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
|
First National Bank Of Hutchinson
|
SELL
|
- |
-12.5K- 5.86% |
$1.31M - $1.42M
|
200K
$20.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-12.5K- 50.91% |
$1.31M - $1.42M
|
12K
$1.25M
|
|
|
Oct 14, 2021
Q3 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-12.6K- 24.61% |
$1.32M - $1.43M
|
38.5K
$4.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12.6K- 21.12% |
$1.32M - $1.44M
|
47.2K
$4.91M
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-13.3K- 11.43% |
$1.39M - $1.51M
|
103K
$10.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14K- 58.6% |
$1.46M - $1.59M
|
9.87K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14K- 13.3% |
$1.46M - $1.59M
|
91.2K
$9.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14.3K- 1.34% |
$1.5M - $1.62M
|
1.05M
$109M
|
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-14.5K- 8.51% |
$1.52M - $1.65M
|
156K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-14.7K- 49.27% |
$1.53M - $1.67M
|
15.1K
$1.57M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15.2K- 66.2% |
$1.59M - $1.73M
|
7.78K
$809K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.4K- 36.82% |
$1.62M - $1.76M
|
26.5K
$2.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-15.5KClosed |
$1.63M - $1.77M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15.7K- 2.28% |
$1.64M - $1.78M
|
671K
$69.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-15.8K- 44.51% |
$1.65M - $1.79M
|
19.6K
$2.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-16.2K- 20.07% |
$1.7M - $1.84M
|
64.6K
$6.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-16.3K- 67.48% |
$1.7M - $1.85M
|
7.85K
$816K
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-16.5KClosed |
$1.73M - $1.88M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-16.7K- 81.66% |
$1.74M - $1.89M
|
3.74K
$389K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-16.8K- 10.9% |
$1.76M - $1.91M
|
137K
$14.3M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-16.9K- 67.69% |
$1.77M - $1.93M
|
8.09K
$841K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-17.1K- 5.21% |
$1.79M - $1.95M
|
311K
$32.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17.2KClosed |
$1.8M - $1.96M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.3K- 7.01% |
$1.81M - $1.97M
|
229K
$23.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-18K- 14.2% |
$1.88M - $2.05M
|
109K
$11.3M
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-18.1K- 22.61% |
$1.9M - $2.06M
|
62.1K
$6.45M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-18.3K- 6.84% |
$1.91M - $2.08M
|
249K
$25.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-18.4K- 18.85% |
$1.92M - $2.09M
|
79.1K
$8.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-18.8K- 47.81% |
$1.97M - $2.14M
|
20.5K
$2.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-19.6K- 4.38% |
$2.05M - $2.23M
|
428K
$44.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-19.6K- 48.84% |
$2.05M - $2.23M
|
20.6K
$2.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-19.8K- 18.65% |
$2.07M - $2.25M
|
86.3K
$8.97M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-20.9K- 5.49% |
$2.19M - $2.37M
|
360K
$37.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.1K- 4.61% |
$2.2M - $2.39M
|
436K
$45.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-21.2KClosed |
$2.22M - $2.41M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-23.2K- 5.19% |
$2.42M - $2.63M
|
423K
$44M
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-23.6K- 38.82% |
$2.47M - $2.68M
|
37.2K
$3.87M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-24.2K- 64.72% |
$2.53M - $2.75M
|
13.2K
$1.37M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24.5K- 26.02% |
$2.57M - $2.79M
|
69.7K
$7.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-24.5K- 90.95% |
$2.57M - $2.79M
|
2.44K
$254K
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-25KClosed |
$2.62M - $2.85M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-26.1K- 72.16% |
$2.73M - $2.96M
|
10.1K
$1.05M
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-26.1KClosed |
$2.74M - $2.97M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-26.1KClosed |
$2.74M - $2.97M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-26.2K- 8.14% |
$2.74M - $2.98M
|
295K
$30.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-26.3K- 2.48% |
$2.75M - $2.99M
|
1.03M
$107M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-26.3K- 16.89% |
$2.75M - $2.99M
|
130K
$13.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-26.6K- 6.58% |
$2.78M - $3.02M
|
378K
$39.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-27KClosed |
$2.82M - $3.07M
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-27.4KClosed |
$2.86M - $3.11M
|
0
$0
|