Purchases and Sales Made in Q3 2021 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 03, 2021 Q3 2021
Brookstone Capital Management

SELL
 -
-31.9K
- 3.8%
$3.34M - $3.63M
808K $101M
Nov 15, 2021 Q3 2021
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-31.9K
- 94.43%
$3.34M - $3.63M
1.88K $235K
Nov 15, 2021 Q3 2021
Wealthquest Corp

Cincinnati, OH
SELL
 -
-32.5K
- 22.18%
$3.4M - $3.7M
114K $14.2M
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-33K
- 2.68%
$3.45M - $3.75M
1.2M $149M
Nov 09, 2021 Q3 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-33.1K
- 38.11%
$3.46M - $3.76M
53.7K $6.71M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-33.2K
- 6.15%
$3.48M - $3.78M
507K $63.3M
Nov 05, 2021 Q3 2021
Conning Inc.

SELL
 -
-35K
- 8.4%
$3.66M - $3.98M
381K $47.6M
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

SELL
 -
-38.4K
- 51.87%
$4.02M - $4.36M
35.6K $4.45M
Oct 18, 2021 Q3 2021
Polaris Wealth Advisory Group, LLC

SELL
 -
-38.9K
- 20.45%
$4.07M - $4.43M
151K $18.9M
Oct 22, 2021 Q3 2021
Private Advisory Group LLC

Redmond, WA
SELL
 -
-40.7K
- 40.86%
$4.25M - $4.62M
58.8K $7.35M
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-43K
- 28.06%
$4.5M - $4.89M
110K $13.8M
Nov 05, 2021 Q3 2021
True Private Wealth Advisors

SELL
 -
-43.5K
- 19.38%
$4.55M - $4.94M
181K $22.6M
Oct 19, 2021 Q3 2021
Polianta LTD

SELL
 -
-44K
- 36.82%
$4.6M - $5M
75.5K $9.43M
Oct 27, 2021 Q3 2021
Stephens Inc

SELL
 -
-44.4K
- 31.38%
$4.64M - $5.04M
97K $12.1M
Nov 22, 2021 Q3 2021
Comerica Bank

SELL
 -
-44.4K
- 4.99%
$4.64M - $5.05M
846K $106M
Oct 14, 2021 Q3 2021
Oakwell Private Wealth Management, LLC

SELL
 -
-44.4K
- 29.86%
$4.64M - $5.05M
104K $13M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-46K
- 33.66%
$4.81M - $5.23M
90.7K $11.3M
Feb 15, 2022 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-46.1K
- 57.05%
$4.82M - $5.24M
34.7K $4.33M
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-46.3K
- 52.86%
$4.85M - $5.27M
41.3K $5.16M
Nov 09, 2021 Q3 2021
Select Asset Management & Trust

Mechanicsburg, PA
SELL
 -
-48.1K
Closed
$5.04M - $5.47M
0 $0
Nov 09, 2021 Q3 2021
Wealth Advisors Of Iowa, LLC

SELL
 -
-48.4K
- 69.47%
$5.06M - $5.5M
21.3K $2.65M
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-51K
Closed
$5.33M - $5.79M
0 $0
Nov 15, 2021 Q3 2021
Claybrook Capital, LLC

SELL
 -
-51.5K
Closed
$5.39M - $5.86M
0 $0
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-51.9K
- 47.16%
$5.43M - $5.9M
58.2K $7.27M
Nov 04, 2021 Q3 2021
Abundance Wealth Counselors

SELL
 -
-53.6K
Closed
$5.61M - $6.09M
0 $0
Nov 15, 2021 Q3 2021
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-56.9K
- 69.03%
$5.96M - $6.47M
25.5K $3.19M
Oct 13, 2021 Q3 2021
Friedenthal Financial

SELL
 -
-58.1K
Closed
$6.08M - $6.61M
0 $0
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-61.1K
- 23.47%
$6.39M - $6.94M
199K $24.9M
Nov 04, 2021 Q3 2021
Compton Financial Group, LLC

SELL
 -
-61.2K
- 34.15%
$6.4M - $6.96M
118K $14.7M
Dec 21, 2021 Q3 2021
Rovin Capital

SELL
 -
-61.5K
- 80.06%
$6.43M - $6.99M
15.3K $1.91M
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-62.4K
Closed
$6.53M - $7.09M
0 $0
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-66.6K
- 35.98%
$6.97M - $7.57M
119K $14.8M
Nov 12, 2021 Q3 2021
St. Louis Trust CO

SELL
 -
-69.5K
- 14.27%
$7.27M - $7.9M
417K $52.1M
Nov 03, 2021 Q3 2021
Eq LLC

Mercer Island, WA
SELL
 -
-69.9K
- 74.6%
$7.31M - $7.95M
23.8K $2.97M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

SELL
 -
-74.4K
- 4.45%
$7.78M - $8.46M
1.6M $199M
Nov 10, 2021 Q3 2021
Fure Financial Corp

Bloomington, MN
SELL
 -
-85.3K
Closed
$8.93M - $9.7M
0 $0
Oct 22, 2021 Q3 2021
Monument Capital Management

SELL
 -
-85.4K
- 80.35%
$8.94M - $9.71M
20.9K $2.61M
Nov 16, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-87.4K
- 87.23%
$9.15M - $9.94M
12.8K $1.6M
Nov 12, 2021 Q3 2021
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-88.9K
- 86.22%
$9.3M - $10.1M
14.2K $1.77M
Nov 12, 2021 Q3 2021
Lockheed Martin Investment Management CO

Bethesda, MD
SELL
 -
-92.3K
Closed
$9.66M - $10.5M
0 $0
Nov 09, 2021 Q3 2021
Interactive Financial Advisors

Chicago, IL
SELL
 -
-94.3K
- 99.6%
$9.86M - $10.7M
379 $47.3K
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-96.9K
- 51.78%
$10.1M - $11M
90.2K $11.3M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-107K
- 1.6%
$11.2M - $12.2M
6.57M $821M
Nov 15, 2021 Q3 2021
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-107K
- 46.99%
$11.2M - $12.2M
121K $15.1M
Nov 12, 2021 Q3 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-125K
- 20.48%
$13.1M - $14.2M
486K $60.7M
Nov 02, 2021 Q3 2021
Victory Capital Management Inc

SELL
 -
-127K
- 15.91%
$13.3M - $14.5M
672K $83.9M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-130K
- 12.1%
$13.6M - $14.8M
947K $118M
Nov 09, 2021 Q3 2021
Beacon Investment Advisory Services, Inc.

SELL
 -
-141K
- 17.93%
$14.8M - $16.1M
648K $80.9M
Nov 15, 2021 Q3 2021
Ubs Group Ag

SELL
 -
-154K
- 1.62%
$16.1M - $17.5M
9.36M $1.17B

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