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 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
38.9KNew |
$4.21M - $4.68M
|
38.9K
$4.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
38.8KNew |
$4.2M - $4.67M
|
38.8K
$4.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
38.4KNew |
$4.16M - $4.62M
|
38.4K
$4.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
37.2K+ 25.09% |
$4.03M - $4.48M
|
186K
$22.9M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
37.2K+ 243.24% |
$4.03M - $4.48M
|
52.5K
$6.49M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
36.9KNew |
$3.99M - $4.44M
|
36.9K
$4.56M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
35.3KNew |
$3.83M - $4.25M
|
35.3K
$4.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
34.6K+ 14.5% |
$3.75M - $4.17M
|
273K
$33.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
34.6K+ 3.65% |
$3.75M - $4.16M
|
983K
$121M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
34KNew |
$3.68M - $4.09M
|
34K
$4.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33.9K+ 330.63% |
$3.67M - $4.08M
|
44.2K
$5.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.9K+ 7.98% |
$3.67M - $4.08M
|
459K
$56.7M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
33KNew |
$3.57M - $3.97M
|
33K
$4.08M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
32.3K+ 248.69% |
$3.49M - $3.88M
|
45.2K
$5.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32K+ 8.53% |
$3.46M - $3.85M
|
406K
$50.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
31.5K+ 55.37% |
$3.41M - $3.79M
|
88.4K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
30.8K+ 23.39% |
$3.34M - $3.71M
|
163K
$20.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
30.8K+ 129.55% |
$3.34M - $3.71M
|
54.6K
$6.75M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
30.7KNew |
$3.32M - $3.69M
|
30.7K
$3.79M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
30.4K+ 9.66% |
$3.29M - $3.66M
|
345K
$42.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.6K+ 1.06% |
$3.2M - $3.56M
|
2.83M
$349M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
29.5K+ 23.43% |
$3.19M - $3.55M
|
155K
$19.2M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
29.5K+ 23.43% |
$3.19M - $3.55M
|
155K
$19.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.5K+ 5.23% |
$3.19M - $3.54M
|
593K
$73.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
29.2KNew |
$3.17M - $3.52M
|
29.2K
$3.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
29.2K+ 11.64% |
$3.16M - $3.51M
|
280K
$34.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
29KNew |
$3.14M - $3.49M
|
29K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
28.7KNew |
$3.11M - $3.46M
|
28.7K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
28.5K+ 98.8% |
$3.09M - $3.43M
|
57.4K
$7.09M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
28.4KNew |
$3.08M - $3.42M
|
28.4K
$3.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
27.8K+ 62.3% |
$3.01M - $3.35M
|
72.5K
$8.95M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
27.3K+ 466.11% |
$2.96M - $3.29M
|
33.2K
$4.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
27.3K+ 106.94% |
$2.96M - $3.29M
|
52.9K
$6.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
27.2K+ 17.16% |
$2.95M - $3.27M
|
186K
$22.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
27.2KNew |
$2.94M - $3.27M
|
27.2K
$3.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.6K+ 3.48% |
$2.88M - $3.2M
|
790K
$97.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
26.2K+ 104.58% |
$2.84M - $3.16M
|
51.3K
$6.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26.1K+ 22.52% |
$2.82M - $3.14M
|
142K
$17.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
25.9KNew |
$2.8M - $3.12M
|
25.9K
$3.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
25.2K+ 446.36% |
$2.73M - $3.03M
|
30.9K
$3.81M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25.1K+ 2.33% |
$2.72M - $3.02M
|
1.1M
$136M
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
25K+ 8.46% |
$2.71M - $3.01M
|
321K
$39.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
24.9K+ 55.22% |
$2.69M - $2.99M
|
69.9K
$8.63M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
24.5KNew |
$2.65M - $2.95M
|
24.5K
$3.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
24.4KNew |
$2.64M - $2.93M
|
24.4K
$3.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.4K+ 5.03% |
$2.64M - $2.93M
|
509K
$62.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
24.2KNew |
$2.62M - $2.91M
|
24.2K
$2.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
24K+ 4.74% |
$2.6M - $2.88M
|
529K
$65.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.9K+ 209.75% |
$2.59M - $2.88M
|
35.4K
$4.37M
|
|
|
May 31, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
23.9K+ 0.63% |
$2.59M - $2.88M
|
3.8M
$469M
|