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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63.7K+ 6.8% |
$6.52M - $7.44M
|
1M
$117M
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
63.5K+ 63.54% |
$6.5M - $7.41M
|
163K
$19.2M
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
63.3KNew |
$6.48M - $7.39M
|
63.3K
$7.42M
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
61.9K+ 10.03% |
$6.33M - $7.22M
|
679K
$79.5M
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
60.5K+ 9.28% |
$6.19M - $7.06M
|
712K
$83.4M
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
60.3K+ 86.72% |
$6.17M - $7.03M
|
130K
$15.2M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
60.2K+ 14.81% |
$6.16M - $7.02M
|
467K
$54.7M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
58.3KNew |
$5.97M - $6.81M
|
58.3K
$6.83M
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
57.8K+ 4176.03% |
$5.92M - $6.75M
|
59.2K
$6.94M
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
56.6K+ 3.29% |
$5.79M - $6.61M
|
1.78M
$208M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
55.9K+ 48.46% |
$5.72M - $6.53M
|
171K
$20.1M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
55.7K+ 305.73% |
$5.7M - $6.5M
|
73.9K
$8.66M
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
55.6K+ 101.8% |
$5.69M - $6.49M
|
110K
$12.9M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
54.1K+ 33.22% |
$5.53M - $6.31M
|
217K
$25.4M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
53.7K+ 101.58% |
$5.49M - $6.27M
|
107K
$12.5M
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
52.8K+ 18.09% |
$5.4M - $6.16M
|
345K
$40.4M
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
50.6K+ 69.88% |
$5.18M - $5.91M
|
123K
$14.4M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.5K+ 3.47% |
$5.17M - $5.89M
|
1.5M
$176M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50.2K+ 43.41% |
$5.13M - $5.86M
|
166K
$19.4M
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
50K+ 8.43% |
$5.11M - $5.83M
|
643K
$75.3M
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
48.9KNew |
$5M - $5.71M
|
48.9K
$5.73M
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
47.9K+ 9.64% |
$4.9M - $5.59M
|
545K
$63.8M
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
47.3K+ 1396.9% |
$4.84M - $5.51M
|
50.6K
$5.93M
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
47.1K+ 667.22% |
$4.82M - $5.5M
|
54.2K
$6.34M
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
47K+ 17.05% |
$4.81M - $5.48M
|
323K
$37.8M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
46.7K+ 5.46% |
$4.78M - $5.45M
|
902K
$106M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
46.6K+ 79.33% |
$4.77M - $5.44M
|
105K
$12.3M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
46K+ 55.01% |
$4.71M - $5.37M
|
130K
$15.2M
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
45.9KNew |
$4.7M - $5.36M
|
45.9K
$5.38M
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
45.2K+ 85.96% |
$4.62M - $5.27M
|
97.7K
$11.4M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
45.1K+ 89.12% |
$4.62M - $5.27M
|
95.8K
$11.2M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.3K+ 5.6% |
$4.53M - $5.16M
|
835K
$97.8M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
44.2K+ 0.45% |
$4.53M - $5.16M
|
9.81M
$1.15B
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
44.2K+ 6.19% |
$4.52M - $5.16M
|
759K
$88.9M
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
44.1K+ 21.49% |
$4.52M - $5.15M
|
249K
$29.2M
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
44.1KNew |
$4.51M - $5.15M
|
44.1K
$5.17M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
43.9K+ 12.15% |
$4.49M - $5.12M
|
405K
$47.5M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
43.7K+ 875.23% |
$4.47M - $5.1M
|
48.7K
$5.7M
|
|
May 12, 2022
Q1 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
43KNew |
$4.4M - $5.02M
|
43K
$5.04M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
42.7K+ 32.93% |
$4.37M - $4.98M
|
172K
$20.2M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
42.5K+ 17.41% |
$4.35M - $4.96M
|
287K
$33.6M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.3K+ 7.79% |
$4.23M - $4.82M
|
571K
$66.9M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
41K+ 52.39% |
$4.2M - $4.79M
|
119K
$14M
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
41K+ 67.3% |
$4.2M - $4.78M
|
102K
$11.9M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
40.9KNew |
$4.18M - $4.77M
|
40.9K
$4.79M
|
|
May 17, 2022
Q1 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
39.6K+ 64.54% |
$4.05M - $4.62M
|
101K
$11.8M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
38.5K+ 33.29% |
$3.94M - $4.49M
|
154K
$18.1M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
38.5K+ 6.98% |
$3.94M - $4.49M
|
590K
$69.1M
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
37.9K+ 43.31% |
$3.88M - $4.42M
|
125K
$14.7M
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
37.7KNew |
$3.86M - $4.4M
|
37.7K
$4.42M
|