Purchases and Sales Made in Q3 2021 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
76.2K
+ 15.34%
$7.98M - $8.67M
573K $71.6M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
74K
+ 10.0%
$7.74M - $8.42M
814K $102M
Nov 10, 2021 Q3 2021
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
68.6K
New
$7.17M - $7.79M
68.6K $8.56M
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
68.4K
+ 1.62%
$7.15M - $7.77M
4.29M $536M
Nov 09, 2021 Q3 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
67.4K
+ 241.18%
$7.05M - $7.66M
95.3K $11.9M
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
65.1K
New
$6.81M - $7.4M
65.1K $8.13M
Nov 05, 2021 Q3 2021
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
63.6K
New
$6.66M - $7.23M
63.6K $7.94M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
63.6K
+ 1835.1%
$6.65M - $7.23M
67K $8.37M
Oct 18, 2021 Q3 2021
First Bank & Trust

BUY
 -
61K
New
$6.38M - $6.93M
61K $7.62M
Mar 23, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
BUY
 -
60.6K
+ 13.39%
$6.34M - $6.89M
513K $64.1M
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
58.6K
+ 16.95%
$6.13M - $6.67M
405K $50.5M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
57.7K
+ 51.41%
$6.04M - $6.56M
170K $21.2M
Nov 12, 2021 Q3 2021
Jones Financial Companies Lllp

BUY
 -
54.7K
+ 7.71%
$5.72M - $6.21M
764K $95.4M
Oct 25, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
52.2K
+ 90.19%
$5.46M - $5.94M
110K $13.7M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
52.1K
+ 19.82%
$5.45M - $5.92M
315K $39.3M
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
51.8K
+ 404.84%
$5.42M - $5.89M
64.6K $8.07M
Nov 15, 2021 Q3 2021
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
50.1K
+ 142.63%
$5.24M - $5.69M
85.2K $10.6M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
49.8K
+ 160.22%
$5.21M - $5.66M
80.8K $10.1M
Dec 13, 2021 Q3 2021
Tnf LLC

BUY
 -
48.9K
New
$5.11M - $5.56M
48.9K $6.1M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
46.5K
+ 255.58%
$4.87M - $5.29M
64.8K $8.09M
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 -
45.8K
+ 18.43%
$4.79M - $5.21M
294K $36.8M
Nov 15, 2021 Q3 2021
New England Asset Management Inc

Farmington, CT
BUY
 -
44.9K
+ 144.61%
$4.7M - $5.1M
75.9K $9.48M
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
44K
+ 50.23%
$4.6M - $5M
132K $16.4M
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

BUY
 -
43.7K
+ 53.25%
$4.57M - $4.97M
126K $15.7M
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
43.7K
+ 53.25%
$4.57M - $4.97M
126K $15.7M
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
41.8K
+ 43.52%
$4.38M - $4.75M
138K $17.2M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
41.6K
+ 11.3%
$4.35M - $4.73M
410K $51.2M
Oct 13, 2021 Q3 2021
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
40.9K
+ 11.4%
$4.28M - $4.65M
400K $49.9M
Nov 15, 2021 Q3 2021
Elk River Wealth Management, LLC

BUY
 -
40.9K
+ 22.47%
$4.28M - $4.65M
223K $27.8M
Oct 29, 2021 Q3 2021
Cornerstone Wealth Group, LLC

BUY
 -
39.6K
New
$4.14M - $4.5M
39.6K $4.94M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
39.4K
+ 6.19%
$4.12M - $4.48M
676K $84.4M
Oct 21, 2021 Q3 2021
Ironwood Wealth Management, Llc.

BUY
 -
39.3K
+ 57.72%
$4.11M - $4.46M
107K $13.4M
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
39.1K
+ 3.41%
$4.09M - $4.45M
1.19M $148M
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
38.5K
+ 19.2%
$4.02M - $4.37M
239K $29.8M
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
BUY
 -
38.5K
+ 10.83%
$4.02M - $4.37M
394K $49.2M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
38.2K
+ 11.36%
$4M - $4.35M
375K $46.8M
Nov 04, 2021 Q3 2021
Regions Financial Corp

BUY
 -
37.6K
+ 1.2%
$3.93M - $4.27M
3.16M $394M
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
36.9K
+ 249.15%
$3.86M - $4.2M
51.8K $6.47M
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
35.4K
+ 12.06%
$3.7M - $4.02M
329K $41.1M
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

BUY
 -
35.2K
+ 20.29%
$3.69M - $4.01M
209K $26.1M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
34.7K
+ 10.04%
$3.63M - $3.94M
380K $47.5M
Nov 15, 2021 Q3 2021
Natixis Advisors, L.P.

Boston, MA
BUY
 -
33.6K
+ 26.1%
$3.51M - $3.82M
162K $20.3M
Nov 12, 2021 Q3 2021
Accredited Investors Inc.

BUY
 -
33.4K
+ 6.93%
$3.49M - $3.79M
515K $64.3M
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
33.2K
+ 87.93%
$3.47M - $3.77M
71K $8.86M
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
33.2K
+ 87.93%
$3.47M - $3.77M
71K $8.86M
Oct 27, 2021 Q3 2021
Lvz, Inc.

BUY
 -
32.8K
+ 5.1%
$3.43M - $3.73M
676K $84.4M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
31.9K
+ 19.52%
$3.34M - $3.63M
195K $24.4M
Nov 02, 2021 Q3 2021
Valeo Financial Advisors, LLC

BUY
 -
31.4K
+ 3.14%
$3.28M - $3.57M
1.03M $129M
Oct 21, 2021 Q3 2021
Colony Family Offices, LLC

BUY
 -
31.2K
+ 23.29%
$3.26M - $3.54M
165K $20.6M

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