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 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-217- 2.92% |
$23.5K - $26.1K
|
7.22K
$855K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-217- 1.18% |
$23.5K - $26.1K
|
18.2K
$2.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-218- 0.72% |
$23.6K - $26.2K
|
30.1K
$3.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-218- 1.51% |
$23.6K - $26.2K
|
14.2K
$1.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-220Closed |
$23.8K - $26.5K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-221Closed |
$23.9K - $26.6K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-224- 4.01% |
$24.3K - $27K
|
5.36K
$635K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-225- 0.6% |
$24.4K - $27.1K
|
37.5K
$4.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-225- 10.58% |
$24.4K - $27.1K
|
1.9K
$225K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-230- 0.16% |
$24.9K - $27.7K
|
146K
$17.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-231Closed |
$25K - $27.8K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-233- 0.49% |
$25.2K - $28K
|
47.2K
$5.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-233- 1.19% |
$25.2K - $28K
|
19.4K
$2.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-236- 1.17% |
$25.5K - $28.4K
|
20K
$2.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-248- 0.53% |
$26.8K - $29.8K
|
46.2K
$5.48M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-250- 1.05% |
$27.1K - $30.1K
|
23.5K
$2.79M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-255- 3.73% |
$27.6K - $30.7K
|
6.59K
$780K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-259- 1.21% |
$28K - $31.2K
|
21.2K
$2.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-262- 2.72% |
$28.4K - $31.5K
|
9.35K
$1.11M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-265- 2.54% |
$28.7K - $31.9K
|
10.2K
$1.2M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-267- 1.69% |
$28.9K - $32.1K
|
15.6K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-273- 5.72% |
$29.6K - $32.8K
|
4.5K
$533K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-274- 2.2% |
$29.7K - $33K
|
12.2K
$1.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-283- 0.44% |
$30.6K - $34.1K
|
64.3K
$7.61M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-285- 0.16% |
$30.9K - $34.3K
|
175K
$20.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-288- 7.83% |
$31.2K - $34.7K
|
3.39K
$402K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-288- 1.05% |
$31.2K - $34.7K
|
27K
$3.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-289- 0.47% |
$31.3K - $34.8K
|
61.8K
$7.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-292- 2.33% |
$31.6K - $35.1K
|
12.2K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-300- 1.71% |
$32.5K - $36.1K
|
17.2K
$2.04M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-312- 8.64% |
$33.8K - $37.5K
|
3.3K
$391K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-315- 7.6% |
$34.1K - $37.9K
|
3.83K
$453K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-316- 0.1% |
$34.2K - $38K
|
318K
$37.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-317- 3.67% |
$34.3K - $38.1K
|
8.32K
$985K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-325- 15.08% |
$35.2K - $39.1K
|
1.83K
$217K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-329- 11.13% |
$35.6K - $39.6K
|
2.63K
$311K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-332Closed |
$35.9K - $39.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-332- 11.25% |
$35.9K - $39.9K
|
2.62K
$310K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-335- 14.08% |
$36.3K - $40.3K
|
2.05K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-336- 0.12% |
$36.4K - $40.4K
|
279K
$33M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-338- 1.3% |
$36.6K - $40.7K
|
25.6K
$3.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-343- 3.63% |
$37.1K - $41.3K
|
9.11K
$1.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-343- 29.88% |
$37.1K - $41.3K
|
805
$95.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-353- 3.43% |
$38.2K - $42.5K
|
9.94K
$1.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-357- 0.49% |
$38.6K - $43K
|
72.5K
$8.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-358- 0.8% |
$38.8K - $43.1K
|
44.4K
$5.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-365- 12.15% |
$39.5K - $43.9K
|
2.64K
$313K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-365- 2.91% |
$39.5K - $43.9K
|
12.2K
$1.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-367- 2.73% |
$39.7K - $44.2K
|
13.1K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-379Closed |
$41K - $45.6K
|
0
$0
|