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 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.43K+ 47.2% |
$619K - $692K
|
16.9K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.4K+ 1.02% |
$616K - $688K
|
537K
$51.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.39K+ 0.46% |
$614K - $687K
|
1.17M
$113M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
5.38KNew |
$613K - $685K
|
5.38K
$518K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.38K+ 0.31% |
$612K - $685K
|
1.72M
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.35K+ 4.83% |
$609K - $681K
|
116K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
5.3KNew |
$604K - $675K
|
5.3K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.25K+ 5.99% |
$598K - $668K
|
92.8K
$8.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.23KNew |
$596K - $666K
|
5.23K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.2KNew |
$593K - $663K
|
5.2K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.19K+ 56.68% |
$591K - $661K
|
14.4K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.17K+ 41.83% |
$589K - $659K
|
17.5K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.14K+ 3.93% |
$585K - $654K
|
136K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.13KNew |
$584K - $653K
|
5.13K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
5.1K+ 11.85% |
$581K - $650K
|
48.2K
$4.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.03K+ 10.96% |
$572K - $640K
|
50.9K
$4.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5.02K+ 2.9% |
$572K - $640K
|
178K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5K+ 14.44% |
$570K - $637K
|
39.6K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 3.29% |
$567K - $634K
|
156K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4.97K+ 2.3% |
$566K - $633K
|
221K
$21.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.96K+ 10.68% |
$565K - $632K
|
51.4K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.94K+ 27.01% |
$563K - $630K
|
23.2K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
4.93KNew |
$562K - $628K
|
4.93K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.93K+ 3.88% |
$561K - $627K
|
132K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.89K+ 3.84% |
$558K - $623K
|
132K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
4.84KNew |
$551K - $617K
|
4.84K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.82KNew |
$549K - $614K
|
4.82K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.8KNew |
$547K - $611K
|
4.8K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.8KNew |
$547K - $611K
|
4.8K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
4.77KNew |
$543K - $607K
|
4.77K
$459K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
4.75KNew |
$541K - $605K
|
4.75K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.73K+ 9.13% |
$539K - $603K
|
56.6K
$5.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.72K+ 2.94% |
$538K - $602K
|
165K
$15.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.72K+ 3.73% |
$537K - $601K
|
131K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.71K+ 88.95% |
$537K - $600K
|
10K
$963K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
4.67K+ 3.65% |
$532K - $595K
|
133K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.62KNew |
$526K - $588K
|
4.62K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.54K+ 1.16% |
$517K - $578K
|
396K
$38.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.53KNew |
$517K - $578K
|
4.53K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
4.51KNew |
$514K - $575K
|
4.51K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.51K+ 3.83% |
$514K - $575K
|
122K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4.5K+ 12.33% |
$513K - $573K
|
41K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.47K+ 5.63% |
$510K - $570K
|
83.9K
$8.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.45KNew |
$507K - $567K
|
4.45K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.44KNew |
$505K - $565K
|
4.44K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.4K+ 95.14% |
$502K - $561K
|
9.03K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.39K+ 2.84% |
$500K - $559K
|
159K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.37K+ 91.86% |
$498K - $556K
|
9.12K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.37K+ 0.57% |
$497K - $556K
|
769K
$74.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.32KNew |
$492K - $550K
|
4.32K
$416K
|