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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$657K - $730K
|
6.07K
$752K
|
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
6.05K+ 214.32% |
$655K - $727K
|
8.87K
$1.1M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.01KNew |
$651K - $724K
|
6.01K
$745K
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
6KNew |
$650K - $722K
|
6K
$744K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
5.94K+ 5.28% |
$643K - $715K
|
118K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.91K+ 4.23% |
$640K - $711K
|
146K
$18.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.91K+ 1.55% |
$639K - $711K
|
386K
$47.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
5.87K+ 3.11% |
$636K - $707K
|
195K
$24.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
5.81KNew |
$629K - $699K
|
5.81K
$720K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
5.8K+ 39.33% |
$627K - $697K
|
20.5K
$2.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.74K+ 2.88% |
$622K - $691K
|
205K
$25.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
5.73K+ 5.52% |
$620K - $689K
|
110K
$13.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
5.72K+ 3.54% |
$619K - $688K
|
167K
$20.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.72K+ 9.72% |
$619K - $688K
|
64.6K
$8M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.67K+ 2.84% |
$614K - $683K
|
205K
$25.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5.67KNew |
$614K - $682K
|
5.67K
$702K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.66K+ 8.7% |
$613K - $681K
|
70.8K
$8.77M
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.65K+ 6.26% |
$612K - $680K
|
95.9K
$11.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.62K+ 3.36% |
$609K - $676K
|
173K
$21.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
5.58K+ 3.06% |
$604K - $671K
|
188K
$23.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
5.58KNew |
$604K - $671K
|
5.58K
$691K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.45K+ 18.49% |
$590K - $655K
|
34.9K
$4.33M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.45K+ 18.49% |
$590K - $655K
|
34.9K
$4.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.43KNew |
$588K - $653K
|
5.43K
$673K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.42K+ 287.89% |
$587K - $652K
|
7.3K
$905K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
5.41K+ 150.51% |
$586K - $651K
|
9.01K
$1.12M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
5.38KNew |
$583K - $648K
|
5.38K
$667K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.38KNew |
$582K - $647K
|
5.38K
$666K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
5.36K+ 10.04% |
$580K - $645K
|
58.8K
$7.28M
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
5.36K+ 5.0% |
$580K - $645K
|
112K
$13.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
5.36K+ 3.06% |
$580K - $645K
|
180K
$22.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.35K+ 9.66% |
$580K - $644K
|
60.8K
$7.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.33K+ 7.56% |
$577K - $641K
|
75.8K
$9.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.28K+ 5.32% |
$571K - $635K
|
104K
$12.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.27K+ 32.02% |
$570K - $634K
|
21.7K
$2.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.26KNew |
$570K - $633K
|
5.26K
$652K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.26KNew |
$570K - $633K
|
5.26K
$652K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.23K+ 7.75% |
$566K - $629K
|
72.8K
$9.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.23K+ 4.14% |
$566K - $629K
|
132K
$16.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.21K+ 12.23% |
$564K - $627K
|
47.8K
$5.93M
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.18KNew |
$560K - $623K
|
5.18K
$641K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
5.15K+ 59.1% |
$558K - $620K
|
13.9K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.11KNew |
$553K - $615K
|
5.11K
$633K
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.04KNew |
$546K - $607K
|
5.04K
$625K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
5.04K+ 11.07% |
$545K - $606K
|
50.6K
$6.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
5KNew |
$541K - $602K
|
5K
$620K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.99KNew |
$540K - $601K
|
4.99K
$619K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.99K+ 8.84% |
$540K - $601K
|
61.5K
$7.62M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.97K+ 4.37% |
$538K - $598K
|
119K
$14.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.96KNew |
$537K - $596K
|
4.96K
$614K
|