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 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.46K+ 7.11% |
$736K - $823K
|
97.4K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.46K+ 4.07% |
$736K - $822K
|
165K
$17.9M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
6.42KNew |
$732K - $818K
|
6.42K
$697K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
6.38KNew |
$726K - $812K
|
6.38K
$692K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.37K+ 1.94% |
$726K - $811K
|
334K
$36.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.36K+ 266.43% |
$724K - $810K
|
8.74K
$949K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.34KNew |
$722K - $807K
|
6.34K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.34K+ 25.96% |
$722K - $807K
|
30.7K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.34KNew |
$722K - $807K
|
6.34K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.26K+ 2.42% |
$713K - $797K
|
264K
$28.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.25K+ 2.78% |
$711K - $795K
|
231K
$25.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.21KNew |
$707K - $790K
|
6.21K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.2K+ 17.2% |
$706K - $789K
|
42.2K
$4.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.19K+ 4.04% |
$705K - $788K
|
159K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.17K+ 5.55% |
$703K - $786K
|
117K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.16K+ 2.81% |
$701K - $784K
|
225K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.01K+ 19.17% |
$684K - $765K
|
37.4K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6K+ 5.18% |
$683K - $764K
|
122K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6K+ 3.13% |
$683K - $764K
|
198K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
5.97K+ 17.13% |
$680K - $760K
|
40.8K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.96K+ 1.95% |
$679K - $759K
|
311K
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.95K+ 10.9% |
$678K - $758K
|
60.5K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.93K+ 26.89% |
$676K - $756K
|
28K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.93K+ 8.22% |
$675K - $755K
|
78.1K
$8.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.85K+ 24.3% |
$667K - $746K
|
29.9K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.85K+ 3.07% |
$667K - $746K
|
197K
$21.4M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.85K+ 24.3% |
$667K - $746K
|
29.9K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.79K+ 14.91% |
$660K - $738K
|
44.6K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
5.78KNew |
$659K - $737K
|
5.78K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.73K+ 15.99% |
$653K - $730K
|
41.6K
$4.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.64K+ 3.38% |
$642K - $718K
|
172K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.63KNew |
$642K - $718K
|
5.63K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
5.6KNew |
$638K - $713K
|
5.6K
$608K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.58K+ 21.77% |
$635K - $710K
|
31.2K
$3.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
5.52K+ 177.66% |
$629K - $703K
|
8.63K
$937K
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
5.48K+ 3.06% |
$624K - $697K
|
184K
$20M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
5.46K+ 15.04% |
$622K - $695K
|
41.7K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.45K+ 15.24% |
$621K - $694K
|
41.2K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
5.44KNew |
$619K - $692K
|
5.44K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.43K+ 47.2% |
$619K - $692K
|
16.9K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.4K+ 1.02% |
$616K - $688K
|
537K
$58.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.39K+ 0.46% |
$614K - $687K
|
1.17M
$127M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
5.38KNew |
$613K - $685K
|
5.38K
$584K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.38K+ 0.31% |
$612K - $685K
|
1.72M
$187M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.35K+ 4.83% |
$609K - $681K
|
116K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
5.3KNew |
$604K - $675K
|
5.3K
$575K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.25K+ 5.99% |
$598K - $668K
|
92.8K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.23KNew |
$596K - $666K
|
5.23K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.2KNew |
$593K - $663K
|
5.2K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.19K+ 56.68% |
$591K - $661K
|
14.4K
$1.56M
|