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 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.86K+ 23.26% |
$439K - $491K
|
20.4K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.86K+ 124.96% |
$439K - $491K
|
6.94K
$737K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.85K+ 8.36% |
$439K - $490K
|
49.9K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
3.84KNew |
$437K - $489K
|
3.84K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.81K+ 3.94% |
$434K - $485K
|
100K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.78K+ 0.75% |
$430K - $481K
|
505K
$53.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.77K+ 1.57% |
$430K - $480K
|
243K
$25.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.77KNew |
$429K - $480K
|
3.77K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.76K+ 0.71% |
$428K - $479K
|
533K
$56.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.73K+ 2.89% |
$425K - $476K
|
133K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.73K+ 19.75% |
$425K - $476K
|
22.6K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.72KNew |
$424K - $474K
|
3.72K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.71K+ 1.4% |
$423K - $472K
|
270K
$28.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.69K+ 17.83% |
$420K - $470K
|
24.4K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.69KNew |
$420K - $470K
|
3.69K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3.69KNew |
$420K - $470K
|
3.69K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.68K+ 0.84% |
$419K - $469K
|
441K
$46.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.64K+ 5.17% |
$415K - $464K
|
74.1K
$7.86M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.62KNew |
$413K - $461K
|
3.62K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.6K+ 1.31% |
$410K - $458K
|
279K
$29.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.59K+ 2.57% |
$409K - $457K
|
143K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.57K+ 3.85% |
$406K - $454K
|
96.2K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.56K+ 4.52% |
$405K - $453K
|
82.2K
$8.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
3.55KNew |
$405K - $453K
|
3.55K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.49K+ 18.23% |
$397K - $444K
|
22.6K
$2.4M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.48K+ 24.94% |
$396K - $443K
|
17.4K
$1.85M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
3.47K+ 7.67% |
$395K - $442K
|
48.7K
$5.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.44KNew |
$392K - $438K
|
3.44K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.44KNew |
$391K - $438K
|
3.44K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.44K+ 11.84% |
$391K - $438K
|
32.5K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.42K+ 27.81% |
$390K - $436K
|
15.7K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$389K - $436K
|
3.42K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.42K+ 19.55% |
$389K - $435K
|
20.9K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
3.41K+ 32.75% |
$388K - $434K
|
13.8K
$1.47M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.4KNew |
$388K - $434K
|
3.4K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.4K+ 1.25% |
$387K - $433K
|
275K
$29.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.38K+ 6.81% |
$385K - $431K
|
53K
$5.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37K+ 10.3% |
$384K - $429K
|
36.1K
$3.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.33K+ 2.87% |
$379K - $424K
|
119K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.32K+ 2.99% |
$378K - $423K
|
114K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.3K+ 9.37% |
$376K - $421K
|
38.6K
$4.09M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.27K+ 2.09% |
$373K - $417K
|
160K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.25K+ 1.61% |
$371K - $414K
|
205K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.25K+ 12.68% |
$370K - $413K
|
28.8K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.25K+ 6.76% |
$370K - $413K
|
51.3K
$5.44M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.24K+ 4.62% |
$369K - $412K
|
73.3K
$7.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.23KNew |
$368K - $412K
|
3.23K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.22KNew |
$366K - $410K
|
3.22K
$341K
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.22KNew |
$366K - $410K
|
3.22K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.2K+ 2.56% |
$365K - $408K
|
128K
$13.6M
|