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 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.79KClosed |
$187K - $204K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.79KClosed |
$188K - $204K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.81KClosed |
$189K - $206K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.82KClosed |
$191K - $207K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.83KClosed |
$191K - $207K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.84KClosed |
$192K - $209K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.84K- 21.41% |
$192K - $209K
|
6.75K
$720K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.87K- 12.94% |
$195K - $212K
|
12.6K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-1.87KClosed |
$196K - $213K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-1.88K- 0.89% |
$197K - $214K
|
210K
$22.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.95KClosed |
$204K - $221K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.95K- 16.87% |
$204K - $221K
|
9.6K
$1.03M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.96K- 98.3% |
$205K - $223K
|
34
$3.63K
|
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.99K- 4.22% |
$208K - $226K
|
45K
$4.81M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2KClosed |
$209K - $228K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.01KClosed |
$210K - $228K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.04KClosed |
$213K - $232K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.05K- 5.5% |
$214K - $233K
|
35.2K
$3.76M
|
|
|
Oct 07, 2021
Q3 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.05K- 1.31% |
$215K - $233K
|
155K
$16.5M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-2.08KClosed |
$217K - $236K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.1K- 6.5% |
$220K - $239K
|
30.2K
$3.23M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.12K- 1.45% |
$222K - $241K
|
144K
$15.4M
|
|
|
Oct 21, 2021
Q3 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-2.19K- 0.38% |
$229K - $249K
|
569K
$60.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.19KClosed |
$229K - $249K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.2K- 2.07% |
$230K - $250K
|
104K
$11.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.21KClosed |
$231K - $251K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.23KClosed |
$233K - $254K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.24K- 7.03% |
$234K - $254K
|
29.6K
$3.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.34K- 22.27% |
$245K - $266K
|
8.17K
$873K
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.37K- 18.98% |
$248K - $269K
|
10.1K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.44K- 11.26% |
$255K - $278K
|
19.2K
$2.05M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.46K- 8.56% |
$257K - $280K
|
26.3K
$2.81M
|
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
SELL
|
- |
-2.46K- 10.55% |
$258K - $280K
|
20.9K
$2.23M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.47K- 6.26% |
$259K - $281K
|
37K
$3.95M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-2.51KClosed |
$263K - $285K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 3.19% |
$269K - $292K
|
78K
$8.33M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-2.58K- 89.58% |
$270K - $293K
|
300
$32K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.58K- 0.91% |
$270K - $293K
|
282K
$30.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-2.65KClosed |
$277K - $302K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.67K- 3.24% |
$279K - $303K
|
79.5K
$8.49M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.68K- 30.3% |
$280K - $304K
|
6.16K
$658K
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.69KClosed |
$282K - $306K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-2.7KClosed |
$282K - $307K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.71K- 1.33% |
$283K - $308K
|
201K
$21.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-2.72K- 10.13% |
$285K - $309K
|
24.1K
$2.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.74K- 20.57% |
$287K - $312K
|
10.6K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.78K- 14.22% |
$290K - $315K
|
16.7K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.85K- 11.99% |
$299K - $324K
|
20.9K
$2.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.86K- 16.2% |
$299K - $325K
|
14.8K
$1.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.87KClosed |
$301K - $327K
|
0
$0
|