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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
480+ 0.81% |
$54.7K - $61.1K
|
59.7K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
479New |
$54.6K - $61K
|
479
$51.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
476+ 4.2% |
$54.2K - $60.6K
|
11.8K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
474New |
$54K - $60.4K
|
474
$51.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
471+ 0.7% |
$53.7K - $60K
|
68K
$7.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
471+ 4.28% |
$53.7K - $60K
|
11.5K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
465+ 12.2% |
$53K - $59.2K
|
4.28K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
462+ 18.24% |
$52.6K - $58.8K
|
3K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
452+ 1.56% |
$51.5K - $57.6K
|
29.4K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
451+ 1.81% |
$51.4K - $57.4K
|
25.4K
$2.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
447+ 1.35% |
$50.9K - $56.9K
|
33.5K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
445+ 4.93% |
$50.7K - $56.7K
|
9.47K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
443+ 4.4% |
$50.5K - $56.4K
|
10.5K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
439+ 3.92% |
$50K - $55.9K
|
11.6K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
438+ 1.05% |
$49.9K - $55.8K
|
42.1K
$4.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
435+ 8.61% |
$49.6K - $55.4K
|
5.49K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
430+ 0.84% |
$49K - $54.8K
|
51.5K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
424+ 22.18% |
$48.3K - $54K
|
2.34K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
418+ 0.59% |
$47.6K - $53.2K
|
71.3K
$7.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
415+ 1.24% |
$47.3K - $52.9K
|
33.8K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
415+ 2.49% |
$47.3K - $52.9K
|
17.1K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
413+ 1.23% |
$47K - $52.6K
|
34.1K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
411New |
$46.8K - $52.4K
|
411
$44.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
406+ 2.6% |
$46.3K - $51.7K
|
16K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
404+ 1.75% |
$46K - $51.5K
|
23.4K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
403+ 0.43% |
$45.9K - $51.3K
|
95.1K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
401New |
$45.7K - $51.1K
|
401
$43.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
400+ 3.57% |
$45.6K - $51K
|
11.6K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
400+ 784.31% |
$45.6K - $51K
|
451
$48.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
400+ 7.34% |
$45.6K - $51K
|
5.85K
$630K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400New |
$45.6K - $51K
|
400
$43.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
399+ 0.32% |
$45.5K - $50.8K
|
124K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
398+ 10.24% |
$45.3K - $50.7K
|
4.29K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
396+ 293.33% |
$45.1K - $50.4K
|
531
$57.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
396+ 1.26% |
$45.1K - $50.4K
|
31.8K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
394+ 1.34% |
$44.9K - $50.2K
|
29.7K
$3.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
392+ 12.42% |
$44.7K - $49.9K
|
3.55K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
392+ 5.76% |
$44.7K - $49.9K
|
7.2K
$775K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
392+ 4.98% |
$44.7K - $49.9K
|
8.26K
$890K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
390+ 3.44% |
$44.4K - $49.7K
|
11.7K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
387+ 7.29% |
$44.1K - $49.3K
|
5.7K
$614K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
386+ 4.84% |
$44K - $49.2K
|
8.37K
$901K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
386+ 10.47% |
$44K - $49.2K
|
4.07K
$439K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
384+ 1.39% |
$43.7K - $48.9K
|
28.1K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
383+ 0.97% |
$43.6K - $48.8K
|
40K
$4.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
380+ 19.79% |
$43.3K - $48.4K
|
2.3K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
379+ 11.61% |
$43.2K - $48.3K
|
3.64K
$392K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
377+ 3.85% |
$42.9K - $48K
|
10.2K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
375+ 3.77% |
$42.7K - $47.8K
|
10.3K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
375+ 4.09% |
$42.7K - $47.8K
|
9.54K
$1.03M
|