Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.77MNew |
$408M - $454M
|
3.77M
$477M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.68M+ 5.87% |
$182M - $202M
|
30.3M
$3.84B
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.53M+ 35.62% |
$165M - $184M
|
5.82M
$736M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.49M+ 7.0% |
$162M - $180M
|
22.9M
$2.89B
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.41M+ 10.29% |
$153M - $170M
|
15.2M
$1.92B
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.27M+ 7.33% |
$138M - $153M
|
18.6M
$2.36B
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
1.16MNew |
$125M - $139M
|
1.16M
$147M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07M+ 15.25% |
$115M - $128M
|
8.06M
$1.02B
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
610K+ 18594.21% |
$66M - $73.4M
|
613K
$77.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
565K+ 929.57% |
$61.1M - $67.9M
|
625K
$79.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
508K+ 633.67% |
$55M - $61.2M
|
588K
$74.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
489KNew |
$53M - $58.9M
|
489K
$61.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
410K+ 4.38% |
$44.4M - $49.3M
|
9.77M
$1.24B
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
392K+ 43.07% |
$42.5M - $47.2M
|
1.3M
$165M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
371K+ 1297.09% |
$40.2M - $44.7M
|
400K
$50.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
306KNew |
$33.1M - $36.8M
|
306K
$38.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
291K+ 4.87% |
$31.5M - $35M
|
6.27M
$793M
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
274K+ 58.15% |
$29.6M - $32.9M
|
744K
$94.1M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
248KNew |
$26.9M - $29.9M
|
248K
$31.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
231K+ 3.62% |
$25M - $27.8M
|
6.61M
$837M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
228K+ 15.95% |
$24.7M - $27.5M
|
1.66M
$210M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
228K+ 68.27% |
$24.6M - $27.4M
|
561K
$71M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
226KNew |
$24.4M - $27.2M
|
226K
$28.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
222K+ 50.86% |
$24M - $26.7M
|
659K
$83.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 5.29% |
$23.8M - $26.5M
|
4.38M
$554M
|
|
|
Jan 25, 2022
Q4 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
212K+ 6.46% |
$23M - $25.5M
|
3.5M
$442M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
206K+ 10.62% |
$22.3M - $24.8M
|
2.15M
$272M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
204K+ 7.82% |
$22.1M - $24.6M
|
2.82M
$356M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
190K+ 2.89% |
$20.5M - $22.8M
|
6.75M
$854M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
188K+ 196310.42% |
$20.4M - $22.7M
|
189K
$23.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
173K+ 14.58% |
$18.8M - $20.9M
|
1.36M
$172M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
170K+ 65.59% |
$18.4M - $20.5M
|
430K
$54.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
167K+ 17.85% |
$18.1M - $20.1M
|
1.1M
$140M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
166K+ 1.43% |
$18M - $20M
|
11.8M
$1.49B
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
166KNew |
$17.9M - $19.9M
|
166K
$21M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
163K+ 448.82% |
$17.7M - $19.7M
|
200K
$25.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
162K+ 24.79% |
$17.5M - $19.5M
|
814K
$103M
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
160KNew |
$17.3M - $19.2M
|
160K
$20.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
158K+ 5.01% |
$17.1M - $19M
|
3.31M
$419M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
156K+ 9.79% |
$16.9M - $18.8M
|
1.75M
$222M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
155KNew |
$16.8M - $18.6M
|
155K
$19.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
152K+ 6.66% |
$16.4M - $18.3M
|
2.43M
$308M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
144K+ 3.25% |
$15.6M - $17.3M
|
4.56M
$577M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
142K+ 21.13% |
$15.4M - $17.1M
|
814K
$103M
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
140KNew |
$15.2M - $16.8M
|
140K
$17.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
140K+ 101.31% |
$15.1M - $16.8M
|
278K
$35.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
138KNew |
$15M - $16.7M
|
138K
$17.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137K+ 5.42% |
$14.8M - $16.4M
|
2.66M
$336M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
130K+ 44.17% |
$14.1M - $15.6M
|
425K
$53.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
130KNew |
$14.1M - $15.6M
|
130K
$16.4M
|