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 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3+ 2.59% |
$342 - $382
|
119
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.07% |
$342 - $382
|
283
$33.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.07% |
$228 - $255
|
2.93K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2New |
$228 - $255
|
2
$237
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.03% |
$228 - $255
|
6.44K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.12% |
$228 - $255
|
1.63K
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.03% |
$228 - $255
|
7.09K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$228 - $255
|
3.17K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2+ 0.01% |
$228 - $255
|
37.1K
$4.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2+ 0.16% |
$228 - $255
|
1.28K
$151K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $127
|
12.4K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.42% |
$114 - $127
|
237
$28.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.03% |
$114 - $127
|
3.34K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$114 - $127
|
7.96K
$943K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.04% |
$114 - $127
|
2.82K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$114 - $127
|
3.27K
$387K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$114 - $127
|
2.44K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.06% |
$114 - $127
|
1.78K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1- 0.01% |
$114 - $127
|
14.9K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 0.53% |
$228 - $255
|
378
$44.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.08% |
$342 - $382
|
3.6K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3- 0.02% |
$342 - $382
|
17.8K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-4- 0.2% |
$456 - $510
|
2.02K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.01% |
$570 - $637
|
38.9K
$4.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-5- 0.43% |
$570 - $637
|
1.16K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5- 0.04% |
$570 - $637
|
13K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-7- 0.07% |
$797 - $892
|
10.2K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-8- 0.12% |
$911 - $1.02K
|
6.8K
$806K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-9- 0.19% |
$1.03K - $1.15K
|
4.74K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9- 0.31% |
$1.03K - $1.15K
|
2.87K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-9- 0.43% |
$1.03K - $1.15K
|
2.09K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10- 7.19% |
$1.14K - $1.27K
|
129
$15.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10- 0.18% |
$1.14K - $1.27K
|
5.63K
$667K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.29% |
$1.25K - $1.4K
|
3.76K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-11- 0.28% |
$1.25K - $1.4K
|
3.94K
$467K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-11- 7.14% |
$1.25K - $1.4K
|
143
$16.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-12- 1.37% |
$1.37K - $1.53K
|
866
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-14- 0.48% |
$1.59K - $1.78K
|
2.87K
$340K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-15- 0.42% |
$1.71K - $1.91K
|
3.52K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 2.78% |
$1.82K - $2.04K
|
559
$66.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-20- 0.65% |
$2.28K - $2.55K
|
3.06K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-24- 0.07% |
$2.73K - $3.06K
|
32K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25- 62.5% |
$2.85K - $3.18K
|
15
$1.78K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-25- 1.05% |
$2.85K - $3.18K
|
2.36K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-25- 0.42% |
$2.85K - $3.18K
|
5.87K
$695K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-28- 0.71% |
$3.19K - $3.57K
|
3.9K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-29- 1.2% |
$3.3K - $3.69K
|
2.38K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-30- 0.15% |
$3.42K - $3.82K
|
20.4K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-35- 1.78% |
$3.99K - $4.46K
|
1.93K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-36- 0.31% |
$4.1K - $4.59K
|
11.7K
$1.38M
|