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 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
281+ 12.92% |
$32K - $35.8K
|
2.46K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
279+ 8.93% |
$31.8K - $35.5K
|
3.4K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
278+ 14.98% |
$31.7K - $35.4K
|
2.13K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
277New |
$31.6K - $35.3K
|
277
$29.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
275+ 11.25% |
$31.3K - $35K
|
2.72K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
274+ 12.25% |
$31.2K - $34.9K
|
2.51K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
272+ 2.75% |
$31K - $34.6K
|
10.2K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
271+ 1.03% |
$30.9K - $34.5K
|
26.5K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
270New |
$30.8K - $34.4K
|
270
$29.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
270+ 10.4% |
$30.8K - $34.4K
|
2.87K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
270+ 5.85% |
$30.8K - $34.4K
|
4.89K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
268+ 3.13% |
$30.5K - $34.1K
|
8.82K
$950K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
265+ 7.56% |
$30.2K - $33.8K
|
3.77K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
262+ 6.04% |
$29.8K - $33.4K
|
4.6K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
260New |
$29.6K - $33.1K
|
260
$28K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
259+ 0.8% |
$29.5K - $33K
|
32.7K
$3.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
259+ 1.32% |
$29.5K - $33K
|
19.8K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
255+ 0.17% |
$29K - $32.5K
|
149K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
253+ 1.08% |
$28.8K - $32.2K
|
23.7K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
252+ 6.32% |
$28.7K - $32.1K
|
4.24K
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
251+ 3.78% |
$28.6K - $32K
|
6.89K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
250+ 3.35% |
$28.5K - $31.8K
|
7.72K
$831K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
248+ 3.97% |
$28.3K - $31.6K
|
6.49K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
247New |
$28.1K - $31.5K
|
247
$26.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
246+ 2.3% |
$28K - $31.3K
|
11K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
246+ 5.72% |
$28K - $31.3K
|
4.55K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245+ 7.3% |
$27.9K - $31.2K
|
3.6K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
244+ 0.78% |
$27.8K - $31.1K
|
31.5K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
231+ 1.53% |
$26.3K - $29.4K
|
15.3K
$1.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
230+ 8.87% |
$26.2K - $29.3K
|
2.82K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
230+ 0.56% |
$26.2K - $29.3K
|
41.5K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
228+ 2.98% |
$26K - $29K
|
7.89K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
227+ 15.4% |
$25.9K - $28.9K
|
1.7K
$183K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
227+ 10.23% |
$25.9K - $28.9K
|
2.45K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
226+ 4.38% |
$25.7K - $28.8K
|
5.39K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
223+ 0.28% |
$25.4K - $28.4K
|
80.2K
$8.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
222+ 0.37% |
$25.3K - $28.3K
|
60.9K
$6.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
222New |
$25.3K - $28.3K
|
222
$23.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
217+ 3.14% |
$24.7K - $27.6K
|
7.13K
$768K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
216+ 9.11% |
$24.6K - $27.5K
|
2.59K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
216+ 0.26% |
$24.6K - $27.5K
|
82.7K
$8.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
213+ 3.63% |
$24.3K - $27.1K
|
6.07K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
213+ 0.7% |
$24.3K - $27.1K
|
30.8K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
213+ 0.11% |
$24.3K - $27.1K
|
201K
$21.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
212+ 10.24% |
$24.2K - $27K
|
2.28K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
206+ 3.95% |
$23.5K - $26.2K
|
5.42K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
205+ 0.96% |
$23.4K - $26.1K
|
21.6K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
204+ 5.76% |
$23.2K - $26K
|
3.74K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
204New |
$23.2K - $26K
|
204
$22K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
202+ 0.78% |
$23K - $25.7K
|
26.1K
$2.82M
|