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 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
4.15K+ 17.31% |
$449K - $499K
|
28.1K
$3.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
4.15KNew |
$449K - $499K
|
4.15K
$512K
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.13KNew |
$447K - $497K
|
4.13K
$510K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.12K+ 0.59% |
$446K - $496K
|
703K
$86.8M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.08K+ 3.7% |
$441K - $491K
|
114K
$14.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.08KNew |
$441K - $490K
|
4.08K
$504K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.06K+ 3.31% |
$439K - $488K
|
126K
$15.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.05K+ 2.03% |
$438K - $487K
|
203K
$25.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4K+ 2.73% |
$433K - $481K
|
150K
$18.6M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3.99KNew |
$432K - $480K
|
3.99K
$493K
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.98K+ 119.29% |
$430K - $478K
|
7.31K
$903K
|
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
3.96KNew |
$429K - $476K
|
3.96K
$489K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.93K+ 26.6% |
$425K - $473K
|
18.7K
$2.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.93K+ 1.07% |
$425K - $473K
|
373K
$46M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.92K+ 7.09% |
$424K - $472K
|
59.2K
$7.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.91KNew |
$424K - $471K
|
3.91K
$483K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.91K+ 33.12% |
$423K - $470K
|
15.7K
$1.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.89K+ 4.11% |
$421K - $468K
|
98.7K
$12.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3.89K+ 3.94% |
$421K - $468K
|
103K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.86K+ 3.97% |
$418K - $465K
|
101K
$12.5M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.84KNew |
$416K - $462K
|
3.84K
$475K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.83K+ 4.59% |
$415K - $461K
|
87.5K
$10.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.83K+ 2.52% |
$415K - $461K
|
156K
$19.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.8KNew |
$411K - $457K
|
3.8K
$469K
|
|
|
Jan 13, 2022
Q4 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
3.77K+ 2.75% |
$408K - $454K
|
141K
$17.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
3.77K+ 29.97% |
$408K - $453K
|
16.3K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.76KNew |
$407K - $453K
|
3.76K
$465K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.72K+ 7.73% |
$403K - $448K
|
51.9K
$6.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3.72K+ 16.43% |
$403K - $448K
|
26.4K
$3.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.71K+ 1.9% |
$401K - $446K
|
199K
$24.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.7K+ 8.8% |
$401K - $446K
|
45.8K
$5.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
3.7K+ 0.32% |
$400K - $445K
|
1.15M
$142M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.7K+ 11.3% |
$400K - $445K
|
36.4K
$4.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.66K+ 6.81% |
$396K - $440K
|
57.4K
$7.09M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.64K+ 51.54% |
$394K - $438K
|
10.7K
$1.32M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.63KNew |
$393K - $437K
|
3.63K
$449K
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.63K+ 2.04% |
$393K - $437K
|
182K
$22.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.61K+ 16.86% |
$391K - $435K
|
25K
$3.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.6K+ 0.51% |
$390K - $433K
|
715K
$88.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
3.59K+ 3.76% |
$388K - $432K
|
98.9K
$12.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.58K+ 9.66% |
$388K - $431K
|
40.7K
$5.02M
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.58K+ 3.98% |
$388K - $431K
|
93.5K
$11.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.58KNew |
$387K - $430K
|
3.58K
$442K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 99.63% |
$383K - $426K
|
7.1K
$877K
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
3.52KNew |
$381K - $424K
|
3.52K
$435K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.5K+ 27.48% |
$379K - $421K
|
16.2K
$2.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.48KNew |
$377K - $419K
|
3.48K
$430K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.48KNew |
$377K - $419K
|
3.48K
$430K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
3.45K+ 1.9% |
$373K - $415K
|
184K
$22.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3.44KNew |
$372K - $414K
|
3.44K
$425K
|