Purchases and Sales Made in Q1 2022 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 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
May 03, 2022 Q1 2022
Clifford Swan Investment Counsel LLC

SELL
 -
-1.64K
- 2.55%
$168K - $191K
62.6K $6.8M
May 03, 2022 Q1 2022
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-1.66K
- 11.74%
$170K - $194K
12.5K $1.36M
Apr 22, 2022 Q1 2022
Pacific Financial Group Inc

SELL
 -
-1.67K
- 1.68%
$170K - $194K
97.4K $10.6M
Apr 11, 2022 Q1 2022
Soundmark Wealth Management, LLC

SELL
 -
-1.75K
- 7.01%
$179K - $205K
23.3K $2.53M
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-1.75K
- 31.52%
$179K - $205K
3.81K $414K
May 10, 2022 Q1 2022
Cannell & Co.

New York, NY
SELL
 -
-1.75K
Closed
$179K - $205K
0 $0
Apr 18, 2022 Q1 2022
Aletheian Wealth Advisors LLC

SELL
 -
-1.77K
Closed
$181K - $206K
0 $0
Apr 18, 2022 Q1 2022
Dopkins Wealth Management, LLC

SELL
 -
-1.77K
Closed
$181K - $206K
0 $0
Apr 12, 2022 Q1 2022
Beese Fulmer Investment Management, Inc.

SELL
 -
-1.77K
Closed
$182K - $207K
0 $0
May 13, 2022 Q1 2022
Monograph Wealth Advisors, LLC

SELL
 -
-1.78K
Closed
$182K - $207K
0 $0
May 04, 2022 Q1 2022
Waldron Private Wealth LLC

SELL
 -
-1.78K
- 5.03%
$182K - $208K
33.7K $3.66M
Apr 22, 2022 Q1 2022
Evergreen Wealth Solutions, LLC

Williamsport, PA
SELL
 -
-1.8K
Closed
$185K - $211K
0 $0
May 16, 2022 Q1 2022
Bsw Wealth Partners

Boulder, CO
SELL
 -
-1.81K
Closed
$186K - $212K
0 $0
Apr 27, 2022 Q1 2022
Advisor Partners LLC

Walnut Creek, CA
SELL
 -
-1.83K
Closed
$187K - $214K
0 $0
May 04, 2022 Q1 2022
O Donnell Financial Services, LLC

SELL
 -
-1.83K
- 44.33%
$187K - $214K
2.3K $250K
Apr 25, 2022 Q1 2022
Radnor Capital Management, LLC

SELL
 -
-1.84K
Closed
$188K - $214K
0 $0
Apr 14, 2022 Q1 2022
Jacobs & CO

SELL
 -
-1.84K
Closed
$188K - $214K
0 $0
May 13, 2022 Q1 2022
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-1.85K
- 21.35%
$189K - $216K
6.81K $739K
May 10, 2022 Q1 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
SELL
 -
-1.86K
Closed
$190K - $217K
0 $0
Apr 22, 2022 Q1 2022
Oak Asset Management, LLC

SELL
 -
-1.86K
Closed
$190K - $217K
0 $0
Jun 17, 2024 Q1 2022
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-1.87K
Closed
$191K - $218K
0 $0
May 13, 2022 Q1 2022
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-1.88K
- 19.95%
$192K - $219K
7.52K $817K
May 04, 2022 Q1 2022
Warren Street Wealth Advisors, LLC

SELL
 -
-1.88K
Closed
$193K - $220K
0 $0
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-1.89K
- 5.41%
$193K - $221K
33K $3.58M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-1.89K
- 5.41%
$193K - $221K
33K $3.58M
May 13, 2022 Q1 2022
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-1.9K
- 3.52%
$194K - $221K
52.1K $5.66M
May 13, 2022 Q1 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-1.91K
- 10.21%
$195K - $223K
16.8K $1.82M
May 05, 2022 Q1 2022
True Wealth Advisors, LLC

SELL
 -
-1.92K
- 21.26%
$196K - $224K
7.1K $771K
May 03, 2022 Q1 2022
Renaissance Investment Group LLC

SELL
 -
-1.93K
Closed
$197K - $225K
0 $0
Apr 28, 2022 Q1 2022
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
SELL
 -
-1.93K
Closed
$198K - $225K
0 $0
Aug 30, 2022 Q1 2022
Heritage Financial Services, LLC

SELL
 -
-1.96K
Closed
$200K - $228K
0 $0
Apr 21, 2022 Q1 2022
Simmons Bank

SELL
 -
-1.96K
- 0.9%
$200K - $229K
215K $23.4M
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-1.97K
- 16.18%
$201K - $230K
10.2K $1.11M
May 17, 2022 Q1 2022
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-1.99K
Closed
$204K - $232K
0 $0
May 11, 2022 Q1 2022
Institutional & Family Asset Management, LLC

SELL
 -
-2K
- 35.5%
$204K - $233K
3.63K $394K
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

SELL
 -
-2K
Closed
$205K - $233K
0 $0
May 12, 2022 Q1 2022
Staley Capital Advisers Inc

SELL
 -
-2K
- 27.03%
$205K - $233K
5.4K $586K
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-2.01K
- 2.42%
$206K - $235K
81.2K $8.81M
May 04, 2022 Q1 2022
Bell Rock Capital LLC

SELL
 -
-2.02K
Closed
$207K - $236K
0 $0
May 06, 2022 Q1 2022
3 Edge Asset Management, LP

SELL
 -
-2.04K
Closed
$209K - $238K
0 $0
Apr 18, 2022 Q1 2022
Prosperity Planning, Inc.

SELL
 -
-2.05K
Closed
$209K - $239K
0 $0
May 04, 2022 Q1 2022
S.C. Financial Services, Inc.

SELL
 -
-2.07K
- 29.29%
$212K - $241K
5K $542K
May 05, 2022 Q1 2022
Green Square Capital Advisors LLC

SELL
 -
-2.09K
Closed
$214K - $244K
0 $0
May 17, 2022 Q1 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-2.1K
- 10.47%
$214K - $244K
17.9K $1.94M
May 16, 2022 Q1 2022
Bayesian Capital Management, LP

Brooklyn, NY
SELL
 -
-2.1K
- 44.74%
$215K - $245K
2.6K $282K
May 04, 2022 Q1 2022
Summit Financial Strategies, Inc.

SELL
 -
-2.12K
- 1.04%
$217K - $247K
201K $21.8M
May 16, 2022 Q1 2022
Source Financial Advisors LLC

New York, NY
SELL
 -
-2.15K
- 33.9%
$220K - $251K
4.2K $455K
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

SELL
 -
-2.16K
- 1.89%
$221K - $252K
112K $12.1M
May 12, 2022 Q1 2022
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-2.16K
- 16.05%
$221K - $252K
11.3K $1.23M

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