Purchases and Sales Made in Q3 2021 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 16, 2021 Q3 2021
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-14.3K
- 1.34%
$1.5M - $1.62M
1.05M $130M
Nov 04, 2021 Q3 2021
Esl Trust Services, LLC

SELL
 -
-14.5K
- 8.51%
$1.52M - $1.65M
156K $19.3M
Nov 12, 2021 Q3 2021
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-14.7K
- 49.27%
$1.53M - $1.67M
15.1K $1.87M
Dec 08, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-15.2K
- 66.2%
$1.59M - $1.73M
7.78K $962K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-15.4K
- 36.82%
$1.62M - $1.76M
26.5K $3.28M
Nov 10, 2021 Q3 2021
Nine Point Two Capital LLC

Los Angeles, CA
SELL
 -
-15.5K
Closed
$1.63M - $1.77M
0 $0
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
SELL
 -
-15.7K
- 2.28%
$1.64M - $1.78M
671K $83M
Nov 15, 2021 Q3 2021
Aspireon Wealth Advisors

SELL
 -
-15.8K
- 44.51%
$1.65M - $1.79M
19.6K $2.43M
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
SELL
 -
-16.2K
- 20.07%
$1.7M - $1.84M
64.6K $7.98M
Nov 09, 2021 Q3 2021
Ieq Capital, LLC

SELL
 -
-16.3K
- 67.48%
$1.7M - $1.85M
7.85K $971K
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

SELL
 -
-16.7K
- 81.66%
$1.74M - $1.89M
3.74K $463K
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
SELL
 -
-16.8K
- 10.9%
$1.76M - $1.91M
137K $17M
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-16.9K
- 67.69%
$1.77M - $1.93M
8.09K $1M
Nov 05, 2021 Q3 2021
Mission Wealth Management, LP

SELL
 -
-17.1K
- 5.21%
$1.79M - $1.95M
311K $38.5M
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-17.2K
Closed
$1.8M - $1.96M
0 $0
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-17.3K
- 7.01%
$1.81M - $1.97M
229K $28.4M
Oct 28, 2021 Q3 2021
Community Bank, N.A.

SELL
 -
-18K
- 14.2%
$1.88M - $2.05M
109K $13.4M
Oct 04, 2021 Q3 2021
Smithbridge Asset Management Inc

SELL
 -
-18.1K
- 22.61%
$1.9M - $2.06M
62.1K $7.67M
Oct 18, 2021 Q3 2021
Annex Advisory Services, LLC

SELL
 -
-18.3K
- 6.84%
$1.91M - $2.08M
249K $30.8M
Nov 15, 2021 Q3 2021
Lbmc Investment Advisors, LLC

SELL
 -
-18.4K
- 18.85%
$1.92M - $2.09M
79.1K $9.78M
Nov 12, 2021 Q3 2021
Tiedemann Advisors, LLC

SELL
 -
-18.8K
- 47.81%
$1.97M - $2.14M
20.5K $2.54M
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

SELL
 -
-19.6K
- 4.38%
$2.05M - $2.23M
428K $52.9M
Nov 03, 2021 Q3 2021
Occidental Asset Management, LLC

SELL
 -
-19.6K
- 48.84%
$2.05M - $2.23M
20.6K $2.54M
Nov 09, 2021 Q3 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-19.8K
- 18.65%
$2.07M - $2.25M
86.3K $10.7M
Nov 09, 2021 Q3 2021
Wealth Architects, LLC

SELL
 -
-20.9K
- 5.49%
$2.19M - $2.37M
360K $44.5M
Nov 08, 2021 Q3 2021
Brinker Capital Investments, LLC

SELL
 -
-21.1K
- 4.61%
$2.2M - $2.39M
436K $53.9M
Nov 01, 2021 Q3 2021
Stillwater Capital Advisors, LLC

SELL
 -
-21.2K
Closed
$2.22M - $2.41M
0 $0
Nov 08, 2021 Q3 2021
Main Street Investment Advisors LLC

SELL
 -
-23.2K
- 5.19%
$2.42M - $2.63M
423K $52.3M
Nov 12, 2021 Q3 2021
Natixis

Paris, I0
SELL
 -
-23.6K
- 38.82%
$2.47M - $2.68M
37.2K $4.6M
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-24.2K
- 64.72%
$2.53M - $2.75M
13.2K $1.63M
Oct 25, 2021 Q3 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-24.5K
- 26.02%
$2.57M - $2.79M
69.7K $8.62M
Oct 26, 2021 Q3 2021
Sequoia Financial Advisors, LLC

SELL
 -
-24.5K
- 90.95%
$2.57M - $2.79M
2.44K $302K
Oct 26, 2021 Q3 2021
Sage Financial Management Group, Inc.

SELL
 -
-25K
Closed
$2.62M - $2.85M
0 $0
Nov 15, 2021 Q3 2021
Riverpoint Wealth Management Holdings, LLC

SELL
 -
-26.1K
- 72.16%
$2.73M - $2.96M
10.1K $1.24M
Oct 14, 2021 Q3 2021
Iam Advisory, LLC

SELL
 -
-26.1K
Closed
$2.74M - $2.97M
0 $0
Oct 14, 2021 Q3 2021
Genesee Capital Advisors, LLC

SELL
 -
-26.1K
Closed
$2.74M - $2.97M
0 $0
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-26.2K
- 8.14%
$2.74M - $2.98M
295K $36.5M
Nov 12, 2021 Q3 2021
Bridges Investment Management Inc

SELL
 -
-26.3K
- 2.48%
$2.75M - $2.99M
1.03M $128M
Oct 21, 2021 Q3 2021
Ironwood Wealth Management, Inc.

SELL
 -
-26.3K
- 16.89%
$2.75M - $2.99M
130K $16M
Nov 15, 2021 Q3 2021
Lazard Asset Management LLC

New York, NY
SELL
 -
-26.6K
- 6.58%
$2.78M - $3.02M
378K $46.7M
Nov 15, 2021 Q3 2021
Standard Family Office LLC

Sioux Falls, SD
SELL
 -
-27K
Closed
$2.82M - $3.07M
0 $0
Oct 06, 2021 Q3 2021
Clarus Wealth Advisors

SELL
 -
-27.4K
Closed
$2.86M - $3.11M
0 $0
Oct 15, 2021 Q3 2021
Willis Johnson & Associates, Inc.

SELL
 -
-28.1K
- 9.08%
$2.94M - $3.19M
281K $34.7M
Oct 29, 2021 Q3 2021
Goelzer Investment Management, Inc.

SELL
 -
-28.3K
- 5.59%
$2.96M - $3.22M
479K $59.2M
Nov 05, 2021 Q3 2021
Sargent Bickham Lagudis LLC

SELL
 -
-29.3K
- 24.2%
$3.06M - $3.33M
91.7K $11.3M
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-30.1K
- 23.94%
$3.15M - $3.43M
95.7K $11.8M
Oct 13, 2021 Q3 2021
Wela Strategies, Inc.

SELL
 -
-30.2K
- 30.19%
$3.15M - $3.43M
69.7K $8.62M
Nov 08, 2021 Q3 2021
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-30.3K
- 15.77%
$3.16M - $3.44M
162K $20M
Oct 14, 2021 Q3 2021
Canal Capital Management, LLC

SELL
 -
-30.4K
- 40.32%
$3.18M - $3.46M
45.1K $5.57M

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