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 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-4.74K
- 6.74%
$485K - $553K
65.6K $7.77M
May 03, 2022 Q1 2022
Cbiz Investment Advisory Services, LLC

SELL
 -
-4.88K
Closed
$499K - $569K
0 $0
May 12, 2022 Q1 2022
Cadinha & CO LLC

SELL
 -
-4.94K
- 19.92%
$506K - $577K
19.9K $2.35M
May 09, 2022 Q1 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-4.96K
- 4.52%
$507K - $578K
105K $12.4M
Apr 29, 2022 Q1 2022
Lake Street Financial LLC

SELL
 -
-4.97K
Closed
$509K - $580K
0 $0
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-5K
- 4.97%
$512K - $583K
95.6K $11.3M
Mar 11, 2024 Q1 2022
Hobart Private Capital, LLC

Charlotte, NC
SELL
 -
-5.04K
- 8.27%
$516K - $588K
55.9K $6.62M
Apr 13, 2022 Q1 2022
Annex Advisory Services, LLC

SELL
 -
-5.09K
- 2.1%
$521K - $594K
237K $28.1M
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-5.1K
- 14.2%
$521K - $595K
30.8K $3.65M
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
SELL
 -
-5.15K
- 8.48%
$527K - $601K
55.6K $6.59M
Aug 11, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-5.21K
- 4.66%
$533K - $608K
107K $12.6M
Apr 29, 2022 Q1 2022
Gibson Capital, LLC

Wexford, PA
SELL
 -
-5.24K
Closed
$537K - $612K
0 $0
Apr 08, 2022 Q1 2022
Summit Financial Group, Inc.

SELL
 -
-5.26K
- 7.11%
$539K - $614K
68.8K $8.15M
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-5.34K
Closed
$546K - $623K
0 $0
Apr 14, 2022 Q1 2022
Strong Box Wealth, LLC

SELL
 -
-5.44K
- 18.29%
$557K - $635K
24.3K $2.88M
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-5.44K
- 3.26%
$557K - $635K
161K $19.1M
May 02, 2022 Q1 2022
Patton Albertson Miller Group, LLC

SELL
 -
-5.46K
- 21.74%
$558K - $637K
19.6K $2.33M
May 12, 2022 Q1 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-5.55K
- 51.82%
$567K - $647K
5.16K $611K
May 13, 2022 Q1 2022
Hancock Whitney Investment Services Inc.

New Orleans, LA
SELL
 -
-5.55K
- 14.03%
$568K - $648K
34K $4.03M
May 13, 2022 Q1 2022
Cohen Lawrence B

Boston, MA
SELL
 -
-5.58K
Closed
$571K - $651K
0 $0
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

SELL
 -
-5.63K
- 2.57%
$576K - $657K
213K $25.3M
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-5.67K
- 31.05%
$580K - $662K
12.6K $1.49M
Apr 29, 2022 Q1 2022
Tranquility Partners, LLC

SELL
 -
-5.71K
- 21.8%
$584K - $666K
20.5K $2.42M
May 02, 2022 Q1 2022
Greenspring Advisors, LLC

SELL
 -
-5.72K
- 89.21%
$585K - $667K
692 $82K
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

SELL
 -
-5.75K
- 4.21%
$588K - $671K
131K $15.5M
May 16, 2022 Q1 2022
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-5.78K
- 18.01%
$591K - $674K
26.3K $3.11M
Apr 28, 2022 Q1 2022
Spearhead Capital Advisors, LLC

Wellington, FL
SELL
 -
-5.82K
- 1.79%
$595K - $679K
319K $37.8M
May 11, 2022 Q1 2022
Greenwich Wealth Management LLC

Greenwich, CT
SELL
 -
-5.87K
- 8.06%
$600K - $684K
66.9K $7.92M
Apr 22, 2022 Q1 2022
Concorde Asset Management, LLC

SELL
 -
-5.9K
- 25.01%
$603K - $688K
17.7K $2.09M
Apr 19, 2022 Q1 2022
Mason & Associates Inc

SELL
 -
-6.02K
- 11.93%
$616K - $702K
44.4K $5.26M
Apr 19, 2022 Q1 2022
Resonant Capital Advisors, LLC

SELL
 -
-6.08K
- 3.05%
$622K - $709K
193K $22.9M
May 12, 2022 Q1 2022
Beta Wealth Group, Inc.

SELL
 -
-6.13K
Closed
$627K - $715K
0 $0
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

SELL
 -
-6.17K
- 15.45%
$631K - $720K
33.7K $4M
May 09, 2022 Q1 2022
Financial Network Wealth Management LLC

Draper, UT
SELL
 -
-6.21K
- 9.36%
$636K - $725K
60.2K $7.13M
May 16, 2022 Q1 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-6.24K
- 4.74%
$639K - $728K
125K $14.8M
Apr 20, 2022 Q1 2022
Well Done, LLC

SELL
 -
-6.25K
- 13.77%
$639K - $729K
39.1K $4.63M
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

SELL
 -
-6.34K
- 1.59%
$649K - $740K
392K $46.4M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-6.34K
- 3.13%
$649K - $740K
196K $23.3M
May 04, 2022 Q1 2022
Banque Pictet & Cie Sa

SELL
 -
-6.35K
- 41.35%
$650K - $741K
9.01K $1.07M
May 13, 2022 Q1 2022
Financial Advisors Network, Inc.

SELL
 -
-6.39K
- 74.55%
$653K - $745K
2.18K $258K
May 16, 2022 Q1 2022
Barclays PLC

London, X0
SELL
 -
-6.45K
- 10.28%
$660K - $752K
56.3K $6.67M
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

SELL
 -
-6.52K
- 77.64%
$667K - $760K
1.88K $222K
Apr 19, 2022 Q1 2022
Williams Financial, LLC

Bennington, VT
SELL
 -
-6.52K
- 26.32%
$667K - $761K
18.3K $2.16M
May 12, 2022 Q1 2022
Raymond James Trust N.A.

SELL
 -
-6.78K
- 3.76%
$694K - $791K
174K $20.6M
Feb 21, 2023 Q1 2022
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-6.89K
- 4.84%
$705K - $804K
136K $16.1M
May 02, 2022 Q1 2022
Main Street Investment Advisors LLC

SELL
 -
-6.95K
- 1.66%
$711K - $811K
411K $48.7M
May 04, 2022 Q1 2022
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-6.97K
- 51.39%
$713K - $813K
6.59K $781K
Apr 28, 2022 Q1 2022
Abundance Wealth Counselors

SELL
 -
-6.98K
- 13.64%
$714K - $815K
44.2K $5.24M
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

SELL
 -
-7.23K
- 3.2%
$740K - $844K
218K $25.9M

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