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 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-10- 1.76% |
$1.05K - $1.14K
|
558
$70.4K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10- 0.06% |
$1.05K - $1.14K
|
18K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10- 27.03% |
$1.05K - $1.14K
|
27
$3.41K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-10Closed |
$1.05K - $1.14K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-14Closed |
$1.46K - $1.59K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
SELL
|
- |
-14- 0.07% |
$1.46K - $1.59K
|
20.3K
$2.56M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14- 0.11% |
$1.46K - $1.59K
|
12.6K
$1.58M
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-15- 0.33% |
$1.57K - $1.71K
|
4.48K
$565K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-16- 7.84% |
$1.67K - $1.82K
|
188
$23.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-16- 0.52% |
$1.67K - $1.82K
|
3.09K
$390K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-17- 0.3% |
$1.78K - $1.93K
|
5.61K
$708K
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-20- 0.25% |
$2.09K - $2.27K
|
8.06K
$1.02M
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
SELL
|
- |
-23- 0.39% |
$2.41K - $2.61K
|
5.93K
$748K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23- 1.1% |
$2.41K - $2.61K
|
2.06K
$260K
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
SELL
|
- |
-25- 0.17% |
$2.62K - $2.84K
|
14.4K
$1.82M
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-25- 9.03% |
$2.62K - $2.84K
|
252
$31.8K
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-25- 3.14% |
$2.62K - $2.84K
|
770
$97.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 0.16% |
$3.14K - $3.41K
|
18.7K
$2.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-30- 1.45% |
$3.14K - $3.41K
|
2.04K
$257K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-33- 0.11% |
$3.45K - $3.75K
|
30K
$3.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-35- 8.03% |
$3.66K - $3.98K
|
401
$50.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-35- 1.13% |
$3.66K - $3.98K
|
3.06K
$386K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-36- 0.51% |
$3.77K - $4.09K
|
7.06K
$890K
|
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-37- 1.49% |
$3.87K - $4.21K
|
2.44K
$308K
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-38- 0.32% |
$3.98K - $4.32K
|
11.7K
$1.48M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-40- 0.35% |
$4.18K - $4.55K
|
11.5K
$1.45M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-41- 0.83% |
$4.29K - $4.66K
|
4.87K
$615K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-42- 1.19% |
$4.39K - $4.77K
|
3.48K
$440K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-44- 0.09% |
$4.6K - $5K
|
51.5K
$6.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-46- 17.23% |
$4.81K - $5.23K
|
221
$27.9K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-47- 0.56% |
$4.92K - $5.34K
|
8.27K
$1.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-47- 2.09% |
$4.92K - $5.34K
|
2.2K
$277K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-48- 0.18% |
$5.02K - $5.46K
|
26.2K
$3.31M
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-48- 1.97% |
$5.02K - $5.46K
|
2.38K
$301K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-50- 0.18% |
$5.23K - $5.68K
|
28.3K
$3.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 1.57% |
$5.23K - $5.68K
|
3.13K
$395K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-50- 1.61% |
$5.23K - $5.68K
|
3.05K
$385K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-50- 0.16% |
$5.23K - $5.68K
|
31.8K
$4.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-50- 0.12% |
$5.23K - $5.68K
|
42.1K
$5.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 2.22% |
$5.23K - $5.68K
|
2.21K
$278K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-51- 0.36% |
$5.34K - $5.8K
|
14.2K
$1.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-51- 0.43% |
$5.34K - $5.8K
|
11.9K
$1.5M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-52- 0.11% |
$5.44K - $5.91K
|
46.6K
$5.88M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-53- 0.15% |
$5.54K - $6.03K
|
35.6K
$4.49M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54- 1.72% |
$5.65K - $6.14K
|
3.09K
$390K
|
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-54- 2.15% |
$5.65K - $6.14K
|
2.46K
$310K
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-56- 0.81% |
$5.86K - $6.37K
|
6.88K
$868K
|
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-56- 2.78% |
$5.86K - $6.37K
|
1.96K
$247K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-63- 0.06% |
$6.59K - $7.16K
|
98.1K
$12.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-66- 0.53% |
$6.9K - $7.5K
|
12.4K
$1.57M
|