Purchases and Sales Made in Q4 2021 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 31, 2022 Q4 2021
Mcdonald Partners LLC

SELL
 -
-33.9K
- 96.23%
$3.67M - $4.08M
1.33K $164K
Feb 14, 2022 Q4 2021
Wealthquest Corp

Cincinnati, OH
SELL
 -
-34.5K
- 30.23%
$3.73M - $4.15M
79.5K $9.83M
Feb 14, 2022 Q4 2021
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-35K
- 27.89%
$3.79M - $4.22M
90.6K $11.2M
Feb 04, 2022 Q4 2021
Atria Investments LLC

Charlotte, NC
SELL
 -
-35.3K
- 14.81%
$3.82M - $4.24M
203K $25.1M
Feb 11, 2022 Q4 2021
Okabena Investment Services Inc

Minneapolis, MN
SELL
 -
-38.2K
- 33.74%
$4.13M - $4.6M
75K $9.26M
Jan 25, 2022 Q4 2021
Cornerstone Wealth Group, LLC

SELL
 -
-39.6K
Closed
$4.28M - $4.76M
0 $0
Jul 09, 2024 Q4 2021
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-41K
- 35.76%
$4.44M - $4.94M
73.7K $9.1M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-41.6K
- 22.44%
$4.5M - $5M
144K $17.7M
Feb 02, 2022 Q4 2021
Intelligence Driven Advisers, LLC

SELL
 -
-42.6K
- 57.38%
$4.61M - $5.13M
31.7K $3.91M
Jan 21, 2022 Q4 2021
Willis Johnson & Associates, Inc.

SELL
 -
-44.4K
- 15.8%
$4.8M - $5.34M
237K $29.2M
Mar 23, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-47.9K
- 9.34%
$5.19M - $5.76M
465K $57.5M
Feb 11, 2022 Q4 2021
Harvard Management CO Inc

Boston, MA
SELL
 -
-49.6K
Closed
$5.37M - $5.96M
0 $0
Feb 14, 2022 Q4 2021
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-49.6K
Closed
$5.37M - $5.97M
0 $0
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

SELL
 -
-51.2K
- 95.02%
$5.54M - $6.16M
2.68K $331K
Feb 14, 2022 Q4 2021
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-53.4K
- 99.33%
$5.78M - $6.42M
362 $44.7K
Feb 14, 2022 Q4 2021
New England Asset Management Inc

Farmington, CT
SELL
 -
-54.1K
- 71.31%
$5.86M - $6.52M
21.8K $2.69M
Feb 01, 2022 Q4 2021
Merriman Wealth Management, LLC

SELL
 -
-59.6K
- 95.72%
$6.45M - $7.17M
2.67K $329K
Feb 14, 2022 Q4 2021
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-66.4K
Closed
$7.19M - $7.99M
0 $0
Feb 14, 2022 Q4 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-67K
Closed
$7.26M - $8.07M
0 $0
Jan 26, 2022 Q4 2021
Polaris Wealth Advisory Group, LLC

SELL
 -
-71.7K
- 47.32%
$7.76M - $8.63M
79.8K $9.86M
May 19, 2022 Q4 2021
Cim Investment Management Inc

Pittsburgh, PA
SELL
 -
-75.4K
- 50.5%
$8.17M - $9.08M
73.9K $9.13M
Feb 14, 2022 Q4 2021
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-76.7K
- 1.17%
$8.3M - $9.23M
6.5M $802M
Feb 14, 2022 Q4 2021
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-85.2K
Closed
$9.22M - $10.3M
0 $0
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-86.1K
- 10.66%
$9.32M - $10.4M
722K $89.1M
Feb 11, 2022 Q4 2021
Pfs Investments Inc.

Duluth, GA
SELL
 -
-88.8K
- 41.81%
$9.62M - $10.7M
124K $15.3M
Jan 31, 2022 Q4 2021
Sage Advisory Services, Ltd.Co.

SELL
 -
-94.8K
- 94.74%
$10.3M - $11.4M
5.27K $651K
Jan 25, 2022 Q4 2021
First Command Advisory Services, Inc.

SELL
 -
-101K
- 1.13%
$11M - $12.2M
8.84M $1.09B
Feb 01, 2022 Q4 2021
Capital Investment Advisory Services, LLC

SELL
 -
-117K
- 77.25%
$12.7M - $14.1M
34.5K $4.26M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-121K
Closed
$13.1M - $14.5M
0 $0
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-124K
- 10.65%
$13.4M - $14.9M
1.04M $128M
Aug 12, 2024 Q4 2021
Abound Wealth Management

Franklin, TN
SELL
 -
-153K
- 48.37%
$16.6M - $18.4M
163K $20.2M
Jan 20, 2022 Q4 2021
Ae Wealth Management LLC

SELL
 -
-168K
- 29.25%
$18.2M - $20.2M
406K $50.1M
Jan 25, 2022 Q4 2021
Blue Sky Wealth Advisors, LLC

SELL
 -
-171K
- 85.71%
$18.5M - $20.6M
28.5K $3.53M
Feb 14, 2022 Q4 2021
Hrt Financial LP

New York, NY
SELL
 -
-173K
Closed
$18.7M - $20.8M
0 $0
Feb 14, 2022 Q4 2021
Fil LTD

Hamilton, D0
SELL
 -
-191K
Closed
$20.7M - $23M
0 $0
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-196K
- 24.23%
$21.2M - $23.5M
611K $75.5M
Feb 14, 2022 Q4 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-205K
Closed
$22.2M - $24.7M
0 $0
Feb 25, 2022 Q4 2021
Invst, LLC

Indianapolis, IN
SELL
 -
-243K
- 88.13%
$26.4M - $29.3M
32.8K $4.05M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-370K
- 52.38%
$40M - $44.5M
336K $41.5M
Feb 17, 2022 Q4 2021
Hwg Holdings LP

Houston, TX
SELL
 -
-486K
- 99.27%
$52.6M - $58.5M
3.57K $441K
Feb 16, 2022 Q4 2021
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-676K
- 99.71%
$73.2M - $81.3M
1.94K $239K
Feb 14, 2022 Q4 2021
State Street Corp

Boston, MA
SELL
 -
-803K
- 28.01%
$86.9M - $96.6M
2.06M $255M
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-1.1M
- 94.59%
$119M - $132M
62.7K $7.75M
Feb 14, 2022 Q4 2021
Morgan Stanley

New York, NY
SELL
 -
-2.68M
- 11.9%
$290M - $323M
19.8M $2.45B
Feb 14, 2022 Q4 2021
Legacy Capital Wealth Partners, LLC

Little Rock, AR
SELL
 -
-3.29M
- 96.59%
$356M - $396M
116K $14.4M
Feb 15, 2022 Q4 2021
Provida Pension Fund Administrator

Santiago, F3
SELL
 -
-3.77M
Closed
$408M - $454M
0 $0

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