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
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.41K+ 3.84% |
$566K - $615K
|
146K
$18.3M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5.39K+ 7.99% |
$564K - $613K
|
72.8K
$9.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.38K+ 7.96% |
$562K - $611K
|
72.9K
$9.1M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
5.34K+ 0.77% |
$559K - $607K
|
699K
$87.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
5.27K+ 7.63% |
$551K - $599K
|
74.3K
$9.28M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.26K+ 6.39% |
$551K - $598K
|
87.6K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.23KNew |
$547K - $594K
|
5.23K
$653K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.2K+ 14.13% |
$544K - $591K
|
42K
$5.25M
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
5.17K+ 5.45% |
$541K - $588K
|
100K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
5.17K+ 0.7% |
$541K - $587K
|
740K
$92.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5.12K+ 1.34% |
$535K - $582K
|
388K
$48.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
5.01K+ 1.92% |
$524K - $569K
|
266K
$33.2M
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
4.95K+ 4.51% |
$518K - $563K
|
115K
$14.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.93K+ 12.88% |
$516K - $561K
|
43.2K
$5.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.92K+ 4.25% |
$515K - $560K
|
121K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.9KNew |
$512K - $557K
|
4.9K
$611K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
4.88K+ 60.77% |
$510K - $555K
|
12.9K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.87K+ 42.05% |
$510K - $554K
|
16.5K
$2.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.87KNew |
$509K - $554K
|
4.87K
$608K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.84K+ 14.9% |
$506K - $550K
|
37.3K
$4.66M
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
4.8K+ 3.12% |
$502K - $545K
|
159K
$19.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.76K+ 13.38% |
$498K - $541K
|
40.3K
$5.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.75K+ 4.74% |
$497K - $540K
|
105K
$13.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.74K+ 7.72% |
$496K - $539K
|
66.2K
$8.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
4.72KNew |
$494K - $537K
|
4.72K
$589K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 4.66% |
$492K - $534K
|
106K
$13.2M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
4.69K+ 2.23% |
$491K - $534K
|
215K
$26.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.67K+ 12.92% |
$488K - $531K
|
40.8K
$5.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
4.67KNew |
$488K - $531K
|
4.67K
$583K
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
4.65K+ 4.87% |
$486K - $528K
|
100K
$12.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.64K+ 3.94% |
$486K - $528K
|
122K
$15.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.6K+ 4.13% |
$481K - $523K
|
116K
$14.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
BUY
|
- |
4.58K+ 28.71% |
$479K - $521K
|
20.5K
$2.56M
|
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
BUY
|
- |
4.58K+ 11.43% |
$479K - $520K
|
44.6K
$5.57M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.55K+ 25.96% |
$476K - $518K
|
22.1K
$2.76M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.55K+ 10.83% |
$476K - $517K
|
46.6K
$5.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$471K - $512K
|
4.5K
$562K
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.4K+ 11.5% |
$460K - $500K
|
42.6K
$5.32M
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.39K+ 4.65% |
$459K - $499K
|
98.6K
$12.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.37K+ 5.55% |
$457K - $497K
|
83.1K
$10.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
4.28K+ 10.17% |
$447K - $486K
|
46.3K
$5.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.28K+ 5.3% |
$447K - $486K
|
84.9K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.27K+ 3.9% |
$447K - $485K
|
114K
$14.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.24K+ 9.65% |
$443K - $482K
|
48.2K
$6.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.19KNew |
$438K - $476K
|
4.19K
$523K
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
4.18K+ 32.43% |
$437K - $475K
|
17.1K
$2.13M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.16K+ 5.81% |
$435K - $473K
|
75.7K
$9.45M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.12K+ 4.25% |
$431K - $469K
|
101K
$12.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.12K+ 78.58% |
$431K - $468K
|
9.35K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 831.77% |
$427K - $464K
|
4.58K
$571K
|