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
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.22K- 11.47% |
$127K - $138K
|
9.38K
$1.16M
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 8.21% |
$129K - $141K
|
13.8K
$1.71M
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-1.24K- 2.33% |
$130K - $141K
|
52K
$6.43M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.24K- 0.91% |
$130K - $141K
|
135K
$16.7M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.29K- 1.24% |
$134K - $146K
|
102K
$12.6M
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.29K- 3.45% |
$135K - $147K
|
36.1K
$4.46M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.3K- 4.23% |
$136K - $147K
|
29.3K
$3.63M
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.35K- 12.48% |
$141K - $153K
|
9.45K
$1.17M
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.37K- 14.24% |
$144K - $156K
|
8.27K
$1.02M
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-1.41K- 21.21% |
$147K - $160K
|
5.23K
$646K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.41K- 22.41% |
$148K - $160K
|
4.89K
$604K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.41K- 2.07% |
$148K - $161K
|
67K
$8.29M
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.43K- 1.17% |
$150K - $162K
|
121K
$15M
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.43K- 7.56% |
$150K - $163K
|
17.5K
$2.17M
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.44K- 6.03% |
$150K - $163K
|
22.4K
$2.77M
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-1.45K- 2.49% |
$152K - $165K
|
56.7K
$7.02M
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.45K- 4.67% |
$152K - $165K
|
29.7K
$3.67M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.46K- 7.94% |
$153K - $166K
|
16.9K
$2.09M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.48K- 9.89% |
$154K - $168K
|
13.4K
$1.66M
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.49K- 23.27% |
$156K - $169K
|
4.91K
$608K
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.49K- 1.68% |
$156K - $170K
|
87.5K
$10.8M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.51K- 3.13% |
$158K - $171K
|
46.6K
$5.77M
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.54K- 35.35% |
$161K - $175K
|
2.81K
$347K
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.54K- 4.54% |
$161K - $175K
|
32.4K
$4.01M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.55K- 4.89% |
$162K - $176K
|
30.2K
$3.73M
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.58K- 19.23% |
$165K - $179K
|
6.63K
$820K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.58K- 11.29% |
$165K - $180K
|
12.4K
$1.54M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.59K- 2.78% |
$166K - $180K
|
55.4K
$6.85M
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.6K- 8.45% |
$167K - $182K
|
17.3K
$2.14M
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.61K- 8.06% |
$168K - $183K
|
18.3K
$2.27M
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.61K- 1.84% |
$168K - $183K
|
85.6K
$10.6M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1.63K- 6.86% |
$170K - $185K
|
22.1K
$2.73M
|
|
Oct 19, 2021
Q3 2021
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.63K- 1.2% |
$171K - $186K
|
135K
$16.7M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.64K- 0.68% |
$172K - $187K
|
240K
$29.7M
|
|
Oct 14, 2021
Q3 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-1.68K- 1.43% |
$176K - $191K
|
116K
$14.3M
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.68K- 35.0% |
$176K - $191K
|
3.12K
$386K
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.69K- 2.65% |
$177K - $192K
|
62.2K
$7.69M
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-1.7K- 1.57% |
$178K - $193K
|
107K
$13.2M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.73K- 7.47% |
$181K - $197K
|
21.4K
$2.65M
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.73K- 8.24% |
$181K - $197K
|
19.3K
$2.39M
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-1.75K- 7.63% |
$183K - $199K
|
21.1K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.76K- 3.22% |
$184K - $200K
|
52.8K
$6.54M
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.77K- 33.41% |
$185K - $201K
|
3.52K
$435K
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.79K- 33.49% |
$187K - $203K
|
3.55K
$439K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.79KClosed |
$187K - $204K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.79KClosed |
$188K - $204K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.81KClosed |
$189K - $206K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.82KClosed |
$191K - $207K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.83KClosed |
$191K - $207K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.84KClosed |
$192K - $209K
|
0
$0
|