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 04, 2022
Q4 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2K+ 1.45% |
$216K - $240K
|
139K
$17.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2K+ 16.31% |
$216K - $240K
|
14.2K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.99KNew |
$216K - $240K
|
1.99K
$248K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.99KNew |
$215K - $239K
|
1.99K
$247K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.96KNew |
$212K - $236K
|
1.96K
$243K
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.96KNew |
$212K - $235K
|
1.96K
$243K
|
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.95KNew |
$211K - $234K
|
1.95K
$242K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.95K+ 1.8% |
$211K - $234K
|
110K
$13.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.93KNew |
$209K - $232K
|
1.93K
$240K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.93K+ 8.77% |
$209K - $232K
|
23.9K
$2.97M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
1.93K+ 91.06% |
$208K - $232K
|
4.04K
$502K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.92K+ 6.91% |
$208K - $231K
|
29.7K
$3.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.9K+ 6.77% |
$205K - $228K
|
29.9K
$3.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.89KNew |
$204K - $227K
|
1.89K
$234K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.88KNew |
$204K - $226K
|
1.88K
$234K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
1.88KNew |
$204K - $226K
|
1.88K
$234K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.88K+ 4.41% |
$204K - $226K
|
44.6K
$5.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.88K+ 7.07% |
$203K - $226K
|
28.4K
$3.53M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.87KNew |
$202K - $225K
|
1.87K
$232K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.87K+ 22.57% |
$202K - $225K
|
10.1K
$1.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
1.86KNew |
$201K - $224K
|
1.86K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.85KNew |
$201K - $223K
|
1.85K
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
1.84K+ 3.49% |
$200K - $222K
|
54.7K
$6.79M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.84KNew |
$199K - $221K
|
1.84K
$228K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.84K+ 0.62% |
$199K - $221K
|
297K
$36.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.82KNew |
$197K - $219K
|
1.82K
$227K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$197K - $219K
|
1.82K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.82K+ 73.62% |
$197K - $219K
|
4.3K
$534K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.82K+ 9.75% |
$197K - $219K
|
20.5K
$2.55M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.82KNew |
$197K - $219K
|
1.82K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.81KNew |
$196K - $218K
|
1.81K
$225K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.81K+ 20.24% |
$196K - $218K
|
10.7K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.81KNew |
$196K - $217K
|
1.81K
$225K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
1.81K+ 5.29% |
$195K - $217K
|
35.9K
$4.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.8KNew |
$195K - $217K
|
1.8K
$224K
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.79K+ 7.8% |
$194K - $216K
|
24.8K
$3.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
BUY
|
- |
1.79K+ 34.29% |
$194K - $216K
|
7.02K
$872K
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 39.15% |
$194K - $215K
|
6.37K
$791K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$194K - $215K
|
1.79K
$222K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.78K+ 5.5% |
$193K - $215K
|
34.2K
$4.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
1.78K+ 4.48% |
$193K - $214K
|
41.5K
$5.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$192K - $214K
|
1.78K
$221K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.78KNew |
$192K - $214K
|
1.78K
$221K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.77KNew |
$192K - $213K
|
1.77K
$220K
|
|
|
Jan 27, 2022
Q4 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.77K+ 1.23% |
$192K - $213K
|
146K
$18.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$192K - $213K
|
1.77K
$220K
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.77KNew |
$191K - $213K
|
1.77K
$220K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
1.77K+ 12.89% |
$191K - $212K
|
15.5K
$1.92M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1.76KNew |
$190K - $211K
|
1.76K
$218K
|
|
|
Feb 09, 2022
Q4 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.75KNew |
$190K - $211K
|
1.75K
$218K
|