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 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.16K- 30.01% |
$330K - $359K
|
7.36K
$910K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.25K- 1.62% |
$340K - $369K
|
198K
$24.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-3.27K- 21.01% |
$342K - $372K
|
12.3K
$1.52M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.3K- 3.1% |
$346K - $376K
|
103K
$12.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.31KClosed |
$347K - $377K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.35K- 26.99% |
$350K - $381K
|
9.06K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-3.36K- 12.75% |
$352K - $382K
|
23K
$2.84M
|
|
|
Oct 21, 2021
Q3 2021
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.38K- 2.0% |
$354K - $384K
|
166K
$20.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.43K- 9.24% |
$359K - $390K
|
33.7K
$4.17M
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.43K- 2.58% |
$359K - $390K
|
130K
$16.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.46K- 13.0% |
$362K - $393K
|
23.2K
$2.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.46K- 87.58% |
$362K - $394K
|
491
$60.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.47K- 8.56% |
$363K - $394K
|
37K
$4.58M
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
SELL
|
- |
-3.5K- 14.11% |
$366K - $398K
|
21.3K
$2.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.53K- 12.88% |
$369K - $401K
|
23.9K
$2.95M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.54K- 3.25% |
$370K - $402K
|
105K
$13M
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.56KClosed |
$372K - $404K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.68K- 3.81% |
$385K - $419K
|
93K
$11.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.7K- 10.6% |
$387K - $421K
|
31.2K
$3.86M
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-3.7K- 6.6% |
$387K - $421K
|
52.4K
$6.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.72K- 3.59% |
$389K - $423K
|
100K
$12.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.77K- 58.38% |
$394K - $428K
|
2.69K
$332K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.8K- 11.21% |
$398K - $432K
|
30.1K
$3.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.81K- 47.36% |
$398K - $433K
|
4.23K
$523K
|
|
|
Nov 12, 2021
Q3 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.89K- 13.16% |
$407K - $442K
|
25.6K
$3.17M
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.89K- 10.55% |
$407K - $442K
|
33K
$4.07M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-4.17K- 48.78% |
$436K - $474K
|
4.38K
$541K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.17K- 6.96% |
$436K - $474K
|
55.7K
$6.89M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.28KClosed |
$448K - $486K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.38K- 18.78% |
$458K - $498K
|
18.9K
$2.34M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.42K- 7.12% |
$462K - $502K
|
57.6K
$7.12M
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.43K- 9.06% |
$463K - $503K
|
44.4K
$5.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.46K- 27.99% |
$466K - $507K
|
11.5K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.5K- 9.89% |
$470K - $511K
|
40.9K
$5.06M
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.58K- 3.99% |
$479K - $521K
|
110K
$13.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.64K- 44.98% |
$486K - $528K
|
5.68K
$703K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-4.81K- 9.72% |
$503K - $546K
|
44.6K
$5.52M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-4.9K- 3.55% |
$513K - $558K
|
133K
$16.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-4.92K- 4.52% |
$514K - $559K
|
104K
$12.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.92K- 4.08% |
$515K - $560K
|
116K
$14.3M
|
|
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.99K- 12.57% |
$522K - $567K
|
34.7K
$4.29M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
SELL
|
- |
-5.18K- 31.45% |
$541K - $588K
|
11.3K
$1.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.22K- 27.76% |
$546K - $594K
|
13.6K
$1.68M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.26K- 2.92% |
$550K - $598K
|
175K
$21.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.28K- 2.72% |
$553K - $601K
|
189K
$23.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.3K- 99.18% |
$554K - $602K
|
44
$5.44K
|
|
|
Nov 15, 2021
Q3 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-5.32KClosed |
$556K - $604K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5.39K- 4.22% |
$563K - $612K
|
122K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.5K- 4.45% |
$575K - $625K
|
118K
$14.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.51K- 3.2% |
$577K - $627K
|
167K
$20.6M
|