Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.2MNew |
$1.62B - $1.81B
|
14.2M
$1.61B
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.79M+ 4.92% |
$204M - $228M
|
38.1M
$4.31B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64M+ 11.71% |
$187M - $209M
|
15.6M
$1.77B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05M+ 3.4% |
$120M - $134M
|
32.1M
$3.62B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.03M+ 6.37% |
$117M - $131M
|
17.2M
$1.94B
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
908K+ 22.96% |
$103M - $116M
|
4.86M
$549M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
819K+ 9.61% |
$93.3M - $104M
|
9.34M
$1.06B
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
617KNew |
$70.3M - $78.7M
|
617K
$69.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
565K+ 4.98% |
$64.3M - $71.9M
|
11.9M
$1.34B
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
535K+ 195.14% |
$60.9M - $68.1M
|
809K
$91.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
519KNew |
$59.2M - $66.2M
|
519K
$58.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
507K+ 55.98% |
$57.8M - $64.6M
|
1.41M
$160M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
485K+ 2.6% |
$55.3M - $61.8M
|
19.2M
$2.16B
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
477KNew |
$54.4M - $60.8M
|
477K
$53.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
470K+ 80.47% |
$53.5M - $59.8M
|
1.05M
$119M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
410K+ 20.12% |
$46.7M - $52.2M
|
2.45M
$276M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
395K+ 2.22% |
$45M - $50.3M
|
18.2M
$2.05B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
386K+ 10.58% |
$44M - $49.2M
|
4.04M
$456M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
351KNew |
$40M - $44.7M
|
351K
$39.6M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
340K+ 104.69% |
$38.7M - $43.3M
|
665K
$75.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
327KNew |
$37.2M - $41.6M
|
327K
$36.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
320KNew |
$36.5M - $40.8M
|
320K
$36.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
320K+ 37.91% |
$36.5M - $40.8M
|
1.16M
$132M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
305K+ 131.9% |
$34.7M - $38.8M
|
536K
$60.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
295K+ 59.16% |
$33.6M - $37.6M
|
794K
$89.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
286K+ 3863.1% |
$32.5M - $36.4M
|
293K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
254K+ 1860.01% |
$28.9M - $32.4M
|
268K
$30.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
252K+ 16.99% |
$28.7M - $32.1M
|
1.73M
$196M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
241K+ 6.24% |
$27.5M - $30.7M
|
4.1M
$463M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
239KNew |
$27.3M - $30.5M
|
239K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
228K+ 796.84% |
$26M - $29.1M
|
257K
$29M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
223K+ 11.02% |
$25.4M - $28.4M
|
2.25M
$254M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
223K+ 11.02% |
$25.4M - $28.4M
|
2.25M
$254M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
220K+ 14.39% |
$25M - $28M
|
1.75M
$197M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
215K+ 8515.16% |
$24.5M - $27.4M
|
218K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
201K+ 12.43% |
$22.9M - $25.7M
|
1.82M
$206M
|
|
|
Feb 12, 2025
Q4 2024
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
200KNew |
$22.8M - $25.5M
|
200K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
200K+ 51.55% |
$22.8M - $25.5M
|
588K
$66.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
196KNew |
$22.3M - $24.9M
|
196K
$22.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
181KNew |
$20.7M - $23.1M
|
181K
$20.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
181KNew |
$20.6M - $23.1M
|
181K
$20.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
179K+ 2.18% |
$20.3M - $22.7M
|
8.37M
$946M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
168KNew |
$19.1M - $21.4M
|
168K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
161K+ 20.06% |
$18.4M - $20.5M
|
964K
$109M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
161K+ 1383.62% |
$18.3M - $20.4M
|
172K
$19.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
156KNew |
$17.8M - $19.9M
|
156K
$17.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
155KNew |
$17.6M - $19.7M
|
155K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
151K+ 110.04% |
$17.2M - $19.2M
|
288K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150K+ 10.62% |
$17.1M - $19.2M
|
1.57M
$177M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
150KNew |
$17.1M - $19.1M
|
150K
$16.9M
|