Purchases and Sales Made in Q1 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 09, 2022 Q1 2022
Beaumont Financial Partners, LLC

SELL
 -
-792
- 5.57%
$81K - $92.4K
13.4K $1.59M
Apr 28, 2022 Q1 2022
Townsend Asset Management Corp

SELL
 -
-800
- 6.32%
$81.9K - $93.4K
11.9K $1.4M
Apr 14, 2022 Q1 2022
Schwab Charitable Fund

SELL
 -
-800
- 11.4%
$81.9K - $93.4K
6.22K $736K
Apr 19, 2022 Q1 2022
Kmg Fiduciary Partners, LLC

SELL
 -
-812
- 5.95%
$83.1K - $94.8K
12.8K $1.52M
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-812
- 5.28%
$83.1K - $94.8K
14.6K $1.73M
Apr 15, 2022 Q1 2022
G&S Capital LLC

SELL
 -
-820
- 1.37%
$83.9K - $95.7K
59K $6.99M
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-823
- 0.21%
$84.2K - $96K
392K $46.5M
Apr 22, 2022 Q1 2022
Cva Family Office, LLC

SELL
 -
-831
- 0.83%
$85K - $97K
99.1K $11.7M
May 16, 2022 Q1 2022
Regatta Capital Group, LLC

El Segundo, CA
SELL
 -
-831
- 3.85%
$85K - $97K
20.8K $2.46M
May 15, 2024 Q1 2022
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-833
- 13.27%
$85.2K - $97.2K
5.44K $645K
Apr 26, 2022 Q1 2022
Hanlon Investment Management, Inc.

SELL
 -
-844
- 18.37%
$86.4K - $98.5K
3.75K $444K
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-848
- 16.8%
$86.8K - $99K
4.2K $497K
Apr 14, 2022 Q1 2022
Bar Harbor Wealth Management

Concord, NH
SELL
 -
-849
- 0.39%
$86.9K - $99.1K
215K $25.4M
Apr 25, 2022 Q1 2022
Arbor Trust Wealth Advisors, LLC

SELL
 -
-850
- 6.48%
$87K - $99.2K
12.3K $1.45M
May 16, 2022 Q1 2022
Credit Suisse Ag

Zurich, V8
SELL
 -
-857
- 0.55%
$87.7K - $100K
155K $18.3M
Apr 13, 2022 Q1 2022
Triangle Securities Wealth Management

SELL
 -
-870
- 1.87%
$89K - $102K
45.7K $5.41M
May 06, 2022 Q1 2022
Aspiriant, LLC

SELL
 -
-895
- 3.98%
$91.6K - $104K
21.6K $2.56M
Apr 21, 2022 Q1 2022
Mayflower Financial Advisors, LLC

SELL
 -
-901
- 1.12%
$92.2K - $105K
79.4K $9.4M
Apr 29, 2022 Q1 2022
Riverstone Advisors, LLC

SELL
 -
-910
- 14.04%
$93.1K - $106K
5.57K $660K
May 10, 2022 Q1 2022
Probity Advisors, Inc.

Dallas, TX
SELL
 -
-916
- 5.37%
$93.7K - $107K
16.1K $1.91M
May 11, 2022 Q1 2022
Bluestein R H & CO LLC

Birmingham, MI
SELL
 -
-917
- 2.3%
$93.8K - $107K
38.9K $4.61M
May 02, 2022 Q1 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
SELL
 -
-925
- 7.05%
$94.6K - $108K
12.2K $1.44M
May 03, 2022 Q1 2022
Cws Financial Advisors, LLC

Kalamazoo, MI
SELL
 -
-932
- 7.46%
$95.4K - $109K
11.6K $1.37M
May 10, 2022 Q1 2022
Condor Capital Management

Martinsville, NJ
SELL
 -
-939
- 1.09%
$96.1K - $110K
85.3K $10.1M
May 13, 2022 Q1 2022
St. Louis Trust CO

SELL
 -
-941
- 0.22%
$96.3K - $110K
427K $50.6M
Apr 19, 2022 Q1 2022
Bay Harbor Wealth Management, LLC

SELL
 -
-941
- 3.57%
$96.3K - $110K
25.4K $3.01M
Apr 21, 2022 Q1 2022
Flagship Private Wealth, LLC

SELL
 -
-946
- 7.88%
$96.8K - $110K
11.1K $1.31M
May 05, 2022 Q1 2022
Levy Wealth Management Group, LLC

SELL
 -
-961
- 14.01%
$98.3K - $112K
5.9K $698K
May 16, 2022 Q1 2022
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-965
- 4.13%
$98.7K - $113K
22.4K $2.66M
Apr 28, 2022 Q1 2022
Ballew Advisors, Inc

SELL
 -
-977
- 1.98%
$100K - $114K
48.4K $5.74M
Apr 13, 2022 Q1 2022
Meadow Creek Wealth Advisors LLC

SELL
 -
-986
- 29.95%
$101K - $115K
2.31K $273K
Sep 01, 2023 Q1 2022
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-996
- 4.24%
$102K - $116K
22.5K $2.67M
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

SELL
 -
-1K
- 4.15%
$102K - $117K
23.1K $2.74M
Jun 28, 2022 Q1 2022
Stelac Advisory Services LLC

New York, NY
SELL
 -
-1K
- 16.89%
$103K - $117K
4.94K $585K
May 11, 2022 Q1 2022
Abbrea Capital, LLC

SELL
 -
-1.01K
- 3.48%
$103K - $118K
28K $3.32M
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-1.01K
Closed
$104K - $118K
0 $0
Apr 21, 2022 Q1 2022
Perfromance Wealth Partners, LLC

SELL
 -
-1.02K
- 13.49%
$104K - $119K
6.54K $775K
Apr 11, 2022 Q1 2022
Apella Capital, LLC

SELL
 -
-1.05K
- 2.25%
$107K - $123K
45.7K $5.41M
Apr 06, 2022 Q1 2022
Telemus Capital, LLC

SELL
 -
-1.09K
- 3.03%
$111K - $127K
34.8K $4.12M
Sep 13, 2022 Q1 2022
Sunflower Bank, N.A.

Denver, CO
SELL
 -
-1.1K
- 3.59%
$112K - $128K
29.5K $3.49M
Apr 21, 2022 Q1 2022
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-1.1K
- 9.91%
$113K - $128K
10K $1.18M
May 13, 2022 Q1 2022
United Services Automobile Association

San Antonio, TX
SELL
 -
-1.1K
- 3.44%
$113K - $129K
31K $3.67M
Apr 25, 2022 Q1 2022
Burleson & Company, LLC

SELL
 -
-1.12K
- 48.54%
$114K - $130K
1.18K $140K
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
SELL
 -
-1.13K
Closed
$116K - $132K
0 $0
May 16, 2022 Q1 2022
Aristotle Capital Boston, LLC

Boston, MA
SELL
 -
-1.19K
- 1.73%
$122K - $139K
67.4K $7.99M
Apr 08, 2022 Q1 2022
Ims Capital Management

SELL
 -
-1.19K
- 10.37%
$122K - $139K
10.3K $1.22M
Apr 27, 2022 Q1 2022
Horizon Financial Services, LLC

SELL
 -
-1.2K
Closed
$123K - $140K
0 $0
May 13, 2022 Q1 2022
Aveo Capital Partners, LLC

SELL
 -
-1.21K
- 5.93%
$124K - $141K
19.2K $2.27M
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-1.22K
- 1.43%
$125K - $143K
84.3K $9.99M

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