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 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.97K+ 2.07% |
$311K - $338K
|
146K
$15.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
2.96K+ 6.37% |
$310K - $337K
|
49.4K
$5.14M
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 2.4% |
$309K - $335K
|
126K
$13.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.95K+ 4.41% |
$308K - $335K
|
69.7K
$7.25M
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
2.93K+ 7.96% |
$307K - $333K
|
39.8K
$4.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.92K+ 102.35% |
$305K - $332K
|
5.77K
$600K
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.91K+ 1.48% |
$304K - $330K
|
200K
$20.8M
|
|
|
Oct 06, 2021
Q3 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.9KNew |
$303K - $330K
|
2.9K
$302K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.86K+ 2.43% |
$299K - $325K
|
121K
$12.5M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
2.82K+ 10.98% |
$295K - $320K
|
28.5K
$2.96M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
2.8K+ 107.17% |
$292K - $318K
|
5.4K
$562K
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.78K+ 12.95% |
$291K - $316K
|
24.2K
$2.52M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.77KNew |
$290K - $315K
|
2.77K
$288K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.77K+ 9.24% |
$290K - $315K
|
32.7K
$3.4M
|
|
|
Oct 07, 2021
Q3 2021
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.76K+ 35.99% |
$289K - $314K
|
10.4K
$1.08M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.76K+ 1.07% |
$288K - $313K
|
259K
$27M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
2.74K+ 5.48% |
$287K - $312K
|
52.8K
$5.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.74K+ 10.68% |
$287K - $312K
|
28.4K
$2.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.68K+ 30.61% |
$281K - $305K
|
11.5K
$1.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.65K+ 11.37% |
$277K - $301K
|
26K
$2.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.64K+ 2.98% |
$276K - $300K
|
91.1K
$9.48M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.61K+ 0.55% |
$273K - $297K
|
478K
$49.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.58K+ 4.91% |
$270K - $294K
|
55.2K
$5.74M
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
2.58K+ 6.25% |
$270K - $293K
|
43.8K
$4.56M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
2.57K+ 1.62% |
$269K - $292K
|
162K
$16.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.57K+ 2.19% |
$268K - $292K
|
120K
$12.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.55KNew |
$267K - $290K
|
2.55K
$265K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.51KNew |
$263K - $286K
|
2.51K
$261K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.51K+ 0.68% |
$263K - $285K
|
370K
$38.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
2.51K+ 5.7% |
$262K - $285K
|
46.5K
$4.84M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.51KNew |
$262K - $285K
|
2.51K
$261K
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.51K+ 0.97% |
$262K - $285K
|
261K
$27.1M
|
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.5KNew |
$262K - $284K
|
2.5K
$260K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.5K+ 3.28% |
$262K - $284K
|
78.7K
$8.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 11.47% |
$259K - $281K
|
24.1K
$2.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.47K+ 7.11% |
$259K - $281K
|
37.3K
$3.88M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.47K+ 92.57% |
$258K - $280K
|
5.13K
$534K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.46K+ 818.67% |
$257K - $279K
|
2.76K
$287K
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.44K+ 11.05% |
$255K - $278K
|
24.5K
$2.55M
|
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.44KNew |
$255K - $277K
|
2.44K
$254K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.43KNew |
$254K - $276K
|
2.43K
$253K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.4K+ 1.94% |
$251K - $273K
|
126K
$13.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
2.4KNew |
$251K - $273K
|
2.4K
$250K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.38K+ 6.88% |
$249K - $271K
|
37K
$3.85M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.36K+ 3.46% |
$246K - $268K
|
70.5K
$7.33M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.35K+ 68.16% |
$246K - $268K
|
5.81K
$604K
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.34K+ 2928.75% |
$245K - $266K
|
2.42K
$252K
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.34K+ 4.53% |
$244K - $265K
|
53.9K
$5.6M
|
|
|
Oct 08, 2021
Q3 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
2.33K+ 2.09% |
$244K - $265K
|
114K
$11.9M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.32K+ 90.11% |
$243K - $264K
|
4.9K
$510K
|