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 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.24K+ 35.9% |
$135K - $150K
|
4.71K
$584K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.24K+ 3.1% |
$135K - $150K
|
41.4K
$5.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.23K+ 41.23% |
$133K - $148K
|
4.22K
$523K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.21K+ 38.92% |
$131K - $145K
|
4.32K
$535K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 6.48% |
$130K - $145K
|
19.8K
$2.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.2K+ 16.28% |
$130K - $144K
|
8.56K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.18K+ 4.86% |
$127K - $141K
|
25.4K
$3.14M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.16K+ 7.88% |
$126K - $140K
|
15.9K
$1.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 32.6% |
$126K - $140K
|
4.73K
$586K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.16KNew |
$126K - $140K
|
1.16K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.15K+ 3.97% |
$124K - $138K
|
30.1K
$3.73M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.15K+ 6.7% |
$124K - $138K
|
18.3K
$2.27M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.14K+ 2.72% |
$124K - $138K
|
43.2K
$5.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.14K+ 3.29% |
$124K - $138K
|
35.9K
$4.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.14K+ 53.24% |
$124K - $137K
|
3.29K
$407K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 11.0% |
$123K - $137K
|
11.5K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.13K+ 2.26% |
$123K - $136K
|
51.2K
$6.35M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.13KNew |
$122K - $136K
|
1.13K
$140K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
1.12K+ 10.59% |
$122K - $135K
|
11.7K
$1.45M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.12KNew |
$121K - $134K
|
1.12K
$138K
|
|
|
Jan 26, 2022
Q4 2021
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.11K+ 0.67% |
$120K - $134K
|
167K
$20.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.11K+ 23.52% |
$120K - $133K
|
5.82K
$721K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.11K+ 8.58% |
$120K - $133K
|
14K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.07K+ 33.42% |
$116K - $129K
|
4.27K
$529K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
1.06K+ 2.43% |
$115K - $128K
|
44.9K
$5.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.06K+ 3.6% |
$115K - $128K
|
30.6K
$3.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.06K+ 2.22% |
$115K - $128K
|
49K
$6.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.05K+ 3.52% |
$114K - $127K
|
31K
$3.84M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.05K+ 26.99% |
$114K - $126K
|
4.94K
$612K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
1.03K+ 2.63% |
$112K - $124K
|
40.2K
$4.99M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.03KNew |
$112K - $124K
|
1.03K
$128K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.03K+ 11.5% |
$111K - $124K
|
9.97K
$1.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.02K+ 0.8% |
$111K - $123K
|
130K
$16.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.02K+ 14.72% |
$110K - $123K
|
7.95K
$985K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.02K+ 7.13% |
$110K - $122K
|
15.3K
$1.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.01KNew |
$110K - $122K
|
1.01K
$126K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.01K+ 53.63% |
$110K - $122K
|
2.9K
$360K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.01K+ 20.72% |
$109K - $121K
|
5.88K
$728K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1K+ 25.21% |
$108K - $120K
|
4.97K
$616K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
993+ 4.59% |
$108K - $119K
|
22.6K
$2.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
993+ 8.06% |
$108K - $119K
|
13.3K
$1.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
984+ 24.17% |
$107K - $118K
|
5.06K
$626K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
978+ 2.25% |
$106K - $118K
|
44.4K
$5.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
975New |
$106K - $117K
|
975
$121K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
971+ 15.92% |
$105K - $117K
|
7.07K
$876K
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
968+ 3.71% |
$105K - $116K
|
27.1K
$3.36M
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
955+ 4.43% |
$103K - $115K
|
22.5K
$2.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
954+ 1.22% |
$103K - $115K
|
79.1K
$9.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
953+ 37.91% |
$103K - $115K
|
3.47K
$430K
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
949+ 0.88% |
$103K - $114K
|
108K
$13.4M
|