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 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
17.6K+ 634.78% |
$1.84M - $2M
|
20.3K
$2.52M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
17.3K+ 10.5% |
$1.81M - $1.97M
|
183K
$22.6M
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
17.1K+ 3.09% |
$1.79M - $1.94M
|
570K
$70.6M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
17K+ 36.49% |
$1.78M - $1.93M
|
63.5K
$7.87M
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
16.8K+ 7.17% |
$1.76M - $1.91M
|
251K
$31.1M
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
16.7KNew |
$1.75M - $1.9M
|
16.7K
$2.07M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
16.3K+ 56.06% |
$1.71M - $1.86M
|
45.4K
$5.63M
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
16.1K+ 2.32% |
$1.68M - $1.83M
|
711K
$88.2M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.9K+ 32.13% |
$1.66M - $1.81M
|
65.4K
$8.1M
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
15.8KNew |
$1.65M - $1.79M
|
15.8K
$1.95M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.7K+ 106.44% |
$1.64M - $1.78M
|
30.4K
$3.77M
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
15.7K+ 4.27% |
$1.64M - $1.78M
|
382K
$47.4M
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
15.5K+ 7.81% |
$1.63M - $1.77M
|
215K
$26.6M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
15.4K+ 7.52% |
$1.62M - $1.76M
|
221K
$27.4M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15.2K+ 194.16% |
$1.59M - $1.73M
|
23K
$2.85M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
15.1K+ 3.47% |
$1.58M - $1.72M
|
450K
$55.8M
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15K+ 8.62% |
$1.57M - $1.7M
|
189K
$23.4M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14.8K+ 2.96% |
$1.55M - $1.68M
|
514K
$63.7M
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
14.5KNew |
$1.51M - $1.64M
|
14.5K
$1.79M
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
14.2K+ 15.32% |
$1.49M - $1.62M
|
107K
$13.3M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14K+ 0.7% |
$1.47M - $1.59M
|
2.01M
$250M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
13.7K+ 6.91% |
$1.44M - $1.56M
|
212K
$26.3M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.7K+ 1.9% |
$1.44M - $1.56M
|
735K
$91.1M
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
13.5KNew |
$1.42M - $1.54M
|
13.5K
$1.68M
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
13.2K+ 30.31% |
$1.38M - $1.5M
|
56.7K
$7.02M
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
13.2K+ 30.3% |
$1.38M - $1.5M
|
56.7K
$7.02M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
13K+ 32.78% |
$1.36M - $1.48M
|
52.7K
$6.53M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13K+ 4.5% |
$1.36M - $1.48M
|
302K
$37.4M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12.9KNew |
$1.35M - $1.46M
|
12.9K
$1.59M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.6K+ 11.93% |
$1.31M - $1.43M
|
118K
$14.6M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.5K+ 16.19% |
$1.31M - $1.42M
|
89.9K
$11.1M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12.4K+ 7.88% |
$1.3M - $1.41M
|
170K
$21.1M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.1K+ 2.64% |
$1.27M - $1.38M
|
471K
$58.4M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.1K+ 5374.22% |
$1.27M - $1.37M
|
12.3K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
11.9K+ 71.15% |
$1.24M - $1.35M
|
28.6K
$3.54M
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
11.7K+ 15.43% |
$1.22M - $1.33M
|
87.4K
$10.8M
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
11.6K+ 8.47% |
$1.21M - $1.32M
|
148K
$18.4M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.5K+ 83.12% |
$1.2M - $1.3M
|
25.2K
$3.13M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.4K+ 6.06% |
$1.19M - $1.3M
|
200K
$24.8M
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
11.4K+ 12.86% |
$1.19M - $1.3M
|
100K
$12.4M
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
11.4K+ 16.7% |
$1.19M - $1.29M
|
79.6K
$9.87M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
11.4K+ 1.55% |
$1.19M - $1.29M
|
748K
$92.7M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.3K+ 7.39% |
$1.19M - $1.29M
|
165K
$20.4M
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
11.3K+ 12.74% |
$1.18M - $1.28M
|
99.6K
$12.3M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11KNew |
$1.15M - $1.25M
|
11K
$1.37M
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
10.9K+ 16.27% |
$1.14M - $1.24M
|
78.1K
$9.68M
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.9K+ 103.85% |
$1.14M - $1.24M
|
21.4K
$2.65M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.4K+ 1.1% |
$1.09M - $1.18M
|
958K
$119M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.3K+ 809.64% |
$1.08M - $1.17M
|
11.6K
$1.44M
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
10.3K+ 69.03% |
$1.08M - $1.17M
|
25.3K
$3.13M
|