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 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
125K+ 2.71% |
$13.5M - $15.1M
|
4.74M
$596M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
123K+ 2.12% |
$13.4M - $14.8M
|
5.94M
$748M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
120K+ 9.05% |
$13M - $14.5M
|
1.45M
$182M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
119KNew |
$12.8M - $14.3M
|
119K
$14.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
118KNew |
$12.8M - $14.2M
|
118K
$14.8M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
116KNew |
$12.6M - $14M
|
116K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
115KNew |
$12.4M - $13.8M
|
115K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
111K+ 14.94% |
$12M - $13.3M
|
850K
$107M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
110KNew |
$11.9M - $13.2M
|
110K
$13.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Yousif Capital Management, LLC
|
BUY
|
- |
108KNew |
$11.6M - $12.9M
|
108K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
106K+ 86.81% |
$11.4M - $12.7M
|
227K
$28.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
105KNew |
$11.3M - $12.6M
|
105K
$13.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
104K+ 10.18% |
$11.3M - $12.5M
|
1.13M
$142M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
102K+ 19.86% |
$11.1M - $12.3M
|
617K
$77.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
102K+ 7.54% |
$11M - $12.3M
|
1.45M
$183M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
101K+ 4244.7% |
$11M - $12.2M
|
104K
$13.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
99.6KNew |
$10.8M - $12M
|
99.6K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
99.2K+ 4067.35% |
$10.7M - $11.9M
|
102K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93K+ 0.42% |
$10.1M - $11.2M
|
22.5M
$2.83B
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
92.1K+ 5.64% |
$9.97M - $11.1M
|
1.72M
$217M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
86.3KNew |
$9.34M - $10.4M
|
86.3K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Invenire Partners, LP
Ridgefield, CT |
BUY
|
- |
85.2KNew |
$9.23M - $10.3M
|
85.2K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
81.6K+ 437.02% |
$8.83M - $9.82M
|
100K
$12.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
80.7K+ 102.53% |
$8.73M - $9.71M
|
159K
$20.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
77.8KNew |
$8.42M - $9.36M
|
77.8K
$9.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
76.1KNew |
$8.24M - $9.16M
|
76.1K
$9.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
75.5K+ 1710.51% |
$8.18M - $9.09M
|
79.9K
$10.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75.4K+ 3091.15% |
$8.17M - $9.08M
|
77.9K
$9.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
75.4K+ 225.05% |
$8.16M - $9.07M
|
109K
$13.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75.2K+ 57.21% |
$8.15M - $9.05M
|
207K
$26M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
75KNew |
$8.12M - $9.03M
|
75K
$9.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
73.9K+ 98.01% |
$8M - $8.9M
|
149K
$18.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
73.1KNew |
$7.91M - $8.8M
|
73.1K
$9.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
72.8K+ 11.38% |
$7.88M - $8.76M
|
713K
$89.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
72.4K+ 16.6% |
$7.84M - $8.71M
|
508K
$64M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
71.9KNew |
$7.79M - $8.65M
|
71.9K
$9.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
70.8K+ 44.26% |
$7.67M - $8.52M
|
231K
$29.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
69.7K+ 33.74% |
$7.54M - $8.38M
|
276K
$34.8M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
69.5K+ 8.54% |
$7.52M - $8.36M
|
883K
$111M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
69KNew |
$7.47M - $8.3M
|
69K
$8.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.9K+ 5.15% |
$7.46M - $8.29M
|
1.41M
$177M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
67.2K+ 13.83% |
$7.28M - $8.09M
|
554K
$69.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
67.1KNew |
$7.27M - $8.08M
|
67.1K
$8.45M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
66.5KNew |
$7.19M - $8M
|
66.5K
$8.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
65.2K+ 719.42% |
$7.06M - $7.84M
|
74.3K
$9.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
65K+ 60.64% |
$7.04M - $7.82M
|
172K
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
65K+ 5.43% |
$7.04M - $7.82M
|
1.26M
$159M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
64.5KNew |
$6.98M - $7.76M
|
64.5K
$8.12M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
64.4K+ 180.71% |
$6.97M - $7.74M
|
100K
$12.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
63.6K+ 2.25% |
$6.89M - $7.66M
|
2.9M
$365M
|