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 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150K+ 13.8% |
$17.1M - $19.1M
|
1.24M
$119M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
148K+ 2.96% |
$16.8M - $18.8M
|
5.14M
$495M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
140K+ 7774.0% |
$15.9M - $17.8M
|
142K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
137K+ 2.52% |
$15.6M - $17.4M
|
5.56M
$536M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
133K+ 767.9% |
$15.1M - $16.9M
|
150K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
132KNew |
$15M - $16.8M
|
132K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
130K+ 15.68% |
$14.8M - $16.6M
|
959K
$92.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
129K+ 7.29% |
$14.6M - $16.4M
|
1.89M
$182M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
127K+ 97.92% |
$14.5M - $16.2M
|
257K
$24.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124KNew |
$14.2M - $15.8M
|
124K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
124K+ 37.63% |
$14.1M - $15.8M
|
453K
$43.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
124K+ 4.12% |
$14.1M - $15.8M
|
3.13M
$301M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
124K+ 3.28% |
$14.1M - $15.7M
|
3.89M
$374M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
122KNew |
$13.9M - $15.6M
|
122K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
122KNew |
$13.9M - $15.6M
|
122K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
120K+ 5.84% |
$13.7M - $15.3M
|
2.18M
$209M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
118KNew |
$13.4M - $15M
|
118K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
115KNew |
$13.1M - $14.6M
|
115K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
115K+ 17.82% |
$13.1M - $14.6M
|
759K
$73.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
109K+ 50.63% |
$12.5M - $13.9M
|
325K
$31.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
109K+ 15441.95% |
$12.5M - $13.9M
|
110K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
107K+ 168.94% |
$12.2M - $13.6M
|
170K
$16.4M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
105KNew |
$12M - $13.4M
|
105K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
105K+ 52.18% |
$12M - $13.4M
|
306K
$29.5M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 8.39% |
$11.9M - $13.3M
|
1.35M
$130M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
101K+ 3.84% |
$11.6M - $12.9M
|
2.74M
$264M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
101K+ 16.17% |
$11.5M - $12.9M
|
727K
$70M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
101K+ 246.33% |
$11.5M - $12.8M
|
142K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
99.8K+ 85.7% |
$11.4M - $12.7M
|
216K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
98K+ 26.04% |
$11.2M - $12.5M
|
474K
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
97K+ 3797.06% |
$11.1M - $12.4M
|
99.6K
$9.59M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
95.8KNew |
$10.9M - $12.2M
|
95.8K
$9.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
86.8KNew |
$9.89M - $11.1M
|
86.8K
$8.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
83.9KNew |
$9.55M - $10.7M
|
83.9K
$8.07M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
82K+ 15.79% |
$9.34M - $10.4M
|
601K
$57.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
80.3K+ 245.87% |
$9.15M - $10.2M
|
113K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
78.4K+ 4.79% |
$8.93M - $9.99M
|
1.71M
$165M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
78K+ 30.37% |
$8.88M - $9.93M
|
335K
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
77.8K+ 15.99% |
$8.87M - $9.91M
|
565K
$54.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
76.8K+ 5.56% |
$8.75M - $9.79M
|
1.46M
$141M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
75.8KNew |
$8.63M - $9.65M
|
75.8K
$7.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
75.1KNew |
$8.56M - $9.57M
|
75.1K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.4K+ 4.15% |
$8.47M - $9.47M
|
1.87M
$180M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74K+ 7.03% |
$8.42M - $9.42M
|
1.13M
$108M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
73.8KNew |
$8.41M - $9.4M
|
73.8K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
73.1K+ 37.05% |
$8.33M - $9.31M
|
270K
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
72.4K+ 15.78% |
$8.25M - $9.22M
|
531K
$51.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
72.3K+ 10.61% |
$8.23M - $9.2M
|
753K
$72.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
69.6KNew |
$7.93M - $8.86M
|
69.6K
$6.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
68.8K+ 14.04% |
$7.84M - $8.77M
|
559K
$53.8M
|