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 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.28K- 2.72% |
$553K - $601K
|
189K
$19.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.3K- 99.18% |
$554K - $602K
|
44
$4.58K
|
|
|
Nov 15, 2021
Q3 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-5.32KClosed |
$556K - $604K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5.39K- 4.22% |
$563K - $612K
|
122K
$12.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.5K- 4.45% |
$575K - $625K
|
118K
$12.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.51K- 3.2% |
$577K - $627K
|
167K
$17.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 18.0% |
$584K - $635K
|
25.4K
$2.65M
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-5.78K- 10.82% |
$604K - $657K
|
47.6K
$4.95M
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-5.78K- 56.73% |
$605K - $657K
|
4.41K
$458K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-5.79K- 8.17% |
$606K - $658K
|
65.1K
$6.77M
|
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-5.88K- 44.82% |
$615K - $668K
|
7.24K
$753K
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-6.07K- 1.87% |
$635K - $690K
|
318K
$33.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6.13K- 69.04% |
$642K - $697K
|
2.75K
$286K
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-6.15KClosed |
$643K - $699K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.28K- 20.02% |
$657K - $714K
|
25.1K
$2.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.47KClosed |
$677K - $736K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.49KClosed |
$679K - $738K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-6.54K- 80.48% |
$684K - $743K
|
1.59K
$165K
|
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-6.66KClosed |
$697K - $758K
|
0
$0
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-6.79K- 23.07% |
$710K - $772K
|
22.6K
$2.35M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-7.09KClosed |
$741K - $806K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.15KClosed |
$748K - $813K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.41K- 33.42% |
$775K - $842K
|
14.8K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.42K- 7.11% |
$776K - $844K
|
96.9K
$10.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7.46K- 6.5% |
$780K - $848K
|
107K
$11.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7.73K- 11.37% |
$809K - $879K
|
60.3K
$6.27M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-8.01K- 15.13% |
$838K - $911K
|
44.9K
$4.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-8.11K- 15.56% |
$848K - $922K
|
44K
$4.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.19K- 41.61% |
$856K - $931K
|
11.5K
$1.19M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8.36K- 9.58% |
$875K - $951K
|
78.9K
$8.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.44K- 9.67% |
$882K - $959K
|
78.8K
$8.19M
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-8.52K- 72.71% |
$892K - $969K
|
3.2K
$333K
|
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-8.72K- 27.78% |
$912K - $991K
|
22.7K
$2.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-9.01K- 14.92% |
$943K - $1.02M
|
51.4K
$5.34M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.02K- 8.48% |
$943K - $1.03M
|
97.3K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.06K- 3.62% |
$948K - $1.03M
|
241K
$25.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.12K- 2.49% |
$954K - $1.04M
|
357K
$37.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.25K- 28.01% |
$968K - $1.05M
|
23.8K
$2.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.27K- 4.74% |
$970K - $1.05M
|
186K
$19.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.65K- 98.19% |
$1.01M - $1.1M
|
178
$18.5K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.87K- 23.07% |
$1.03M - $1.12M
|
32.9K
$3.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.97K- 47.86% |
$1.04M - $1.13M
|
10.9K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10K- 76.27% |
$1.05M - $1.14M
|
3.11K
$324K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.1K- 0.62% |
$1.05M - $1.14M
|
1.62M
$169M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-10.4K- 1.11% |
$1.09M - $1.19M
|
926K
$96.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-10.8K- 28.85% |
$1.12M - $1.22M
|
26.5K
$2.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-11.2K- 5.12% |
$1.17M - $1.27M
|
207K
$21.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-11.6K- 59.86% |
$1.22M - $1.32M
|
7.8K
$812K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-12.3KClosed |
$1.28M - $1.39M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.3K- 8.54% |
$1.29M - $1.4M
|
132K
$13.7M
|