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 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-383- 10.26% |
$41.5K - $46.1K
|
3.35K
$397K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-385- 23.32% |
$41.7K - $46.3K
|
1.27K
$150K
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-387- 1.63% |
$41.9K - $46.6K
|
23.4K
$2.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-398- 12.84% |
$43.1K - $47.9K
|
2.7K
$320K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-400- 3.84% |
$43.3K - $48.1K
|
10K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-404- 4.66% |
$43.7K - $48.6K
|
8.26K
$979K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-404- 7.87% |
$43.7K - $48.6K
|
4.73K
$560K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-405- 17.91% |
$43.8K - $48.7K
|
1.86K
$220K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-418- 0.9% |
$45.3K - $50.3K
|
45.9K
$5.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-420Closed |
$45.5K - $50.5K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-424- 0.34% |
$45.9K - $51K
|
126K
$14.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-424Closed |
$45.9K - $51K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-429- 1.5% |
$46.4K - $51.6K
|
28.2K
$3.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-437- 5.81% |
$47.3K - $52.6K
|
7.09K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-441- 1.95% |
$47.7K - $53.1K
|
22.2K
$2.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-445- 7.23% |
$48.2K - $53.5K
|
5.71K
$677K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-449- 18.4% |
$48.6K - $54K
|
1.99K
$236K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-450- 45.78% |
$48.7K - $54.1K
|
533
$63.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-452- 2.16% |
$48.9K - $54.4K
|
20.5K
$2.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-453- 0.28% |
$49K - $54.5K
|
159K
$18.9M
|
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-462- 18.47% |
$50K - $55.6K
|
2.04K
$241K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-477- 3.28% |
$51.6K - $57.4K
|
14K
$1.66M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-479- 17.23% |
$51.9K - $57.6K
|
2.3K
$273K
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-500- 7.52% |
$54.1K - $60.2K
|
6.15K
$729K
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-504- 14.29% |
$54.6K - $60.6K
|
3.02K
$358K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-505- 5.25% |
$54.7K - $60.8K
|
9.11K
$1.08M
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-505- 20.55% |
$54.7K - $60.8K
|
1.95K
$231K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-513- 0.49% |
$55.5K - $61.7K
|
105K
$12.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-514- 13.0% |
$55.6K - $61.8K
|
3.44K
$408K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-519- 3.68% |
$56.2K - $62.4K
|
13.6K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-526- 1.79% |
$56.9K - $63.3K
|
28.8K
$3.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-527- 5.7% |
$57.1K - $63.4K
|
8.72K
$1.03M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-533- 19.62% |
$57.7K - $64.1K
|
2.18K
$259K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-536- 11.49% |
$58K - $64.5K
|
4.13K
$489K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-548- 21.85% |
$59.3K - $65.9K
|
1.96K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-551- 8.67% |
$59.7K - $66.3K
|
5.8K
$687K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-557- 18.04% |
$60.3K - $67K
|
2.53K
$300K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
SELL
|
- |
-563- 1.27% |
$61K - $67.7K
|
43.9K
$5.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-567- 6.42% |
$61.4K - $68.2K
|
8.27K
$979K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-575- 16.5% |
$62.2K - $69.2K
|
2.91K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-586- 86.56% |
$63.4K - $70.5K
|
91
$10.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-591- 1.51% |
$64K - $71.1K
|
38.7K
$4.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-594- 6.49% |
$64.3K - $71.5K
|
8.56K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-600- 2.48% |
$65K - $72.2K
|
23.6K
$2.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-601- 15.13% |
$65.1K - $72.3K
|
3.37K
$399K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-610Closed |
$66K - $73.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-610- 16.54% |
$66K - $73.4K
|
3.08K
$365K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-625- 2.08% |
$67.7K - $75.2K
|
29.5K
$3.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-629- 7.3% |
$68.1K - $75.7K
|
7.99K
$946K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-650- 3.76% |
$70.4K - $78.2K
|
16.6K
$1.97M
|