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 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
375+ 3.77% |
$42.7K - $47.8K
|
10.3K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
375+ 4.09% |
$42.7K - $47.8K
|
9.54K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
374+ 0.42% |
$42.6K - $47.6K
|
89.4K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
373+ 0.98% |
$42.5K - $47.5K
|
38.4K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
372+ 0.1% |
$42.4K - $47.4K
|
356K
$42.2M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
368+ 4.78% |
$41.9K - $46.9K
|
8.06K
$955K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
360+ 1.77% |
$41K - $45.9K
|
20.8K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
360+ 0.97% |
$41K - $45.9K
|
37.7K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
349+ 13.29% |
$39.8K - $44.5K
|
2.98K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
344+ 3.06% |
$39.2K - $43.8K
|
11.6K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
341+ 17.95% |
$38.8K - $43.4K
|
2.24K
$265K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
336+ 11.46% |
$38.3K - $42.8K
|
3.27K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
328+ 8.3% |
$37.4K - $41.8K
|
4.28K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
327+ 8.52% |
$37.3K - $41.7K
|
4.17K
$493K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
326+ 0.28% |
$37.1K - $41.5K
|
115K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
325+ 16.29% |
$37K - $41.4K
|
2.32K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
322+ 0.12% |
$36.7K - $41K
|
263K
$31.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
321+ 4.16% |
$36.6K - $40.9K
|
8.04K
$952K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
319+ 4.8% |
$36.3K - $40.6K
|
6.97K
$825K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
317+ 7.69% |
$36.1K - $40.4K
|
4.44K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
316+ 2.55% |
$36K - $40.3K
|
12.7K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
311+ 8.43% |
$35.4K - $39.6K
|
4K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
303+ 7.79% |
$34.5K - $38.6K
|
4.19K
$497K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
302+ 1.63% |
$34.4K - $38.5K
|
18.8K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
302New |
$34.4K - $38.5K
|
302
$35.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
301+ 16.87% |
$34.3K - $38.3K
|
2.09K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
295+ 4.62% |
$33.6K - $37.6K
|
6.67K
$790K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
295+ 9.45% |
$33.6K - $37.6K
|
3.42K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
291+ 6.75% |
$33.2K - $37.1K
|
4.6K
$545K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
289+ 0.62% |
$32.9K - $36.8K
|
46.6K
$5.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
284+ 0.52% |
$32.4K - $36.2K
|
54.7K
$6.48M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
283+ 1.82% |
$32.2K - $36K
|
15.8K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
281+ 12.92% |
$32K - $35.8K
|
2.46K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
275+ 11.25% |
$31.3K - $35K
|
2.72K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
274+ 12.25% |
$31.2K - $34.9K
|
2.51K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
272+ 2.75% |
$31K - $34.6K
|
10.2K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
268+ 3.13% |
$30.5K - $34.1K
|
8.82K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
265+ 7.56% |
$30.2K - $33.8K
|
3.77K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
262+ 6.04% |
$29.8K - $33.4K
|
4.6K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
259+ 0.8% |
$29.5K - $33K
|
32.7K
$3.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
259+ 1.32% |
$29.5K - $33K
|
19.8K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
251+ 3.78% |
$28.6K - $32K
|
6.89K
$816K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
248+ 3.97% |
$28.3K - $31.6K
|
6.49K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
246+ 2.3% |
$28K - $31.3K
|
11K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245+ 7.3% |
$27.9K - $31.2K
|
3.6K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
231+ 1.53% |
$26.3K - $29.4K
|
15.3K
$1.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
230+ 8.87% |
$26.2K - $29.3K
|
2.82K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
230+ 0.56% |
$26.2K - $29.3K
|
41.5K
$4.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
227+ 15.4% |
$25.9K - $28.9K
|
1.7K
$201K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
227+ 10.23% |
$25.9K - $28.9K
|
2.45K
$290K
|