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 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.8K+ 5.05% |
$2.58M - $2.86M
|
495K
$62.3M
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
23.8K+ 219.09% |
$2.57M - $2.86M
|
34.6K
$4.36M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23.8K+ 35.91% |
$2.57M - $2.86M
|
90K
$11.3M
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
23.7K+ 21.55% |
$2.57M - $2.85M
|
134K
$16.8M
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
23.7KNew |
$2.57M - $2.85M
|
23.7K
$2.98M
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
23.6K+ 1053.84% |
$2.56M - $2.84M
|
25.8K
$3.25M
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
23.4KNew |
$2.53M - $2.81M
|
23.4K
$2.94M
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.4K+ 14.41% |
$2.53M - $2.81M
|
186K
$23.4M
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
23.3KNew |
$2.52M - $2.8M
|
23.3K
$2.93M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
23.2K+ 12.35% |
$2.51M - $2.79M
|
211K
$26.6M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.2K+ 0.43% |
$2.51M - $2.79M
|
5.36M
$675M
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
22.7KNew |
$2.45M - $2.73M
|
22.7K
$2.85M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22.5KNew |
$2.44M - $2.71M
|
22.5K
$2.84M
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
22.3K+ 2.93% |
$2.42M - $2.69M
|
784K
$98.7M
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
22.2K+ 24.24% |
$2.41M - $2.68M
|
114K
$14.3M
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
22.1KNew |
$2.39M - $2.66M
|
22.1K
$2.78M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22K+ 222.92% |
$2.38M - $2.65M
|
31.9K
$4.01M
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
21.6KNew |
$2.34M - $2.6M
|
21.6K
$2.72M
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
21.5K+ 130.96% |
$2.33M - $2.59M
|
37.9K
$4.77M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21.5KNew |
$2.33M - $2.59M
|
21.5K
$2.71M
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21.5KNew |
$2.33M - $2.58M
|
21.5K
$2.7M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
21.4KNew |
$2.31M - $2.57M
|
21.4K
$2.69M
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
20.9K+ 6.14% |
$2.26M - $2.52M
|
362K
$45.5M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
20.5K+ 6.8% |
$2.22M - $2.47M
|
322K
$40.6M
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
20.1KNew |
$2.18M - $2.42M
|
20.1K
$2.53M
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
20K+ 9.64% |
$2.16M - $2.4M
|
227K
$28.6M
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
19.9K+ 5.53% |
$2.15M - $2.39M
|
380K
$47.8M
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 4.92% |
$2.13M - $2.37M
|
419K
$52.8M
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
19.6KNew |
$2.12M - $2.36M
|
19.6K
$2.47M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.6K+ 5.95% |
$2.12M - $2.35M
|
348K
$43.8M
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
19.5K+ 7403.03% |
$2.12M - $2.35M
|
19.8K
$2.49M
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
19.5KNew |
$2.11M - $2.35M
|
19.5K
$2.46M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
19.3K+ 18.12% |
$2.09M - $2.33M
|
126K
$15.9M
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
19.1KNew |
$2.07M - $2.3M
|
19.1K
$2.4M
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
19K+ 42.12% |
$2.05M - $2.28M
|
64K
$8.06M
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18.9K+ 3.94% |
$2.04M - $2.27M
|
497K
$62.6M
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
18.6K+ 5.71% |
$2.01M - $2.24M
|
344K
$43.4M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.6K+ 44.91% |
$2.01M - $2.23M
|
59.9K
$7.54M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.3K+ 55.67% |
$1.98M - $2.21M
|
51.3K
$6.45M
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
18.2KNew |
$1.97M - $2.19M
|
18.2K
$2.29M
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
18.2KNew |
$1.97M - $2.19M
|
18.2K
$2.29M
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
17.7K+ 11.68% |
$1.92M - $2.13M
|
170K
$21.3M
|
|
Feb 15, 2022
Q4 2021
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
17.6KNew |
$1.91M - $2.12M
|
17.6K
$2.22M
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
17.5K+ 6.5% |
$1.89M - $2.1M
|
286K
$36M
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
17.1K+ 7.21% |
$1.85M - $2.06M
|
254K
$32M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
17KNew |
$1.85M - $2.05M
|
17K
$2.15M
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
17K+ 5.78% |
$1.84M - $2.05M
|
311K
$39.2M
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
17K+ 21.49% |
$1.84M - $2.05M
|
96.1K
$12.1M
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
17K+ 3.33% |
$1.84M - $2.04M
|
526K
$66.2M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
16.9KNew |
$1.83M - $2.04M
|
16.9K
$2.13M
|