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 09, 2022
Q4 2021
|
Jvl Associates LLC
|
BUY
|
- |
2.87K+ 3.7% |
$310K - $345K
|
80.2K
$9.94M
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.86K+ 21.1% |
$310K - $345K
|
16.4K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.77KNew |
$300K - $334K
|
2.77K
$344K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.77KNew |
$300K - $334K
|
2.77K
$344K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.76K+ 10.53% |
$299K - $332K
|
29K
$3.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.76K+ 19.44% |
$299K - $332K
|
17K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.75K+ 2.1% |
$297K - $331K
|
133K
$16.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
2.74K+ 0.61% |
$297K - $330K
|
453K
$56.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.73KNew |
$296K - $329K
|
2.73K
$339K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.73KNew |
$295K - $328K
|
2.73K
$338K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.69K+ 2.36% |
$291K - $323K
|
117K
$14.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.68KNew |
$290K - $323K
|
2.68K
$332K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.67KNew |
$289K - $321K
|
2.67K
$331K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.66KNew |
$288K - $320K
|
2.66K
$330K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.65KNew |
$287K - $319K
|
2.65K
$328K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
2.64K+ 9.71% |
$286K - $318K
|
29.9K
$3.7M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.64K+ 0.46% |
$286K - $318K
|
573K
$71M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.63KNew |
$285K - $316K
|
2.63K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.62K+ 6.82% |
$283K - $315K
|
41K
$5.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
2.61KNew |
$283K - $314K
|
2.61K
$323K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.61K+ 2.69% |
$282K - $314K
|
99.5K
$12.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.6K+ 4.43% |
$282K - $313K
|
61.4K
$7.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.59K+ 68.03% |
$280K - $311K
|
6.39K
$791K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.57K+ 4.58% |
$279K - $310K
|
58.7K
$7.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.57K+ 1.08% |
$278K - $309K
|
240K
$29.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
2.56K+ 9.92% |
$277K - $308K
|
28.3K
$3.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.55K+ 9.96% |
$276K - $307K
|
28.2K
$3.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.55K+ 36.17% |
$276K - $307K
|
9.61K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.55K+ 1433.15% |
$276K - $307K
|
2.73K
$338K
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
2.55KNew |
$276K - $307K
|
2.55K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.54K+ 2.19% |
$275K - $305K
|
119K
$14.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.51KNew |
$272K - $302K
|
2.51K
$311K
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
2.5K+ 120.19% |
$271K - $301K
|
4.58K
$568K
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
2.5K+ 9.61% |
$271K - $301K
|
28.5K
$3.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.5KNew |
$271K - $301K
|
2.5K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.5K+ 2.51% |
$270K - $300K
|
102K
$12.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
BUY
|
- |
2.48K+ 21.33% |
$269K - $299K
|
14.1K
$1.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.47K+ 5.29% |
$267K - $297K
|
49K
$6.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.45KNew |
$265K - $295K
|
2.45K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.41K+ 6.45% |
$261K - $290K
|
39.8K
$4.93M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
2.41K+ 35.86% |
$261K - $290K
|
9.13K
$1.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.4K+ 7.39% |
$259K - $288K
|
34.8K
$4.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.39K+ 1.62% |
$259K - $288K
|
151K
$18.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.39K+ 3.34% |
$259K - $288K
|
74.1K
$9.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.39KNew |
$259K - $287K
|
2.39K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.39K+ 3.28% |
$259K - $287K
|
75.2K
$9.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.39KNew |
$258K - $287K
|
2.39K
$296K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.36K+ 6.06% |
$256K - $284K
|
41.4K
$5.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 6.36% |
$255K - $283K
|
39.4K
$4.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.35K+ 47080.0% |
$255K - $283K
|
2.36K
$292K
|