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 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.44KNew |
$391K - $438K
|
3.44K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.44K+ 11.84% |
$391K - $438K
|
32.5K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.42K+ 27.81% |
$390K - $436K
|
15.7K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$389K - $436K
|
3.42K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.42K+ 19.55% |
$389K - $435K
|
20.9K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
3.41K+ 32.75% |
$388K - $434K
|
13.8K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.4K+ 1.25% |
$387K - $433K
|
275K
$29.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.38K+ 6.81% |
$385K - $431K
|
53K
$5.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37K+ 10.3% |
$384K - $429K
|
36.1K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.33K+ 2.87% |
$379K - $424K
|
119K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.32K+ 2.99% |
$378K - $423K
|
114K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.3K+ 9.37% |
$376K - $421K
|
38.6K
$4.19M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.27K+ 2.09% |
$373K - $417K
|
160K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.25K+ 1.61% |
$371K - $414K
|
205K
$22.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.25K+ 12.68% |
$370K - $413K
|
28.8K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.25K+ 6.76% |
$370K - $413K
|
51.3K
$5.57M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.24K+ 4.62% |
$369K - $412K
|
73.3K
$7.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.23KNew |
$368K - $412K
|
3.23K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.22KNew |
$366K - $410K
|
3.22K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.2K+ 2.56% |
$365K - $408K
|
128K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
3.2K+ 5.2% |
$364K - $407K
|
64.6K
$7.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.18KNew |
$362K - $405K
|
3.18K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.16KNew |
$360K - $403K
|
3.16K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.11K+ 2.42% |
$354K - $396K
|
132K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.11K+ 28.39% |
$354K - $396K
|
14.1K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.11KNew |
$354K - $396K
|
3.11K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.1K+ 35.62% |
$353K - $394K
|
11.8K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.07KNew |
$350K - $392K
|
3.07K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.05K+ 10.28% |
$347K - $388K
|
32.7K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
3.02KNew |
$344K - $385K
|
3.02K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$342K - $382K
|
3K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3KNew |
$341K - $382K
|
3K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.99K+ 1.31% |
$341K - $381K
|
231K
$25.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.96K+ 7.47% |
$337K - $377K
|
42.6K
$4.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.95K+ 1.24% |
$336K - $376K
|
242K
$26.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.94K+ 4.46% |
$335K - $375K
|
68.9K
$7.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.94K+ 27.02% |
$334K - $374K
|
13.8K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.94K+ 4.02% |
$334K - $374K
|
75.9K
$8.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.93KNew |
$334K - $373K
|
2.93K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.93K+ 65.44% |
$333K - $373K
|
7.4K
$803K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2.93K+ 303.42% |
$333K - $373K
|
3.89K
$422K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.9KNew |
$331K - $370K
|
2.9K
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.9K+ 2.36% |
$330K - $370K
|
126K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.9KNew |
$330K - $370K
|
2.9K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.9K+ 61.71% |
$330K - $369K
|
7.59K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
2.89K+ 11.83% |
$329K - $368K
|
27.3K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.88K+ 1.93% |
$328K - $367K
|
153K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.88K+ 3.74% |
$328K - $367K
|
79.8K
$8.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.85KNew |
$325K - $363K
|
2.85K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.78K+ 3026.09% |
$317K - $355K
|
2.88K
$312K
|