Purchases and Sales Made in Q4 2024 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 11, 2025 Q4 2024
Umpqua Bank

Lake Oswego, OR
BUY
 -
74
+ 0.63%
$8.43K - $9.43K
11.8K $1.27M
Feb 14, 2025 Q4 2024
Greenline Partners, LLC

New York, NY
BUY
 -
74
New
$8.43K - $9.43K
74 $7.97K
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
73
+ 3.55%
$8.32K - $9.3K
2.13K $229K
Jan 06, 2025 Q4 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
72
+ 0.07%
$8.2K - $9.17K
106K $11.5M
Feb 14, 2025 Q4 2024
Novak & Powell Financial Services, Inc.

St. Petersburg, FL
BUY
 -
70
+ 0.33%
$7.97K - $8.92K
21.4K $2.3M
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
69
New
$7.86K - $8.79K
69 $7.43K
Jan 29, 2025 Q4 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
69
+ 7.93%
$7.86K - $8.79K
939 $101K
Jan 30, 2025 Q4 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
68
+ 1.19%
$7.75K - $8.66K
5.76K $621K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
66
+ 0.26%
$7.52K - $8.41K
25.6K $2.76M
Feb 13, 2025 Q4 2024
Concorde Asset Management, LLC

BUY
 -
66
+ 3.76%
$7.52K - $8.41K
1.82K $196K
Jan 24, 2025 Q4 2024
Hfg Advisors, Inc.

BUY
 -
65
+ 1.09%
$7.4K - $8.28K
6.02K $648K
Jan 31, 2025 Q4 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
65
+ 1.39%
$7.4K - $8.28K
4.76K $512K
Feb 14, 2025 Q4 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
65
+ 0.9%
$7.4K - $8.28K
7.29K $785K
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
64
+ 0.21%
$7.29K - $8.15K
31.2K $3.36M
Feb 03, 2025 Q4 2024
Forte Capital LLC

BUY
 -
63
+ 1.98%
$7.18K - $8.02K
3.24K $349K
Jan 21, 2025 Q4 2024
Moody Lynn & Lieberson, LLC

BUY
 -
62
+ 1.0%
$7.06K - $7.9K
6.24K $672K
Jan 21, 2025 Q4 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
62
+ 0.58%
$7.06K - $7.9K
10.8K $1.16M
Feb 03, 2025 Q4 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
61
+ 1.11%
$6.95K - $7.77K
5.58K $601K
Feb 11, 2025 Q4 2024
Heritage Wealth Advisors

BUY
 -
58
+ 38.67%
$6.61K - $7.39K
208 $22.4K
Feb 12, 2025 Q4 2024
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
57
+ 0.14%
$6.49K - $7.26K
40.4K $4.35M
Jan 23, 2025 Q4 2024
Hartford Financial Management Inc.

BUY
 -
55
+ 1.58%
$6.27K - $7.01K
3.53K $381K
Jan 30, 2025 Q4 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
55
+ 0.89%
$6.27K - $7.01K
6.24K $672K
Jan 16, 2025 Q4 2024
Lockerman Financial Group, Inc.

BUY
 -
54
+ 0.27%
$6.15K - $6.88K
20.1K $2.17M
Feb 05, 2025 Q4 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
54
+ 0.71%
$6.15K - $6.88K
7.67K $827K
Feb 10, 2025 Q4 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
54
+ 0.18%
$6.15K - $6.88K
30.3K $3.26M
Feb 10, 2025 Q4 2024
Penobscot Wealth Management

BUY
 -
52
+ 1.58%
$5.92K - $6.62K
3.35K $361K
Jan 16, 2025 Q4 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
51
+ 1.82%
$5.81K - $6.5K
2.85K $307K
Jan 16, 2025 Q4 2024
Bremer Bank National Association

BUY
 -
51
+ 0.11%
$5.81K - $6.5K
47.7K $5.14M
Jan 24, 2025 Q4 2024
Leverty Financial Group, LLC

BUY
 -
50
+ 0.4%
$5.7K - $6.37K
12.7K $1.36M
Jan 24, 2025 Q4 2024
E&G Advisors, LP

BUY
 -
50
+ 2.02%
$5.7K - $6.37K
2.53K $272K
Feb 13, 2025 Q4 2024
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
50
+ 1.88%
$5.7K - $6.37K
2.71K $292K
Feb 14, 2025 Q4 2024
Luminist Capital LLC

Grand Rapids, MI
BUY
 -
50
New
$5.7K - $6.37K
50 $5.39K
Feb 14, 2025 Q4 2024
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
49
+ 1.25%
$5.58K - $6.24K
3.97K $428K
Feb 14, 2025 Q4 2024
Eight 31 Financial LLC

Midland, TX
BUY
 -
49
+ 2.53%
$5.58K - $6.24K
1.98K $214K
Feb 14, 2025 Q4 2024
Family Management Corp

New York, NY
BUY
 -
48
+ 0.89%
$5.47K - $6.11K
5.46K $588K
Jan 29, 2025 Q4 2024
Powell Investment Advisors, LLC

BUY
 -
47
+ 0.98%
$5.35K - $5.99K
4.82K $519K
Feb 18, 2025 Q4 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
47
+ 0.22%
$5.35K - $5.99K
21.4K $2.3M
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
46
+ 0.97%
$5.24K - $5.86K
4.78K $515K
Jan 23, 2025 Q4 2024
4 J Wealth Management LLC

BUY
 -
46
+ 1.98%
$5.24K - $5.86K
2.37K $255K
Jan 28, 2025 Q4 2024
Ggm Financials LLC

Columbus, OH
BUY
 -
45
+ 0.72%
$5.13K - $5.73K
6.26K $674K
Feb 04, 2025 Q4 2024
Lineweaver Wealth Advisors, LLC

BUY
 -
45
+ 0.24%
$5.13K - $5.73K
18.6K $2M
Feb 14, 2025 Q4 2024
Evercore Wealth Management, LLC

New York, NY
BUY
 -
44
+ 0.12%
$5.01K - $5.6K
37.8K $4.08M
Jan 16, 2025 Q4 2024
Stokes Capital Advisors, LLC

BUY
 -
43
+ 0.64%
$4.9K - $5.48K
6.8K $733K
Feb 14, 2025 Q4 2024
Fsa Wealth Management LLC

Needham, MA
BUY
 -
43
+ 25.44%
$4.9K - $5.48K
212 $22.8K
Jan 13, 2025 Q4 2024
Professional Financial Advisors, LLC

BUY
 -
42
+ 0.66%
$4.78K - $5.35K
6.45K $695K
Jan 16, 2025 Q4 2024
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
42
+ 53.16%
$4.78K - $5.35K
121 $13K
Jan 13, 2025 Q4 2024
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
41
+ 0.43%
$4.67K - $5.22K
9.47K $1.02M
Feb 06, 2025 Q4 2024
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
41
+ 1.75%
$4.67K - $5.22K
2.39K $257K
Jan 14, 2025 Q4 2024
Christopher J. Hasenberg, Inc

Eau Claire, WI
BUY
 -
40
New
$4.56K - $5.1K
40 $4.31K

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