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 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-215- 4.82% |
$24.5K - $27.4K
|
4.25K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-221- 0.56% |
$25.2K - $28.2K
|
39.6K
$4.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-224- 4.79% |
$25.5K - $28.5K
|
4.45K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-225- 8.06% |
$25.6K - $28.7K
|
2.57K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-226- 0.51% |
$25.7K - $28.8K
|
44.5K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-235- 7.98% |
$26.8K - $29.9K
|
2.71K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-239- 4.64% |
$27.2K - $30.4K
|
4.91K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-239- 5.35% |
$27.2K - $30.4K
|
4.23K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-239- 6.15% |
$27.2K - $30.4K
|
3.65K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-240- 7.79% |
$27.3K - $30.6K
|
2.84K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-242- 2.7% |
$27.6K - $30.8K
|
8.72K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-243- 0.67% |
$27.7K - $31K
|
35.8K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-245- 0.94% |
$27.9K - $31.2K
|
25.8K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-246- 5.75% |
$28K - $31.3K
|
4.03K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-250- 31.25% |
$28.5K - $31.8K
|
550
$65.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-251- 1.37% |
$28.6K - $32K
|
18.1K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-253- 3.67% |
$28.8K - $32.2K
|
6.65K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-263- 1.45% |
$30K - $33.5K
|
17.8K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-274- 0.18% |
$31.2K - $34.9K
|
154K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-275- 13.1% |
$31.3K - $35K
|
1.83K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-277- 1.6% |
$31.6K - $35.3K
|
17K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-277- 2.11% |
$31.6K - $35.3K
|
12.8K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-286- 1.88% |
$32.6K - $36.4K
|
14.9K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-289- 7.21% |
$32.9K - $36.8K
|
3.72K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-296- 6.68% |
$33.7K - $37.7K
|
4.13K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-301- 10.45% |
$34.3K - $38.3K
|
2.58K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-304- 0.3% |
$34.6K - $38.7K
|
101K
$11.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-305- 2.41% |
$34.7K - $38.9K
|
12.3K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-309- 1.63% |
$35.2K - $39.4K
|
18.6K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-313- 0.99% |
$35.7K - $39.9K
|
31.3K
$3.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-314- 7.44% |
$35.8K - $40K
|
3.91K
$463K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-318- 1.12% |
$36.2K - $40.5K
|
28.1K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-318- 8.48% |
$36.2K - $40.5K
|
3.43K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-320- 40.61% |
$36.5K - $40.8K
|
468
$55.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-322- 2.13% |
$36.7K - $41K
|
14.8K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-331- 1.05% |
$37.7K - $42.2K
|
31.3K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-337- 5.17% |
$38.4K - $42.9K
|
6.18K
$732K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-343- 0.47% |
$39.1K - $43.7K
|
72K
$8.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-348- 4.47% |
$39.6K - $44.3K
|
7.44K
$881K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-354- 3.36% |
$40.3K - $45.1K
|
10.2K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-356- 0.81% |
$40.6K - $45.3K
|
43.7K
$5.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-361- 8.62% |
$41.1K - $46K
|
3.83K
$453K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-363- 7.92% |
$41.4K - $46.2K
|
4.22K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-368- 9.42% |
$41.9K - $46.9K
|
3.54K
$419K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-369- 0.51% |
$42K - $47K
|
72.2K
$8.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-371- 3.4% |
$42.3K - $47.3K
|
10.5K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-383- 4.58% |
$43.6K - $48.8K
|
7.97K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-390- 1.72% |
$44.4K - $49.7K
|
22.3K
$2.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-395- 0.7% |
$45K - $50.3K
|
56K
$6.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-396- 4.36% |
$45.1K - $50.4K
|
8.69K
$1.03M
|