Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3.44KNew |
$372K - $414K
|
3.44K
$407K
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.41K+ 6.52% |
$369K - $411K
|
55.8K
$6.61M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
3.39K+ 2.55% |
$367K - $408K
|
137K
$16.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.38K+ 81.0% |
$365K - $406K
|
7.54K
$894K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.36K+ 1.62% |
$363K - $404K
|
210K
$24.9M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
3.34K+ 12.19% |
$362K - $402K
|
30.8K
$3.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.34KNew |
$361K - $401K
|
3.34K
$395K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.3KNew |
$358K - $398K
|
3.3K
$391K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.3K+ 21.08% |
$357K - $397K
|
19K
$2.25M
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
BUY
|
- |
3.28K+ 2.84% |
$355K - $395K
|
119K
$14.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.28K+ 5.33% |
$355K - $394K
|
64.8K
$7.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.26K+ 900.55% |
$353K - $392K
|
3.62K
$429K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
3.25KNew |
$352K - $391K
|
3.25K
$385K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3.24K+ 1.04% |
$351K - $390K
|
315K
$37.3M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
3.23KNew |
$349K - $388K
|
3.23K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.22KNew |
$348K - $387K
|
3.22K
$381K
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
3.22KNew |
$348K - $387K
|
3.22K
$381K
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
3.21K+ 0.82% |
$348K - $386K
|
395K
$46.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 3.04% |
$348K - $386K
|
109K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.2KNew |
$346K - $384K
|
3.2K
$378K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
3.19KNew |
$345K - $383K
|
3.19K
$377K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.17K+ 16.72% |
$343K - $381K
|
22.1K
$2.62M
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
BUY
|
- |
3.16K+ 7.09% |
$342K - $380K
|
47.8K
$5.66M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.15K+ 2.51% |
$341K - $379K
|
129K
$15.3M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.13KNew |
$339K - $377K
|
3.13K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.13K+ 5.04% |
$339K - $376K
|
65.2K
$7.72M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.13K+ 3.76% |
$339K - $376K
|
86.3K
$10.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
3.11K+ 38.61% |
$337K - $374K
|
11.2K
$1.32M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.08K+ 4.42% |
$334K - $371K
|
72.8K
$8.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.06K+ 48.01% |
$332K - $369K
|
9.44K
$1.12M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
3.04K+ 0.36% |
$329K - $365K
|
849K
$101M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.04K+ 29.52% |
$329K - $365K
|
13.3K
$1.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
3.03KNew |
$328K - $365K
|
3.03K
$359K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
3.03K+ 30.21% |
$328K - $365K
|
13.1K
$1.55M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.03KNew |
$328K - $364K
|
3.03K
$359K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.02K+ 47.03% |
$327K - $363K
|
9.44K
$1.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.02K+ 2.51% |
$327K - $363K
|
124K
$14.6M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
3.01KNew |
$326K - $362K
|
3.01K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
3.01K+ 3.74% |
$325K - $362K
|
83.3K
$9.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3K+ 6.16% |
$325K - $361K
|
51.8K
$6.13M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.97KNew |
$322K - $358K
|
2.97K
$352K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.97K+ 12.1% |
$321K - $357K
|
27.5K
$3.26M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.96K+ 5.23% |
$321K - $356K
|
59.6K
$7.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.96K+ 5.22% |
$320K - $356K
|
59.6K
$7.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.94KNew |
$319K - $354K
|
2.94K
$349K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.93K+ 17.17% |
$317K - $353K
|
20K
$2.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.93K+ 5.51% |
$317K - $352K
|
56K
$6.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.92K+ 4.09% |
$316K - $351K
|
74.2K
$8.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.9K+ 2.78% |
$314K - $349K
|
107K
$12.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
2.87KNew |
$311K - $345K
|
2.87K
$340K
|