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 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
365+ 7.22% |
$37.3K - $42.6K
|
5.42K
$589K
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
344+ 8.23% |
$35.2K - $40.1K
|
4.52K
$491K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
340+ 2.4% |
$34.8K - $39.7K
|
14.5K
$1.58M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
336+ 0.73% |
$34.4K - $39.2K
|
46.5K
$5.05M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
334+ 1.17% |
$34.2K - $39K
|
28.8K
$3.13M
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
334+ 40.29% |
$34.2K - $39K
|
1.16K
$126K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
333+ 5.4% |
$34.1K - $38.9K
|
6.5K
$706K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
332New |
$34K - $38.7K
|
332
$36K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
330+ 1.58% |
$33.8K - $38.5K
|
21.2K
$2.3M
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
325+ 1.14% |
$33.3K - $37.9K
|
28.8K
$3.13M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
323New |
$33K - $37.7K
|
323
$35.1K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
323+ 2.41% |
$33K - $37.7K
|
13.7K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
323+ 354.95% |
$33K - $37.7K
|
414
$45K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
322+ 2.34% |
$32.9K - $37.6K
|
14.1K
$1.53M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
322+ 14.72% |
$32.9K - $37.6K
|
2.51K
$272K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
321+ 11.75% |
$32.8K - $37.5K
|
3.05K
$331K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
313+ 0.19% |
$32K - $36.5K
|
165K
$17.9M
|
|
|
May 02, 2022
Q1 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
308+ 15.77% |
$31.5K - $35.9K
|
2.26K
$245K
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
308+ 12.9% |
$31.5K - $35.9K
|
2.7K
$293K
|
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
304+ 9.6% |
$31.1K - $35.5K
|
3.47K
$377K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
292+ 14.43% |
$29.9K - $34.1K
|
2.32K
$251K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
290+ 1.12% |
$29.7K - $33.8K
|
26.2K
$2.84M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
281+ 1.23% |
$28.8K - $32.8K
|
23.2K
$2.51M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
277+ 3.35% |
$28.3K - $32.3K
|
8.54K
$928K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
275+ 1.82% |
$28.1K - $32.1K
|
15.4K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
272+ 1.07% |
$27.8K - $31.7K
|
25.6K
$2.78M
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
271+ 31.15% |
$27.7K - $31.6K
|
1.14K
$124K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
260+ 4.02% |
$26.6K - $30.3K
|
6.73K
$731K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
258+ 6.07% |
$26.4K - $30.1K
|
4.51K
$490K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
254+ 5.66% |
$26K - $29.6K
|
4.74K
$515K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
250+ 14.23% |
$25.6K - $29.2K
|
2.01K
$218K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
250+ 5.09% |
$25.6K - $29.2K
|
5.16K
$560K
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
244+ 1.03% |
$25K - $28.5K
|
24K
$2.6M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
243+ 8.47% |
$24.9K - $28.4K
|
3.11K
$338K
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
242+ 0.56% |
$24.8K - $28.2K
|
43.5K
$4.72M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
241New |
$24.7K - $28.1K
|
241
$26.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
236+ 5.86% |
$24.1K - $27.5K
|
4.27K
$463K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
235+ 1.61% |
$24K - $27.4K
|
14.8K
$1.61M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
231+ 4.63% |
$23.6K - $27K
|
5.22K
$567K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
230+ 14.84% |
$23.5K - $26.8K
|
1.78K
$193K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
230+ 1.15% |
$23.5K - $26.8K
|
20.2K
$2.19M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
225+ 6.51% |
$23K - $26.3K
|
3.68K
$400K
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
223+ 1.47% |
$22.8K - $26K
|
15.4K
$1.67M
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
223+ 1.18% |
$22.8K - $26K
|
19.2K
$2.08M
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
222+ 3.66% |
$22.7K - $25.9K
|
6.29K
$683K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
222+ 1.1% |
$22.7K - $25.9K
|
20.4K
$2.21M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
221+ 2.34% |
$22.6K - $25.8K
|
9.67K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
218+ 7.04% |
$22.3K - $25.4K
|
3.31K
$360K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
216+ 0.35% |
$22.1K - $25.2K
|
61.7K
$6.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
215+ 4.36% |
$22K - $25.1K
|
5.15K
$559K
|