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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2.25K- 62.89% |
$230K - $262K
|
1.33K
$157K
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.25K- 22.94% |
$230K - $262K
|
7.55K
$894K
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
SELL
|
- |
-2.27K- 1.08% |
$232K - $265K
|
207K
$24.5M
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.29K- 5.16% |
$234K - $267K
|
42.1K
$4.98M
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.29K- 3.34% |
$234K - $267K
|
66.3K
$7.85M
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
SELL
|
- |
-2.3K- 6.18% |
$235K - $268K
|
34.9K
$4.13M
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-2.3KClosed |
$235K - $268K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.31K- 11.08% |
$236K - $269K
|
18.5K
$2.19M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.32K- 14.72% |
$237K - $271K
|
13.4K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.34K- 19.13% |
$240K - $274K
|
9.91K
$1.17M
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-2.39K- 5.94% |
$244K - $279K
|
37.9K
$4.48M
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.4KClosed |
$246K - $280K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2.43K- 2.34% |
$248K - $283K
|
101K
$12M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.46K- 9.65% |
$252K - $287K
|
23K
$2.73M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.47K- 1.95% |
$252K - $288K
|
124K
$14.7M
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.48K- 3.11% |
$254K - $290K
|
77.3K
$9.16M
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.49K- 17.29% |
$255K - $291K
|
11.9K
$1.41M
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.5K- 4.25% |
$255K - $291K
|
56.2K
$6.66M
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.51KClosed |
$257K - $293K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.52K- 1.1% |
$258K - $294K
|
226K
$26.8M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.52K- 2.4% |
$258K - $294K
|
103K
$12.1M
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.54K- 51.27% |
$260K - $297K
|
2.42K
$286K
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.54K- 1.41% |
$260K - $297K
|
178K
$21.1M
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 1.6% |
$261K - $297K
|
157K
$18.6M
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.56K- 5.46% |
$262K - $298K
|
44.3K
$5.25M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.63K- 96.34% |
$269K - $307K
|
100
$11.8K
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-2.63K- 20.34% |
$269K - $307K
|
10.3K
$1.22M
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.65K- 1.87% |
$271K - $310K
|
139K
$16.5M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.69K- 7.95% |
$275K - $314K
|
31.2K
$3.69M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.71K- 0.49% |
$277K - $316K
|
551K
$65.3M
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.72K- 2.6% |
$278K - $317K
|
102K
$12.1M
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.72KClosed |
$278K - $317K
|
0
$0
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.72K- 2.7% |
$278K - $317K
|
98.1K
$11.6M
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.78K- 0.78% |
$284K - $324K
|
354K
$42M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-2.8K- 6.27% |
$286K - $326K
|
41.8K
$4.95M
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.82K- 11.48% |
$289K - $329K
|
21.8K
$2.58M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-2.84K- 11.37% |
$291K - $332K
|
22.2K
$2.62M
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.86K- 10.56% |
$293K - $334K
|
24.3K
$2.87M
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 3.5% |
$294K - $335K
|
79.3K
$9.39M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.94K- 5.43% |
$301K - $343K
|
51.2K
$6.06M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.99K- 1.02% |
$306K - $349K
|
290K
$34.4M
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-3.01KClosed |
$308K - $351K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-3.08KClosed |
$315K - $359K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.08KClosed |
$315K - $359K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.1K- 10.67% |
$317K - $362K
|
25.9K
$3.07M
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-3.12K- 3.46% |
$319K - $364K
|
87.1K
$10.3M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.13K- 12.95% |
$321K - $366K
|
21.1K
$2.49M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.15K- 10.28% |
$322K - $368K
|
27.5K
$3.26M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.15K- 0.97% |
$323K - $368K
|
321K
$38M
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.16K- 23.39% |
$323K - $368K
|
10.3K
$1.22M
|