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 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
12.4KNew |
$1.35M - $1.5M
|
12.4K
$1.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12.3K+ 776.59% |
$1.33M - $1.48M
|
13.9K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 20.98% |
$1.32M - $1.47M
|
70.4K
$8.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12.1K+ 25.7% |
$1.31M - $1.46M
|
59.3K
$7.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
12.1KNew |
$1.31M - $1.46M
|
12.1K
$1.44M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12K+ 18.64% |
$1.3M - $1.45M
|
76.7K
$9.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12K+ 352.4% |
$1.3M - $1.44M
|
15.4K
$1.82M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
12K+ 3.13% |
$1.29M - $1.44M
|
394K
$46.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 227.66% |
$1.29M - $1.43M
|
17.1K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
11.7K+ 8.01% |
$1.27M - $1.41M
|
158K
$18.7M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.7KNew |
$1.26M - $1.4M
|
11.7K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.5K+ 0.57% |
$1.24M - $1.38M
|
2.02M
$239M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11.5K+ 5.53% |
$1.24M - $1.38M
|
219K
$25.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
11.4KNew |
$1.23M - $1.37M
|
11.4K
$1.35M
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
11.4K+ 127.76% |
$1.23M - $1.37M
|
20.3K
$2.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
11.2K+ 5.37% |
$1.21M - $1.35M
|
219K
$26M
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
11.1KNew |
$1.2M - $1.34M
|
11.1K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
11.1KNew |
$1.2M - $1.34M
|
11.1K
$1.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 4.83% |
$1.2M - $1.33M
|
241K
$28.5M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
11.1KNew |
$1.2M - $1.33M
|
11.1K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 4.08% |
$1.2M - $1.33M
|
282K
$33.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
11K+ 5.13% |
$1.19M - $1.32M
|
226K
$26.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
10.9K+ 5.47% |
$1.18M - $1.32M
|
211K
$25M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
10.9K+ 12.59% |
$1.18M - $1.31M
|
97.4K
$11.5M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.9K+ 5.46% |
$1.18M - $1.31M
|
210K
$24.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10.9K+ 8.28% |
$1.18M - $1.31M
|
142K
$16.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
10.8KNew |
$1.17M - $1.3M
|
10.8K
$1.28M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 5.7% |
$1.16M - $1.29M
|
199K
$23.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
10.6K+ 9.36% |
$1.15M - $1.28M
|
124K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
10.6KNew |
$1.15M - $1.28M
|
10.6K
$1.26M
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
10.6K+ 2.54% |
$1.15M - $1.27M
|
428K
$50.7M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.5K+ 13.07% |
$1.14M - $1.27M
|
91K
$10.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.5K+ 14.47% |
$1.14M - $1.26M
|
83.2K
$9.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.5K+ 16.41% |
$1.14M - $1.26M
|
74.5K
$8.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
10.2K+ 20.72% |
$1.11M - $1.23M
|
59.7K
$7.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
10.2K+ 9.13% |
$1.1M - $1.23M
|
122K
$14.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
10.1K+ 21.49% |
$1.09M - $1.21M
|
57K
$6.76M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
10.1KNew |
$1.09M - $1.21M
|
10.1K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.89K+ 34.58% |
$1.07M - $1.19M
|
38.5K
$4.56M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
9.76K+ 9.24% |
$1.06M - $1.17M
|
115K
$13.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
9.75KNew |
$1.06M - $1.17M
|
9.75K
$1.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9.65KNew |
$1.05M - $1.16M
|
9.65K
$1.14M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.54KNew |
$1.03M - $1.15M
|
9.54K
$1.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.52K+ 31.47% |
$1.03M - $1.15M
|
39.8K
$4.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.51K+ 31.26% |
$1.03M - $1.14M
|
39.9K
$4.73M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
9.39KNew |
$1.02M - $1.13M
|
9.39K
$1.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.33KNew |
$1.01M - $1.12M
|
9.33K
$1.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
9.25KNew |
$1M - $1.11M
|
9.25K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.22K+ 7.87% |
$998K - $1.11M
|
126K
$15M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.17K+ 10.68% |
$993K - $1.1M
|
95K
$11.3M
|