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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-53- 0.22% |
$5.74K - $6.38K
|
24.1K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-54- 0.1% |
$5.85K - $6.5K
|
52.3K
$6.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-60- 1.84% |
$6.5K - $7.22K
|
3.2K
$379K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-61- 0.42% |
$6.6K - $7.34K
|
14.6K
$1.73M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-63- 0.56% |
$6.82K - $7.58K
|
11.2K
$1.32M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-63- 5.63% |
$6.82K - $7.58K
|
1.06K
$125K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-64Closed |
$6.93K - $7.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-65- 64.36% |
$7.04K - $7.82K
|
36
$4.26K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-67- 22.41% |
$7.25K - $8.06K
|
232
$27.5K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-69- 0.11% |
$7.47K - $8.3K
|
60.9K
$7.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-72- 0.5% |
$7.79K - $8.66K
|
14.5K
$1.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-74- 2.65% |
$8.01K - $8.9K
|
2.72K
$323K
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-74- 0.31% |
$8.01K - $8.9K
|
24.1K
$2.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-75- 0.2% |
$8.12K - $9.02K
|
36.9K
$4.37M
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-77- 3.23% |
$8.34K - $9.26K
|
2.31K
$273K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-77- 0.21% |
$8.34K - $9.26K
|
36K
$4.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-78Closed |
$8.44K - $9.38K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
SELL
|
- |
-80- 1.05% |
$8.66K - $9.63K
|
7.56K
$896K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-81- 1.32% |
$8.77K - $9.75K
|
6.05K
$716K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-82Closed |
$8.88K - $9.87K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-83- 3.55% |
$8.99K - $9.99K
|
2.25K
$267K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-84- 2.68% |
$9.09K - $10.1K
|
3.05K
$361K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-87Closed |
$9.42K - $10.5K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-89- 1.6% |
$9.64K - $10.7K
|
5.49K
$650K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-89- 0.32% |
$9.64K - $10.7K
|
28K
$3.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-90- 15.36% |
$9.74K - $10.8K
|
496
$58.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-92- 4.58% |
$9.96K - $11.1K
|
1.92K
$227K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-94- 0.1% |
$10.2K - $11.3K
|
91.5K
$10.8M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-95- 0.82% |
$10.3K - $11.4K
|
11.5K
$1.37M
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-98- 1.07% |
$10.6K - $11.8K
|
9.09K
$1.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-99- 1.52% |
$10.7K - $11.9K
|
6.43K
$761K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-100- 11.11% |
$10.8K - $12K
|
800
$94.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
SELL
|
- |
-100- 0.31% |
$10.8K - $12K
|
32.6K
$3.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-101- 1.05% |
$10.9K - $12.2K
|
9.55K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
SELL
|
- |
-103- 3.7% |
$11.2K - $12.4K
|
2.68K
$317K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-107- 2.49% |
$11.6K - $12.9K
|
4.19K
$496K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-107- 4.26% |
$11.6K - $12.9K
|
2.4K
$285K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-107- 2.47% |
$11.6K - $12.9K
|
4.22K
$500K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-109- 0.6% |
$11.8K - $13.1K
|
18.2K
$2.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-115- 0.21% |
$12.4K - $13.8K
|
53.9K
$6.38M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-115- 3.67% |
$12.4K - $13.8K
|
3.02K
$358K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-116- 1.6% |
$12.6K - $14K
|
7.12K
$844K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-117- 0.53% |
$12.7K - $14.1K
|
22K
$2.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-117- 7.67% |
$12.7K - $14.1K
|
1.41K
$167K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-122- 0.68% |
$13.2K - $14.7K
|
17.8K
$2.11M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-122- 74.85% |
$13.2K - $14.7K
|
41
$4.86K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-124- 0.71% |
$13.4K - $14.9K
|
17.4K
$2.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-125- 0.61% |
$13.5K - $15K
|
20.5K
$2.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-126Closed |
$13.6K - $15.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-128- 0.89% |
$13.9K - $15.4K
|
14.3K
$1.69M
|