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 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
596New |
$67.9K - $75.9K
|
596
$70.6K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
596+ 1.03% |
$67.9K - $75.9K
|
58.3K
$6.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
590+ 0.86% |
$67.2K - $75.2K
|
69.3K
$8.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
587+ 0.7% |
$66.9K - $74.8K
|
84.2K
$9.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
583+ 1.19% |
$66.4K - $74.3K
|
49.5K
$5.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
582+ 3.93% |
$66.3K - $74.1K
|
15.4K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
576+ 1.62% |
$65.6K - $73.4K
|
36.1K
$4.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
570+ 12.89% |
$64.9K - $72.6K
|
4.99K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
569+ 13.12% |
$64.8K - $72.5K
|
4.91K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
568+ 6.92% |
$64.7K - $72.4K
|
8.77K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
564New |
$64.3K - $71.8K
|
564
$66.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
559+ 19.15% |
$63.7K - $71.2K
|
3.48K
$412K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
545+ 13.74% |
$62.1K - $69.4K
|
4.51K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
519+ 20.2% |
$59.1K - $66.1K
|
3.09K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
516+ 5.8% |
$58.8K - $65.7K
|
9.41K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
515+ 5.05% |
$58.7K - $65.6K
|
10.7K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
514+ 4.49% |
$58.6K - $65.5K
|
12K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
503+ 25.55% |
$57.3K - $64.1K
|
2.47K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
500+ 4.59% |
$57K - $63.7K
|
11.4K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
496+ 2.55% |
$56.5K - $63.2K
|
19.9K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
491+ 2.68% |
$55.9K - $62.5K
|
18.8K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 13.46% |
$55.8K - $62.4K
|
4.13K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
482+ 11.63% |
$54.9K - $61.4K
|
4.63K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
480+ 0.81% |
$54.7K - $61.1K
|
59.7K
$7.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
445+ 4.93% |
$50.7K - $56.7K
|
9.47K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
443+ 4.4% |
$50.5K - $56.4K
|
10.5K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
435+ 8.61% |
$49.6K - $55.4K
|
5.49K
$650K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
430+ 0.84% |
$49K - $54.8K
|
51.5K
$6.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
415+ 1.24% |
$47.3K - $52.9K
|
33.8K
$4.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
413+ 1.23% |
$47K - $52.6K
|
34.1K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
411New |
$46.8K - $52.4K
|
411
$48.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
406+ 2.6% |
$46.3K - $51.7K
|
16K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
404+ 1.75% |
$46K - $51.5K
|
23.4K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
403+ 0.43% |
$45.9K - $51.3K
|
95.1K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
401New |
$45.7K - $51.1K
|
401
$47.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
400+ 3.57% |
$45.6K - $51K
|
11.6K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
400+ 784.31% |
$45.6K - $51K
|
451
$53.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
400+ 7.34% |
$45.6K - $51K
|
5.85K
$693K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
399+ 0.32% |
$45.5K - $50.8K
|
124K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
398+ 10.24% |
$45.3K - $50.7K
|
4.29K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
396+ 293.33% |
$45.1K - $50.4K
|
531
$62.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
394+ 1.34% |
$44.9K - $50.2K
|
29.7K
$3.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
392+ 12.42% |
$44.7K - $49.9K
|
3.55K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
392+ 5.76% |
$44.7K - $49.9K
|
7.2K
$852K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
390+ 3.44% |
$44.4K - $49.7K
|
11.7K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
387+ 7.29% |
$44.1K - $49.3K
|
5.7K
$675K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
386+ 4.84% |
$44K - $49.2K
|
8.37K
$991K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
383+ 0.97% |
$43.6K - $48.8K
|
40K
$4.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
380+ 19.79% |
$43.3K - $48.4K
|
2.3K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
379+ 11.61% |
$43.2K - $48.3K
|
3.64K
$431K
|