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 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3.87K- 20.44% |
$419K - $466K
|
15.1K
$1.87M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-3.89K- 18.38% |
$421K - $467K
|
17.3K
$2.14M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-3.99K- 2.85% |
$432K - $480K
|
136K
$16.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4.1K- 46.59% |
$444K - $493K
|
4.7K
$582K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.1K- 1.95% |
$444K - $493K
|
206K
$25.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-4.18K- 46.97% |
$452K - $503K
|
4.72K
$585K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.2K- 5.23% |
$455K - $506K
|
76.2K
$9.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.24K- 0.88% |
$458K - $510K
|
475K
$58.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$487K - $541K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.64K- 15.3% |
$502K - $558K
|
25.7K
$3.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.64K- 2.3% |
$502K - $558K
|
197K
$24.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.77K- 1.13% |
$517K - $574K
|
418K
$51.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.78K- 5.12% |
$518K - $575K
|
88.5K
$11M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.9KClosed |
$530K - $589K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5K- 1.52% |
$542K - $602K
|
324K
$40.2M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.03K- 26.49% |
$545K - $605K
|
14K
$1.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.03K- 18.98% |
$545K - $605K
|
21.5K
$2.66M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-5.32K- 0.76% |
$576K - $641K
|
694K
$86M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.48K- 4.64% |
$593K - $659K
|
113K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-5.53KClosed |
$598K - $665K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-5.54K- 5.79% |
$600K - $667K
|
90.2K
$11.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-5.55K- 4.15% |
$600K - $667K
|
128K
$15.9M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-5.63K- 26.93% |
$609K - $677K
|
15.3K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.75K- 52.19% |
$622K - $692K
|
5.27K
$653K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-5.83K- 11.34% |
$631K - $701K
|
45.6K
$5.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.83K- 0.68% |
$631K - $702K
|
847K
$105M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5.94K- 6.15% |
$643K - $715K
|
90.6K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-6.35K- 33.75% |
$687K - $764K
|
12.5K
$1.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-6.52K- 37.18% |
$705K - $784K
|
11K
$1.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.52K- 8.77% |
$706K - $784K
|
67.8K
$8.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6.56K- 17.7% |
$711K - $790K
|
30.5K
$3.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.65K- 45.55% |
$719K - $800K
|
7.94K
$984K
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.71K- 2.17% |
$727K - $808K
|
303K
$37.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-6.85K- 17.77% |
$742K - $824K
|
31.7K
$3.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.24K- 2.9% |
$784K - $871K
|
242K
$30M
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-7.36K- 15.46% |
$797K - $886K
|
40.3K
$4.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.5K- 36.55% |
$812K - $903K
|
13K
$1.61M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.72K- 2.12% |
$836K - $929K
|
357K
$44.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.3K- 0.8% |
$898K - $998K
|
1.02M
$127M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8.37K- 41.66% |
$906K - $1.01M
|
11.7K
$1.45M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-8.4K- 29.53% |
$909K - $1.01M
|
20K
$2.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-8.57K- 3.79% |
$927K - $1.03M
|
217K
$26.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-8.67KClosed |
$938K - $1.04M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-8.72K- 3.08% |
$943K - $1.05M
|
274K
$33.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.06K- 6.23% |
$980K - $1.09M
|
136K
$16.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-9.27K- 2.39% |
$1M - $1.12M
|
379K
$46.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.32K- 5.66% |
$1.01M - $1.12M
|
155K
$19.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.42K- 23.0% |
$1.02M - $1.13M
|
31.5K
$3.91M
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-9.5K- 35.07% |
$1.03M - $1.14M
|
17.6K
$2.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9.51K- 79.56% |
$1.03M - $1.14M
|
2.44K
$303K
|