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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
86New |
$9.31K - $10.3K
|
86
$9.34K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
85+ 5.45% |
$9.2K - $10.2K
|
1.65K
$179K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
83New |
$8.99K - $9.99K
|
83
$9.01K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
80+ 0.64% |
$8.66K - $9.63K
|
12.6K
$1.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
78+ 1.03% |
$8.44K - $9.38K
|
7.68K
$833K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
77+ 0.81% |
$8.34K - $9.26K
|
9.57K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
75New |
$8.12K - $9.02K
|
75
$8.14K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
75+ 2.22% |
$8.12K - $9.02K
|
3.46K
$375K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
75+ 3.83% |
$8.12K - $9.02K
|
2.03K
$221K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
74+ 2.46% |
$8.01K - $8.9K
|
3.08K
$334K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
74+ 5.02% |
$8.01K - $8.9K
|
1.55K
$168K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
73+ 1.57% |
$7.9K - $8.78K
|
4.72K
$512K
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
73+ 0.19% |
$7.9K - $8.78K
|
38.6K
$4.19M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
72New |
$7.79K - $8.66K
|
72
$7.82K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
71+ 1.1% |
$7.69K - $8.54K
|
6.55K
$711K
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
69+ 1.63% |
$7.47K - $8.3K
|
4.3K
$467K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
68+ 4.27% |
$7.36K - $8.18K
|
1.66K
$180K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
66+ 1.53% |
$7.15K - $7.94K
|
4.37K
$475K
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
66+ 0.26% |
$7.15K - $7.94K
|
25.1K
$2.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
64+ 5.99% |
$6.93K - $7.7K
|
1.13K
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
63+ 0.81% |
$6.82K - $7.58K
|
7.84K
$851K
|
|
|
Feb 20, 2025
Q4 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
61+ 3.22% |
$6.6K - $7.34K
|
1.96K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
60New |
$6.5K - $7.22K
|
60
$6.51K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
60+ 0.77% |
$6.5K - $7.22K
|
7.89K
$856K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
60+ 0.36% |
$6.5K - $7.22K
|
16.5K
$1.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
59+ 1.41% |
$6.39K - $7.1K
|
4.25K
$462K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
59+ 1.75% |
$6.39K - $7.1K
|
3.44K
$373K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
57+ 1.26% |
$6.17K - $6.86K
|
4.6K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
57+ 0.33% |
$6.17K - $6.86K
|
17.4K
$1.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
56+ 0.95% |
$6.06K - $6.74K
|
5.93K
$644K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
55+ 0.4% |
$5.95K - $6.62K
|
13.7K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
55+ 2.92% |
$5.95K - $6.62K
|
1.94K
$210K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
54New |
$5.85K - $6.5K
|
54
$5.86K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
53+ 3.58% |
$5.74K - $6.38K
|
1.53K
$166K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
52+ 0.84% |
$5.63K - $6.26K
|
6.28K
$682K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
52+ 0.49% |
$5.63K - $6.26K
|
10.6K
$1.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
51+ 0.43% |
$5.52K - $6.14K
|
12K
$1.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
51+ 1.56% |
$5.52K - $6.14K
|
3.33K
$362K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
51+ 1.09% |
$5.52K - $6.14K
|
4.72K
$512K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
51New |
$5.52K - $6.14K
|
51
$5.54K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
51+ 0.97% |
$5.52K - $6.14K
|
5.31K
$577K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
51+ 2.46% |
$5.52K - $6.14K
|
2.13K
$231K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
49New |
$5.3K - $5.9K
|
49
$5.32K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
48+ 1.25% |
$5.2K - $5.78K
|
3.88K
$422K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
46+ 1.03% |
$4.98K - $5.53K
|
4.53K
$491K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
46+ 1.09% |
$4.98K - $5.53K
|
4.25K
$462K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
46+ 0.55% |
$4.98K - $5.53K
|
8.47K
$919K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45+ 3.28% |
$4.87K - $5.41K
|
1.42K
$154K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
43New |
$4.66K - $5.17K
|
43
$4.67K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
41+ 1.14% |
$4.44K - $4.93K
|
3.65K
$397K
|