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 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.15K+ 3.44% |
$245K - $273K
|
64.5K
$6.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.15K+ 49.22% |
$244K - $273K
|
6.5K
$626K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.13K+ 5.43% |
$243K - $272K
|
41.4K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.13KNew |
$243K - $272K
|
2.13K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.13K+ 1.23% |
$242K - $271K
|
176K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2.11K+ 0.69% |
$241K - $269K
|
309K
$29.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.11K+ 11.78% |
$240K - $269K
|
20K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.11KNew |
$240K - $268K
|
2.11K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.1KNew |
$239K - $267K
|
2.1K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.09K+ 21.46% |
$238K - $266K
|
11.8K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.09K+ 2.51% |
$238K - $266K
|
85.5K
$8.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.07K+ 15.16% |
$236K - $264K
|
15.7K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.07K+ 9.88% |
$236K - $264K
|
23K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.07K+ 2.74% |
$236K - $264K
|
77.6K
$7.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.06K+ 1.12% |
$235K - $263K
|
187K
$18M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.06K+ 9.27% |
$235K - $262K
|
24.3K
$2.34M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.05KNew |
$234K - $261K
|
2.05K
$198K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
2.04K+ 1.12% |
$232K - $259K
|
185K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.03K+ 7.61% |
$231K - $258K
|
28.6K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.02K+ 9.62% |
$230K - $258K
|
23.1K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.02KNew |
$230K - $257K
|
2.02K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.01K+ 3.12% |
$229K - $256K
|
66.3K
$6.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2K+ 55.11% |
$228K - $255K
|
5.64K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
2K+ 94.12% |
$228K - $255K
|
4.13K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2K+ 3.01% |
$228K - $255K
|
68.3K
$6.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2K+ 16.65% |
$227K - $254K
|
14K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2KNew |
$227K - $254K
|
2K
$192K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2KNew |
$227K - $254K
|
2K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.98K+ 4.02% |
$225K - $252K
|
51.2K
$4.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.97K+ 4.23% |
$225K - $251K
|
48.6K
$4.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.97KNew |
$224K - $251K
|
1.97K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.95KNew |
$222K - $248K
|
1.95K
$188K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.94K+ 7.31% |
$221K - $247K
|
28.5K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.94KNew |
$221K - $247K
|
1.94K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.94K+ 9.87% |
$221K - $247K
|
21.6K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.92K+ 61.25% |
$219K - $245K
|
5.07K
$488K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.92K+ 8.62% |
$219K - $245K
|
24.2K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 18.21% |
$218K - $244K
|
12.5K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.92KNew |
$218K - $244K
|
1.92K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.92K+ 4.74% |
$218K - $244K
|
42.3K
$4.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.89K+ 0.5% |
$215K - $241K
|
379K
$36.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.89K+ 0.79% |
$215K - $241K
|
240K
$23.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.89K+ 1.61% |
$215K - $240K
|
119K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.88KNew |
$214K - $240K
|
1.88K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.87K+ 2.04% |
$213K - $239K
|
93.7K
$9.02M
|