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 |
---|---|---|---|---|---|---|---|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
31K+ 36.65% |
$3.24M - $3.52M
|
116K
$14.3M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
30.7K+ 6.63% |
$3.22M - $3.49M
|
494K
$61.2M
|
|
Oct 28, 2021
Q3 2021
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
30.7K+ 49.34% |
$3.21M - $3.49M
|
92.9K
$11.5M
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
29.8K+ 15.78% |
$3.12M - $3.39M
|
219K
$27.1M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.4K+ 1.18% |
$3.08M - $3.34M
|
2.52M
$312M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
29.4K+ 7.18% |
$3.08M - $3.34M
|
439K
$54.4M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
29K+ 24.3% |
$3.04M - $3.3M
|
148K
$18.4M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.5K+ 7.18% |
$2.98M - $3.24M
|
425K
$52.7M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
28.2K+ 3.44% |
$2.95M - $3.21M
|
849K
$105M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
28.1KNew |
$2.94M - $3.2M
|
28.1K
$3.48M
|
|
Oct 25, 2021
Q3 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
27.7K+ 34.88% |
$2.9M - $3.15M
|
107K
$13.3M
|
|
Oct 15, 2021
Q3 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
26.7K+ 9.94% |
$2.8M - $3.04M
|
296K
$36.7M
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
25.7K+ 9.55% |
$2.69M - $2.92M
|
294K
$36.5M
|
|
Nov 10, 2021
Q3 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
25.6K+ 10.54% |
$2.68M - $2.91M
|
269K
$33.3M
|
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
25K+ 63.16% |
$2.62M - $2.84M
|
64.6K
$8M
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
24.9K+ 2.69% |
$2.6M - $2.83M
|
949K
$118M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.9K+ 13.13% |
$2.6M - $2.83M
|
214K
$26.5M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.6K+ 5.35% |
$2.57M - $2.8M
|
485K
$60.1M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.5K+ 3.6% |
$2.56M - $2.79M
|
706K
$87.5M
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
23.1K+ 4.75% |
$2.42M - $2.62M
|
509K
$63.1M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
23K+ 11.14% |
$2.4M - $2.61M
|
229K
$28.4M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
23K+ 11.14% |
$2.4M - $2.61M
|
229K
$28.4M
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22.8K+ 21.03% |
$2.39M - $2.59M
|
131K
$16.3M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22.7K+ 11.36% |
$2.38M - $2.58M
|
223K
$27.6M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
22.7K+ 3.67% |
$2.37M - $2.58M
|
640K
$79.3M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.3K+ 0.79% |
$2.34M - $2.54M
|
2.85M
$353M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
22.3K+ 10.71% |
$2.33M - $2.53M
|
230K
$28.5M
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
21.6K+ 14.91% |
$2.26M - $2.46M
|
167K
$20.7M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
21.4KNew |
$2.23M - $2.43M
|
21.4K
$2.65M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
21.3KNew |
$2.23M - $2.42M
|
21.3K
$2.64M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20.9K+ 55.59% |
$2.18M - $2.37M
|
58.4K
$7.24M
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
20.7K+ 5.73% |
$2.17M - $2.35M
|
382K
$47.3M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.2K+ 5.39% |
$2.12M - $2.3M
|
396K
$49M
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
20.2K+ 7.9% |
$2.11M - $2.3M
|
276K
$34.2M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
20.2K+ 0.53% |
$2.11M - $2.3M
|
3.86M
$478M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
20K+ 1042.77% |
$2.1M - $2.28M
|
22K
$2.72M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.9K+ 6.55% |
$2.08M - $2.26M
|
324K
$40.1M
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
19.7K+ 7.49% |
$2.06M - $2.24M
|
283K
$35M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 0.69% |
$2.04M - $2.22M
|
2.83M
$351M
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
BUY
|
- |
19.3K+ 5.19% |
$2.02M - $2.2M
|
392K
$48.5M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.3K+ 46.61% |
$2.02M - $2.2M
|
60.7K
$7.53M
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
19.3K+ 3.43% |
$2.01M - $2.19M
|
580K
$71.9M
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
18.9K+ 3.47% |
$1.98M - $2.15M
|
564K
$69.8M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
18.9K+ 35.56% |
$1.97M - $2.14M
|
71.9K
$8.91M
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18.6K+ 13.74% |
$1.95M - $2.12M
|
154K
$19.1M
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
18.6KNew |
$1.95M - $2.11M
|
18.6K
$2.3M
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
18.4K+ 5.71% |
$1.93M - $2.09M
|
341K
$42.2M
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
18.3KNew |
$1.91M - $2.08M
|
18.3K
$2.27M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
18.3K+ 2.46% |
$1.91M - $2.08M
|
762K
$94.4M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
17.6K+ 6.72% |
$1.84M - $2M
|
279K
$34.6M
|