Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.13K- 12.95% |
$321K - $366K
|
21.1K
$2.38M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.15K- 10.28% |
$322K - $368K
|
27.5K
$3.11M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.15K- 0.97% |
$323K - $368K
|
321K
$36.2M
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.16K- 23.39% |
$323K - $368K
|
10.3K
$1.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.18K- 8.89% |
$325K - $371K
|
32.6K
$3.68M
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.19KClosed |
$326K - $372K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-3.21K- 4.13% |
$329K - $375K
|
74.6K
$8.43M
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-3.22KClosed |
$329K - $375K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.23K- 44.14% |
$330K - $376K
|
4.08K
$461K
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.29KClosed |
$336K - $384K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.32K- 38.18% |
$339K - $387K
|
5.37K
$607K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.33K- 26.71% |
$341K - $388K
|
9.13K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.47KClosed |
$355K - $405K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.48K- 3.73% |
$356K - $406K
|
89.8K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.49K- 15.8% |
$357K - $407K
|
18.6K
$2.1M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-3.6K- 6.65% |
$368K - $420K
|
50.5K
$5.71M
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.6K- 3.69% |
$368K - $420K
|
93.8K
$10.6M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 43.11% |
$375K - $428K
|
4.84K
$546K
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-3.67K- 41.46% |
$376K - $428K
|
5.18K
$586K
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.7K- 10.14% |
$378K - $431K
|
32.8K
$3.7M
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.74K- 8.57% |
$383K - $437K
|
39.9K
$4.51M
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.75K- 3.47% |
$384K - $438K
|
105K
$11.8M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.77K- 2.78% |
$386K - $440K
|
132K
$14.9M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.79K- 0.92% |
$388K - $442K
|
409K
$46.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-3.82K- 9.9% |
$391K - $446K
|
34.8K
$3.93M
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.86K- 2.57% |
$395K - $450K
|
147K
$16.6M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.86K- 9.81% |
$395K - $451K
|
35.5K
$4.01M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.87K- 30.03% |
$396K - $452K
|
9.02K
$1.02M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.92K- 22.53% |
$401K - $457K
|
13.5K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.94K- 12.53% |
$403K - $460K
|
27.5K
$3.11M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.98K- 8.11% |
$407K - $464K
|
45.1K
$5.09M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.05K- 1.83% |
$414K - $473K
|
217K
$24.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4.08K- 47.1% |
$417K - $476K
|
4.58K
$517K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.14K- 1.82% |
$424K - $483K
|
223K
$25.2M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.14K- 8.31% |
$424K - $483K
|
45.6K
$5.16M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.19KClosed |
$429K - $489K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.23K- 50.1% |
$433K - $494K
|
4.21K
$476K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.25K- 7.14% |
$435K - $496K
|
55.3K
$6.24M
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.3K- 49.88% |
$440K - $502K
|
4.32K
$488K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-4.33K- 8.86% |
$443K - $505K
|
44.5K
$5.03M
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.34K- 2.21% |
$444K - $506K
|
192K
$21.7M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.34K- 2.79% |
$444K - $507K
|
152K
$17.1M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.35K- 1.84% |
$445K - $508K
|
232K
$26.2M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4.41K- 6.95% |
$452K - $515K
|
59.1K
$6.67M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.41K- 20.53% |
$452K - $515K
|
17.1K
$1.93M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.43K- 1.62% |
$453K - $516K
|
269K
$30.4M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.44K- 0.87% |
$454K - $518K
|
504K
$56.9M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.5KClosed |
$460K - $525K
|
0
$0
|
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-4.53K- 11.13% |
$464K - $529K
|
36.2K
$4.09M
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-4.54K- 23.96% |
$464K - $530K
|
14.4K
$1.63M
|