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
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-15- 0.22% |
$1.62K - $1.8K
|
6.9K
$737K
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-15- 0.26% |
$1.62K - $1.8K
|
5.66K
$604K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.05% |
$1.73K - $1.93K
|
34.9K
$3.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-17- 1.86% |
$1.84K - $2.05K
|
895
$95.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17- 0.83% |
$1.84K - $2.05K
|
2.02K
$216K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-17- 0.61% |
$1.84K - $2.05K
|
2.79K
$298K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-18- 0.28% |
$1.95K - $2.17K
|
6.33K
$676K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-18- 1.75% |
$1.95K - $2.17K
|
1.01K
$108K
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-19- 0.99% |
$2.06K - $2.29K
|
1.89K
$202K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-19- 1.59% |
$2.06K - $2.29K
|
1.18K
$126K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-20- 0.35% |
$2.17K - $2.41K
|
5.73K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-20- 0.02% |
$2.17K - $2.41K
|
113K
$12.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-20- 0.06% |
$2.17K - $2.41K
|
31K
$3.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-20- 0.5% |
$2.17K - $2.41K
|
3.97K
$424K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-20- 0.72% |
$2.17K - $2.41K
|
2.75K
$294K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-21- 0.07% |
$2.27K - $2.53K
|
29K
$3.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.7% |
$2.38K - $2.65K
|
3.1K
$331K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-24- 0.35% |
$2.6K - $2.89K
|
6.86K
$732K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-29- 0.1% |
$3.14K - $3.49K
|
28.5K
$3.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-30- 0.67% |
$3.25K - $3.61K
|
4.43K
$473K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-30Closed |
$3.25K - $3.61K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-31- 0.76% |
$3.36K - $3.73K
|
4.03K
$431K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-32Closed |
$3.46K - $3.85K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-32- 0.37% |
$3.46K - $3.85K
|
8.5K
$908K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-33- 0.15% |
$3.57K - $3.97K
|
21.7K
$2.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-36- 1.02% |
$3.9K - $4.33K
|
3.5K
$374K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-38- 0.94% |
$4.11K - $4.57K
|
4.02K
$430K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-38- 0.53% |
$4.11K - $4.57K
|
7.16K
$765K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-38- 0.84% |
$4.11K - $4.57K
|
4.48K
$479K
|
|
|
Feb 15, 2022
Q4 2021
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-38- 18.36% |
$4.11K - $4.57K
|
169
$18K
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-40- 1.96% |
$4.33K - $4.81K
|
2K
$214K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-41- 0.12% |
$4.44K - $4.93K
|
33.2K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-41- 1.35% |
$4.44K - $4.93K
|
3K
$320K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-42- 0.9% |
$4.55K - $5.05K
|
4.65K
$496K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-42- 5.72% |
$4.55K - $5.05K
|
692
$73.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-43- 2.1% |
$4.66K - $5.17K
|
2K
$214K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-45- 1.28% |
$4.87K - $5.41K
|
3.47K
$370K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-45- 1.49% |
$4.87K - $5.41K
|
2.98K
$318K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45- 0.43% |
$4.87K - $5.41K
|
10.3K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-47- 0.31% |
$5.09K - $5.66K
|
15.2K
$1.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-49- 0.96% |
$5.3K - $5.9K
|
5.06K
$540K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-49- 0.59% |
$5.3K - $5.9K
|
8.22K
$878K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.1% |
$5.41K - $6.02K
|
52K
$5.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 5.99% |
$5.41K - $6.02K
|
785
$83.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-50- 1.14% |
$5.41K - $6.02K
|
4.35K
$464K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-50- 1.09% |
$5.41K - $6.02K
|
4.54K
$485K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-50- 1.45% |
$5.41K - $6.02K
|
3.39K
$362K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-50- 0.17% |
$5.41K - $6.02K
|
28.8K
$3.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-50- 0.34% |
$5.41K - $6.02K
|
14.6K
$1.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-51- 0.32% |
$5.52K - $6.14K
|
15.9K
$1.7M
|