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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.23K- 3.2% |
$740K - $844K
|
218K
$25.9M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-7.27K- 41.94% |
$743K - $848K
|
10.1K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.27K- 2.02% |
$744K - $849K
|
353K
$41.8M
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-7.41K- 8.59% |
$758K - $865K
|
78.9K
$9.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-7.51K- 13.46% |
$768K - $876K
|
48.3K
$5.72M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.52K- 1.34% |
$770K - $878K
|
553K
$65.5M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-7.57K- 3.0% |
$775K - $883K
|
245K
$29M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-7.63KClosed |
$781K - $890K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.77K- 24.53% |
$795K - $906K
|
23.9K
$2.83M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.8K- 2.05% |
$798K - $910K
|
372K
$44M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.94K- 21.78% |
$812K - $926K
|
28.5K
$3.38M
|
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-8.06K- 1.41% |
$825K - $941K
|
562K
$66.6M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-8.25K- 29.01% |
$844K - $962K
|
20.2K
$2.39M
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-8.31KClosed |
$850K - $970K
|
0
$0
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8.55K- 42.55% |
$875K - $998K
|
11.5K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8.7KClosed |
$890K - $1.01M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-9.22K- 50.68% |
$943K - $1.08M
|
8.97K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9.23K- 19.3% |
$944K - $1.08M
|
38.6K
$4.57M
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-9.6K- 55.78% |
$982K - $1.12M
|
7.61K
$901K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.74K- 5.74% |
$996K - $1.14M
|
160K
$18.9M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.79K- 18.23% |
$1M - $1.14M
|
43.9K
$5.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-9.79K- 15.85% |
$1M - $1.14M
|
52K
$6.16M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.83KClosed |
$1.01M - $1.15M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-9.84K- 59.18% |
$1.01M - $1.15M
|
6.79K
$804K
|
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-10.1KClosed |
$1.03M - $1.17M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-10.3K- 18.49% |
$1.06M - $1.2M
|
45.5K
$5.39M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.5K- 1.98% |
$1.07M - $1.22M
|
519K
$61.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-10.5KClosed |
$1.07M - $1.22M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-10.6K- 26.98% |
$1.09M - $1.24M
|
28.8K
$3.41M
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-11K- 73.33% |
$1.13M - $1.28M
|
4K
$474K
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-11.2K- 2.13% |
$1.15M - $1.31M
|
515K
$61M
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-11.4KClosed |
$1.17M - $1.33M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 20.01% |
$1.17M - $1.33M
|
45.6K
$5.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.7K- 9.46% |
$1.2M - $1.36M
|
112K
$13.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-11.8K- 22.67% |
$1.21M - $1.38M
|
40.4K
$4.79M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-12.2K- 26.71% |
$1.25M - $1.42M
|
33.5K
$3.96M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.3K- 12.96% |
$1.26M - $1.44M
|
82.7K
$9.79M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-12.6K- 5.1% |
$1.29M - $1.47M
|
235K
$27.8M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.7K- 16.07% |
$1.3M - $1.48M
|
66.2K
$7.84M
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-12.7K- 10.07% |
$1.3M - $1.49M
|
114K
$13.5M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.8K- 26.22% |
$1.31M - $1.5M
|
36.1K
$4.28M
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-13.1K- 20.22% |
$1.34M - $1.53M
|
51.7K
$6.13M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13.3K- 22.18% |
$1.36M - $1.55M
|
46.6K
$5.52M
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-13.6K- 17.92% |
$1.4M - $1.59M
|
62.5K
$7.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-13.7K- 70.22% |
$1.4M - $1.6M
|
5.81K
$688K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13.9KClosed |
$1.42M - $1.62M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-14K- 26.08% |
$1.43M - $1.64M
|
39.7K
$4.71M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-14.1K- 18.16% |
$1.44M - $1.64M
|
63.4K
$7.51M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.2K- 14.63% |
$1.45M - $1.65M
|
82.6K
$9.78M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-15.1K- 99.9% |
$1.54M - $1.76M
|
15
$1.78K
|