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
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.11K+ 36.11% |
$987K - $1.1M
|
34.4K
$4.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9.09K+ 15.56% |
$984K - $1.09M
|
67.5K
$8.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.07K+ 9.75% |
$981K - $1.09M
|
102K
$12.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.01K+ 13.43% |
$976K - $1.08M
|
76.1K
$9.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
8.98K+ 6.96% |
$972K - $1.08M
|
138K
$17M
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
8.86KNew |
$959K - $1.07M
|
8.86K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.81K+ 20011.36% |
$953K - $1.06M
|
8.85K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
8.73K+ 7.53% |
$945K - $1.05M
|
125K
$15.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.72K+ 1.5% |
$944K - $1.05M
|
589K
$72.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
8.7KNew |
$941K - $1.05M
|
8.7K
$1.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.69K+ 2.48% |
$941K - $1.05M
|
360K
$44.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
8.64KNew |
$935K - $1.04M
|
8.64K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.62K+ 2.18% |
$934K - $1.04M
|
404K
$50M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
8.61KNew |
$932K - $1.04M
|
8.61K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
8.61K+ 6.7% |
$932K - $1.04M
|
137K
$16.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.61K+ 12.58% |
$932K - $1.04M
|
77K
$9.52M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
8.59K+ 6.94% |
$930K - $1.03M
|
132K
$16.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
8.59K+ 13.11% |
$929K - $1.03M
|
74.1K
$9.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.59K+ 10.11% |
$929K - $1.03M
|
93.5K
$11.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.46K+ 2.99% |
$916K - $1.02M
|
291K
$35.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8.45K+ 8.37% |
$914K - $1.02M
|
109K
$13.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
8.41K+ 281.27% |
$910K - $1.01M
|
11.4K
$1.41M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8.4K+ 4.33% |
$909K - $1.01M
|
202K
$25M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
8.39KNew |
$909K - $1.01M
|
8.39K
$1.04M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
8.38KNew |
$907K - $1.01M
|
8.38K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8.38K+ 6.92% |
$907K - $1.01M
|
129K
$16M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 6.64% |
$905K - $1.01M
|
134K
$16.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8.32KNew |
$901K - $1M
|
8.32K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
8.31KNew |
$900K - $1M
|
8.31K
$1.03M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.29KNew |
$897K - $997K
|
8.29K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.22K+ 3.03% |
$890K - $989K
|
279K
$34.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.12KNew |
$879K - $977K
|
8.12K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.06KNew |
$873K - $970K
|
8.06K
$996K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
8.04K+ 12.65% |
$870K - $967K
|
71.5K
$8.84M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
7.98K+ 147.64% |
$864K - $960K
|
13.4K
$1.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
7.87KNew |
$852K - $947K
|
7.87K
$973K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7.83K+ 3.21% |
$848K - $942K
|
252K
$31.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.83KNew |
$848K - $942K
|
7.83K
$968K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.79KNew |
$844K - $938K
|
7.79K
$963K
|
|
|
Jan 28, 2022
Q4 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
7.79K+ 13.63% |
$843K - $937K
|
65K
$8.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.73K+ 17.0% |
$837K - $930K
|
53.2K
$6.57M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.67K+ 3.44% |
$830K - $922K
|
230K
$28.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
7.63KNew |
$826K - $918K
|
7.63K
$943K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.61K+ 27.32% |
$823K - $915K
|
35.4K
$4.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.56K+ 4.9% |
$819K - $910K
|
162K
$20M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7.56KNew |
$818K - $910K
|
7.56K
$934K
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
7.45K+ 148.54% |
$807K - $897K
|
12.5K
$1.54M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.44KNew |
$806K - $895K
|
7.44K
$919K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
7.42K+ 3.09% |
$804K - $893K
|
248K
$30.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
7.41KNew |
$802K - $891K
|
7.41K
$915K
|