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
|
Sns Financial Group, LLC
|
SELL
|
- |
-791- 15.25% |
$82.8K - $89.9K
|
4.4K
$549K
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-796- 0.69% |
$83.3K - $90.5K
|
114K
$14.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-803- 0.42% |
$84K - $91.3K
|
191K
$23.8M
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-808- 15.54% |
$84.5K - $91.9K
|
4.39K
$548K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-813- 1.7% |
$85.1K - $92.4K
|
47K
$5.87M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-818- 4.37% |
$85.6K - $93K
|
17.9K
$2.24M
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-820- 1.61% |
$85.8K - $93.2K
|
50.2K
$6.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-826- 11.23% |
$86.4K - $93.9K
|
6.53K
$815K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-826- 14.71% |
$86.4K - $93.9K
|
4.79K
$598K
|
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-837- 7.56% |
$87.6K - $95.2K
|
10.2K
$1.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-839- 1.9% |
$87.8K - $95.4K
|
43.4K
$5.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-840- 1.21% |
$87.9K - $95.5K
|
68.6K
$8.57M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-865- 1.81% |
$90.5K - $98.3K
|
46.8K
$5.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-865- 1.07% |
$90.5K - $98.3K
|
80K
$10M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-888Closed |
$92.9K - $101K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-902- 3.9% |
$94.4K - $103K
|
22.2K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-915- 1.81% |
$95.7K - $104K
|
49.6K
$6.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-930- 17.4% |
$97.3K - $106K
|
4.42K
$551K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-956- 9.88% |
$100K - $109K
|
8.72K
$1.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-957- 1.06% |
$100K - $109K
|
89.5K
$11.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-963- 14.87% |
$101K - $109K
|
5.51K
$688K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-971- 8.21% |
$102K - $110K
|
10.9K
$1.36M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-975Closed |
$102K - $111K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-978- 1.71% |
$102K - $111K
|
56.1K
$7.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-978- 13.29% |
$102K - $111K
|
6.38K
$797K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-986- 6.29% |
$103K - $112K
|
14.7K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-989- 2.6% |
$103K - $112K
|
37.1K
$4.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-998- 16.11% |
$104K - $113K
|
5.2K
$649K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1K- 5.41% |
$105K - $114K
|
17.5K
$2.18M
|
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
SELL
|
- |
-1.01K- 2.54% |
$105K - $114K
|
38.5K
$4.81M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 0.34% |
$106K - $115K
|
294K
$36.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-1.01KClosed |
$106K - $115K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.06K- 13.27% |
$111K - $120K
|
6.91K
$863K
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-1.06K- 3.07% |
$111K - $121K
|
33.5K
$4.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.08K- 5.1% |
$113K - $123K
|
20.2K
$2.52M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-1.09K- 12.77% |
$114K - $124K
|
7.43K
$928K
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.09K- 1.41% |
$114K - $124K
|
76.2K
$9.51M
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 2.92% |
$114K - $124K
|
36.4K
$4.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.1K- 16.3% |
$115K - $124K
|
5.62K
$702K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.1K- 3.2% |
$115K - $125K
|
33.2K
$4.15M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.11K- 7.54% |
$116K - $126K
|
13.6K
$1.69M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-1.12K- 3.47% |
$117K - $127K
|
31.1K
$3.88M
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.12K- 10.98% |
$117K - $127K
|
9.06K
$1.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 0.9% |
$119K - $130K
|
126K
$15.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.15K- 6.34% |
$120K - $131K
|
17K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.17K- 1.59% |
$122K - $133K
|
72.6K
$9.06M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-1.17K- 16.82% |
$123K - $133K
|
5.8K
$724K
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
SELL
|
- |
-1.18K- 8.32% |
$123K - $134K
|
13K
$1.62M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.19K- 7.49% |
$124K - $135K
|
14.7K
$1.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.21K- 20.79% |
$126K - $137K
|
4.61K
$575K
|