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 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
903+ 2.97% |
$103K - $115K
|
31.3K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
901+ 1.67% |
$103K - $115K
|
54.9K
$5.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
894+ 2.68% |
$102K - $114K
|
34.3K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
892+ 4.98% |
$102K - $114K
|
18.8K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
887+ 8.63% |
$101K - $113K
|
11.2K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
886+ 14.52% |
$101K - $113K
|
6.99K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
879+ 25.11% |
$100K - $112K
|
4.38K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
877+ 6.43% |
$99.9K - $112K
|
14.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
872+ 31.13% |
$99.3K - $111K
|
3.67K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
867+ 19.0% |
$98.8K - $110K
|
5.43K
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
862+ 4.06% |
$98.2K - $110K
|
22.1K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
860+ 2.9% |
$98K - $110K
|
30.5K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
857+ 3.68% |
$97.6K - $109K
|
24.2K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
852+ 123.66% |
$97.1K - $109K
|
1.54K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
851+ 7.02% |
$96.9K - $108K
|
13K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
851+ 3.58% |
$96.9K - $108K
|
24.6K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
842+ 0.17% |
$95.9K - $107K
|
503K
$48.5M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
842+ 3.76% |
$95.9K - $107K
|
23.3K
$2.24M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
841New |
$95.8K - $107K
|
841
$81K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
830+ 9.67% |
$94.6K - $106K
|
9.41K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
824New |
$93.9K - $105K
|
824
$79.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
822+ 2.16% |
$93.6K - $105K
|
38.9K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
817+ 1.44% |
$93.1K - $104K
|
57.6K
$5.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
812+ 1.4% |
$92.5K - $103K
|
58.6K
$5.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
811+ 3.34% |
$92.4K - $103K
|
25.1K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
810+ 6.32% |
$92.3K - $103K
|
13.6K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
808+ 8.04% |
$92K - $103K
|
10.9K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
794+ 1.97% |
$90.5K - $101K
|
41K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
793+ 4.77% |
$90.3K - $101K
|
17.4K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
785+ 1.54% |
$89.4K - $100K
|
51.8K
$4.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
778+ 2.79% |
$88.6K - $99.1K
|
28.6K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
776+ 9.5% |
$88.4K - $98.8K
|
8.94K
$861K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
775+ 31.71% |
$88.3K - $98.7K
|
3.22K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
772+ 16.38% |
$87.9K - $98.3K
|
5.48K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
766+ 12.58% |
$87.3K - $97.6K
|
6.85K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
765+ 33.94% |
$87.1K - $97.4K
|
3.02K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
764+ 2.46% |
$87K - $97.3K
|
31.8K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
755+ 4.12% |
$86K - $96.2K
|
19.1K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
750+ 3.24% |
$85.4K - $95.5K
|
23.9K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
745+ 9.69% |
$84.9K - $94.9K
|
8.44K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
740+ 21.66% |
$84.3K - $94.3K
|
4.16K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
740+ 21.66% |
$84.3K - $94.3K
|
4.16K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
739+ 2.74% |
$84.2K - $94.1K
|
27.7K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
730+ 2.07% |
$83.2K - $93K
|
36K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
729+ 10.3% |
$83K - $92.9K
|
7.81K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
724+ 8.17% |
$82.5K - $92.2K
|
9.58K
$923K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
723+ 42.43% |
$82.4K - $92.1K
|
2.43K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
719+ 3.29% |
$81.9K - $91.6K
|
22.6K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
718+ 7.84% |
$81.8K - $91.5K
|
9.88K
$951K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
706+ 3.43% |
$80.4K - $89.9K
|
21.3K
$2.05M
|