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 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-29- 0.24% |
$3.3K - $3.69K
|
11.8K
$1.27M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-29- 1.48% |
$3.3K - $3.69K
|
1.93K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-30- 0.15% |
$3.42K - $3.82K
|
20.4K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-32- 0.42% |
$3.65K - $4.08K
|
7.59K
$818K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-35- 1.78% |
$3.99K - $4.46K
|
1.93K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-36- 0.31% |
$4.1K - $4.59K
|
11.7K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-36- 8.07% |
$4.1K - $4.59K
|
410
$44.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 0.34% |
$4.33K - $4.84K
|
11.1K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 23.31% |
$4.33K - $4.84K
|
125
$13.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-39- 0.79% |
$4.44K - $4.97K
|
4.91K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-39- 0.79% |
$4.44K - $4.97K
|
4.93K
$531K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-40- 1.25% |
$4.56K - $5.1K
|
3.16K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-41- 0.73% |
$4.67K - $5.22K
|
5.58K
$602K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-42- 11.97% |
$4.78K - $5.35K
|
309
$33.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-43- 1.92% |
$4.9K - $5.48K
|
2.2K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-44- 44.44% |
$5.01K - $5.6K
|
55
$5.92K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-44- 1.74% |
$5.01K - $5.6K
|
2.49K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-45- 0.78% |
$5.13K - $5.73K
|
5.7K
$614K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-47- 0.54% |
$5.35K - $5.99K
|
8.68K
$935K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-48- 0.96% |
$5.47K - $6.11K
|
4.96K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-48- 0.83% |
$5.47K - $6.11K
|
5.72K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 0.22% |
$5.7K - $6.37K
|
22.3K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 1.36% |
$5.7K - $6.37K
|
3.64K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-51- 0.51% |
$5.81K - $6.5K
|
9.9K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-52- 15.38% |
$5.92K - $6.62K
|
286
$30.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-52- 2.21% |
$5.92K - $6.62K
|
2.3K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-52- 1.78% |
$5.92K - $6.62K
|
2.87K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-52- 1.4% |
$5.92K - $6.62K
|
3.67K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-52- 2.34% |
$5.92K - $6.62K
|
2.17K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-54- 2.34% |
$6.15K - $6.88K
|
2.25K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-55- 1.02% |
$6.27K - $7.01K
|
5.35K
$576K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-56- 0.88% |
$6.38K - $7.13K
|
6.3K
$679K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-56- 10.14% |
$6.38K - $7.13K
|
496
$53.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-56- 0.08% |
$6.38K - $7.13K
|
67.8K
$7.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-56- 0.13% |
$6.38K - $7.13K
|
43.5K
$4.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-58- 2.37% |
$6.61K - $7.39K
|
2.39K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-59- 1.28% |
$6.72K - $7.52K
|
4.57K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-59- 0.58% |
$6.72K - $7.52K
|
10.1K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-60- 5.91% |
$6.84K - $7.64K
|
956
$103K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-61- 0.06% |
$6.95K - $7.77K
|
98.1K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-62- 0.91% |
$7.06K - $7.9K
|
6.73K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-62- 0.2% |
$7.06K - $7.9K
|
30.3K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-63- 2.93% |
$7.18K - $8.02K
|
2.09K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-64- 1.12% |
$7.29K - $8.15K
|
5.67K
$611K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-64- 0.05% |
$7.29K - $8.15K
|
132K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-65- 2.76% |
$7.4K - $8.28K
|
2.29K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-66- 0.26% |
$7.52K - $8.41K
|
25K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-66- 1.22% |
$7.52K - $8.41K
|
5.33K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-68- 0.9% |
$7.75K - $8.66K
|
7.51K
$809K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-69- 0.37% |
$7.86K - $8.79K
|
18.8K
$2.02M
|