Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.69K+ 0.83% |
$177K - $192K
|
205K
$25.4M
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.69K+ 1.24% |
$176K - $192K
|
137K
$17M
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
1.69K+ 3.26% |
$176K - $192K
|
53.3K
$6.61M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
1.68K+ 10.19% |
$176K - $191K
|
18.2K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.68K+ 1.3% |
$176K - $191K
|
131K
$16.2M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.68K+ 3.6% |
$176K - $191K
|
48.3K
$5.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 1.49% |
$174K - $189K
|
114K
$14.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.66K+ 0.6% |
$173K - $188K
|
279K
$34.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
1.64K+ 8.19% |
$171K - $186K
|
21.6K
$2.68M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
1.61K+ 73.53% |
$169K - $183K
|
3.81K
$472K
|
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.61K+ 13.14% |
$168K - $183K
|
13.8K
$1.72M
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.6K+ 1.81% |
$167K - $182K
|
89.9K
$11.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.59K+ 0.91% |
$167K - $181K
|
176K
$21.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.59K+ 31.3% |
$167K - $181K
|
6.68K
$828K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.59K+ 4.09% |
$166K - $181K
|
40.5K
$5.02M
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.59K+ 84.5% |
$166K - $180K
|
3.47K
$429K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.57K+ 27.36% |
$164K - $179K
|
7.32K
$907K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.55K+ 16.19% |
$162K - $176K
|
11.1K
$1.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
BUY
|
- |
1.53K+ 5.84% |
$160K - $173K
|
27.7K
$3.43M
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.53K+ 69.07% |
$160K - $173K
|
3.73K
$463K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
1.5K+ 0.56% |
$157K - $171K
|
268K
$33.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
1.47K+ 1.11% |
$154K - $167K
|
134K
$16.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.47K+ 8.07% |
$154K - $167K
|
19.7K
$2.44M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.47K+ 2.22% |
$153K - $167K
|
67.5K
$8.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.44K+ 10.38% |
$150K - $163K
|
15.3K
$1.89M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.43K+ 2.33% |
$149K - $162K
|
62.7K
$7.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 16.03% |
$149K - $162K
|
10.3K
$1.28M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.42K+ 2.02% |
$149K - $162K
|
71.8K
$8.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
1.41K+ 3.21% |
$148K - $161K
|
45.5K
$5.64M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.41K+ 2.17% |
$148K - $160K
|
66.5K
$8.24M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.41K+ 2.9% |
$147K - $160K
|
50K
$6.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.4K+ 2.74% |
$147K - $159K
|
52.5K
$6.51M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.4K+ 3.38% |
$146K - $159K
|
42.7K
$5.29M
|
|
|
Oct 13, 2021
Q3 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.39K+ 0.97% |
$146K - $158K
|
145K
$17.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.39K+ 6.54% |
$145K - $158K
|
22.6K
$2.81M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 7.69% |
$145K - $158K
|
19.4K
$2.41M
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.38K+ 3.67% |
$144K - $157K
|
39K
$4.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.37K+ 41.69% |
$143K - $156K
|
4.66K
$577K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
1.37K+ 5.25% |
$143K - $156K
|
27.4K
$3.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.36K+ 5.14% |
$143K - $155K
|
27.9K
$3.45M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
1.35K+ 40.72% |
$141K - $153K
|
4.67K
$578K
|
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 3.66% |
$138K - $150K
|
37.2K
$4.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 38.47% |
$135K - $147K
|
4.65K
$577K
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.29K+ 5.69% |
$135K - $147K
|
23.9K
$2.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.29K+ 3.47% |
$135K - $146K
|
38.4K
$4.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
1.28K+ 5.16% |
$134K - $146K
|
26.1K
$3.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.27K+ 0.54% |
$133K - $144K
|
238K
$29.5M
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.26K+ 4.87% |
$132K - $144K
|
27.2K
$3.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.26K+ 3.89% |
$132K - $144K
|
33.8K
$4.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.26K+ 37.3% |
$132K - $143K
|
4.64K
$575K
|