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 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.11K- 2.22% |
$120K - $134K
|
49K
$5.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 25.27% |
$121K - $135K
|
3.31K
$388K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.13K- 19.33% |
$122K - $136K
|
4.71K
$551K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.16K- 7.81% |
$125K - $139K
|
13.7K
$1.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.16K- 15.64% |
$125K - $139K
|
6.24K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.17K- 6.89% |
$126K - $140K
|
15.7K
$1.84M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.19K- 1.18% |
$129K - $143K
|
100K
$11.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.21K- 1.12% |
$131K - $145K
|
107K
$12.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.21K- 1.11% |
$131K - $146K
|
108K
$12.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.21K- 33.54% |
$131K - $146K
|
2.4K
$281K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-1.22K- 3.16% |
$132K - $146K
|
37.2K
$4.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.23K- 9.06% |
$133K - $147K
|
12.3K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.25K- 2.77% |
$135K - $150K
|
43.7K
$5.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-1.25K- 15.89% |
$135K - $150K
|
6.6K
$773K
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.26K- 1.04% |
$136K - $151K
|
119K
$13.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.27KClosed |
$137K - $153K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.3K- 1.79% |
$141K - $156K
|
71.3K
$8.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.31K- 4.72% |
$141K - $157K
|
26.4K
$3.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-1.36K- 21.79% |
$147K - $164K
|
4.89K
$573K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.37K- 1.0% |
$149K - $165K
|
136K
$15.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.4K- 15.91% |
$152K - $168K
|
7.4K
$867K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.43K- 7.73% |
$155K - $172K
|
17K
$2M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.43K- 21.17% |
$155K - $172K
|
5.32K
$623K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.43K- 5.42% |
$155K - $172K
|
25K
$2.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-1.45K- 6.11% |
$157K - $174K
|
22.2K
$2.61M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-1.45K- 6.42% |
$157K - $175K
|
21.2K
$2.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.5K- 16.23% |
$163K - $181K
|
7.76K
$909K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.51K- 33.51% |
$164K - $182K
|
3K
$351K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.52K- 4.29% |
$164K - $183K
|
33.9K
$3.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.53K- 1.5% |
$166K - $184K
|
101K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.53K- 10.14% |
$166K - $184K
|
13.6K
$1.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-1.59K- 43.02% |
$172K - $191K
|
2.1K
$246K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.6K- 27.24% |
$173K - $192K
|
4.27K
$500K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 4.51% |
$173K - $193K
|
33.9K
$3.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.63K- 24.45% |
$177K - $197K
|
5.05K
$591K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.64K- 14.27% |
$177K - $197K
|
9.83K
$1.15M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-1.64K- 2.89% |
$177K - $197K
|
55.1K
$6.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.65K- 15.6% |
$179K - $199K
|
8.94K
$1.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.67K- 62.0% |
$180K - $200K
|
1.02K
$120K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 39.94% |
$181K - $201K
|
2.51K
$295K
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-1.67K- 6.05% |
$181K - $201K
|
26K
$3.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.68K- 7.85% |
$181K - $202K
|
19.7K
$2.31M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.72K- 33.11% |
$186K - $207K
|
3.48K
$407K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.73K- 1.2% |
$188K - $209K
|
142K
$16.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.73KClosed |
$188K - $209K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.76K- 35.29% |
$190K - $211K
|
3.22K
$377K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.76K- 0.86% |
$190K - $211K
|
203K
$23.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 2.0% |
$194K - $216K
|
87.7K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.84K- 3.19% |
$199K - $221K
|
55.8K
$6.53M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.85K- 1.09% |
$200K - $223K
|
169K
$19.7M
|