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 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.64K+ 1.76% |
$301K - $337K
|
152K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.64K+ 1.64% |
$301K - $336K
|
164K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.62K+ 19.31% |
$298K - $333K
|
16.2K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.61KNew |
$297K - $333K
|
2.61K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.61K+ 20.07% |
$297K - $332K
|
15.6K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.6KNew |
$296K - $331K
|
2.6K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.58K+ 0.47% |
$294K - $329K
|
558K
$59.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.58K+ 3.92% |
$294K - $328K
|
68.3K
$7.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.55K+ 33.15% |
$290K - $324K
|
10.2K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.54K+ 4.9% |
$290K - $324K
|
54.4K
$5.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.54KNew |
$289K - $324K
|
2.54K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.52K+ 1.73% |
$288K - $322K
|
148K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.51K+ 5.11% |
$286K - $320K
|
51.7K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.51KNew |
$286K - $320K
|
2.51K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 22.16% |
$286K - $319K
|
13.8K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.5K+ 1.67% |
$285K - $319K
|
152K
$16.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.49KNew |
$283K - $317K
|
2.49K
$264K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 1.68% |
$283K - $316K
|
150K
$16M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.48KNew |
$282K - $316K
|
2.48K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.47K+ 5.07% |
$282K - $315K
|
51.3K
$5.44M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.47KNew |
$282K - $315K
|
2.47K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.47K+ 7.7% |
$281K - $315K
|
34.6K
$3.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
2.47KNew |
$281K - $314K
|
2.47K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
2.46K+ 0.68% |
$280K - $313K
|
363K
$38.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.45K+ 10.07% |
$279K - $312K
|
26.8K
$2.85M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.42KNew |
$276K - $309K
|
2.42K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.42K+ 4.8% |
$276K - $308K
|
52.9K
$5.61M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.42KNew |
$275K - $308K
|
2.42K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.41KNew |
$274K - $306K
|
2.41K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.4KNew |
$273K - $306K
|
2.4K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.4K+ 3.88% |
$273K - $305K
|
64.3K
$6.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.39K+ 7.4% |
$273K - $305K
|
34.7K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.39KNew |
$272K - $305K
|
2.39K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.39K+ 7.05% |
$272K - $304K
|
36.3K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.39K+ 4.78% |
$272K - $304K
|
52.4K
$5.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2.39K+ 4.93% |
$272K - $304K
|
50.8K
$5.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.38KNew |
$271K - $303K
|
2.38K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.37K+ 27.24% |
$270K - $301K
|
11.1K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.36K+ 1.99% |
$269K - $301K
|
121K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.35KNew |
$268K - $300K
|
2.35K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.35KNew |
$268K - $299K
|
2.35K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.33KNew |
$266K - $297K
|
2.33K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.32K+ 25.71% |
$265K - $296K
|
11.4K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.3KNew |
$262K - $293K
|
2.3K
$244K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.3KNew |
$262K - $293K
|
2.3K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.3K+ 2017.54% |
$262K - $293K
|
2.41K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.3K+ 2.84% |
$262K - $293K
|
83.3K
$8.84M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.3KNew |
$261K - $292K
|
2.3K
$244K
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.3K+ 2.19% |
$261K - $292K
|
107K
$11.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.29KNew |
$261K - $292K
|
2.29K
$243K
|