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 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
34+ 0.47% |
$3.68K - $4.09K
|
7.29K
$903K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
34+ 0.38% |
$3.68K - $4.09K
|
9.08K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
32+ 0.07% |
$3.46K - $3.85K
|
46.9K
$5.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32New |
$3.46K - $3.85K
|
32
$3.97K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
30+ 0.33% |
$3.25K - $3.61K
|
8.99K
$1.11M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
30+ 1.18% |
$3.25K - $3.61K
|
2.57K
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
30+ 11.9% |
$3.25K - $3.61K
|
282
$34.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
29+ 85.29% |
$3.14K - $3.49K
|
63
$7.81K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
29+ 0.68% |
$3.14K - $3.49K
|
4.29K
$531K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
29+ 0.97% |
$3.14K - $3.49K
|
3.03K
$375K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
28+ 0.11% |
$3.03K - $3.37K
|
26.4K
$3.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
28+ 0.12% |
$3.03K - $3.37K
|
22.4K
$2.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
27New |
$2.92K - $3.25K
|
27
$3.35K
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
27+ 0.81% |
$2.92K - $3.25K
|
3.35K
$415K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
27+ 1.46% |
$2.92K - $3.25K
|
1.88K
$233K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
25+ 0.16% |
$2.71K - $3.01K
|
16K
$1.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.13% |
$2.71K - $3.01K
|
19.9K
$2.46M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
24+ 0.35% |
$2.6K - $2.89K
|
6.82K
$845K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
23+ 23.23% |
$2.49K - $2.77K
|
122
$15.1K
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
22+ 0.49% |
$2.38K - $2.65K
|
4.5K
$557K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
22+ 0.92% |
$2.38K - $2.65K
|
2.42K
$300K
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.33% |
$2.27K - $2.53K
|
6.31K
$782K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21+ 0.97% |
$2.27K - $2.53K
|
2.19K
$271K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
20+ 0.57% |
$2.17K - $2.41K
|
3.51K
$435K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
19+ 0.96% |
$2.06K - $2.29K
|
2.01K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
18New |
$1.95K - $2.17K
|
18
$2.23K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17+ 0.52% |
$1.84K - $2.05K
|
3.3K
$409K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
17+ 0.56% |
$1.84K - $2.05K
|
3.05K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.67% |
$1.73K - $1.93K
|
2.41K
$299K
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
15+ 13.27% |
$1.62K - $1.8K
|
128
$15.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15+ 0.1% |
$1.62K - $1.8K
|
14.7K
$1.82M
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
15+ 0.13% |
$1.62K - $1.8K
|
12K
$1.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
15+ 0.52% |
$1.62K - $1.8K
|
2.91K
$361K
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
15+ 0.06% |
$1.62K - $1.8K
|
26K
$3.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15+ 1.15% |
$1.62K - $1.8K
|
1.32K
$164K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
15+ 0.95% |
$1.62K - $1.8K
|
1.59K
$197K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14+ 3.19% |
$1.52K - $1.68K
|
453
$56.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
12+ 6.9% |
$1.3K - $1.44K
|
186
$23.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
11New |
$1.19K - $1.32K
|
11
$1.36K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
11+ 0.35% |
$1.19K - $1.32K
|
3.19K
$396K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11+ 0.4% |
$1.19K - $1.32K
|
2.78K
$345K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.08K - $1.2K
|
2.74K
$340K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
10+ 0.03% |
$1.08K - $1.2K
|
38.8K
$4.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
9+ 0.37% |
$974 - $1.08K
|
2.44K
$303K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
9+ 0.34% |
$974 - $1.08K
|
2.63K
$326K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
8+ 0.25% |
$866 - $963
|
3.24K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
7+ 0.19% |
$758 - $842
|
3.78K
$469K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
6+ 0.01% |
$650 - $722
|
48.9K
$6.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.09% |
$650 - $722
|
6.96K
$863K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 1.05% |
$650 - $722
|
580
$71.9K
|