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 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
822+ 2.16% |
$93.6K - $105K
|
38.9K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
817+ 1.44% |
$93.1K - $104K
|
57.6K
$6.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
812+ 1.4% |
$92.5K - $103K
|
58.6K
$6.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
811+ 3.34% |
$92.4K - $103K
|
25.1K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
810+ 6.32% |
$92.3K - $103K
|
13.6K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
808+ 8.04% |
$92K - $103K
|
10.9K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
794+ 1.97% |
$90.5K - $101K
|
41K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
793+ 4.77% |
$90.3K - $101K
|
17.4K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
785+ 1.54% |
$89.4K - $100K
|
51.8K
$5.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
778+ 2.79% |
$88.6K - $99.1K
|
28.6K
$3.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
776+ 9.5% |
$88.4K - $98.8K
|
8.94K
$992K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
775+ 31.71% |
$88.3K - $98.7K
|
3.22K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
772+ 16.38% |
$87.9K - $98.3K
|
5.48K
$608K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
766+ 12.58% |
$87.3K - $97.6K
|
6.85K
$760K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
765+ 33.94% |
$87.1K - $97.4K
|
3.02K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
764+ 2.46% |
$87K - $97.3K
|
31.8K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
755+ 4.12% |
$86K - $96.2K
|
19.1K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
750+ 3.24% |
$85.4K - $95.5K
|
23.9K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
745+ 9.69% |
$84.9K - $94.9K
|
8.44K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
740+ 21.66% |
$84.3K - $94.3K
|
4.16K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
740+ 21.66% |
$84.3K - $94.3K
|
4.16K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
739+ 2.74% |
$84.2K - $94.1K
|
27.7K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
730+ 2.07% |
$83.2K - $93K
|
36K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
729+ 10.3% |
$83K - $92.9K
|
7.81K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
724+ 8.17% |
$82.5K - $92.2K
|
9.58K
$1.06M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
723+ 42.43% |
$82.4K - $92.1K
|
2.43K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
719+ 3.29% |
$81.9K - $91.6K
|
22.6K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
718+ 7.84% |
$81.8K - $91.5K
|
9.88K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
706+ 3.43% |
$80.4K - $89.9K
|
21.3K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
705New |
$80.3K - $89.8K
|
705
$78.2K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
700New |
$79.7K - $89.2K
|
700
$77.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
697+ 9.83% |
$79.4K - $88.8K
|
7.79K
$863K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
691+ 0.06% |
$78.7K - $88K
|
1.23M
$137M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
690+ 29.95% |
$78.6K - $87.9K
|
2.99K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
686+ 5.53% |
$78.1K - $87.4K
|
13.1K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
685+ 4.06% |
$78K - $87.3K
|
17.5K
$1.95M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
683+ 71.89% |
$77.8K - $87K
|
1.63K
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
682+ 0.76% |
$77.7K - $86.9K
|
90.9K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
682New |
$77.7K - $86.9K
|
682
$75.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
674+ 14.6% |
$76.8K - $85.9K
|
5.29K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
674+ 4.64% |
$76.8K - $85.9K
|
15.2K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
673New |
$76.7K - $85.7K
|
673
$74.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
672+ 4.03% |
$76.6K - $85.6K
|
17.3K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
669+ 0.34% |
$76.2K - $85.2K
|
200K
$22.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
668+ 0.68% |
$76.1K - $85.1K
|
99.5K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
668+ 15.56% |
$76.1K - $85.1K
|
4.96K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
662+ 8.36% |
$75.4K - $84.3K
|
8.58K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
660+ 0.3% |
$75.2K - $84.1K
|
217K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
660+ 12.3% |
$75.2K - $84.1K
|
6.03K
$668K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
659+ 0.44% |
$75.1K - $83.9K
|
149K
$16.6M
|