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
|
Concorde Asset Management, LLC
|
BUY
|
- |
418+ 1.8% |
$45.3K - $50.3K
|
23.6K
$2.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
416+ 11.24% |
$45K - $50.1K
|
4.12K
$487K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
416+ 2.14% |
$45K - $50.1K
|
19.9K
$2.35M
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
415+ 0.78% |
$44.9K - $49.9K
|
53.8K
$6.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
410+ 3.23% |
$44.4K - $49.3K
|
13.1K
$1.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
410+ 3.23% |
$44.4K - $49.3K
|
13.1K
$1.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
403+ 0.31% |
$43.6K - $48.5K
|
130K
$15.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
401+ 12.05% |
$43.4K - $48.2K
|
3.73K
$442K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
400+ 9.63% |
$43.3K - $48.1K
|
4.56K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
395+ 13.03% |
$42.8K - $47.5K
|
3.43K
$406K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
382+ 3.07% |
$41.4K - $46K
|
12.8K
$1.52M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
376New |
$40.7K - $45.2K
|
376
$44.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
376+ 4.27% |
$40.7K - $45.2K
|
9.18K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
374+ 1.94% |
$40.5K - $45K
|
19.6K
$2.32M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
372New |
$40.3K - $44.8K
|
372
$44.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
370+ 6.42% |
$40.1K - $44.5K
|
6.14K
$727K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
370+ 152.26% |
$40.1K - $44.5K
|
613
$72.6K
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
369+ 0.55% |
$39.9K - $44.4K
|
67.3K
$7.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
366+ 8.36% |
$39.6K - $44K
|
4.75K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
365+ 97.86% |
$39.5K - $43.9K
|
738
$87.4K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
365+ 106.73% |
$39.5K - $43.9K
|
707
$83.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
363+ 4.77% |
$39.3K - $43.7K
|
7.98K
$945K
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
361+ 12.86% |
$39.1K - $43.4K
|
3.17K
$375K
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
360+ 10.25% |
$39K - $43.3K
|
3.87K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
360+ 6.34% |
$39K - $43.3K
|
6.04K
$715K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
356+ 6.52% |
$38.5K - $42.8K
|
5.82K
$689K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
355+ 6.12% |
$38.4K - $42.7K
|
6.16K
$729K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
344+ 87.53% |
$37.2K - $41.4K
|
737
$87.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
343+ 87.72% |
$37.1K - $41.3K
|
734
$86.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
334+ 212.74% |
$36.2K - $40.2K
|
491
$58.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
327+ 1.1% |
$35.4K - $39.3K
|
30K
$3.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
320+ 1.57% |
$34.6K - $38.5K
|
20.6K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
317+ 9.71% |
$34.3K - $38.1K
|
3.58K
$424K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
315+ 0.89% |
$34.1K - $37.9K
|
35.6K
$4.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
306+ 5.1% |
$33.1K - $36.8K
|
6.31K
$747K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
305+ 4.1% |
$33K - $36.7K
|
7.74K
$917K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
301+ 0.68% |
$32.6K - $36.2K
|
44.3K
$5.25M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
301New |
$32.6K - $36.2K
|
301
$35.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
296+ 6.46% |
$32K - $35.6K
|
4.88K
$577K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
293New |
$31.7K - $35.3K
|
293
$34.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
293+ 1.14% |
$31.7K - $35.3K
|
25.9K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
292+ 59.23% |
$31.6K - $35.1K
|
785
$93K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
291+ 0.44% |
$31.5K - $35K
|
66.8K
$7.91M
|
|
|
Feb 14, 2022
Q4 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
283New |
$30.6K - $34.1K
|
283
$33.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
273+ 6.47% |
$29.6K - $32.8K
|
4.49K
$532K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
271+ 8.77% |
$29.3K - $32.6K
|
3.36K
$398K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
269+ 3.15% |
$29.1K - $32.4K
|
8.8K
$1.04M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
268+ 1.89% |
$29K - $32.2K
|
14.4K
$1.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
267+ 12.96% |
$28.9K - $32.1K
|
2.33K
$276K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
266+ 7.75% |
$28.8K - $32K
|
3.7K
$438K
|