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 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-412- 10.81% |
$43.1K - $46.8K
|
3.4K
$363K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-416- 1.16% |
$43.5K - $47.3K
|
35.3K
$3.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-421- 31.42% |
$44K - $47.9K
|
919
$98.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-425- 1.82% |
$44.5K - $48.3K
|
22.9K
$2.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-444- 2.6% |
$46.5K - $50.5K
|
16.6K
$1.77M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-450- 9.8% |
$47.1K - $51.2K
|
4.14K
$442K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-454- 0.33% |
$47.5K - $51.6K
|
139K
$14.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-477- 8.33% |
$49.9K - $54.2K
|
5.25K
$560K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-489- 4.65% |
$51.2K - $55.6K
|
10K
$1.07M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-491- 7.46% |
$51.4K - $55.8K
|
6.09K
$650K
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-496- 0.69% |
$51.9K - $56.4K
|
71.7K
$7.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-499- 18.72% |
$52.2K - $56.7K
|
2.17K
$231K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-500- 24.55% |
$52.3K - $56.8K
|
1.54K
$164K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-500- 6.27% |
$52.3K - $56.8K
|
7.47K
$798K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-500- 12.89% |
$52.3K - $56.8K
|
3.38K
$361K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-502- 1.72% |
$52.5K - $57.1K
|
28.7K
$3.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-508- 0.87% |
$53.1K - $57.8K
|
57.7K
$6.16M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-529- 14.98% |
$55.3K - $60.1K
|
3K
$321K
|
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-532- 0.49% |
$55.7K - $60.5K
|
108K
$11.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-537- 16.19% |
$56.2K - $61.1K
|
2.78K
$297K
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-548- 5.55% |
$57.3K - $62.3K
|
9.33K
$996K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-550- 1.05% |
$57.5K - $62.5K
|
52K
$5.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-552- 0.6% |
$57.8K - $62.8K
|
91.6K
$9.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-552Closed |
$57.8K - $62.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-553Closed |
$57.9K - $62.9K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-554- 6.86% |
$58K - $63K
|
7.53K
$804K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-570- 0.86% |
$59.6K - $64.8K
|
65.5K
$6.99M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-574- 2.84% |
$60.1K - $65.3K
|
19.6K
$2.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-576Closed |
$60.3K - $65.5K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-577- 9.56% |
$60.4K - $65.6K
|
5.46K
$583K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-579- 1.71% |
$60.6K - $65.8K
|
33.3K
$3.56M
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-580- 1.88% |
$60.7K - $65.9K
|
30.3K
$3.24M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-602- 7.34% |
$63K - $68.4K
|
7.6K
$811K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-604- 3.65% |
$63.2K - $68.7K
|
15.9K
$1.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-607- 4.81% |
$63.5K - $69K
|
12K
$1.28M
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-613- 22.34% |
$64.1K - $69.7K
|
2.13K
$228K
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-622- 0.43% |
$65.1K - $70.7K
|
142K
$15.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-631- 0.87% |
$66K - $71.7K
|
71.7K
$7.65M
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-632- 22.76% |
$66.1K - $71.9K
|
2.15K
$229K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-634- 1.2% |
$66.3K - $72.1K
|
52.4K
$5.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-661- 6.05% |
$69.2K - $75.1K
|
10.3K
$1.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Management Group Inc
|
SELL
|
- |
-666- 7.96% |
$69.7K - $75.7K
|
7.7K
$822K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
SELL
|
- |
-678- 6.1% |
$70.9K - $77.1K
|
10.4K
$1.11M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-681- 1.88% |
$71.2K - $77.4K
|
35.5K
$3.79M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-681- 0.58% |
$71.2K - $77.4K
|
118K
$12.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-688- 0.97% |
$72K - $78.2K
|
70.4K
$7.51M
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-691- 24.52% |
$72.3K - $78.6K
|
2.13K
$227K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-700- 15.31% |
$73.2K - $79.6K
|
3.87K
$414K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-710- 20.72% |
$74.3K - $80.7K
|
2.72K
$290K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-717- 4.46% |
$75K - $81.5K
|
15.4K
$1.64M
|