Purchases and Sales Made in Q4 2021 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 10, 2022 Q4 2021
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
1.74K
+ 25.15%
$188K - $209K
8.65K $1.07M
Jan 03, 2022 Q4 2021
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
1.73K
+ 0.98%
$188K - $209K
178K $22.1M
Jan 24, 2022 Q4 2021
Clear Investment Research, LLC

BUY
 -
1.69K
+ 4.98%
$183K - $203K
35.6K $4.42M
Feb 08, 2022 Q4 2021
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
1.68K
+ 13.43%
$181K - $202K
14.1K $1.75M
Jan 14, 2022 Q4 2021
Triangle Securities Wealth Management

BUY
 -
1.67K
+ 3.72%
$181K - $201K
46.6K $5.77M
Feb 09, 2022 Q4 2021
Frg Family Wealth Advisors LLC

BUY
 -
1.65K
+ 8.61%
$179K - $199K
20.8K $2.58M
Feb 11, 2022 Q4 2021
Personal Capital Advisors Corp

BUY
 -
1.63K
+ 2.96%
$177K - $197K
56.8K $7.04M
Feb 16, 2022 Q4 2021
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
1.63K
+ 2.15%
$177K - $197K
77.8K $9.64M
Feb 11, 2022 Q4 2021
Cooper Financial Group

BUY
 -
1.62K
+ 8.89%
$175K - $194K
19.8K $2.45M
Jan 06, 2022 Q4 2021
Vigilant Capital Management, LLC

BUY
 -
1.6K
+ 141.63%
$173K - $192K
2.73K $338K
Feb 15, 2022 Q4 2021
1832 Asset Management L.P.

Toronto, A6
BUY
 -
1.58K
+ 1.98%
$171K - $190K
81.2K $10.1M
Feb 15, 2022 Q4 2021
Lebenthal Global Advisors, LLC

BUY
 -
1.54K
+ 4.69%
$166K - $185K
34.3K $4.24M
Feb 25, 2022 Q4 2021
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
1.52K
+ 12.73%
$165K - $183K
13.5K $1.67M
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
1.52K
+ 6.38%
$164K - $183K
25.3K $3.14M
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1.51K
+ 5.5%
$164K - $182K
29K $3.6M
Jan 21, 2022 Q4 2021
Foundations Investment Advisors, LLC

BUY
 -
1.5K
+ 3.48%
$163K - $181K
44.7K $5.54M
Feb 18, 2022 Q4 2021
Roger Wittlin Investment Advisory, LLC

BUY
 -
1.5K
New
$163K - $181K
1.5K $186K
Feb 07, 2022 Q4 2021
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1.49K
+ 7.97%
$161K - $179K
20.2K $2.5M
Jan 20, 2022 Q4 2021
4 J Wealth Management LLC

BUY
 -
1.49K
+ 10.84%
$161K - $179K
15.2K $1.88M
Feb 15, 2022 Q4 2021
Lake Street Advisors Group, LLC

BUY
 -
1.49K
+ 0.78%
$161K - $179K
192K $23.8M
Mar 10, 2022 Q4 2021
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
1.48K
+ 143.5%
$160K - $178K
2.51K $311K
Jan 31, 2022 Q4 2021
Spc Financial, Inc.

BUY
 -
1.47K
+ 63.77%
$159K - $177K
3.77K $467K
Feb 03, 2022 Q4 2021
Fsb Premier Wealth Management, Inc.

BUY
 -
1.46K
New
$158K - $176K
1.46K $181K
Feb 11, 2022 Q4 2021
Essex Financial Services, Inc.

BUY
 -
1.46K
+ 4.9%
$158K - $175K
31.2K $3.87M
Jan 18, 2022 Q4 2021
Miracle Mile Advisors, LLC

BUY
 -
1.45K
+ 47.06%
$157K - $175K
4.54K $563K
Feb 11, 2022 Q4 2021
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.44K
+ 25.68%
$156K - $174K
7.07K $876K
Feb 15, 2022 Q4 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.43K
+ 4.12%
$155K - $172K
36.1K $4.48M
Feb 14, 2022 Q4 2021
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.41K
+ 2.68%
$153K - $170K
54.1K $6.71M
May 04, 2022 Q4 2021
Offit Capital Advisors LLC

BUY
 -
1.4K
New
$152K - $168K
1.4K $174K
Feb 14, 2022 Q4 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.39K
+ 1.34%
$150K - $167K
105K $13.1M
Feb 11, 2022 Q4 2021
Hoyle Cohen, LLC

BUY
 -
1.37K
+ 7.53%
$149K - $165K
19.6K $2.43M
Feb 11, 2022 Q4 2021
9258 Wealth Management, LLC

BUY
 -
1.37K
+ 5.56%
$148K - $165K
26K $3.22M
Feb 11, 2022 Q4 2021
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
1.36K
+ 9.16%
$148K - $164K
16.3K $2.01M
Nov 07, 2023 Q4 2021
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1.36K
+ 5.44%
$148K - $164K
26.4K $3.27M
Feb 03, 2022 Q4 2021
Evergreen Advisors, LLC

BUY
 -
1.36K
+ 1.02%
$147K - $164K
135K $16.7M
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.36K
+ 5.64%
$147K - $163K
25.4K $3.15M
Feb 14, 2022 Q4 2021
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.36K
+ 32.22%
$147K - $163K
5.57K $690K
Feb 02, 2022 Q4 2021
Maltin Wealth Management, Inc.

BUY
 -
1.36K
+ 5.63%
$147K - $163K
25.4K $3.15M
Feb 04, 2022 Q4 2021
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.34K
+ 14.9%
$145K - $161K
10.3K $1.28M
Feb 11, 2022 Q4 2021
Washington Trust Advisors, Inc.

BUY
 -
1.33K
New
$144K - $160K
1.33K $165K
Jan 28, 2022 Q4 2021
Absolute Capital Management, LLC

BUY
 -
1.33K
New
$144K - $160K
1.33K $165K
Jul 17, 2024 Q4 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.32K
+ 36.09%
$143K - $159K
4.99K $619K
Jan 10, 2022 Q4 2021
Harbor Investment Advisory, LLC

BUY
 -
1.32K
+ 51.58%
$143K - $159K
3.88K $481K
Jan 18, 2022 Q4 2021
Polianta LTD

BUY
 -
1.3K
+ 1.72%
$141K - $156K
76.8K $9.52M
Feb 11, 2022 Q4 2021
Morton Brown Family Wealth, LLC

BUY
 -
1.29K
New
$139K - $155K
1.29K $159K
Feb 11, 2022 Q4 2021
Rgt Wealth Advisors, LLC

BUY
 -
1.28K
New
$138K - $154K
1.28K $158K
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.28K
+ 2.29%
$138K - $154K
57K $7.06M
Feb 10, 2022 Q4 2021
Jsf Financial, LLC

BUY
 -
1.27K
+ 8.88%
$138K - $153K
15.6K $1.93M
Feb 04, 2022 Q4 2021
Souders Financial Advisors

BUY
 -
1.26K
+ 7.33%
$136K - $151K
18.4K $2.28M

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