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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.95K+ 4.38% |
$535K - $595K
|
118K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.93K+ 4.8% |
$533K - $593K
|
108K
$13.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
4.93K+ 139.99% |
$533K - $593K
|
8.44K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.9K+ 24.91% |
$531K - $590K
|
24.6K
$3.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
4.86K+ 7.31% |
$526K - $585K
|
71.4K
$8.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.86K+ 4.85% |
$526K - $584K
|
105K
$13M
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
4.84K+ 3.13% |
$524K - $582K
|
160K
$19.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.74K+ 7.77% |
$513K - $570K
|
65.8K
$8.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
4.73K+ 3154.67% |
$512K - $569K
|
4.88K
$605K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.73K+ 3.59% |
$512K - $569K
|
136K
$16.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.7K+ 12.21% |
$509K - $566K
|
43.2K
$5.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.66K+ 70.29% |
$504K - $561K
|
11.3K
$1.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
4.66KNew |
$504K - $561K
|
4.66K
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.66K+ 2.74% |
$504K - $561K
|
175K
$21.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.64K+ 62.21% |
$502K - $558K
|
12.1K
$1.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
4.61K+ 2.55% |
$500K - $555K
|
185K
$23M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
4.6K+ 4.64% |
$498K - $554K
|
104K
$12.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Riverstone Advisors, LLC
|
BUY
|
- |
4.6K+ 244.86% |
$498K - $554K
|
6.48K
$803K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.6K+ 3.91% |
$497K - $553K
|
122K
$15.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.57K+ 5.78% |
$495K - $550K
|
83.6K
$10.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.57K+ 3.26% |
$495K - $550K
|
145K
$18M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.56K+ 9.73% |
$493K - $548K
|
51.4K
$6.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 24.49% |
$491K - $546K
|
23.1K
$2.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.53K+ 39.79% |
$491K - $545K
|
15.9K
$1.97M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
4.53K+ 12.53% |
$491K - $545K
|
40.7K
$5.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.52K+ 34.24% |
$490K - $544K
|
17.7K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.49KNew |
$486K - $540K
|
4.49K
$556K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.47K+ 7.42% |
$484K - $538K
|
64.7K
$8.02M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
4.46K+ 7.3% |
$483K - $537K
|
65.6K
$8.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
4.46K+ 21.36% |
$483K - $537K
|
25.4K
$3.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
4.46K+ 151.2% |
$482K - $536K
|
7.4K
$917K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.43K+ 14.19% |
$479K - $533K
|
35.6K
$4.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
4.43KNew |
$479K - $533K
|
4.43K
$549K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.39K+ 6.72% |
$476K - $529K
|
69.8K
$8.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.37K+ 14.72% |
$473K - $526K
|
34.1K
$4.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.33KNew |
$469K - $521K
|
4.33K
$536K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.32K+ 3.74% |
$467K - $519K
|
120K
$14.8M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.3K+ 4.42% |
$466K - $517K
|
102K
$12.6M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4.3K+ 33.59% |
$465K - $517K
|
17.1K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.29K+ 6.87% |
$464K - $516K
|
66.7K
$8.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.28K+ 10.33% |
$463K - $514K
|
45.7K
$5.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
4.26K+ 107.3% |
$462K - $513K
|
8.24K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
4.23KNew |
$458K - $509K
|
4.23K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.23K+ 21.88% |
$458K - $508K
|
23.5K
$2.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.21K+ 5.78% |
$456K - $507K
|
77.1K
$9.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.2K+ 6.12% |
$454K - $505K
|
72.8K
$9.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.18K+ 54.68% |
$453K - $503K
|
11.8K
$1.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$453K - $503K
|
4.18K
$518K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
4.18K+ 1.68% |
$452K - $502K
|
253K
$31.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
4.17KNew |
$451K - $501K
|
4.17K
$516K
|