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 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39+ 354.55% |
$4.44K - $4.97K
|
50
$5.39K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
36+ 0.19% |
$4.1K - $4.59K
|
19.2K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 15.22% |
$3.99K - $4.46K
|
265
$28.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
35+ 1.18% |
$3.99K - $4.46K
|
2.99K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
35+ 0.53% |
$3.99K - $4.46K
|
6.68K
$720K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34+ 0.95% |
$3.87K - $4.33K
|
3.62K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$3.87K - $4.33K
|
34
$3.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34+ 0.52% |
$3.87K - $4.33K
|
6.54K
$705K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
33+ 0.16% |
$3.76K - $4.2K
|
20.3K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 1.65% |
$3.53K - $3.95K
|
1.91K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
31+ 0.99% |
$3.53K - $3.95K
|
3.16K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
30+ 0.47% |
$3.42K - $3.82K
|
6.47K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
30New |
$3.42K - $3.82K
|
30
$3.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
30New |
$3.42K - $3.82K
|
30
$3.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
30+ 1.56% |
$3.42K - $3.82K
|
1.96K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
29+ 0.99% |
$3.3K - $3.69K
|
2.97K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
29+ 1.04% |
$3.3K - $3.69K
|
2.82K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
28+ 15.38% |
$3.19K - $3.57K
|
210
$22.6K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
28+ 0.51% |
$3.19K - $3.57K
|
5.54K
$596K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
27+ 1.1% |
$3.08K - $3.44K
|
2.49K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
27+ 1.04% |
$3.08K - $3.44K
|
2.64K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
27New |
$3.08K - $3.44K
|
27
$2.91K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26New |
$2.96K - $3.31K
|
26
$2.8K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.35% |
$2.96K - $3.31K
|
7.42K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.0% |
$2.96K - $3.31K
|
2.12M
$228M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
26+ 0.41% |
$2.96K - $3.31K
|
6.39K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25+ 9.23% |
$2.85K - $3.18K
|
296
$31.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
25+ 0.64% |
$2.85K - $3.18K
|
3.91K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25+ 0.1% |
$2.85K - $3.18K
|
24.8K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
25+ 1.0% |
$2.85K - $3.18K
|
2.54K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24New |
$2.73K - $3.06K
|
24
$2.59K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
24+ 0.64% |
$2.73K - $3.06K
|
3.8K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
24New |
$2.73K - $3.06K
|
24
$2.59K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24+ 0.29% |
$2.73K - $3.06K
|
8.43K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
24+ 0.85% |
$2.73K - $3.06K
|
2.84K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
23+ 0.89% |
$2.62K - $2.93K
|
2.6K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
23+ 0.02% |
$2.62K - $2.93K
|
101K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23New |
$2.62K - $2.93K
|
23
$2.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
23+ 1.24% |
$2.62K - $2.93K
|
1.88K
$203K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
23+ 0.97% |
$2.62K - $2.93K
|
2.38K
$257K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
22+ 0.29% |
$2.51K - $2.8K
|
7.55K
$813K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
22+ 0.57% |
$2.51K - $2.8K
|
3.91K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
22New |
$2.51K - $2.8K
|
22
$2.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
21+ 0.84% |
$2.39K - $2.67K
|
2.51K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
21+ 0.35% |
$2.39K - $2.67K
|
6.11K
$658K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
21+ 0.35% |
$2.39K - $2.67K
|
6.1K
$658K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.79% |
$2.39K - $2.67K
|
2.68K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20+ 0.34% |
$2.28K - $2.55K
|
5.98K
$644K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20+ 0.22% |
$2.28K - $2.55K
|
8.95K
$964K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
20+ 1.84% |
$2.28K - $2.55K
|
1.11K
$119K
|