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 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
4.07K+ 5.34% |
$426K - $463K
|
80.3K
$9.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.04K+ 3.76% |
$423K - $459K
|
111K
$13.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.03K+ 3.85% |
$422K - $459K
|
109K
$13.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
BUY
|
- |
4K+ 4.04% |
$418K - $455K
|
103K
$12.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
3.99K+ 60.21% |
$417K - $453K
|
10.6K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.99K+ 16.72% |
$417K - $453K
|
27.8K
$3.45M
|
|
|
Oct 14, 2021
Q3 2021
|
Security National Bank
|
BUY
|
- |
3.96KNew |
$414K - $450K
|
3.96K
$490K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
3.95K+ 107.86% |
$413K - $449K
|
7.62K
$944K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
3.93K+ 2.23% |
$411K - $446K
|
180K
$22.3M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.92K+ 5.22% |
$411K - $446K
|
79.1K
$9.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.92KNew |
$410K - $445K
|
3.92K
$485K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.87K+ 10.94% |
$405K - $440K
|
39.3K
$4.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.85K+ 1.44% |
$402K - $437K
|
271K
$33.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.74K+ 2.88% |
$391K - $425K
|
134K
$16.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.72K+ 8.43% |
$390K - $423K
|
47.9K
$5.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.72K+ 13.71% |
$389K - $423K
|
30.8K
$3.82M
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.7K+ 5.85% |
$387K - $421K
|
66.9K
$8.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
3.65K+ 5.07% |
$382K - $415K
|
75.7K
$9.38M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.61K+ 1.35% |
$378K - $411K
|
271K
$33.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.61K+ 8.0% |
$378K - $411K
|
48.8K
$6.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.61KNew |
$378K - $411K
|
3.61K
$448K
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.55K+ 30.75% |
$371K - $403K
|
15.1K
$1.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
3.52K+ 11.29% |
$368K - $400K
|
34.7K
$4.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.51K+ 1.79% |
$367K - $399K
|
199K
$24.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.48K+ 117.3% |
$364K - $395K
|
6.44K
$798K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.46KNew |
$362K - $393K
|
3.46K
$429K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.46KNew |
$361K - $393K
|
3.46K
$428K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.43K+ 43.1% |
$359K - $390K
|
11.4K
$1.41M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 3.82% |
$359K - $390K
|
93.1K
$11.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.43K+ 108.48% |
$359K - $390K
|
6.59K
$816K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.42K+ 3.85% |
$358K - $389K
|
92.4K
$11.4M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.39K+ 3.71% |
$355K - $386K
|
94.8K
$11.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3.36K+ 6.95% |
$352K - $382K
|
51.7K
$6.41M
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.36K+ 36.72% |
$351K - $382K
|
12.5K
$1.55M
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.35K+ 2.45% |
$350K - $380K
|
140K
$17.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
3.34K+ 5.14% |
$349K - $379K
|
68.2K
$8.46M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.28K+ 12.85% |
$344K - $373K
|
28.8K
$3.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.26KNew |
$341K - $371K
|
3.26K
$405K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.26K+ 3.37% |
$341K - $371K
|
100K
$12.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
3.26K+ 2.78% |
$341K - $371K
|
120K
$14.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.16K+ 2.3% |
$331K - $359K
|
140K
$17.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 20.11% |
$324K - $353K
|
18.5K
$2.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.1K+ 17.49% |
$324K - $352K
|
20.8K
$2.58M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.09K+ 2.63% |
$323K - $351K
|
121K
$14.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.06K+ 58.66% |
$320K - $348K
|
8.29K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.04KNew |
$318K - $346K
|
3.04K
$377K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.01K+ 10.2% |
$314K - $342K
|
32.5K
$4.02M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
2.99K+ 1.22% |
$313K - $340K
|
249K
$30.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.98K+ 10.48% |
$312K - $339K
|
31.4K
$3.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.97K+ 2.07% |
$311K - $338K
|
146K
$18.1M
|