Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
137+ 4.24% |
$14K - $16K
|
3.37K
$399K
|
|
|
May 10, 2022
Q1 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
137+ 0.13% |
$14K - $16K
|
109K
$12.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
135+ 3.98% |
$13.8K - $15.8K
|
3.53K
$418K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
133+ 14.86% |
$13.6K - $15.5K
|
1.03K
$122K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
131+ 4.72% |
$13.4K - $15.3K
|
2.91K
$344K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
131+ 0.61% |
$13.4K - $15.3K
|
21.5K
$2.55M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
130+ 1.21% |
$13.3K - $15.2K
|
10.9K
$1.29M
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
BUY
|
- |
130+ 0.14% |
$13.3K - $15.2K
|
91.6K
$10.8M
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
130+ 8.49% |
$13.3K - $15.2K
|
1.66K
$197K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
129+ 2.72% |
$13.2K - $15.1K
|
4.87K
$577K
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
128+ 5.1% |
$13.1K - $14.9K
|
2.64K
$312K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
126+ 0.31% |
$12.9K - $14.7K
|
40.4K
$4.78M
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
125+ 3.35% |
$12.8K - $14.6K
|
3.85K
$456K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
122+ 0.11% |
$12.5K - $14.2K
|
107K
$12.6M
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
BUY
|
- |
117+ 0.86% |
$12K - $13.7K
|
13.7K
$1.62M
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.58% |
$11.8K - $13.4K
|
19.9K
$2.36M
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
115+ 3.81% |
$11.8K - $13.4K
|
3.13K
$371K
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
115+ 1.55% |
$11.8K - $13.4K
|
7.56K
$895K
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
113+ 1.17% |
$11.6K - $13.2K
|
9.77K
$1.16M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
112+ 1.7% |
$11.5K - $13.1K
|
6.7K
$794K
|
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
112+ 4.58% |
$11.5K - $13.1K
|
2.56K
$303K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
105+ 5.89% |
$10.7K - $12.3K
|
1.89K
$224K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
103+ 3.87% |
$10.5K - $12K
|
2.76K
$327K
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.91% |
$10.2K - $11.7K
|
3.54K
$419K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$10.2K - $11.7K
|
100
$11.8K
|
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
100+ 4.26% |
$10.2K - $11.7K
|
2.45K
$290K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
100+ 2.36% |
$10.2K - $11.7K
|
4.33K
$513K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
99+ 1.96% |
$10.1K - $11.6K
|
5.15K
$610K
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
98+ 0.48% |
$10K - $11.4K
|
20.6K
$2.44M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
95+ 0.43% |
$9.72K - $11.1K
|
22.3K
$2.64M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
93+ 3.38% |
$9.52K - $10.9K
|
2.84K
$337K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
92+ 14.51% |
$9.41K - $10.7K
|
726
$86K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
90+ 4.7% |
$9.21K - $10.5K
|
2.01K
$237K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
90+ 3.68% |
$9.21K - $10.5K
|
2.54K
$301K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
88+ 37.61% |
$9K - $10.3K
|
322
$38.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
87+ 2.06% |
$8.9K - $10.2K
|
4.31K
$510K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
87New |
$8.9K - $10.2K
|
87
$10.3K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
77+ 11.46% |
$7.88K - $8.99K
|
749
$88.7K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
74+ 10.03% |
$7.57K - $8.64K
|
812
$96.2K
|
|
|
May 16, 2022
Q1 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
72+ 2.36% |
$7.37K - $8.4K
|
3.12K
$370K
|
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
71+ 1.87% |
$7.26K - $8.28K
|
3.87K
$458K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
71+ 0.81% |
$7.26K - $8.28K
|
8.79K
$1.04M
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
70+ 0.56% |
$7.16K - $8.17K
|
12.6K
$1.5M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
69+ 0.08% |
$7.06K - $8.05K
|
88.5K
$10.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
68+ 3.12% |
$6.96K - $7.93K
|
2.25K
$266K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
67+ 1.19% |
$6.86K - $7.82K
|
5.68K
$673K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
67+ 0.75% |
$6.86K - $7.82K
|
9.06K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
65+ 1.22% |
$6.65K - $7.58K
|
5.38K
$637K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
62+ 0.29% |
$6.34K - $7.23K
|
21.6K
$2.56M
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
58+ 1.29% |
$5.93K - $6.77K
|
4.56K
$539K
|