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 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
1.36K+ 1.51% |
$155K - $173K
|
91.5K
$9.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.35K+ 21.78% |
$153K - $172K
|
7.53K
$799K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.34KNew |
$153K - $171K
|
1.34K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.33K+ 0.78% |
$152K - $170K
|
172K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.32K+ 1.66% |
$150K - $168K
|
80.4K
$8.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 15.37% |
$148K - $165K
|
9.73K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.29K+ 4.88% |
$147K - $165K
|
27.8K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.29K+ 0.59% |
$147K - $164K
|
221K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.29K+ 6.66% |
$147K - $164K
|
20.7K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.29K+ 42.96% |
$146K - $164K
|
4.28K
$454K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.27K+ 1.63% |
$145K - $162K
|
79.5K
$8.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.27K+ 22.14% |
$145K - $162K
|
7K
$743K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.26K+ 7.36% |
$144K - $160K
|
18.4K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.26K+ 1.01% |
$144K - $160K
|
125K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.26K+ 172.05% |
$143K - $160K
|
1.99K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.26K+ 1.09% |
$143K - $160K
|
117K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.25K+ 12.15% |
$142K - $159K
|
11.5K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.24K+ 4.69% |
$142K - $158K
|
27.7K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.23K+ 0.65% |
$140K - $156K
|
189K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 1.77% |
$138K - $154K
|
69.6K
$7.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.2K+ 22.76% |
$137K - $153K
|
6.48K
$688K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.03% |
$136K - $152K
|
117K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.19K+ 2.62% |
$136K - $152K
|
46.7K
$4.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.19K+ 1.1% |
$135K - $151K
|
109K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.19K+ 6.28% |
$135K - $151K
|
20.1K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.17K+ 1.88% |
$133K - $149K
|
63.1K
$6.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.16K+ 168.21% |
$133K - $148K
|
1.86K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.16K+ 3.38% |
$132K - $148K
|
35.5K
$3.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.13K+ 2.45% |
$129K - $144K
|
47.4K
$5.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.13K+ 27.23% |
$129K - $144K
|
5.29K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 6.76% |
$128K - $143K
|
17.8K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.12K+ 49.23% |
$127K - $142K
|
3.38K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.1K+ 114.91% |
$126K - $140K
|
2.06K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.1K+ 41.54% |
$125K - $140K
|
3.75K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.09K+ 3.79% |
$125K - $139K
|
29.9K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.09K+ 8.04% |
$124K - $139K
|
14.6K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.08K+ 6.13% |
$123K - $137K
|
18.7K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.07K+ 0.75% |
$121K - $136K
|
143K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
1.05K+ 0.96% |
$120K - $134K
|
110K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.05K+ 0.62% |
$120K - $134K
|
169K
$18M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.05K+ 1.47% |
$119K - $133K
|
72.3K
$7.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.04K+ 13.35% |
$118K - $132K
|
8.83K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.04KNew |
$118K - $132K
|
1.04K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.03K+ 1.81% |
$118K - $131K
|
57.9K
$6.15M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.03K+ 2.03% |
$117K - $131K
|
51.8K
$5.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.03K+ 9.34% |
$117K - $131K
|
12K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 6.37% |
$117K - $130K
|
17.1K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.02KNew |
$116K - $130K
|
1.02K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.01K+ 10.28% |
$116K - $129K
|
10.9K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.01K+ 0.36% |
$115K - $129K
|
280K
$29.7M
|