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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-270- 0.42% |
$28.2K - $30.7K
|
64K
$7.99M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-270- 4.05% |
$28.2K - $30.7K
|
6.4K
$799K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-272- 6.51% |
$28.5K - $30.9K
|
3.9K
$488K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-279- 2.19% |
$29.2K - $31.7K
|
12.4K
$1.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-285- 5.06% |
$29.8K - $32.4K
|
5.34K
$667K
|
|
|
Nov 12, 2021
Q3 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-288- 12.73% |
$30.1K - $32.7K
|
1.97K
$247K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-289- 4.08% |
$30.2K - $32.9K
|
6.79K
$848K
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-291- 2.94% |
$30.4K - $33.1K
|
9.62K
$1.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-291- 8.15% |
$30.4K - $33.1K
|
3.28K
$410K
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-292- 1.0% |
$30.5K - $33.2K
|
28.9K
$3.61M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-292- 4.09% |
$30.5K - $33.2K
|
6.84K
$855K
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-295- 8.22% |
$30.9K - $33.5K
|
3.29K
$411K
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-299- 1.38% |
$31.3K - $34K
|
21.4K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-304- 1.34% |
$31.8K - $34.6K
|
22.4K
$2.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-307- 3.52% |
$32.1K - $34.9K
|
8.42K
$1.05M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-313- 0.24% |
$32.7K - $35.6K
|
129K
$16M
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-314- 1.61% |
$32.9K - $35.7K
|
19.2K
$2.39M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-314- 46.11% |
$32.9K - $35.7K
|
367
$45.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-315- 1.39% |
$33K - $35.8K
|
22.3K
$2.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-317- 8.23% |
$33.2K - $36K
|
3.53K
$441K
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-318- 3.04% |
$33.3K - $36.2K
|
10.2K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-320- 0.91% |
$33.5K - $36.4K
|
34.7K
$4.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-321- 0.15% |
$33.6K - $36.5K
|
213K
$26.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-322- 8.81% |
$33.7K - $36.6K
|
3.33K
$416K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-330- 11.69% |
$34.5K - $37.5K
|
2.49K
$311K
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-331- 0.29% |
$34.6K - $37.6K
|
114K
$14.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Context Capital Management, LLC
|
SELL
|
- |
-334Closed |
$34.9K - $38K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-338- 8.37% |
$35.4K - $38.4K
|
3.7K
$462K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-338- 13.11% |
$35.4K - $38.4K
|
2.24K
$280K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-341- 4.52% |
$35.7K - $38.8K
|
7.2K
$899K
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-358- 6.55% |
$37.5K - $40.7K
|
5.1K
$637K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-366- 1.43% |
$38.3K - $41.6K
|
25.1K
$3.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-377Closed |
$39.4K - $42.9K
|
0
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-379- 4.19% |
$39.7K - $43.1K
|
8.67K
$1.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-380- 4.17% |
$39.8K - $43.2K
|
8.74K
$1.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-380Closed |
$39.8K - $43.2K
|
0
$0
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-389- 17.08% |
$40.7K - $44.2K
|
1.89K
$236K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-390- 1.1% |
$40.8K - $44.3K
|
34.9K
$4.36M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-390- 13.45% |
$40.8K - $44.3K
|
2.51K
$313K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-396- 19.35% |
$41.4K - $45K
|
1.65K
$206K
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-400- 3.24% |
$41.8K - $45.5K
|
11.9K
$1.49M
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-400- 2.19% |
$41.8K - $45.5K
|
17.9K
$2.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-400- 4.43% |
$41.8K - $45.5K
|
8.62K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-401- 3.25% |
$42K - $45.6K
|
11.9K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-412- 10.81% |
$43.1K - $46.8K
|
3.4K
$425K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-416- 1.16% |
$43.5K - $47.3K
|
35.3K
$4.41M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-421- 31.42% |
$44K - $47.9K
|
919
$115K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-425- 1.82% |
$44.5K - $48.3K
|
22.9K
$2.86M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-444- 2.6% |
$46.5K - $50.5K
|
16.6K
$2.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-450- 9.8% |
$47.1K - $51.2K
|
4.14K
$517K
|