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 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
553+ 0.47% |
$59.9K - $66.5K
|
119K
$14.7M
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
552+ 4.06% |
$59.8K - $66.4K
|
14.1K
$1.75M
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
551+ 0.63% |
$59.7K - $66.3K
|
87.9K
$10.9M
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
548+ 2.57% |
$59.3K - $65.9K
|
21.9K
$2.71M
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
545+ 12.36% |
$59K - $65.6K
|
4.95K
$614K
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
544+ 11.04% |
$58.9K - $65.5K
|
5.47K
$678K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
537+ 2.62% |
$58.1K - $64.6K
|
21K
$2.6M
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
528+ 14.23% |
$57.2K - $63.5K
|
4.24K
$525K
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
522+ 2.04% |
$56.5K - $62.8K
|
26.1K
$3.23M
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
520+ 17.87% |
$56.3K - $62.6K
|
3.43K
$425K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
520+ 7.27% |
$56.3K - $62.6K
|
7.68K
$951K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
519+ 2.67% |
$56.2K - $62.4K
|
19.9K
$2.47M
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
513+ 0.55% |
$55.5K - $61.7K
|
93.6K
$11.6M
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
513+ 5.83% |
$55.5K - $61.7K
|
9.32K
$1.15M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
508+ 4.28% |
$55K - $61.1K
|
12.4K
$1.53M
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
508+ 9.74% |
$55K - $61.1K
|
5.72K
$709K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
507+ 0.51% |
$54.9K - $61K
|
101K
$12.5M
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
507+ 9.36% |
$54.9K - $61K
|
5.92K
$734K
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
502+ 9.21% |
$54.3K - $60.4K
|
5.95K
$738K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
502+ 2.45% |
$54.3K - $60.4K
|
21K
$2.6M
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
501+ 6.21% |
$54.2K - $60.3K
|
8.57K
$1.06M
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
491+ 6.87% |
$53.2K - $59.1K
|
7.64K
$946K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
490+ 1.02% |
$53K - $59K
|
48.8K
$6.04M
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
486+ 6.93% |
$52.6K - $58.5K
|
7.5K
$930K
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
482+ 1.82% |
$52.2K - $58K
|
26.9K
$3.34M
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
477+ 4.77% |
$51.6K - $57.4K
|
10.5K
$1.3M
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
473New |
$51.2K - $56.9K
|
473
$58.6K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
470+ 8.1% |
$50.9K - $56.6K
|
6.28K
$778K
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
465+ 7.91% |
$50.3K - $55.9K
|
6.35K
$786K
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
464+ 0.28% |
$50.2K - $55.8K
|
165K
$20.4M
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
460+ 3.99% |
$49.8K - $55.3K
|
12K
$1.48M
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
459+ 6.18% |
$49.7K - $55.2K
|
7.89K
$978K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
459New |
$49.7K - $55.2K
|
459
$56.9K
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
457+ 0.66% |
$49.5K - $55K
|
70.2K
$8.7M
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
452+ 12.74% |
$48.9K - $54.4K
|
4K
$496K
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
450+ 31.91% |
$48.7K - $54.1K
|
1.86K
$231K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
449+ 1.56% |
$48.6K - $54K
|
29.3K
$3.63M
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
448+ 4.02% |
$48.5K - $53.9K
|
11.6K
$1.44M
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
445New |
$48.2K - $53.5K
|
445
$55.1K
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
445+ 3.4% |
$48.2K - $53.5K
|
13.5K
$1.68M
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
444+ 1.83% |
$48.1K - $53.4K
|
24.7K
$3.06M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
441New |
$47.7K - $53.1K
|
441
$54.7K
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
441+ 9.58% |
$47.7K - $53.1K
|
5.05K
$625K
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
429+ 13.5% |
$46.4K - $51.6K
|
3.61K
$447K
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
427+ 11.21% |
$46.2K - $51.4K
|
4.24K
$525K
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
423+ 0.24% |
$45.8K - $50.9K
|
177K
$21.9M
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
421+ 0.4% |
$45.6K - $50.7K
|
106K
$13.1M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
420+ 4.08% |
$45.5K - $50.5K
|
10.7K
$1.33M
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
418+ 1.8% |
$45.3K - $50.3K
|
23.6K
$2.92M
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
416+ 11.24% |
$45K - $50.1K
|
4.12K
$510K
|