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 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-94- 0.8% |
$10.7K - $12K
|
11.6K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-95- 0.71% |
$10.8K - $12.1K
|
13.2K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-97- 1.19% |
$11.1K - $12.4K
|
8.08K
$957K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-98- 0.94% |
$11.2K - $12.5K
|
10.3K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-100- 3.82% |
$11.4K - $12.7K
|
2.52K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-101- 0.2% |
$11.5K - $12.9K
|
51.7K
$6.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-103- 4.99% |
$11.7K - $13.1K
|
1.96K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-104- 0.87% |
$11.8K - $13.2K
|
11.8K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-108- 0.12% |
$12.3K - $13.8K
|
90.7K
$10.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-110- 2.35% |
$12.5K - $14K
|
4.57K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-111- 1.9% |
$12.6K - $14.1K
|
5.74K
$679K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-112- 1.42% |
$12.8K - $14.3K
|
7.76K
$919K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-113- 1.02% |
$12.9K - $14.4K
|
11K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-120- 1.79% |
$13.7K - $15.3K
|
6.6K
$782K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-132- 3.79% |
$15K - $16.8K
|
3.35K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-133- 0.5% |
$15.2K - $16.9K
|
26.7K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-136- 3.77% |
$15.5K - $17.3K
|
3.47K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-141- 0.19% |
$16.1K - $18K
|
73.8K
$8.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-141- 1.03% |
$16.1K - $18K
|
13.5K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-141- 3.66% |
$16.1K - $18K
|
3.71K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-143- 2.35% |
$16.3K - $18.2K
|
5.95K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-153- 4.92% |
$17.4K - $19.5K
|
2.96K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-153- 7.03% |
$17.4K - $19.5K
|
2.02K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-158- 1.2% |
$18K - $20.1K
|
13K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-159- 0.78% |
$18.1K - $20.3K
|
20.1K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-161- 2.03% |
$18.3K - $20.5K
|
7.77K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-162- 1.59% |
$18.5K - $20.6K
|
10K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-162- 0.68% |
$18.5K - $20.6K
|
23.6K
$2.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 6.27% |
$18.6K - $20.8K
|
2.44K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-164- 4.41% |
$18.7K - $20.9K
|
3.56K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-166- 3.48% |
$18.9K - $21.1K
|
4.61K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-170- 16.39% |
$19.4K - $21.7K
|
867
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-171- 3.13% |
$19.5K - $21.8K
|
5.3K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-172- 2.2% |
$19.6K - $21.9K
|
7.65K
$905K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-173- 7.68% |
$19.7K - $22K
|
2.08K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-175- 0.18% |
$19.9K - $22.3K
|
99.3K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-180- 1.16% |
$20.5K - $22.9K
|
15.3K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-180- 1.89% |
$20.5K - $22.9K
|
9.33K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-182- 1.89% |
$20.7K - $23.2K
|
9.45K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-184- 9.2% |
$21K - $23.4K
|
1.82K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-187- 1.92% |
$21.3K - $23.8K
|
9.57K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-188- 2.5% |
$21.4K - $23.9K
|
7.32K
$867K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-190- 5.85% |
$21.6K - $24.2K
|
3.06K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-191- 4.44% |
$21.8K - $24.3K
|
4.12K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-196- 3.31% |
$22.3K - $25K
|
5.72K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-196- 1.67% |
$22.3K - $25K
|
11.6K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-200- 3.77% |
$22.8K - $25.5K
|
5.1K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-205- 1.18% |
$23.4K - $26.1K
|
17.2K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-208- 5.62% |
$23.7K - $26.5K
|
3.49K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-213- 1.13% |
$24.3K - $27.1K
|
18.6K
$2.2M
|