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 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.3K+ 0.48% |
$490K - $548K
|
909K
$87.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.29K+ 6.55% |
$488K - $546K
|
69.7K
$6.71M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
4.27KNew |
$487K - $544K
|
4.27K
$411K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.27K+ 2.14% |
$486K - $543K
|
203K
$19.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.25K+ 12.63% |
$484K - $541K
|
37.9K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.25K+ 243.52% |
$484K - $541K
|
5.99K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.18K+ 7.57% |
$476K - $533K
|
59.4K
$5.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.16K+ 9.29% |
$474K - $530K
|
49K
$4.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.14K+ 5.15% |
$472K - $528K
|
84.7K
$8.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.13K+ 17.04% |
$471K - $526K
|
28.4K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.09K+ 2.44% |
$466K - $521K
|
172K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.09K+ 26.12% |
$466K - $521K
|
19.7K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.08K+ 86.08% |
$464K - $519K
|
8.81K
$848K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.07K+ 2.98% |
$464K - $519K
|
141K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.07K+ 1.52% |
$464K - $518K
|
272K
$26.2M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.07KNew |
$463K - $518K
|
4.07K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.05KNew |
$461K - $516K
|
4.05K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
4.03K+ 33.43% |
$459K - $513K
|
16.1K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.01K+ 92.33% |
$457K - $511K
|
8.35K
$804K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01K+ 2.41% |
$457K - $511K
|
170K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4K+ 1.32% |
$456K - $510K
|
308K
$29.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.99K+ 3.41% |
$454K - $508K
|
121K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.99K+ 8.84% |
$454K - $508K
|
49.1K
$4.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.98K+ 1.96% |
$453K - $506K
|
206K
$19.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.96K+ 5.32% |
$451K - $504K
|
78.5K
$7.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.93K+ 38.01% |
$447K - $500K
|
14.3K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3.92K+ 2.95% |
$447K - $500K
|
137K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.92K+ 40.26% |
$447K - $499K
|
13.7K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.92KNew |
$446K - $499K
|
3.92K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 77.98% |
$445K - $498K
|
8.92K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.91K+ 4.76% |
$445K - $498K
|
85.9K
$8.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.88K+ 3.4% |
$442K - $494K
|
118K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.86KNew |
$440K - $492K
|
3.86K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.86K+ 7.4% |
$440K - $492K
|
56.1K
$5.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3.86KNew |
$440K - $492K
|
3.86K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.86K+ 23.26% |
$439K - $491K
|
20.4K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.86K+ 124.96% |
$439K - $491K
|
6.94K
$668K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.85K+ 8.36% |
$439K - $490K
|
49.9K
$4.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
3.84KNew |
$437K - $489K
|
3.84K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.81K+ 3.94% |
$434K - $485K
|
100K
$9.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.78K+ 0.75% |
$430K - $481K
|
505K
$48.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.77K+ 1.57% |
$430K - $480K
|
243K
$23.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.77KNew |
$429K - $480K
|
3.77K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.76K+ 0.71% |
$428K - $479K
|
533K
$51.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.73K+ 2.89% |
$425K - $476K
|
133K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.73K+ 19.75% |
$425K - $476K
|
22.6K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.72KNew |
$424K - $474K
|
3.72K
$358K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.71K+ 1.4% |
$423K - $472K
|
270K
$26M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.69K+ 17.83% |
$420K - $470K
|
24.4K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.69KNew |
$420K - $470K
|
3.69K
$355K
|