Purchases and Sales Made in Q4 2021 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 26, 2022 Q4 2021
Lincoln National Corp

BUY
 -
16.8K
+ 18.66%
$1.82M - $2.03M
107K $12.7M
Feb 09, 2022 Q4 2021
Leverty Financial Group, LLC

BUY
 -
16.7K
New
$1.81M - $2.01M
16.7K $1.98M
Jan 28, 2022 Q4 2021
Vahanian & Associates Financial Planning Inc.

BUY
 -
16.6K
New
$1.8M - $2M
16.6K $1.97M
May 02, 2022 Q4 2021
Provence Wealth Management Group

BUY
 -
16.5K
New
$1.79M - $1.99M
16.5K $1.96M
Feb 11, 2022 Q4 2021
Patton Albertson Miller Group, LLC

BUY
 -
16.4K
+ 187.37%
$1.77M - $1.97M
25.1K $2.97M
Feb 11, 2022 Q4 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
16.1K
+ 18.72%
$1.75M - $1.94M
102K $12.1M
Jan 18, 2022 Q4 2021
Aries Wealth Management

BUY
 -
16.1K
+ 600.0%
$1.75M - $1.94M
18.8K $2.23M
Feb 14, 2022 Q4 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
16.1K
+ 2.39%
$1.75M - $1.94M
692K $81.9M
Feb 09, 2022 Q4 2021
Orion Portfolio Solutions, LLC

BUY
 -
16.1K
+ 17.86%
$1.74M - $1.94M
106K $12.6M
Jan 25, 2023 Q4 2021
Etfidea, LLC

Syracuse, NY
BUY
 -
16.1K
New
$1.74M - $1.94M
16.1K $1.91M
Feb 14, 2022 Q4 2021
Cibc World Market Inc.

Toronto, A6
BUY
 -
15.5K
+ 189.6%
$1.68M - $1.86M
23.7K $2.8M
Feb 14, 2022 Q4 2021
Avidian Wealth Solutions, LLC

BUY
 -
15.3K
+ 8.25%
$1.66M - $1.84M
201K $23.8M
Feb 14, 2022 Q4 2021
Wealthsource Partners, LLC

BUY
 -
15.1K
+ 7.39%
$1.63M - $1.81M
219K $25.9M
Feb 08, 2022 Q4 2021
Moreno Evelyn V

Boston, MA
BUY
 -
15K
+ 16.89%
$1.63M - $1.81M
104K $12.3M
Feb 02, 2022 Q4 2021
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
15K
+ 2.92%
$1.63M - $1.81M
529K $62.7M
Feb 15, 2022 Q4 2021
Sg3 Management, LLC

Dorado, PR
BUY
 -
15K
New
$1.62M - $1.8M
15K $1.78M
Feb 02, 2022 Q4 2021
Iowa State Bank

BUY
 -
14.8K
+ 47.66%
$1.6M - $1.78M
45.8K $5.43M
Feb 11, 2022 Q4 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
14.5K
+ 6.75%
$1.57M - $1.74M
229K $27.1M
Feb 11, 2022 Q4 2021
Elk River Wealth Management, LLC

BUY
 -
14.4K
+ 6.48%
$1.56M - $1.74M
237K $28.1M
Jan 20, 2022 Q4 2021
Paragon Wealth Strategies, LLC

BUY
 -
14.3K
+ 6.86%
$1.55M - $1.72M
223K $26.4M
Feb 07, 2022 Q4 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
14.2K
+ 14.91%
$1.54M - $1.71M
110K $13M
Feb 09, 2022 Q4 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
14.2K
+ 6.18%
$1.54M - $1.71M
244K $28.9M
Feb 11, 2022 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
14.2K
+ 19.94%
$1.53M - $1.7M
85.1K $10.1M
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
14.2K
+ 19.94%
$1.53M - $1.7M
85.1K $10.1M
Feb 11, 2022 Q4 2021
American International Group, Inc.

New York, NY
BUY
 -
14.1K
+ 453.23%
$1.53M - $1.7M
17.2K $2.04M
Feb 15, 2022 Q4 2021
Zacks Investment Management

Chicago, IL
BUY
 -
14.1K
+ 34.89%
$1.52M - $1.69M
54.4K $6.44M
Jan 19, 2022 Q4 2021
Alaska Permanent Capital Management

BUY
 -
14K
+ 2.59%
$1.51M - $1.68M
554K $65.6M
Jan 21, 2022 Q4 2021
Long Run Wealth Advisors, LLC

BUY
 -
13.7K
New
$1.48M - $1.64M
13.7K $1.62M
Feb 04, 2022 Q4 2021
Destination Wealth Management

BUY
 -
13.6K
+ 1.82%
$1.48M - $1.64M
761K $90.2M
Feb 15, 2022 Q4 2021
Employees Retirement System Of Texas

BUY
 -
13.6K
+ 21.01%
$1.47M - $1.63M
78.2K $9.26M
Feb 07, 2022 Q4 2021
Pine Ridge Advisers LLC

New York, NY
BUY
 -
13.5K
+ 47.35%
$1.46M - $1.63M
42.1K $4.99M
Feb 17, 2022 Q4 2021
Adamsbrown Wealth Consultants LLC

BUY
 -
13.5K
New
$1.46M - $1.62M
13.5K $1.6M
Feb 02, 2022 Q4 2021
Mount Yale Investment Advisors, LLC

BUY
 -
13.3K
+ 32.8%
$1.44M - $1.6M
53.7K $6.36M
Jan 24, 2022 Q4 2021
Sage Financial Group Inc

BUY
 -
13.1K
+ 5.86%
$1.42M - $1.57M
236K $28M
Jan 26, 2022 Q4 2021
Index Fund Advisors, Inc.

BUY
 -
13K
New
$1.41M - $1.57M
13K $1.54M
Feb 02, 2022 Q4 2021
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
13K
New
$1.41M - $1.56M
13K $1.54M
Jan 31, 2022 Q4 2021
Altium Wealth Management LLC

BUY
 -
13K
+ 4.65%
$1.4M - $1.56M
292K $34.6M
Feb 02, 2022 Q4 2021
Ignite Planners, LLC

BUY
 -
12.9K
New
$1.4M - $1.56M
12.9K $1.53M
Jan 27, 2022 Q4 2021
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
12.9K
+ 1.35%
$1.4M - $1.56M
971K $115M
Feb 23, 2022 Q4 2021
Cornerstone Advisory, LLC

BUY
 -
12.9K
+ 23.25%
$1.4M - $1.55M
68.4K $8.1M
Feb 16, 2022 Q4 2021
Covington Capital Management

BUY
 -
12.9K
+ 4.11%
$1.39M - $1.55M
326K $38.6M
Jan 31, 2022 Q4 2021
Opus Capital Group, LLC

BUY
 -
12.8K
+ 4.83%
$1.39M - $1.55M
279K $33M
Feb 08, 2022 Q4 2021
Cibc Private Wealth Group, LLC

BUY
 -
12.8K
+ 3.58%
$1.38M - $1.54M
370K $43.8M
Feb 10, 2022 Q4 2021
Pittenger & Anderson Inc

BUY
 -
12.8K
+ 109.92%
$1.38M - $1.54M
24.4K $2.89M
Jan 20, 2022 Q4 2021
Ccg Wealth Management, LLC

BUY
 -
12.7K
+ 31.08%
$1.37M - $1.53M
53.5K $6.33M
Dec 19, 2023 Q4 2021
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
12.6K
+ 4.47%
$1.36M - $1.52M
295K $34.9M
Jan 10, 2022 Q4 2021
Bremer Bank National Association

BUY
 -
12.6K
+ 30.29%
$1.36M - $1.51M
54.1K $6.41M
Jan 28, 2022 Q4 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
12.5K
+ 10.6%
$1.35M - $1.5M
130K $15.4M
Feb 14, 2022 Q4 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
12.5K
+ 33.51%
$1.35M - $1.5M
49.8K $5.9M

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