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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-8.67KClosed |
$938K - $1.04M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-8.72K- 3.08% |
$943K - $1.05M
|
274K
$29.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.06K- 6.23% |
$980K - $1.09M
|
136K
$14.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-9.27K- 2.39% |
$1M - $1.12M
|
379K
$41.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.32K- 5.66% |
$1.01M - $1.12M
|
155K
$16.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.42K- 23.0% |
$1.02M - $1.13M
|
31.5K
$3.42M
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-9.5K- 35.07% |
$1.03M - $1.14M
|
17.6K
$1.91M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9.51K- 79.56% |
$1.03M - $1.14M
|
2.44K
$265K
|
|
|
Jan 12, 2022
Q4 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.89K- 94.82% |
$1.07M - $1.19M
|
540
$58.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-9.91K- 96.49% |
$1.07M - $1.19M
|
360
$39.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-9.92KClosed |
$1.07M - $1.19M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.96K- 5.34% |
$1.08M - $1.2M
|
176K
$19.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9.96K- 7.45% |
$1.08M - $1.2M
|
124K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.1K- 1.07% |
$1.09M - $1.22M
|
937K
$102M
|
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-10.3K- 33.23% |
$1.12M - $1.24M
|
20.7K
$2.25M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.7K- 6.98% |
$1.16M - $1.29M
|
143K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$1.18M - $1.31M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.9K- 7.82% |
$1.18M - $1.31M
|
128K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.8K- 54.36% |
$1.27M - $1.41M
|
9.87K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-11.8K- 22.72% |
$1.28M - $1.42M
|
40.2K
$4.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-12.3K- 33.08% |
$1.33M - $1.48M
|
24.8K
$2.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.4K- 13.55% |
$1.34M - $1.49M
|
78.9K
$8.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-12.5K- 18.24% |
$1.35M - $1.5M
|
55.8K
$6.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12.9K- 25.74% |
$1.39M - $1.55M
|
37.2K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.1K- 1.25% |
$1.42M - $1.58M
|
1.04M
$113M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.3K- 0.82% |
$1.44M - $1.6M
|
1.61M
$175M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13.5K- 17.82% |
$1.46M - $1.62M
|
62.2K
$6.76M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-13.7K- 18.86% |
$1.49M - $1.65M
|
59.1K
$6.42M
|
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
SELL
|
- |
-13.8K- 67.34% |
$1.5M - $1.66M
|
6.71K
$728K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-14.5K- 14.96% |
$1.57M - $1.75M
|
82.5K
$8.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14.9K- 7.71% |
$1.61M - $1.79M
|
178K
$19.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-14.9K- 10.58% |
$1.61M - $1.79M
|
126K
$13.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.1K- 3.54% |
$1.64M - $1.82M
|
413K
$44.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-15.5K- 56.54% |
$1.68M - $1.87M
|
11.9K
$1.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-16K- 11.25% |
$1.74M - $1.93M
|
126K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16.1K- 51.15% |
$1.74M - $1.94M
|
15.4K
$1.67M
|
|
|
Jun 06, 2022
Q4 2021
|
Aries Wealth Management
|
SELL
|
- |
-16.1K- 85.71% |
$1.75M - $1.94M
|
2.69K
$292K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-16.1K- 21.33% |
$1.75M - $1.94M
|
59.5K
$6.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
SELL
|
- |
-16.2K- 15.08% |
$1.75M - $1.94M
|
90.9K
$9.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.2K- 3.47% |
$1.76M - $1.95M
|
451K
$48.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.6K- 4.04% |
$1.79M - $1.99M
|
393K
$42.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-16.7KClosed |
$1.81M - $2.01M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-17.1K- 14.03% |
$1.86M - $2.06M
|
105K
$11.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.2K- 7.11% |
$1.86M - $2.06M
|
224K
$24.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-17.5K- 23.58% |
$1.9M - $2.11M
|
56.8K
$6.17M
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-17.6K- 17.18% |
$1.91M - $2.12M
|
85.1K
$9.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.6K- 13.41% |
$2.02M - $2.24M
|
120K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-18.7K- 23.66% |
$2.02M - $2.25M
|
60.3K
$6.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-20K- 44.46% |
$2.17M - $2.41M
|
25K
$2.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-21.1K- 37.27% |
$2.29M - $2.54M
|
35.6K
$3.86M
|