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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.65% |
$650 - $722
|
925
$115K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
BUY
|
- |
5+ 0.07% |
$541 - $602
|
7.59K
$943K
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5+ 0.03% |
$541 - $602
|
16.4K
$2.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
4+ 0.22% |
$433 - $481
|
1.84K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.03% |
$433 - $481
|
11.5K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4+ 0.16% |
$433 - $481
|
2.58K
$321K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
3+ 0.46% |
$325 - $361
|
658
$81.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.14% |
$325 - $361
|
2.18K
$271K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3+ 0.11% |
$325 - $361
|
2.65K
$329K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$325 - $361
|
3.3K
$410K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$325 - $361
|
2.76K
$343K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.1% |
$325 - $361
|
3.01K
$373K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$217 - $241
|
2.23K
$277K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.02% |
$217 - $241
|
8.61K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
2+ 0.01% |
$217 - $241
|
14.4K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2+ 0.05% |
$217 - $241
|
3.81K
$473K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.12% |
$108 - $120
|
90
$11.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.29% |
$108 - $120
|
342
$42.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$108 - $120
|
2.48K
$308K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $120
|
12K
$1.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
1+ 0.3% |
$108 - $120
|
331
$41.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $120
|
10.7K
$1.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.06% |
$108 - $120
|
1.65K
$205K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $120
|
18.4K
$2.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.02% |
$108 - $120
|
4.49K
$557K
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$108 - $120
|
5.24K
$651K
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1+ 0.0% |
$108 - $120
|
71.8K
$8.92M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1- -0.0% |
$108 - $120
|
22.1K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2- 0.02% |
$217 - $241
|
9.4K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3- 0.04% |
$325 - $361
|
8.06K
$1M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3- 0.06% |
$325 - $361
|
4.87K
$605K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4- 0.08% |
$433 - $481
|
4.88K
$606K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4- -0.0% |
$433 - $481
|
120K
$14.9M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5- 0.23% |
$541 - $602
|
2.18K
$270K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-7- 0.17% |
$758 - $842
|
4.22K
$525K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-7Closed |
$758 - $842
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-7Closed |
$758 - $842
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-8- 0.24% |
$866 - $963
|
3.38K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-10- 3.97% |
$1.08K - $1.2K
|
242
$30.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-13- 0.3% |
$1.41K - $1.56K
|
4.39K
$546K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-13- 0.06% |
$1.41K - $1.56K
|
21.5K
$2.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-13Closed |
$1.41K - $1.56K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-14- 0.55% |
$1.52K - $1.68K
|
2.53K
$314K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.63% |
$1.52K - $1.68K
|
2.19K
$272K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-15- 0.22% |
$1.62K - $1.8K
|
6.9K
$857K
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-15- 0.26% |
$1.62K - $1.8K
|
5.66K
$703K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.05% |
$1.73K - $1.93K
|
34.9K
$4.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-17- 1.86% |
$1.84K - $2.05K
|
895
$111K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17- 0.83% |
$1.84K - $2.05K
|
2.02K
$251K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-17- 0.61% |
$1.84K - $2.05K
|
2.79K
$346K
|