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
|
Coldstream Capital Management Inc
|
BUY
|
- |
155+ 2.35% |
$16.8K - $18.6K
|
6.74K
$835K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
154+ 5.59% |
$16.7K - $18.5K
|
2.91K
$361K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
153+ 8.06% |
$16.6K - $18.4K
|
2.05K
$254K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
150+ 1.18% |
$16.2K - $18K
|
12.9K
$1.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
146+ 1.04% |
$15.8K - $17.6K
|
14.2K
$1.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
142+ 1.14% |
$15.4K - $17.1K
|
12.6K
$1.56M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
141+ 7.0% |
$15.3K - $17K
|
2.16K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
140+ 1.73% |
$15.2K - $16.8K
|
8.23K
$1.02M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
140+ 38.15% |
$15.2K - $16.8K
|
507
$62.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
137+ 0.29% |
$14.8K - $16.5K
|
46.7K
$5.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
136+ 5.27% |
$14.7K - $16.4K
|
2.72K
$337K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
134+ 1.83% |
$14.5K - $16.1K
|
7.45K
$923K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
133+ 0.12% |
$14.4K - $16K
|
111K
$13.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
132+ 0.13% |
$14.3K - $15.9K
|
104K
$12.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
132+ 0.96% |
$14.3K - $15.9K
|
13.9K
$1.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
131+ 3.47% |
$14.2K - $15.8K
|
3.91K
$484K
|
|
|
Jan 27, 2022
Q4 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
130+ 3.98% |
$14.1K - $15.6K
|
3.39K
$421K
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
130+ 0.33% |
$14.1K - $15.6K
|
39.9K
$4.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
130+ 3.05% |
$14.1K - $15.6K
|
4.4K
$545K
|
|
|
Feb 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
130+ 1.83% |
$14.1K - $15.6K
|
7.24K
$897K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
129+ 1.0% |
$14K - $15.5K
|
13.1K
$1.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
126+ 1.47% |
$13.6K - $15.2K
|
8.7K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
124New |
$13.4K - $14.9K
|
124
$15.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
122+ 0.65% |
$13.2K - $14.7K
|
18.8K
$2.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
115+ 2.94% |
$12.4K - $13.8K
|
4.03K
$499K
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
112+ 4.27% |
$12.1K - $13.5K
|
2.74K
$339K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
112+ 0.88% |
$12.1K - $13.5K
|
12.8K
$1.59M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
110+ 1.01% |
$11.9K - $13.2K
|
11K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
109New |
$11.8K - $13.1K
|
109
$13.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
107+ 2.0% |
$11.6K - $12.9K
|
5.45K
$676K
|
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
107+ 2.08% |
$11.6K - $12.9K
|
5.24K
$650K
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
105+ 12.28% |
$11.4K - $12.6K
|
960
$119K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
104+ 1.89% |
$11.3K - $12.5K
|
5.62K
$696K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
104+ 1.99% |
$11.3K - $12.5K
|
5.34K
$662K
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
102+ 0.89% |
$11K - $12.3K
|
11.5K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
102+ 0.39% |
$11K - $12.3K
|
26.2K
$3.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
100+ 1.5% |
$10.8K - $12K
|
6.75K
$836K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
100+ 4.19% |
$10.8K - $12K
|
2.49K
$308K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
99+ 3.16% |
$10.7K - $11.9K
|
3.23K
$400K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
99New |
$10.7K - $11.9K
|
99
$12.3K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
92+ 2.53% |
$9.96K - $11.1K
|
3.73K
$462K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
92New |
$9.96K - $11.1K
|
92
$11.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
90+ 0.79% |
$9.74K - $10.8K
|
11.4K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
90+ 4.56% |
$9.74K - $10.8K
|
2.06K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
90+ 3.98% |
$9.74K - $10.8K
|
2.35K
$292K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
86New |
$9.31K - $10.3K
|
86
$10.7K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
85+ 5.45% |
$9.2K - $10.2K
|
1.65K
$204K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
83New |
$8.99K - $9.99K
|
83
$10.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
80+ 0.64% |
$8.66K - $9.63K
|
12.6K
$1.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
78+ 1.03% |
$8.44K - $9.38K
|
7.68K
$951K
|