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 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.16K- 7.81% |
$125K - $139K
|
13.7K
$1.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.16K- 15.64% |
$125K - $139K
|
6.24K
$770K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.17K- 6.89% |
$126K - $140K
|
15.7K
$1.95M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.19K- 1.18% |
$129K - $143K
|
100K
$12.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.21K- 1.12% |
$131K - $145K
|
107K
$13.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.21K- 1.11% |
$131K - $146K
|
108K
$13.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.21K- 33.54% |
$131K - $146K
|
2.4K
$296K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-1.22K- 3.16% |
$132K - $146K
|
37.2K
$4.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.23K- 9.06% |
$133K - $147K
|
12.3K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.25K- 2.77% |
$135K - $150K
|
43.7K
$5.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-1.25K- 15.89% |
$135K - $150K
|
6.6K
$816K
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.26K- 1.04% |
$136K - $151K
|
119K
$14.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.27KClosed |
$137K - $153K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.3K- 1.79% |
$141K - $156K
|
71.3K
$8.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.31K- 4.72% |
$141K - $157K
|
26.4K
$3.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-1.36K- 21.79% |
$147K - $164K
|
4.89K
$604K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.37K- 1.0% |
$149K - $165K
|
136K
$16.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.4K- 15.91% |
$152K - $168K
|
7.4K
$914K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.43K- 7.73% |
$155K - $172K
|
17K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.43K- 21.17% |
$155K - $172K
|
5.32K
$657K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.43K- 5.42% |
$155K - $172K
|
25K
$3.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-1.45K- 6.11% |
$157K - $174K
|
22.2K
$2.75M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-1.45K- 6.42% |
$157K - $175K
|
21.2K
$2.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.5K- 16.23% |
$163K - $181K
|
7.76K
$958K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.51K- 33.51% |
$164K - $182K
|
3K
$371K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.52K- 4.29% |
$164K - $183K
|
33.9K
$4.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.53K- 1.5% |
$166K - $184K
|
101K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.53K- 10.14% |
$166K - $184K
|
13.6K
$1.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-1.59K- 43.02% |
$172K - $191K
|
2.1K
$260K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.6K- 27.24% |
$173K - $192K
|
4.27K
$528K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 4.51% |
$173K - $193K
|
33.9K
$4.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.63K- 24.45% |
$177K - $197K
|
5.05K
$624K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.64K- 14.27% |
$177K - $197K
|
9.83K
$1.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-1.64K- 2.89% |
$177K - $197K
|
55.1K
$6.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.65K- 15.6% |
$179K - $199K
|
8.94K
$1.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.67K- 62.0% |
$180K - $200K
|
1.02K
$126K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 39.94% |
$181K - $201K
|
2.51K
$311K
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-1.67K- 6.05% |
$181K - $201K
|
26K
$3.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.68K- 7.85% |
$181K - $202K
|
19.7K
$2.43M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.72K- 33.11% |
$186K - $207K
|
3.48K
$430K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.73K- 1.2% |
$188K - $209K
|
142K
$17.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.73KClosed |
$188K - $209K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.76K- 35.29% |
$190K - $211K
|
3.22K
$398K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.76K- 0.86% |
$190K - $211K
|
203K
$25.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 2.0% |
$194K - $216K
|
87.7K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.84K- 3.19% |
$199K - $221K
|
55.8K
$6.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.85K- 1.09% |
$200K - $223K
|
169K
$20.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.9K- 7.25% |
$206K - $229K
|
24.4K
$3.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.92KClosed |
$208K - $231K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-1.92K- 5.74% |
$208K - $231K
|
31.6K
$3.9M
|