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 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 16.27% |
$1.06M - $1.16M
|
72.7K
$9.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
9.99K+ 5.86% |
$1.05M - $1.14M
|
181K
$22.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
9.82K+ 24.39% |
$1.03M - $1.12M
|
50.1K
$6.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.78K+ 6.51% |
$1.02M - $1.11M
|
160K
$19.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.69K+ 110.76% |
$1.01M - $1.1M
|
18.4K
$2.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
9.53K+ 4.46% |
$997K - $1.08M
|
223K
$27.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
9.49K+ 11.32% |
$993K - $1.08M
|
93.3K
$11.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
9.38K+ 0.21% |
$982K - $1.07M
|
4.42M
$548M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.36K+ 13.85% |
$980K - $1.06M
|
77K
$9.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.35K+ 10.21% |
$978K - $1.06M
|
101K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9.2K+ 0.84% |
$963K - $1.05M
|
1.11M
$137M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
9.17K+ 7.06% |
$959K - $1.04M
|
139K
$17.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.13K+ 0.46% |
$955K - $1.04M
|
2.01M
$249M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
8.9KNew |
$931K - $1.01M
|
8.9K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
8.85K+ 9.8% |
$926K - $1.01M
|
99.2K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
8.81KNew |
$921K - $1M
|
8.81K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
8.8KNew |
$921K - $1M
|
8.8K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
8.79K+ 9.37% |
$919K - $999K
|
103K
$12.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.69K+ 4.72% |
$909K - $988K
|
193K
$23.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
8.64K+ 77.95% |
$904K - $983K
|
19.7K
$2.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8.61K+ 16.11% |
$901K - $979K
|
62K
$7.69M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
8.54K+ 272.51% |
$893K - $970K
|
11.7K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.45K+ 18.04% |
$884K - $961K
|
55.3K
$6.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.39K+ 1.96% |
$877K - $954K
|
437K
$54.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.34K+ 10.2% |
$873K - $949K
|
90.1K
$11.2M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.23K+ 4.94% |
$861K - $936K
|
175K
$21.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.21KNew |
$859K - $933K
|
8.21K
$1.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
8.13K+ 2.56% |
$850K - $924K
|
326K
$40.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8K+ 2.49% |
$837K - $909K
|
329K
$40.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7.9K+ 4.24% |
$826K - $898K
|
194K
$24M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.9K+ 1.72% |
$826K - $898K
|
467K
$57.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
7.89K+ 5.2% |
$826K - $897K
|
160K
$19.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
7.89K+ 5.43% |
$825K - $896K
|
153K
$19M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
7.87K+ 204.57% |
$824K - $895K
|
11.7K
$1.45M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.83K+ 4.41% |
$819K - $890K
|
185K
$23M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
7.74K+ 5.63% |
$810K - $880K
|
145K
$18M
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
7.71K+ 109.63% |
$806K - $876K
|
14.7K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.69K+ 3.89% |
$804K - $874K
|
205K
$25.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
7.66K+ 2.51% |
$802K - $871K
|
313K
$38.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.66K+ 7.96% |
$801K - $871K
|
104K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
7.65KNew |
$800K - $870K
|
7.65K
$948K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.56K+ 5.67% |
$791K - $860K
|
141K
$17.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.47K+ 36.69% |
$782K - $850K
|
27.8K
$3.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.45K+ 4.66% |
$779K - $847K
|
167K
$20.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
7.44K+ 14.96% |
$778K - $846K
|
57.2K
$7.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
7.42K+ 1.49% |
$777K - $844K
|
505K
$62.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.39K+ 6.73% |
$773K - $840K
|
117K
$14.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.35K+ 2.14% |
$768K - $835K
|
351K
$43.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7.18K+ 3.6% |
$751K - $816K
|
207K
$25.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7.18K+ 3.03% |
$751K - $816K
|
244K
$30.2M
|