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
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
375New |
$42.7K - $47.8K
|
375
$40.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
374+ 0.42% |
$42.6K - $47.6K
|
89.4K
$9.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
373+ 0.98% |
$42.5K - $47.5K
|
38.4K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
372+ 0.1% |
$42.4K - $47.4K
|
356K
$38.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
370+ 6.44% |
$42.2K - $47.1K
|
6.11K
$659K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
368+ 4.78% |
$41.9K - $46.9K
|
8.06K
$868K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
367+ 7.55% |
$41.8K - $46.7K
|
5.23K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
360+ 1.77% |
$41K - $45.9K
|
20.8K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
360+ 0.97% |
$41K - $45.9K
|
37.7K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
350New |
$39.9K - $44.6K
|
350
$37.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
349+ 13.29% |
$39.8K - $44.5K
|
2.98K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
348+ 28.86% |
$39.6K - $44.3K
|
1.55K
$167K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
344+ 3.06% |
$39.2K - $43.8K
|
11.6K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
341+ 17.95% |
$38.8K - $43.4K
|
2.24K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
340+ 6.15% |
$38.7K - $43.3K
|
5.87K
$632K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
336+ 11.46% |
$38.3K - $42.8K
|
3.27K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
335+ 10.97% |
$38.2K - $42.7K
|
3.39K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
332+ 18.16% |
$37.8K - $42.3K
|
2.16K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
328+ 8.3% |
$37.4K - $41.8K
|
4.28K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
328+ 10.43% |
$37.4K - $41.8K
|
3.47K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
327+ 8.52% |
$37.3K - $41.7K
|
4.17K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
327+ 7.91% |
$37.3K - $41.7K
|
4.46K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
326+ 0.28% |
$37.1K - $41.5K
|
115K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
325+ 16.29% |
$37K - $41.4K
|
2.32K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
323+ 1.64% |
$36.8K - $41.1K
|
20K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
322+ 0.12% |
$36.7K - $41K
|
263K
$28.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
321+ 4.16% |
$36.6K - $40.9K
|
8.04K
$866K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
319+ 4.8% |
$36.3K - $40.6K
|
6.97K
$750K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
318+ 15.88% |
$36.2K - $40.5K
|
2.32K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
317+ 7.69% |
$36.1K - $40.4K
|
4.44K
$478K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
316+ 2.55% |
$36K - $40.3K
|
12.7K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
313+ 3.01% |
$35.7K - $39.9K
|
10.7K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
311+ 8.43% |
$35.4K - $39.6K
|
4K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
310+ 2.93% |
$35.3K - $39.5K
|
10.9K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
303+ 7.79% |
$34.5K - $38.6K
|
4.19K
$452K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
303+ 0.65% |
$34.5K - $38.6K
|
46.9K
$5.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
302+ 1.63% |
$34.4K - $38.5K
|
18.8K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
302New |
$34.4K - $38.5K
|
302
$32.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
301+ 16.87% |
$34.3K - $38.3K
|
2.09K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
300+ 2.83% |
$34.2K - $38.2K
|
10.9K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
298+ 0.97% |
$33.9K - $38K
|
31K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
295+ 4.62% |
$33.6K - $37.6K
|
6.67K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
295+ 9.45% |
$33.6K - $37.6K
|
3.42K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
295New |
$33.6K - $37.6K
|
295
$31.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
291+ 6.75% |
$33.2K - $37.1K
|
4.6K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
290+ 14.71% |
$33K - $36.9K
|
2.26K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
289+ 0.62% |
$32.9K - $36.8K
|
46.6K
$5.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
288+ 9.78% |
$32.8K - $36.7K
|
3.23K
$348K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
284+ 0.52% |
$32.4K - $36.2K
|
54.7K
$5.89M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
283+ 1.82% |
$32.2K - $36K
|
15.8K
$1.71M
|