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 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
704+ 2.96% |
$76.2K - $84.7K
|
24.5K
$3.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
698+ 20.82% |
$75.6K - $84K
|
4.05K
$503K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
695+ 3.45% |
$75.2K - $83.6K
|
20.8K
$2.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
693+ 14.62% |
$75K - $83.4K
|
5.43K
$675K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
691+ 4.05% |
$74.8K - $83.1K
|
17.8K
$2.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
690+ 21.11% |
$74.7K - $83K
|
3.96K
$492K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
688+ 4.13% |
$74.5K - $82.8K
|
17.3K
$2.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
685+ 0.67% |
$74.2K - $82.4K
|
104K
$12.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
684New |
$74K - $82.3K
|
684
$85K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
680+ 0.79% |
$73.6K - $81.8K
|
86.3K
$10.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
680+ 17.89% |
$73.6K - $81.8K
|
4.48K
$557K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
672+ 19.43% |
$72.8K - $80.9K
|
4.13K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
672New |
$72.8K - $80.9K
|
672
$83.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
664+ 33.98% |
$71.9K - $79.9K
|
2.62K
$325K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
661+ 6.46% |
$71.6K - $79.5K
|
10.9K
$1.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
661+ 0.44% |
$71.6K - $79.5K
|
151K
$18.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
660New |
$71.5K - $79.4K
|
660
$82K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
653+ 1.77% |
$70.7K - $78.6K
|
37.6K
$4.68M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
650+ 2.71% |
$70.4K - $78.2K
|
24.6K
$3.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
650+ 2407.41% |
$70.4K - $78.2K
|
677
$84.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
645+ 0.61% |
$69.8K - $77.6K
|
106K
$13.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
645+ 3.48% |
$69.8K - $77.6K
|
19.2K
$2.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
644+ 4.9% |
$69.7K - $77.5K
|
13.8K
$1.71M
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
636+ 0.35% |
$68.9K - $76.5K
|
180K
$22.4M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
634New |
$68.6K - $76.3K
|
634
$78.8K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
630+ 21.0% |
$68.2K - $75.8K
|
3.63K
$451K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
626+ 4.53% |
$67.8K - $75.3K
|
14.5K
$1.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
625+ 6.65% |
$67.7K - $75.2K
|
10K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
622+ 12.09% |
$67.3K - $74.8K
|
5.77K
$716K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
612+ 23.48% |
$66.3K - $73.6K
|
3.22K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
607+ 2.85% |
$65.7K - $73K
|
21.9K
$2.72M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
601New |
$65.1K - $72.3K
|
601
$74.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
600New |
$65K - $72.2K
|
600
$74.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
600+ 4.07% |
$65K - $72.2K
|
15.4K
$1.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Roth Financial Partners LLC
|
BUY
|
- |
598+ 0.44% |
$64.7K - $72K
|
136K
$16.8M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
597+ 5.08% |
$64.6K - $71.8K
|
12.3K
$1.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
592+ 18.86% |
$64.1K - $71.2K
|
3.73K
$464K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
592+ 7.0% |
$64.1K - $71.2K
|
9.05K
$1.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
591+ 2.65% |
$64K - $71.1K
|
22.9K
$2.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
586+ 1.13% |
$63.4K - $70.5K
|
52.3K
$6.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
579+ 6.24% |
$62.7K - $69.7K
|
9.86K
$1.22M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
579+ 4.56% |
$62.7K - $69.7K
|
13.3K
$1.65M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
578+ 13.24% |
$62.6K - $69.5K
|
4.95K
$614K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
575+ 0.41% |
$62.2K - $69.2K
|
142K
$17.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
571+ 13.69% |
$61.8K - $68.7K
|
4.74K
$589K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
565+ 13.6% |
$61.2K - $68K
|
4.72K
$586K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
560+ 14.04% |
$60.6K - $67.4K
|
4.55K
$565K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
559+ 0.92% |
$60.5K - $67.3K
|
61.3K
$7.62M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
553+ 9.85% |
$59.9K - $66.5K
|
6.17K
$766K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
553+ 12.88% |
$59.9K - $66.5K
|
4.85K
$602K
|