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 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
32.3KNew |
$3.68M - $4.12M
|
32.3K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
32KNew |
$3.65M - $4.08M
|
32K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
31.9K+ 41.49% |
$3.64M - $4.07M
|
109K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
31.8K+ 35.07% |
$3.62M - $4.05M
|
122K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.8K+ 21.46% |
$3.62M - $4.05M
|
180K
$21.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.6K+ 10.69% |
$3.6M - $4.03M
|
327K
$38.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
31K+ 24.01% |
$3.53M - $3.95M
|
160K
$19M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
27.7K+ 12.53% |
$3.16M - $3.53M
|
249K
$29.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
27KNew |
$3.08M - $3.44M
|
27K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26.6KNew |
$3.03M - $3.38M
|
26.6K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
25K+ 162.1% |
$2.85M - $3.18M
|
40.4K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
24.3KNew |
$2.77M - $3.09M
|
24.3K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.3K+ 15.49% |
$2.65M - $2.96M
|
173K
$20.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
23.2K+ 2.66% |
$2.64M - $2.95M
|
895K
$106M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.9K+ 9.03% |
$2.61M - $2.92M
|
276K
$32.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.6K+ 15.45% |
$2.57M - $2.87M
|
169K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.7K+ 15.36% |
$2.47M - $2.76M
|
163K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
21.6KNew |
$2.47M - $2.76M
|
21.6K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.8K+ 105.0% |
$2.37M - $2.65M
|
40.5K
$4.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.7K+ 6.23% |
$2.36M - $2.63M
|
353K
$41.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20.5K+ 24.83% |
$2.34M - $2.61M
|
103K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
20.5KNew |
$2.33M - $2.61M
|
20.5K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 24.97% |
$2.26M - $2.53M
|
99.2K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
19.6K+ 36.16% |
$2.23M - $2.5M
|
73.8K
$8.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
19.3K+ 52.18% |
$2.2M - $2.46M
|
56.3K
$6.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
19K+ 8.5% |
$2.17M - $2.42M
|
243K
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 10.89% |
$2.11M - $2.36M
|
188K
$22.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.4K+ 165.86% |
$2.09M - $2.34M
|
29.5K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
18.3K+ 7.08% |
$2.09M - $2.34M
|
277K
$32.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
18.1K+ 17.04% |
$2.06M - $2.31M
|
124K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17.4K+ 1.77% |
$1.98M - $2.22M
|
1M
$119M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17.1K+ 3.88% |
$1.94M - $2.17M
|
457K
$54.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.1K+ 5.11% |
$1.94M - $2.17M
|
351K
$41.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
17K+ 8.3% |
$1.94M - $2.17M
|
222K
$26.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
16.9K+ 15.42% |
$1.93M - $2.16M
|
127K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
16.9KNew |
$1.93M - $2.16M
|
16.9K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
16.5KNew |
$1.88M - $2.1M
|
16.5K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
16.4K+ 3.3% |
$1.87M - $2.09M
|
514K
$60.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.4K+ 5.39% |
$1.87M - $2.09M
|
321K
$38M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
16.4K+ 4.45% |
$1.86M - $2.08M
|
384K
$45.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
16.3K+ 143.76% |
$1.85M - $2.07M
|
27.6K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
15.7K+ 4.72% |
$1.79M - $2.01M
|
349K
$41.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15.7K+ 6.63% |
$1.78M - $2M
|
252K
$29.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.5K+ 3.76% |
$1.76M - $1.97M
|
427K
$50.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.4K+ 65.2% |
$1.76M - $1.97M
|
39.1K
$4.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
14.9KNew |
$1.7M - $1.9M
|
14.9K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
14.8KNew |
$1.69M - $1.89M
|
14.8K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
14.7K+ 13.27% |
$1.67M - $1.87M
|
125K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
14.7K+ 191.42% |
$1.67M - $1.87M
|
22.4K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 13.77% |
$1.65M - $1.84M
|
120K
$14.2M
|