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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-21.4KClosed |
$2.32M - $2.57M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-22.9K- 10.38% |
$2.48M - $2.76M
|
198K
$21.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
SELL
|
- |
-24.7K- 3.66% |
$2.68M - $2.97M
|
651K
$70.7M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-25.3K- 12.61% |
$2.73M - $3.04M
|
175K
$19M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-27.4K- 0.71% |
$2.97M - $3.3M
|
3.83M
$416M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-30.1K- 60.24% |
$3.26M - $3.63M
|
19.9K
$2.16M
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-32.7K- 72.21% |
$3.54M - $3.93M
|
12.6K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-33.2K- 8.43% |
$3.59M - $3.99M
|
360K
$39.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-33.4K- 1.66% |
$3.62M - $4.02M
|
1.98M
$215M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-33.9K- 96.23% |
$3.67M - $4.08M
|
1.33K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-34.5K- 30.23% |
$3.73M - $4.15M
|
79.5K
$8.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35K- 27.89% |
$3.79M - $4.22M
|
90.6K
$9.84M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-35.3K- 14.81% |
$3.82M - $4.24M
|
203K
$22M
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-38.2K- 33.74% |
$4.13M - $4.6M
|
75K
$8.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-39.6KClosed |
$4.28M - $4.76M
|
0
$0
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-41K- 35.76% |
$4.44M - $4.94M
|
73.7K
$8M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-41.6K- 22.44% |
$4.5M - $5M
|
144K
$15.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-42.6K- 57.38% |
$4.61M - $5.13M
|
31.7K
$3.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-44.4K- 15.8% |
$4.8M - $5.34M
|
237K
$25.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-46.5K- 71.88% |
$5.04M - $5.6M
|
18.2K
$1.98M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-47.9K- 9.34% |
$5.19M - $5.76M
|
465K
$50.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-49.6KClosed |
$5.37M - $5.96M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-49.6KClosed |
$5.37M - $5.97M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-51.2K- 95.02% |
$5.54M - $6.16M
|
2.68K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-53.4K- 99.33% |
$5.78M - $6.42M
|
362
$39.3K
|
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-54.1K- 71.31% |
$5.86M - $6.52M
|
21.8K
$2.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-59.6K- 95.72% |
$6.45M - $7.17M
|
2.67K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-66.4KClosed |
$7.19M - $7.99M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-67KClosed |
$7.26M - $8.07M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-71.7K- 47.32% |
$7.76M - $8.63M
|
79.8K
$8.67M
|
|
|
May 19, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-75.4K- 50.5% |
$8.17M - $9.08M
|
73.9K
$8.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76.7K- 1.17% |
$8.3M - $9.23M
|
6.5M
$705M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-85.2KClosed |
$9.22M - $10.3M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-86.1K- 10.66% |
$9.32M - $10.4M
|
722K
$78.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-88.8K- 41.81% |
$9.62M - $10.7M
|
124K
$13.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-94.8K- 94.74% |
$10.3M - $11.4M
|
5.27K
$572K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-101K- 1.13% |
$11M - $12.2M
|
8.84M
$960M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-117K- 77.25% |
$12.7M - $14.1M
|
34.5K
$3.75M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-121KClosed |
$13.1M - $14.5M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-124K- 10.65% |
$13.4M - $14.9M
|
1.04M
$113M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-153K- 48.37% |
$16.6M - $18.4M
|
163K
$17.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-168K- 29.25% |
$18.2M - $20.2M
|
406K
$44M
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-171K- 85.71% |
$18.5M - $20.6M
|
28.5K
$3.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-173KClosed |
$18.7M - $20.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-191KClosed |
$20.7M - $23M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-196K- 24.23% |
$21.2M - $23.5M
|
611K
$66.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-205KClosed |
$22.2M - $24.7M
|
0
$0
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-243K- 88.13% |
$26.4M - $29.3M
|
32.8K
$3.56M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-370K- 52.38% |
$40M - $44.5M
|
336K
$36.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-486K- 99.27% |
$52.6M - $58.5M
|
3.57K
$388K
|