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 07, 2022
Q4 2021
|
Parthenon LLC
|
BUY
|
- |
940+ 2.99% |
$102K - $113K
|
32.4K
$4.02M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
934+ 7.45% |
$101K - $112K
|
13.5K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
BUY
|
- |
931+ 0.16% |
$101K - $112K
|
570K
$70.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
921+ 3.65% |
$99.7K - $111K
|
26.2K
$3.24M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
908+ 2.85% |
$98.3K - $109K
|
32.7K
$4.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
903+ 17.24% |
$97.8K - $109K
|
6.14K
$761K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
895+ 2.65% |
$96.9K - $108K
|
34.7K
$4.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
890+ 80.84% |
$96.4K - $107K
|
1.99K
$247K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
888+ 11.38% |
$96.1K - $107K
|
8.69K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
884+ 1.92% |
$95.7K - $106K
|
46.9K
$5.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
881+ 2.1% |
$95.4K - $106K
|
42.9K
$5.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
877+ 4.75% |
$94.9K - $106K
|
19.3K
$2.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
873+ 3.42% |
$94.5K - $105K
|
26.4K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
870+ 18.17% |
$94.2K - $105K
|
5.66K
$701K
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
860+ 25.4% |
$93.1K - $103K
|
4.25K
$526K
|
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
860+ 1.82% |
$93.1K - $103K
|
48.1K
$5.96M
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
BUY
|
- |
854+ 6.23% |
$92.5K - $103K
|
14.6K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
850+ 0.92% |
$92K - $102K
|
93.2K
$11.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
849+ 4.63% |
$91.9K - $102K
|
19.2K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
846+ 14.61% |
$91.6K - $102K
|
6.64K
$823K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
843+ 19.25% |
$91.3K - $101K
|
5.22K
$647K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
837+ 0.77% |
$90.6K - $101K
|
110K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
831+ 4.15% |
$90K - $100K
|
20.8K
$2.58M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
829New |
$89.7K - $99.7K
|
829
$103K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
826+ 1.23% |
$89.4K - $99.4K
|
67.9K
$8.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
825+ 21.3% |
$89.3K - $99.3K
|
4.7K
$582K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
823+ 0.52% |
$89.1K - $99K
|
159K
$19.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
821+ 0.37% |
$88.9K - $98.8K
|
221K
$27.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
821+ 1.6% |
$88.9K - $98.8K
|
52.1K
$6.46M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
817+ 0.67% |
$88.4K - $98.3K
|
122K
$15.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
817+ 29.46% |
$88.4K - $98.3K
|
3.59K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
802+ 4.49% |
$86.8K - $96.5K
|
18.7K
$2.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
800+ 2.59% |
$86.6K - $96.3K
|
31.6K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
799+ 6.98% |
$86.5K - $96.1K
|
12.3K
$1.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
797+ 0.21% |
$86.3K - $95.9K
|
383K
$47.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
785+ 1.7% |
$85K - $94.5K
|
46.9K
$5.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
780+ 5.64% |
$84.4K - $93.8K
|
14.6K
$1.81M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
776+ 1.24% |
$84K - $93.4K
|
63.5K
$7.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
767+ 11.05% |
$83K - $92.3K
|
7.71K
$955K
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
763+ 2.65% |
$82.6K - $91.8K
|
29.6K
$3.66M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
762+ 1.59% |
$82.5K - $91.7K
|
48.7K
$6.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
748+ 3.33% |
$81K - $90K
|
23.2K
$2.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
747+ 0.62% |
$80.9K - $89.9K
|
121K
$15M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
743+ 11.8% |
$80.4K - $89.4K
|
7.04K
$872K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
742+ 2.64% |
$80.3K - $89.3K
|
28.8K
$3.58M
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
722+ 1.37% |
$78.2K - $86.9K
|
53.2K
$6.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
717+ 19.16% |
$77.6K - $86.3K
|
4.46K
$553K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
713+ 0.19% |
$77.2K - $85.8K
|
371K
$46M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
709+ 67.52% |
$76.8K - $85.3K
|
1.76K
$218K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
705+ 2.97% |
$76.3K - $84.8K
|
24.5K
$3.03M
|