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 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.2K+ 13.53% |
$6.84M - $7.6M
|
530K
$65.5M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
62.3KNew |
$6.74M - $7.5M
|
62.3K
$7.7M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
61.5K+ 6.64% |
$6.65M - $7.4M
|
987K
$122M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
61.3K+ 868.06% |
$6.64M - $7.37M
|
68.4K
$8.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
59.5K+ 3.8% |
$6.44M - $7.16M
|
1.63M
$201M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
57.8KNew |
$6.25M - $6.95M
|
57.8K
$7.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
57.5K+ 11.63% |
$6.22M - $6.92M
|
552K
$68.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
57K+ 37.53% |
$6.17M - $6.86M
|
209K
$25.8M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
56.9K+ 25.99% |
$6.16M - $6.84M
|
276K
$34.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
56.3K+ 22.77% |
$6.09M - $6.77M
|
303K
$37.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
56.1K+ 268.69% |
$6.08M - $6.75M
|
77K
$9.52M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
55.8KNew |
$6.04M - $6.72M
|
55.8K
$6.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55.5K+ 0.65% |
$6M - $6.67M
|
8.53M
$1.05B
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
55.3K+ 5.36% |
$5.98M - $6.65M
|
1.09M
$134M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53.8KNew |
$5.82M - $6.47M
|
53.8K
$6.64M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
53.6K+ 14813.26% |
$5.81M - $6.45M
|
54K
$6.67M
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
53.5K+ 4.02% |
$5.8M - $6.44M
|
1.38M
$171M
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
53.5K+ 4.02% |
$5.8M - $6.44M
|
1.38M
$171M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
51.8KNew |
$5.61M - $6.24M
|
51.8K
$6.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
51.6KNew |
$5.59M - $6.21M
|
51.6K
$6.37M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
51.6KNew |
$5.58M - $6.2M
|
51.6K
$6.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
51.2KNew |
$5.54M - $6.16M
|
51.2K
$6.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
50.7KNew |
$5.48M - $6.09M
|
50.7K
$6.26M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
50.4KNew |
$5.46M - $6.07M
|
50.4K
$6.23M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
50.2KNew |
$5.44M - $6.04M
|
50.2K
$6.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.2K+ 4.39% |
$5.43M - $6.04M
|
1.19M
$148M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
49.6K+ 1849.12% |
$5.37M - $5.96M
|
52.3K
$6.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49.1KNew |
$5.32M - $5.91M
|
49.1K
$6.06M
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
48.8KNew |
$5.29M - $5.87M
|
48.8K
$6.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
48.7KNew |
$5.27M - $5.86M
|
48.7K
$6.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
47.8KNew |
$5.18M - $5.76M
|
47.8K
$5.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
47.2KNew |
$5.11M - $5.68M
|
47.2K
$5.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
46.2KNew |
$5.01M - $5.56M
|
46.2K
$5.71M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
43.7K+ 60.83% |
$4.74M - $5.26M
|
116K
$14.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
42.5KNew |
$4.6M - $5.11M
|
42.5K
$5.25M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
42.3KNew |
$4.58M - $5.09M
|
42.3K
$5.23M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
42.1K+ 3.95% |
$4.56M - $5.07M
|
1.11M
$137M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.8K+ 5.68% |
$4.52M - $5.03M
|
777K
$96M
|
|
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
41.7KNew |
$4.51M - $5.02M
|
41.7K
$5.15M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
41.2K+ 10.18% |
$4.46M - $4.95M
|
446K
$55.1M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
40.8KNew |
$4.42M - $4.91M
|
40.8K
$5.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
40.4K+ 12.48% |
$4.37M - $4.86M
|
364K
$45M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
40.2KNew |
$4.35M - $4.83M
|
40.2K
$4.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
39.9K+ 24.66% |
$4.32M - $4.8M
|
201K
$24.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
39.6KNew |
$4.29M - $4.77M
|
39.6K
$4.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
39.6KNew |
$4.29M - $4.77M
|
39.6K
$4.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
39.6KNew |
$4.28M - $4.76M
|
39.6K
$4.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
39.4KNew |
$4.27M - $4.75M
|
39.4K
$4.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
39.4K+ 3.56% |
$4.27M - $4.74M
|
1.15M
$142M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
38.9K+ 11.31% |
$4.21M - $4.68M
|
383K
$47.3M
|