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 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-135- 1.12% |
$14.1K - $15.3K
|
12K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-139- 1.96% |
$14.5K - $15.8K
|
6.96K
$814K
|
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-139- 0.74% |
$14.5K - $15.8K
|
18.7K
$2.19M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-139- 0.75% |
$14.5K - $15.8K
|
18.4K
$2.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-141- 1.61% |
$14.8K - $16K
|
8.63K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-147- 1.0% |
$15.4K - $16.7K
|
14.6K
$1.71M
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-148- 0.36% |
$15.5K - $16.8K
|
41.5K
$4.86M
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-148- 3.27% |
$15.5K - $16.8K
|
4.38K
$513K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-148- 1.58% |
$15.5K - $16.8K
|
9.25K
$1.08M
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 33.33% |
$15.7K - $17.1K
|
300
$35.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-156- 3.32% |
$16.3K - $17.7K
|
4.54K
$532K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-156- 3.16% |
$16.3K - $17.7K
|
4.78K
$560K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-157- 0.54% |
$16.4K - $17.8K
|
29K
$3.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-158- 0.21% |
$16.5K - $18K
|
75.4K
$8.83M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-160- 3.49% |
$16.7K - $18.2K
|
4.43K
$519K
|
|
|
Oct 26, 2021
Q3 2021
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-166- 0.19% |
$17.4K - $18.9K
|
88.9K
$10.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-167- 0.78% |
$17.5K - $19K
|
21.4K
$2.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-170- 3.87% |
$17.8K - $19.3K
|
4.22K
$494K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-171- 0.44% |
$17.9K - $19.4K
|
38.4K
$4.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-171- 1.75% |
$17.9K - $19.4K
|
9.58K
$1.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-173- 1.18% |
$18.1K - $19.7K
|
14.5K
$1.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-173- 33.99% |
$18.1K - $19.7K
|
336
$39.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-177- 4.25% |
$18.5K - $20.1K
|
3.99K
$467K
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-178- 7.84% |
$18.6K - $20.2K
|
2.09K
$245K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-179- 3.88% |
$18.7K - $20.4K
|
4.43K
$519K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-181- 1.79% |
$18.9K - $20.6K
|
9.92K
$1.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-185- 8.05% |
$19.4K - $21K
|
2.11K
$248K
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-187- 0.77% |
$19.6K - $21.3K
|
24.2K
$2.83M
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-194- 0.01% |
$20.3K - $22.1K
|
1.33M
$156M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-194- 0.18% |
$20.3K - $22.1K
|
106K
$12.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-194- 0.01% |
$20.3K - $22.1K
|
1.33M
$156M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-200- 2.04% |
$20.9K - $22.7K
|
9.61K
$1.13M
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
SELL
|
- |
-200- 5.72% |
$20.9K - $22.7K
|
3.29K
$386K
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-200- 0.53% |
$20.9K - $22.7K
|
37.8K
$4.42M
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-206- 8.1% |
$21.6K - $23.4K
|
2.34K
$274K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-208- 1.61% |
$21.8K - $23.6K
|
12.7K
$1.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-208- 7.57% |
$21.8K - $23.6K
|
2.54K
$297K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-209- 2.27% |
$21.9K - $23.8K
|
8.99K
$1.05M
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-217- 48.12% |
$22.7K - $24.7K
|
234
$27.4K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-220- 0.98% |
$23K - $25K
|
22.3K
$2.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-221- 0.75% |
$23.1K - $25.1K
|
29.4K
$3.45M
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-227- 9.68% |
$23.7K - $25.8K
|
2.12K
$248K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-230- 5.23% |
$24.1K - $26.1K
|
4.17K
$488K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-230- 1.25% |
$24.1K - $26.1K
|
18.2K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-234- 2.63% |
$24.5K - $26.6K
|
8.67K
$1.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-235- 1.27% |
$24.6K - $26.7K
|
18.2K
$2.14M
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-240- 72.73% |
$25.1K - $27.3K
|
90
$10.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-244- 0.98% |
$25.5K - $27.7K
|
24.6K
$2.88M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-247Closed |
$25.8K - $28.1K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-251- 1.79% |
$26.3K - $28.5K
|
13.8K
$1.61M
|