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
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
262+ 3.09% |
$28.4K - $31.5K
|
8.74K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
262+ 6.72% |
$28.4K - $31.5K
|
4.16K
$515K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
262+ 3.09% |
$28.4K - $31.5K
|
8.74K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
261New |
$28.3K - $31.4K
|
261
$32.3K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
256New |
$27.7K - $30.8K
|
256
$31.7K
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
255+ 4.7% |
$27.6K - $30.7K
|
5.68K
$704K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
252+ 0.76% |
$27.3K - $30.3K
|
33.5K
$4.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
245+ 0.42% |
$26.5K - $29.5K
|
58K
$7.18M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
244+ 11.1% |
$26.4K - $29.4K
|
2.44K
$303K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
240+ 3.28% |
$26K - $28.9K
|
7.55K
$936K
|
|
|
Feb 03, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
237+ 0.36% |
$25.7K - $28.5K
|
65.2K
$8.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
236+ 1.17% |
$25.5K - $28.4K
|
20.4K
$2.53M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
232+ 1.4% |
$25.1K - $27.9K
|
16.8K
$2.09M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
230+ 3.31% |
$24.9K - $27.7K
|
7.18K
$890K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
230+ 12.11% |
$24.9K - $27.7K
|
2.13K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
228+ 0.36% |
$24.7K - $27.4K
|
64.3K
$7.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
227+ 1.83% |
$24.6K - $27.3K
|
12.7K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
226+ 0.23% |
$24.5K - $27.2K
|
100K
$12.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
226+ 3.06% |
$24.5K - $27.2K
|
7.62K
$945K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
225+ 1.88% |
$24.4K - $27.1K
|
12.2K
$1.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
224+ 9.33% |
$24.3K - $27K
|
2.62K
$325K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
223+ 1.57% |
$24.1K - $26.8K
|
14.5K
$1.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
220+ 5.91% |
$23.8K - $26.5K
|
3.94K
$489K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
219New |
$23.7K - $26.4K
|
219
$27.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
208+ 2.42% |
$22.5K - $25K
|
8.8K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
202+ 0.3% |
$21.9K - $24.3K
|
68.5K
$8.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
202+ 6.98% |
$21.9K - $24.3K
|
3.1K
$384K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
200+ 5.74% |
$21.7K - $24.1K
|
3.69K
$457K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
200+ 7.4% |
$21.7K - $24.1K
|
2.9K
$360K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
197+ 2.05% |
$21.3K - $23.7K
|
9.8K
$1.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
195+ 0.69% |
$21.1K - $23.5K
|
28.5K
$3.54M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
192New |
$20.8K - $23.1K
|
192
$23.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
192+ 17.94% |
$20.8K - $23.1K
|
1.26K
$156K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
186+ 7.56% |
$20.1K - $22.4K
|
2.65K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
186+ 6.44% |
$20.1K - $22.4K
|
3.08K
$381K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
185+ 7.25% |
$20K - $22.3K
|
2.74K
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
185+ 46.13% |
$20K - $22.3K
|
586
$72.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
183+ 0.11% |
$19.8K - $22K
|
167K
$20.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
179+ 0.97% |
$19.4K - $21.5K
|
18.6K
$2.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
179+ 0.88% |
$19.4K - $21.5K
|
20.5K
$2.54M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
177+ 0.5% |
$19.2K - $21.3K
|
35.8K
$4.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
174+ 12.43% |
$18.8K - $20.9K
|
1.57K
$195K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
174+ 1.08% |
$18.8K - $20.9K
|
16.3K
$2.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
172+ 6.45% |
$18.6K - $20.7K
|
2.84K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
169+ 1.99% |
$18.3K - $20.3K
|
8.66K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
161+ 0.75% |
$17.4K - $19.4K
|
21.5K
$2.67M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
159+ 0.72% |
$17.2K - $19.1K
|
22.4K
$2.77M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
159+ 1.18% |
$17.2K - $19.1K
|
13.6K
$1.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
157+ 6.42% |
$17K - $18.9K
|
2.6K
$322K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
156+ 3.38% |
$16.9K - $18.8K
|
4.77K
$591K
|