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
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-206- 10.01% |
$22.3K - $24.8K
|
1.85K
$195K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-212- 0.34% |
$23K - $25.5K
|
61.4K
$6.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-213- 3.5% |
$23.1K - $25.6K
|
5.88K
$619K
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-216- 1.84% |
$23.4K - $26K
|
11.5K
$1.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-217- 2.92% |
$23.5K - $26.1K
|
7.22K
$760K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-217- 1.18% |
$23.5K - $26.1K
|
18.2K
$1.92M
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-218- 0.72% |
$23.6K - $26.2K
|
30.1K
$3.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-218- 1.51% |
$23.6K - $26.2K
|
14.2K
$1.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-220Closed |
$23.8K - $26.5K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-221Closed |
$23.9K - $26.6K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-224- 4.01% |
$24.3K - $27K
|
5.36K
$565K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-225- 0.6% |
$24.4K - $27.1K
|
37.5K
$3.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-225- 10.58% |
$24.4K - $27.1K
|
1.9K
$200K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-230- 0.16% |
$24.9K - $27.7K
|
146K
$15.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-231Closed |
$25K - $27.8K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-233- 0.49% |
$25.2K - $28K
|
47.2K
$4.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-233- 1.19% |
$25.2K - $28K
|
19.4K
$2.04M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-236- 1.17% |
$25.5K - $28.4K
|
20K
$2.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-248- 0.53% |
$26.8K - $29.8K
|
46.2K
$4.87M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-250- 1.05% |
$27.1K - $30.1K
|
23.5K
$2.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-255- 3.73% |
$27.6K - $30.7K
|
6.59K
$694K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-259- 1.21% |
$28K - $31.2K
|
21.2K
$2.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-262- 2.72% |
$28.4K - $31.5K
|
9.35K
$986K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-265- 2.54% |
$28.7K - $31.9K
|
10.2K
$1.07M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-267- 1.69% |
$28.9K - $32.1K
|
15.6K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-273- 5.72% |
$29.6K - $32.8K
|
4.5K
$474K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-274- 2.2% |
$29.7K - $33K
|
12.2K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-283- 0.44% |
$30.6K - $34.1K
|
64.3K
$6.77M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-285- 0.16% |
$30.9K - $34.3K
|
175K
$18.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-288- 7.83% |
$31.2K - $34.7K
|
3.39K
$357K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-288- 1.05% |
$31.2K - $34.7K
|
27K
$2.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-289- 0.47% |
$31.3K - $34.8K
|
61.8K
$6.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-292- 2.33% |
$31.6K - $35.1K
|
12.2K
$1.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-296- 0.26% |
$32K - $35.6K
|
114K
$12M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-300- 1.71% |
$32.5K - $36.1K
|
17.2K
$1.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-312- 8.64% |
$33.8K - $37.5K
|
3.3K
$348K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-315- 7.6% |
$34.1K - $37.9K
|
3.83K
$403K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-316- 0.1% |
$34.2K - $38K
|
318K
$33.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-317- 3.67% |
$34.3K - $38.1K
|
8.32K
$876K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-325- 15.08% |
$35.2K - $39.1K
|
1.83K
$193K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-329- 11.13% |
$35.6K - $39.6K
|
2.63K
$277K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-332Closed |
$35.9K - $39.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-332- 11.25% |
$35.9K - $39.9K
|
2.62K
$276K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-335- 14.08% |
$36.3K - $40.3K
|
2.05K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-336- 0.12% |
$36.4K - $40.4K
|
279K
$29.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-338- 1.3% |
$36.6K - $40.7K
|
25.6K
$2.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-343- 3.63% |
$37.1K - $41.3K
|
9.11K
$960K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-343- 29.88% |
$37.1K - $41.3K
|
805
$84.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-353- 3.43% |
$38.2K - $42.5K
|
9.94K
$1.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-357- 0.49% |
$38.6K - $43K
|
72.5K
$7.64M
|