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 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.05% |
$114 - $127
|
2.08K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.03% |
$114 - $127
|
2.88K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.72% |
$114 - $127
|
139
$15K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1- 0.01% |
$114 - $127
|
14.9K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 0.53% |
$228 - $255
|
378
$40.7K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2- 0.12% |
$228 - $255
|
1.63K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.08% |
$342 - $382
|
3.6K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3- 0.02% |
$342 - $382
|
17.8K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3- 0.1% |
$342 - $382
|
2.99K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-4- 0.2% |
$456 - $510
|
2.02K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.01% |
$570 - $637
|
38.9K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-5- 0.43% |
$570 - $637
|
1.16K
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5- 0.04% |
$570 - $637
|
13K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-7- 0.07% |
$797 - $892
|
10.2K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-8- 0.12% |
$911 - $1.02K
|
6.8K
$733K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-8- 0.06% |
$911 - $1.02K
|
12.5K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-8- 0.25% |
$911 - $1.02K
|
3.14K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-9- 0.19% |
$1.03K - $1.15K
|
4.74K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9- 0.31% |
$1.03K - $1.15K
|
2.87K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-9- 0.43% |
$1.03K - $1.15K
|
2.09K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-9- 0.4% |
$1.03K - $1.15K
|
2.25K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10- 7.19% |
$1.14K - $1.27K
|
129
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10- 0.18% |
$1.14K - $1.27K
|
5.63K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 14.29% |
$1.14K - $1.27K
|
60
$6.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-10- 0.54% |
$1.14K - $1.27K
|
1.85K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.29% |
$1.25K - $1.4K
|
3.76K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-11- 0.28% |
$1.25K - $1.4K
|
3.94K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-11- 7.14% |
$1.25K - $1.4K
|
143
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-11- 0.06% |
$1.25K - $1.4K
|
18.2K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-12- 1.37% |
$1.37K - $1.53K
|
866
$93.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-13- 0.1% |
$1.48K - $1.66K
|
13.6K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-14- 0.48% |
$1.59K - $1.78K
|
2.87K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14- 0.46% |
$1.59K - $1.78K
|
3.04K
$327K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-15- 0.42% |
$1.71K - $1.91K
|
3.52K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.09% |
$1.71K - $1.91K
|
15.8K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 2.78% |
$1.82K - $2.04K
|
559
$60.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-17- 0.11% |
$1.94K - $2.17K
|
15.7K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-18- 0.92% |
$2.05K - $2.29K
|
1.94K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-18- -0.0% |
$2.05K - $2.29K
|
451K
$48.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-20- 0.65% |
$2.28K - $2.55K
|
3.06K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-23- 14.02% |
$2.62K - $2.93K
|
141
$15.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-24- 0.07% |
$2.73K - $3.06K
|
32K
$3.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-24- 0.1% |
$2.73K - $3.06K
|
25.1K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25- 62.5% |
$2.85K - $3.18K
|
15
$1.62K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-25- 1.05% |
$2.85K - $3.18K
|
2.36K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-25- 0.42% |
$2.85K - $3.18K
|
5.87K
$632K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-25- 0.12% |
$2.85K - $3.18K
|
20.5K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-26- 0.06% |
$2.96K - $3.31K
|
46.4K
$4.99M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-28- 0.71% |
$3.19K - $3.57K
|
3.9K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-29- 1.2% |
$3.3K - $3.69K
|
2.38K
$256K
|