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 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
7.16K+ 6.8% |
$749K - $814K
|
113K
$13.9M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.06KNew |
$739K - $803K
|
7.06K
$873K
|
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
BUY
|
- |
6.99K+ 5.37% |
$731K - $795K
|
137K
$17M
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
6.92K+ 3.98% |
$724K - $787K
|
181K
$22.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
6.89K+ 91.26% |
$721K - $783K
|
14.4K
$1.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
6.88K+ 5.29% |
$720K - $783K
|
137K
$16.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
6.8K+ 176.14% |
$711K - $773K
|
10.7K
$1.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.78K+ 9.62% |
$710K - $771K
|
77.3K
$9.56M
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
6.77K+ 12.45% |
$708K - $770K
|
61.1K
$7.56M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.74K+ 7.37% |
$705K - $767K
|
98.2K
$12.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.67K+ 13.67% |
$698K - $759K
|
55.5K
$6.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
6.67KNew |
$698K - $758K
|
6.67K
$825K
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
6.6KNew |
$690K - $750K
|
6.6K
$816K
|
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6.52K+ 4.25% |
$682K - $741K
|
160K
$19.8M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.51K+ 13.67% |
$681K - $740K
|
54.1K
$6.69M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.47K+ 13.88% |
$677K - $736K
|
53.1K
$6.57M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.45K+ 3.74% |
$675K - $734K
|
179K
$22.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
6.42K+ 5.25% |
$671K - $729K
|
129K
$15.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
6.41K+ 2.74% |
$671K - $729K
|
240K
$29.7M
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.4K+ 1.38% |
$670K - $728K
|
470K
$58.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
6.38K+ 5.82% |
$667K - $725K
|
116K
$14.3M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6.35K+ 8.22% |
$665K - $722K
|
83.6K
$10.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6.34K+ 5.28% |
$663K - $721K
|
126K
$15.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.34K+ 24.02% |
$663K - $720K
|
32.7K
$4.05M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.31K+ 5.92% |
$660K - $718K
|
113K
$14M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
6.3KNew |
$659K - $716K
|
6.3K
$779K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.25K+ 10.27% |
$654K - $711K
|
67.1K
$8.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.22K+ 26.75% |
$651K - $707K
|
29.5K
$3.64M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.22K+ 26.75% |
$651K - $707K
|
29.5K
$3.64M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.19K+ 18.05% |
$647K - $703K
|
40.4K
$5M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
6.02K+ 14.71% |
$630K - $685K
|
47K
$5.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.96K+ 15.29% |
$623K - $677K
|
44.9K
$5.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
5.87K+ 3.03% |
$614K - $667K
|
200K
$24.7M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
5.85K+ 14.04% |
$612K - $665K
|
47.5K
$5.87M
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.85K+ 14.04% |
$612K - $665K
|
47.5K
$5.87M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
5.79K+ 41.02% |
$606K - $658K
|
19.9K
$2.46M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.77K+ 11.94% |
$603K - $656K
|
54.1K
$6.69M
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
5.73K+ 2.37% |
$599K - $651K
|
247K
$30.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.66K+ 4.49% |
$592K - $644K
|
132K
$16.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.63K+ 23.36% |
$589K - $640K
|
29.7K
$3.68M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
5.62K+ 5.61% |
$587K - $638K
|
106K
$13.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
5.56K+ 3.0% |
$582K - $633K
|
191K
$23.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.56K+ 15.52% |
$582K - $632K
|
41.4K
$5.12M
|
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
5.53KNew |
$578K - $628K
|
5.53K
$684K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
5.51K+ 5.11% |
$576K - $626K
|
113K
$14M
|
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
5.5K+ 9.02% |
$576K - $626K
|
66.5K
$8.22M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.47K+ 3.73% |
$573K - $622K
|
152K
$18.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.46K+ 7.56% |
$571K - $621K
|
77.7K
$9.61M
|
|
|
Nov 03, 2021
Q3 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
5.46K+ 4.27% |
$571K - $621K
|
133K
$16.5M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.46K+ 4.97% |
$571K - $621K
|
115K
$14.3M
|