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 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-131- 3.44% |
$14.2K - $15.8K
|
3.67K
$454K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-133- 4.25% |
$14.4K - $16K
|
3K
$370K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-133- 0.57% |
$14.4K - $16K
|
23.3K
$2.88M
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-134- 93.06% |
$14.5K - $16.1K
|
10
$1.24K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-134Closed |
$14.5K - $16.1K
|
0
$0
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-135- 2.12% |
$14.6K - $16.2K
|
6.24K
$771K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-135- 0.54% |
$14.6K - $16.2K
|
25K
$3.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-135- 5.57% |
$14.6K - $16.2K
|
2.29K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-137- 0.74% |
$14.8K - $16.5K
|
18.3K
$2.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-139- 1.3% |
$15K - $16.7K
|
10.5K
$1.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-144- 0.15% |
$15.6K - $17.3K
|
97.1K
$12M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-145- 0.44% |
$15.7K - $17.4K
|
33.2K
$4.1M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-147- 7.66% |
$15.9K - $17.7K
|
1.77K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-150- 6.02% |
$16.2K - $18K
|
2.34K
$289K
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-150- 4.9% |
$16.2K - $18K
|
2.91K
$360K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-152Closed |
$16.5K - $18.3K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-153- 1.64% |
$16.6K - $18.4K
|
9.18K
$1.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-154- 1.24% |
$16.7K - $18.5K
|
12.3K
$1.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-155- 6.46% |
$16.8K - $18.6K
|
2.24K
$277K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-155- 73.46% |
$16.8K - $18.6K
|
56
$6.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-155- 0.3% |
$16.8K - $18.6K
|
51.4K
$6.35M
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
SELL
|
- |
-156- 1.54% |
$16.9K - $18.8K
|
10K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-157- 5.63% |
$17K - $18.9K
|
2.63K
$325K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-157Closed |
$17K - $18.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-161- 3.45% |
$17.4K - $19.4K
|
4.51K
$557K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-162- 0.89% |
$17.5K - $19.5K
|
18.1K
$2.24M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-163- 1.06% |
$17.6K - $19.6K
|
15.2K
$1.88M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-166- 0.37% |
$18K - $20K
|
44.9K
$5.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-169- 2.19% |
$18.3K - $20.3K
|
7.54K
$931K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-170- 0.32% |
$18.4K - $20.5K
|
52.7K
$6.51M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-172- 0.08% |
$18.6K - $20.7K
|
215K
$26.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-177- 3.7% |
$19.2K - $21.3K
|
4.61K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-177- 2.02% |
$19.2K - $21.3K
|
8.57K
$1.06M
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-179- 1.9% |
$19.4K - $21.5K
|
9.23K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-185- 46.72% |
$20K - $22.3K
|
211
$26.1K
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-186- 0.4% |
$20.1K - $22.4K
|
46.8K
$5.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-187- 0.3% |
$20.2K - $22.5K
|
62K
$7.66M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-188- 0.31% |
$20.4K - $22.6K
|
60.4K
$7.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-188- 0.72% |
$20.4K - $22.6K
|
25.9K
$3.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-190- 0.12% |
$20.6K - $22.9K
|
156K
$19.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-193- 0.05% |
$20.9K - $23.2K
|
398K
$49.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-195- 10.9% |
$21.1K - $23.5K
|
1.59K
$197K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-196- 3.9% |
$21.2K - $23.6K
|
4.82K
$596K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-197- 2.79% |
$21.3K - $23.7K
|
6.86K
$848K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-206- 10.01% |
$22.3K - $24.8K
|
1.85K
$229K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-212- 0.34% |
$23K - $25.5K
|
61.4K
$7.58M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-213- 3.5% |
$23.1K - $25.6K
|
5.88K
$726K
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-216- 1.84% |
$23.4K - $26K
|
11.5K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-217- 2.92% |
$23.5K - $26.1K
|
7.22K
$891K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-217- 1.18% |
$23.5K - $26.1K
|
18.2K
$2.25M
|