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 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
201+ 5.93% |
$22.9K - $25.6K
|
3.59K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
198+ 6.86% |
$22.6K - $25.2K
|
3.08K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
195+ 1.72% |
$22.2K - $24.8K
|
11.5K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
195+ 2.38% |
$22.2K - $24.8K
|
8.4K
$905K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
195+ 0.64% |
$22.2K - $24.8K
|
30.6K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
194+ 1.15% |
$22.1K - $24.7K
|
17.1K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
193+ 1.77% |
$22K - $24.6K
|
11.1K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
192+ 1.09% |
$21.9K - $24.5K
|
17.9K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
192+ 6.5% |
$21.9K - $24.5K
|
3.15K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
190+ 6.16% |
$21.6K - $24.2K
|
3.27K
$353K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
187New |
$21.3K - $23.8K
|
187
$20.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
185+ 5.81% |
$21.1K - $23.6K
|
3.37K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
180+ 3.46% |
$20.5K - $22.9K
|
5.38K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
175+ 1.93% |
$19.9K - $22.3K
|
9.26K
$998K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
175New |
$19.9K - $22.3K
|
175
$18.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
175+ 0.11% |
$19.9K - $22.3K
|
166K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
174+ 3.39% |
$19.8K - $22.2K
|
5.31K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
173+ 4.26% |
$19.7K - $22K
|
4.24K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
173+ 5.1% |
$19.7K - $22K
|
3.56K
$384K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
167+ 0.86% |
$19K - $21.3K
|
19.7K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
167+ 0.53% |
$19K - $21.3K
|
31.7K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
166New |
$18.9K - $21.1K
|
166
$17.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
164+ 1.89% |
$18.7K - $20.9K
|
8.82K
$950K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
163+ 7.65% |
$18.6K - $20.8K
|
2.29K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
163New |
$18.6K - $20.8K
|
163
$17.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
163+ 1.33% |
$18.6K - $20.8K
|
12.4K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
160+ 2.4% |
$18.2K - $20.4K
|
6.82K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
157+ 5.35% |
$17.9K - $20K
|
3.09K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
155+ 0.67% |
$17.7K - $19.7K
|
23.2K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
153+ 0.48% |
$17.4K - $19.5K
|
32K
$3.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
151+ 2.99% |
$17.2K - $19.2K
|
5.2K
$561K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
151+ 0.13% |
$17.2K - $19.2K
|
114K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
151+ 2.08% |
$17.2K - $19.2K
|
7.4K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.67% |
$17.1K - $19.1K
|
22.7K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
148+ 1.74% |
$16.9K - $18.9K
|
8.66K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
147+ 0.61% |
$16.7K - $18.7K
|
24.4K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
146+ 0.9% |
$16.6K - $18.6K
|
16.4K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
144+ 5.66% |
$16.4K - $18.3K
|
2.69K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
144+ 1.49% |
$16.4K - $18.3K
|
9.81K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
143+ 0.55% |
$16.3K - $18.2K
|
26K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
143+ 0.77% |
$16.3K - $18.2K
|
18.8K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
140New |
$15.9K - $17.8K
|
140
$15.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
139+ 0.21% |
$15.8K - $17.7K
|
66.8K
$7.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
139+ 0.64% |
$15.8K - $17.7K
|
22K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
138New |
$15.7K - $17.6K
|
138
$14.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
135New |
$15.4K - $17.2K
|
135
$14.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
135+ 2.44% |
$15.4K - $17.2K
|
5.66K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
134+ 5.31% |
$15.3K - $17.1K
|
2.66K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
132+ 0.98% |
$15K - $16.8K
|
13.6K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
132+ 3.67% |
$15K - $16.8K
|
3.73K
$402K
|