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 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-56- 0.81% |
$5.86K - $6.37K
|
6.88K
$716K
|
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-56- 2.78% |
$5.86K - $6.37K
|
1.96K
$203K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-63- 0.06% |
$6.59K - $7.16K
|
98.1K
$10.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-66- 0.53% |
$6.9K - $7.5K
|
12.4K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-66- 4.38% |
$6.9K - $7.5K
|
1.44K
$150K
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-66- 4.8% |
$6.9K - $7.5K
|
1.31K
$136K
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-67- 0.59% |
$7.01K - $7.62K
|
11.2K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-70- 3.57% |
$7.32K - $7.96K
|
1.89K
$196K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-71- 3.15% |
$7.43K - $8.07K
|
2.18K
$227K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-71- 0.28% |
$7.43K - $8.07K
|
25K
$2.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-73- 0.76% |
$7.64K - $8.3K
|
9.49K
$987K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-73- 1.59% |
$7.64K - $8.3K
|
4.52K
$470K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-73- 6.22% |
$7.64K - $8.3K
|
1.1K
$115K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-74- 2.61% |
$7.74K - $8.41K
|
2.76K
$287K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-75- 1.7% |
$7.85K - $8.53K
|
4.33K
$450K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
SELL
|
- |
-78- 0.74% |
$8.16K - $8.87K
|
10.5K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-81- 2.22% |
$8.47K - $9.21K
|
3.57K
$371K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-82- 0.65% |
$8.58K - $9.32K
|
12.5K
$1.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-82- 1.84% |
$8.58K - $9.32K
|
4.37K
$454K
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-85- 0.45% |
$8.89K - $9.66K
|
19K
$1.98M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-89- 0.41% |
$9.31K - $10.1K
|
21.4K
$2.23M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-90- 7.38% |
$9.42K - $10.2K
|
1.13K
$117K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
SELL
|
- |
-90- 0.24% |
$9.42K - $10.2K
|
37K
$3.85M
|
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-90- 2.49% |
$9.42K - $10.2K
|
3.53K
$367K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-98- 2.07% |
$10.3K - $11.1K
|
4.64K
$483K
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-100- 0.28% |
$10.5K - $11.4K
|
35.7K
$3.71M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-100- 4.02% |
$10.5K - $11.4K
|
2.39K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-100- 2.95% |
$10.5K - $11.4K
|
3.29K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-103- 0.23% |
$10.8K - $11.7K
|
44.8K
$4.66M
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
SELL
|
- |
-104- 1.89% |
$10.9K - $11.8K
|
5.4K
$562K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-107- 2.83% |
$11.2K - $12.2K
|
3.68K
$383K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-110- 26.89% |
$11.5K - $12.5K
|
299
$31.1K
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-111- 1.17% |
$11.6K - $12.6K
|
9.4K
$978K
|
|
|
Oct 26, 2021
Q3 2021
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-113- 2.2% |
$11.8K - $12.8K
|
5.02K
$522K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-114- 6.48% |
$11.9K - $13K
|
1.65K
$171K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-115- 4.61% |
$12K - $13.1K
|
2.38K
$248K
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-116- 3.52% |
$12.1K - $13.2K
|
3.18K
$331K
|
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-117- 0.45% |
$12.2K - $13.3K
|
25.9K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-117- 3.33% |
$12.2K - $13.3K
|
3.39K
$353K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-118- 1.36% |
$12.3K - $13.4K
|
8.59K
$893K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-118- 0.66% |
$12.3K - $13.4K
|
17.8K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-120- 6.09% |
$12.6K - $13.6K
|
1.85K
$193K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-121- 0.03% |
$12.7K - $13.8K
|
398K
$41.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-123- 0.41% |
$12.9K - $14K
|
29.9K
$3.11M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-123- 1.37% |
$12.9K - $14K
|
8.83K
$919K
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-125- 6.04% |
$13.1K - $14.2K
|
1.94K
$202K
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-126- 1.0% |
$13.2K - $14.3K
|
12.5K
$1.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-126- 1.0% |
$13.2K - $14.3K
|
12.4K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-130- 5.43% |
$13.6K - $14.8K
|
2.26K
$235K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-132- 1.01% |
$13.8K - $15K
|
12.9K
$1.35M
|