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 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2KNew |
$227K - $254K
|
2K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.98K+ 4.02% |
$225K - $252K
|
51.2K
$5.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.97K+ 4.23% |
$225K - $251K
|
48.6K
$5.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.97KNew |
$224K - $251K
|
1.97K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.95KNew |
$222K - $248K
|
1.95K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.94K+ 7.31% |
$221K - $247K
|
28.5K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.94KNew |
$221K - $247K
|
1.94K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.94K+ 9.87% |
$221K - $247K
|
21.6K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.92K+ 61.25% |
$219K - $245K
|
5.07K
$538K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.92K+ 8.62% |
$219K - $245K
|
24.2K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 18.21% |
$218K - $244K
|
12.5K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.92KNew |
$218K - $244K
|
1.92K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.92K+ 4.74% |
$218K - $244K
|
42.3K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.89K+ 0.5% |
$215K - $241K
|
379K
$40.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.89K+ 0.79% |
$215K - $241K
|
240K
$25.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.89K+ 1.61% |
$215K - $240K
|
119K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.88KNew |
$214K - $240K
|
1.88K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.87K+ 2.04% |
$213K - $239K
|
93.7K
$9.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.87K+ 0.59% |
$213K - $238K
|
318K
$33.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.87KNew |
$212K - $238K
|
1.87K
$198K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.85KNew |
$210K - $235K
|
1.85K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.85K+ 64.74% |
$210K - $235K
|
4.7K
$498K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.84KNew |
$209K - $234K
|
1.84K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.84K+ 0.91% |
$209K - $234K
|
204K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.83KNew |
$209K - $233K
|
1.83K
$194K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.83KNew |
$208K - $233K
|
1.83K
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$207K - $232K
|
1.82K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.82K+ 75.17% |
$207K - $231K
|
4.23K
$449K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.8KNew |
$205K - $229K
|
1.8K
$191K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.8K+ 3.67% |
$205K - $229K
|
50.8K
$5.39M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
1.79KNew |
$204K - $229K
|
1.79K
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.79KNew |
$204K - $228K
|
1.79K
$190K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.79K+ 0.81% |
$204K - $228K
|
223K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.78KNew |
$203K - $227K
|
1.78K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.78K+ 5.59% |
$203K - $227K
|
33.6K
$3.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.78K+ 28.44% |
$203K - $226K
|
8.03K
$852K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.77K+ 12.29% |
$202K - $226K
|
16.2K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.77KNew |
$202K - $226K
|
1.77K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.77KNew |
$201K - $225K
|
1.77K
$187K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.77K+ 0.36% |
$201K - $225K
|
495K
$52.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.76K+ 0.68% |
$200K - $224K
|
260K
$27.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 3.8% |
$200K - $223K
|
47.9K
$5.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.75KNew |
$199K - $222K
|
1.75K
$185K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.74KNew |
$198K - $222K
|
1.74K
$185K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.74K+ 0.83% |
$198K - $222K
|
210K
$22.3M
|