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 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.31K+ 4.04% |
$851K - $970K
|
214K
$25.4M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.29K+ 1.36% |
$848K - $967K
|
620K
$73.4M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.2K+ 10.82% |
$839K - $957K
|
84K
$9.95M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.2K+ 254.91% |
$839K - $957K
|
11.4K
$1.35M
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
8.11K+ 1501.85% |
$830K - $946K
|
8.65K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
8.08K+ 2.48% |
$827K - $943K
|
334K
$39.6M
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
8.05K+ 3.57% |
$823K - $939K
|
234K
$27.7M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.92K+ 20.06% |
$810K - $924K
|
47.4K
$5.61M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.81K+ 319.78% |
$799K - $911K
|
10.3K
$1.21M
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7.73KNew |
$791K - $902K
|
7.73K
$916K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.6K+ 144.34% |
$778K - $887K
|
12.9K
$1.52M
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
7.6K+ 14.4% |
$777K - $886K
|
60.3K
$7.15M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.59K+ 24.97% |
$777K - $886K
|
38K
$4.5M
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
7.59K+ 84.21% |
$776K - $885K
|
16.6K
$1.97M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.53K+ 9.77% |
$770K - $878K
|
84.6K
$10M
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7.52K+ 7.51% |
$769K - $877K
|
108K
$12.7M
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
7.5KNew |
$767K - $875K
|
7.5K
$888K
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
7.38K+ 6.99% |
$755K - $861K
|
113K
$13.4M
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.31K+ 4.48% |
$748K - $853K
|
171K
$20.2M
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
7.28K+ 11.29% |
$745K - $849K
|
71.8K
$8.5M
|
|
May 13, 2022
Q1 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.22K+ 2.52% |
$739K - $842K
|
294K
$34.8M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.2KNew |
$737K - $841K
|
7.2K
$853K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.15K+ 57.96% |
$732K - $834K
|
19.5K
$2.31M
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
6.99K+ 3.77% |
$715K - $815K
|
192K
$22.8M
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
6.96K+ 26.4% |
$712K - $812K
|
33.3K
$3.95M
|
|
Apr 11, 2022
Q1 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
6.64KNew |
$680K - $775K
|
6.64K
$787K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
6.63K+ 23.48% |
$679K - $774K
|
34.9K
$4.13M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.57K+ 5.49% |
$672K - $767K
|
126K
$14.9M
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
6.56K+ 21.32% |
$671K - $765K
|
37.3K
$4.42M
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
6.48KNew |
$663K - $756K
|
6.48K
$767K
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
6.37K+ 11.91% |
$652K - $743K
|
59.8K
$7.09M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.33K+ 77.93% |
$648K - $739K
|
14.5K
$1.71M
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.32K+ 18.56% |
$647K - $738K
|
40.4K
$4.78M
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.21K+ 3.42% |
$635K - $725K
|
188K
$22.2M
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.12K+ 4.48% |
$626K - $714K
|
143K
$16.9M
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
6.04K+ 8.31% |
$618K - $704K
|
78.6K
$9.31M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.04K+ 7.92% |
$618K - $704K
|
82.2K
$9.74M
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
5.95KNew |
$609K - $695K
|
5.95K
$705K
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
5.93K+ 8.3% |
$606K - $691K
|
77.3K
$9.15M
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5.91K+ 36.35% |
$604K - $689K
|
22.2K
$2.62M
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
5.91K+ 62.26% |
$604K - $689K
|
15.4K
$1.82M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.72K+ 826.45% |
$585K - $667K
|
6.41K
$759K
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.71K+ 23.44% |
$584K - $666K
|
30.1K
$3.56M
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
5.7K+ 5.5% |
$583K - $665K
|
109K
$12.9M
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.69K+ 5.32% |
$583K - $664K
|
113K
$13.4M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
5.69KNew |
$582K - $663K
|
5.69K
$673K
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
5.68K+ 15.93% |
$581K - $662K
|
41.3K
$4.89M
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.58K+ 1.17% |
$571K - $651K
|
480K
$56.9M
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
5.54K+ 33.23% |
$567K - $646K
|
22.2K
$2.63M
|
|
May 05, 2022
Q1 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
5.51K+ 4.09% |
$564K - $643K
|
140K
$16.6M
|