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 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.6K+ 1.59% |
$1.09M - $1.24M
|
679K
$80.4M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$1.08M - $1.24M
|
10.6K
$1.26M
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
10.6KNew |
$1.08M - $1.24M
|
10.6K
$1.26M
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
10.5K+ 38.33% |
$1.08M - $1.23M
|
38K
$4.5M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5K+ 20.38% |
$1.08M - $1.23M
|
62.1K
$7.36M
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.5K+ 9.58% |
$1.07M - $1.22M
|
120K
$14.2M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.5K+ 5.1% |
$1.07M - $1.22M
|
216K
$25.6M
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
10.3K+ 72.69% |
$1.05M - $1.2M
|
24.5K
$2.9M
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
10.3K+ 25.94% |
$1.05M - $1.2M
|
49.9K
$5.91M
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
10.3K+ 39.44% |
$1.05M - $1.2M
|
36.3K
$4.29M
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
10.2K+ 12.15% |
$1.05M - $1.2M
|
94.5K
$11.2M
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10.2K+ 4.86% |
$1.05M - $1.2M
|
221K
$26.2M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.2K+ 8.93% |
$1.05M - $1.19M
|
125K
$14.8M
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10.2K+ 8.35% |
$1.04M - $1.19M
|
132K
$15.6M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.1K+ 16.98% |
$1.03M - $1.17M
|
69.3K
$8.21M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.97K+ 2.38% |
$1.02M - $1.16M
|
429K
$50.8M
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.96K+ 3.56% |
$1.02M - $1.16M
|
289K
$34.3M
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
9.94KNew |
$1.02M - $1.16M
|
9.94K
$1.18M
|
|
Apr 08, 2022
Q1 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
9.94K+ 41.31% |
$1.02M - $1.16M
|
34K
$4.03M
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
9.9KNew |
$1.01M - $1.16M
|
9.9K
$1.17M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
9.8K+ 16.41% |
$1M - $1.14M
|
69.5K
$8.23M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.67K+ 35.09% |
$989K - $1.13M
|
37.2K
$4.41M
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
9.59KNew |
$982K - $1.12M
|
9.59K
$1.14M
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
9.57K+ 3.86% |
$979K - $1.12M
|
258K
$30.5M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
9.51K+ 3.47% |
$973K - $1.11M
|
284K
$33.6M
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
9.49K+ 78.31% |
$971K - $1.11M
|
21.6K
$2.56M
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
9.44KNew |
$966K - $1.1M
|
9.44K
$1.12M
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
9.41K+ 3.44% |
$963K - $1.1M
|
283K
$33.5M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.41KNew |
$963K - $1.1M
|
9.41K
$1.11M
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
9.41K+ 33.15% |
$963K - $1.1M
|
37.8K
$4.48M
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
9.34KNew |
$956K - $1.09M
|
9.34K
$1.11M
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
9.31K+ 19.62% |
$953K - $1.09M
|
56.8K
$6.72M
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
9.27K+ 2.69% |
$948K - $1.08M
|
354K
$41.9M
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.25K+ 22.36% |
$947K - $1.08M
|
50.6K
$6M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
9.19K+ 8.58% |
$940K - $1.07M
|
116K
$13.8M
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
9.06K+ 4.01% |
$927K - $1.06M
|
235K
$27.8M
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.01K+ 15.19% |
$922K - $1.05M
|
68.3K
$8.09M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.94K+ 2.4% |
$914K - $1.04M
|
382K
$45.2M
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
8.83K+ 10.6% |
$903K - $1.03M
|
92.1K
$10.9M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.67K+ 44.21% |
$887K - $1.01M
|
28.3K
$3.35M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
8.63K+ 64.79% |
$883K - $1.01M
|
21.9K
$2.6M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
8.62KNew |
$882K - $1.01M
|
8.62K
$1.02M
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.61K+ 5.94% |
$881K - $1M
|
154K
$18.2M
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
8.56K+ 7.69% |
$876K - $999K
|
120K
$14.2M
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
8.55K+ 33.05% |
$875K - $998K
|
34.4K
$4.08M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.52K+ 5.22% |
$872K - $994K
|
172K
$20.3M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.45K+ 8.02% |
$864K - $986K
|
114K
$13.5M
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
8.43K+ 27.46% |
$863K - $984K
|
39.1K
$4.64M
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8.36K+ 2.21% |
$855K - $975K
|
387K
$45.8M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
8.31KNew |
$851K - $970K
|
8.31K
$985K
|