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 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-666- 35.77% |
$72.1K - $80.1K
|
1.2K
$151K
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-672- 0.66% |
$72.8K - $80.9K
|
101K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-695- 3.16% |
$75.2K - $83.6K
|
21.3K
$2.68M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-701- 3.15% |
$75.9K - $84.3K
|
21.6K
$2.72M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-718- 0.24% |
$77.7K - $86.4K
|
293K
$36.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-726- 5.64% |
$78.6K - $87.4K
|
12.1K
$1.53M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-742- 15.94% |
$80.3K - $89.3K
|
3.91K
$492K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-750- 4.2% |
$81.2K - $90.2K
|
17.1K
$2.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-776- 2.08% |
$84K - $93.4K
|
36.5K
$4.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-780- 45.67% |
$84.4K - $93.8K
|
928
$117K
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-787- 0.58% |
$85.2K - $94.7K
|
135K
$17M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-805Closed |
$87.1K - $96.9K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
SELL
|
- |
-809- 0.39% |
$87.6K - $97.3K
|
209K
$26.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
SELL
|
- |
-813- 13.71% |
$88K - $97.8K
|
5.12K
$644K
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-821- 1.63% |
$88.9K - $98.8K
|
49.4K
$6.22M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-822- 4.66% |
$89K - $98.9K
|
16.8K
$2.12M
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-826- 2.2% |
$89.4K - $99.4K
|
36.8K
$4.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-830- 2.32% |
$89.9K - $99.9K
|
34.9K
$4.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-846- 8.75% |
$91.6K - $102K
|
8.82K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-850- 10.32% |
$92K - $102K
|
7.39K
$930K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-851- 3.57% |
$92.1K - $102K
|
23K
$2.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
SELL
|
- |
-861- 3.15% |
$93.2K - $104K
|
26.5K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-866- 5.17% |
$93.8K - $104K
|
15.9K
$2M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-874- 2.92% |
$94.6K - $105K
|
29.1K
$3.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-875- 0.67% |
$94.7K - $105K
|
129K
$16.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-878- 3.57% |
$95.1K - $106K
|
23.7K
$2.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-902- 3.94% |
$97.7K - $109K
|
22K
$2.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-914- 0.6% |
$98.9K - $110K
|
152K
$19.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-915- 5.38% |
$99.1K - $110K
|
16.1K
$2.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-926- 0.36% |
$100K - $111K
|
260K
$32.7M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
SELL
|
- |
-934- 3.18% |
$101K - $112K
|
28.5K
$3.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-938- 0.5% |
$102K - $113K
|
187K
$23.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-940- 1.54% |
$102K - $113K
|
60.2K
$7.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-963- 0.6% |
$104K - $116K
|
159K
$20M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-985- 24.18% |
$107K - $119K
|
3.09K
$389K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-998- 80.03% |
$108K - $120K
|
249
$31.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-1.01K- 5.11% |
$109K - $121K
|
18.7K
$2.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.02K- 0.57% |
$111K - $123K
|
178K
$22.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.03K- 25.88% |
$111K - $124K
|
2.94K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.03K- 8.28% |
$112K - $124K
|
11.4K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.03K- 4.97% |
$112K - $124K
|
19.8K
$2.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.04K- 3.95% |
$112K - $125K
|
25.2K
$3.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.05K- 16.41% |
$114K - $127K
|
5.36K
$675K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.06K- 2.62% |
$115K - $128K
|
39.5K
$4.97M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.07K- 5.12% |
$115K - $128K
|
19.7K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.08K- 5.06% |
$116K - $129K
|
20.2K
$2.54M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.09K- 0.43% |
$118K - $131K
|
253K
$31.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.11K- 2.22% |
$120K - $134K
|
49K
$6.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 25.27% |
$121K - $135K
|
3.31K
$417K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.13K- 19.33% |
$122K - $136K
|
4.71K
$592K
|