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 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.39KNew |
$800K - $889K
|
7.39K
$913K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.37K+ 8.87% |
$798K - $887K
|
90.4K
$11.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
7.34K+ 11.25% |
$795K - $884K
|
72.6K
$8.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.31KNew |
$791K - $880K
|
7.31K
$903K
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
7.23K+ 11.49% |
$783K - $870K
|
70.2K
$8.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.19KNew |
$778K - $865K
|
7.19K
$888K
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
7.19KNew |
$778K - $865K
|
7.19K
$888K
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.13KNew |
$772K - $858K
|
7.13K
$881K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.13K+ 259.24% |
$772K - $858K
|
9.88K
$1.22M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
7.09K+ 13.45% |
$768K - $853K
|
59.8K
$7.39M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.07KNew |
$765K - $850K
|
7.07K
$873K
|
|
|
Feb 08, 2022
Q4 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
7.06KNew |
$764K - $849K
|
7.06K
$872K
|
|
|
Feb 08, 2022
Q4 2021
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
7.03K+ 7.57% |
$761K - $846K
|
100K
$12.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.99K+ 34.02% |
$757K - $841K
|
27.5K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.95K+ 12.85% |
$752K - $836K
|
61K
$7.54M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6.94K+ 5.4% |
$752K - $835K
|
135K
$16.7M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
6.92KNew |
$750K - $833K
|
6.92K
$855K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6.91KNew |
$748K - $832K
|
6.91K
$854K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
6.91K+ 44.3% |
$748K - $831K
|
22.5K
$2.78M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.9K+ 7.68% |
$747K - $830K
|
96.8K
$12M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.87K+ 12.69% |
$743K - $826K
|
61K
$7.53M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
6.86K+ 58.63% |
$742K - $825K
|
18.5K
$2.29M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
6.79K+ 2.54% |
$735K - $817K
|
274K
$33.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.77K+ 2.61% |
$732K - $814K
|
266K
$32.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
6.73K+ 4.91% |
$729K - $810K
|
144K
$17.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.7K+ 1.32% |
$726K - $806K
|
514K
$63.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
6.64K+ 2.76% |
$719K - $799K
|
247K
$30.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.62K+ 21.95% |
$717K - $797K
|
36.8K
$4.55M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
6.61KNew |
$716K - $795K
|
6.61K
$817K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.61K+ 8.55% |
$715K - $795K
|
83.9K
$10.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.6K+ 1.02% |
$714K - $794K
|
654K
$80.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.56K+ 11.23% |
$710K - $789K
|
64.9K
$8.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.48K+ 7.39% |
$701K - $779K
|
94.1K
$11.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.48K+ 0.76% |
$701K - $779K
|
856K
$106M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
6.47KNew |
$701K - $779K
|
6.47K
$799K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
6.44K+ 13.57% |
$697K - $775K
|
53.9K
$6.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.43K+ 8.36% |
$696K - $774K
|
83.4K
$10.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.43K+ 9.87% |
$696K - $774K
|
71.5K
$8.84M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.41KNew |
$694K - $771K
|
6.41K
$792K
|
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
6.39K+ 3.87% |
$692K - $769K
|
171K
$21.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
6.31K+ 1.98% |
$683K - $759K
|
325K
$40.1M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6.3KNew |
$682K - $758K
|
6.3K
$778K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.29KNew |
$681K - $757K
|
6.29K
$777K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.27K+ 8.06% |
$679K - $754K
|
84K
$10.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
6.24K+ 13.42% |
$676K - $751K
|
52.7K
$6.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.23K+ 56.2% |
$675K - $750K
|
17.3K
$2.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
6.22K+ 31.69% |
$674K - $749K
|
25.9K
$3.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
6.17K+ 7.9% |
$668K - $742K
|
84.3K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.1K+ 139.49% |
$661K - $734K
|
10.5K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6.08K+ 10.77% |
$658K - $731K
|
62.5K
$7.72M
|