $455
|
1.88K
$196K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
3+ 0.03% |
$314 - $341
|
11.7K
$1.22M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.26% |
$314 - $341
|
1.15K
$119K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.53% |
$314 - $341
|
574
$59.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$314 - $341
|
7.43K
$773K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.08% |
$209 - $227
|
2.54K
$264K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.92% |
$105 - $114
|
53
$5.51K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.0% |
$105 - $114
|
72.8K
$7.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $114
|
10.7K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$105 - $114
|
2.23K
$232K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.05% |
$105 - $114
|
1.92K
$200K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$105 - $114
|
1.48K
$154K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $114
|
8.61K
$895K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.04% |
$105 - $114
|
2.61K
$271K
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.02% |
$105 - $114
|
4.48K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.05% |
$105 - $114
|
2.07K
$215K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.06% |
$105 - $114
|
1.79K
$186K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.04% |
$105 - $114
|
2.77K
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.0% |
$105 - $114
|
28.8K
$3M
|
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$105 - $114
|
18.3K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.0% |
$105 - $114
|
23.8K
$2.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-2- 0.06% |
$209 - $227
|
3.51K
$365K
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-4- 0.61% |
$418 - $455
|
655
$68.1K
|