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 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.94KClosed |
$210K - $233K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.94K- 2.22% |
$210K - $234K
|
85.5K
$10.6M
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.95K- 2.45% |
$211K - $234K
|
77.5K
$9.58M
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.96KClosed |
$212K - $235K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.06K- 2.09% |
$223K - $247K
|
96.1K
$11.9M
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.06K- 10.05% |
$223K - $248K
|
18.4K
$2.27M
|
|
Feb 10, 2022
Q4 2021
|
Weil Company, Inc.
|
SELL
|
- |
-2.07KClosed |
$224K - $249K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Private Management Group Inc
|
SELL
|
- |
-2.1K- 27.28% |
$227K - $253K
|
5.6K
$692K
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.12KClosed |
$229K - $254K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-2.12KClosed |
$229K - $255K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2.12K- 21.08% |
$229K - $255K
|
7.93K
$980K
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.13KClosed |
$231K - $256K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.15K- 1.88% |
$233K - $259K
|
112K
$13.9M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.19K- 3.23% |
$237K - $264K
|
65.6K
$8.1M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.21K- 7.91% |
$239K - $265K
|
25.7K
$3.17M
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.22K- 12.21% |
$240K - $267K
|
16K
$1.97M
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.36K- 7.15% |
$255K - $283K
|
30.6K
$3.78M
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.37K- 52.06% |
$256K - $285K
|
2.18K
$269K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.44K- 26.13% |
$265K - $294K
|
6.91K
$854K
|
|
Feb 14, 2022
Q4 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-2.45K- 8.59% |
$265K - $294K
|
26K
$3.21M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.45K- 0.61% |
$265K - $295K
|
401K
$49.5M
|
|
Jan 20, 2022
Q4 2021
|
F&V Capital Management, LLC
|
SELL
|
- |
-2.45KClosed |
$265K - $295K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.46K- 37.33% |
$267K - $296K
|
4.13K
$511K
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.5K- 2.42% |
$271K - $301K
|
101K
$12.4M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.51K- 4.75% |
$271K - $301K
|
50.2K
$6.2M
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.59K- 40.49% |
$280K - $311K
|
3.8K
$469K
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.62K- 87.84% |
$283K - $315K
|
362
$44.7K
|
|
Feb 16, 2022
Q4 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.62K- 7.55% |
$284K - $316K
|
32.1K
$3.97M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.67K- 12.55% |
$289K - $321K
|
18.6K
$2.3M
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.68K- 3.88% |
$290K - $322K
|
66.4K
$8.2M
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-2.7K- 2.7% |
$293K - $325K
|
97.3K
$12M
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.73K- 20.1% |
$295K - $328K
|
10.8K
$1.34M
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.82K- 0.64% |
$305K - $339K
|
436K
$53.9M
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.84K- 13.64% |
$307K - $341K
|
18K
$2.22M
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
SELL
|
- |
-3.03K- 3.03% |
$328K - $365K
|
97K
$12M
|
|
Feb 15, 2022
Q4 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-3.05K- 2.72% |
$330K - $366K
|
109K
$13.4M
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-3.07K- 4.28% |
$332K - $370K
|
68.6K
$8.48M
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.08K- 28.39% |
$334K - $371K
|
7.77K
$960K
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.13K- 1.58% |
$338K - $376K
|
195K
$24M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.14K- 10.25% |
$340K - $377K
|
27.5K
$3.39M
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-3.14K- 3.36% |
$340K - $378K
|
90.2K
$11.1M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.2K- 0.48% |
$347K - $385K
|
668K
$82.5M
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.24K- 9.33% |
$350K - $389K
|
31.4K
$3.88M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.37K- 1.47% |
$365K - $405K
|
226K
$27.9M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.37K- 1.47% |
$365K - $405K
|
226K
$27.9M
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-3.43K- 17.22% |
$371K - $413K
|
16.5K
$2.04M
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3.65K- 4.0% |
$395K - $439K
|
87.5K
$10.8M
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.69K- 2.21% |
$400K - $444K
|
163K
$20.2M
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.73K- 16.46% |
$404K - $449K
|
18.9K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.76K- 40.08% |
$407K - $452K
|
5.62K
$694K
|