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 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.35K+ 2.59% |
$255K - $283K
|
93.1K
$11.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$253K - $281K
|
2.33K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.33KNew |
$252K - $280K
|
2.33K
$290K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
2.32K+ 5.39% |
$251K - $279K
|
45.4K
$5.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.31K+ 38.39% |
$250K - $278K
|
8.33K
$1.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
2.3K+ 49.63% |
$249K - $277K
|
6.94K
$862K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
2.3KNew |
$249K - $276K
|
2.3K
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.29K+ 10.09% |
$248K - $275K
|
25K
$3.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.29K+ 22.39% |
$248K - $275K
|
12.5K
$1.55M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
2.28K+ 3.43% |
$247K - $274K
|
68.6K
$8.52M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.27KNew |
$246K - $273K
|
2.27K
$282K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.27K+ 2.16% |
$245K - $273K
|
107K
$13.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
2.26KNew |
$245K - $272K
|
2.26K
$281K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.26K+ 2.87% |
$244K - $272K
|
81K
$10.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
2.25KNew |
$244K - $271K
|
2.25K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.25KNew |
$243K - $270K
|
2.25K
$279K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 2.88% |
$243K - $270K
|
80.3K
$9.97M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
2.24K+ 20.56% |
$243K - $270K
|
13.1K
$1.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
2.24KNew |
$243K - $270K
|
2.24K
$278K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.24K+ 7.59% |
$242K - $269K
|
31.7K
$3.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
2.22K+ 5.97% |
$240K - $267K
|
39.4K
$4.9M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.21K+ 28.79% |
$239K - $266K
|
9.89K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.21K+ 15.96% |
$239K - $266K
|
16.1K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.19K+ 26.39% |
$237K - $263K
|
10.5K
$1.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2.18K+ 9.98% |
$236K - $263K
|
24.1K
$2.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.18K+ 4.95% |
$236K - $262K
|
46.2K
$5.74M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.17KNew |
$235K - $261K
|
2.17K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.17K+ 7.72% |
$234K - $261K
|
30.2K
$3.76M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 2.66% |
$230K - $256K
|
82.2K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.13K+ 1.57% |
$230K - $256K
|
137K
$17.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.12KNew |
$230K - $256K
|
2.12K
$264K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.12K+ 18.18% |
$230K - $255K
|
13.8K
$1.71M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
2.11K+ 6.25% |
$228K - $254K
|
35.8K
$4.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.09K+ 2.06% |
$226K - $251K
|
103K
$12.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
2.08K+ 2.15% |
$225K - $250K
|
99K
$12.3M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$225K - $250K
|
2.08K
$258K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.08K+ 0.55% |
$225K - $250K
|
380K
$47.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
2.06K+ 0.54% |
$223K - $248K
|
383K
$47.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.06K+ 0.96% |
$222K - $247K
|
216K
$26.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.04K+ 1.58% |
$221K - $245K
|
131K
$16.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 5.62% |
$220K - $245K
|
38.3K
$4.76M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.03K+ 97.32% |
$220K - $245K
|
4.12K
$512K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.03KNew |
$220K - $244K
|
2.03K
$252K
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
2.02KNew |
$219K - $243K
|
2.02K
$251K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.02K+ 8.05% |
$219K - $243K
|
27.1K
$3.37M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.02KNew |
$218K - $243K
|
2.02K
$251K
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
2.01K+ 2.89% |
$218K - $242K
|
71.7K
$8.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.01K+ 2.32% |
$217K - $241K
|
88.4K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2K+ 7.05% |
$217K - $241K
|
30.4K
$3.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2K+ 12.3% |
$217K - $241K
|
18.3K
$2.27M
|