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 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
794+ 1.97% |
$90.5K - $101K
|
41K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
793+ 4.77% |
$90.3K - $101K
|
17.4K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
785+ 1.54% |
$89.4K - $100K
|
51.8K
$5.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
778+ 2.79% |
$88.6K - $99.1K
|
28.6K
$3.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
776+ 9.5% |
$88.4K - $98.8K
|
8.94K
$949K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
775+ 31.71% |
$88.3K - $98.7K
|
3.22K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
772+ 16.38% |
$87.9K - $98.3K
|
5.48K
$582K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
766+ 12.58% |
$87.3K - $97.6K
|
6.85K
$727K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
765+ 33.94% |
$87.1K - $97.4K
|
3.02K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
764+ 2.46% |
$87K - $97.3K
|
31.8K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
755+ 4.12% |
$86K - $96.2K
|
19.1K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
750+ 3.24% |
$85.4K - $95.5K
|
23.9K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
745+ 9.69% |
$84.9K - $94.9K
|
8.44K
$895K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
740+ 21.66% |
$84.3K - $94.3K
|
4.16K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
740+ 21.66% |
$84.3K - $94.3K
|
4.16K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
739+ 2.74% |
$84.2K - $94.1K
|
27.7K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
730+ 2.07% |
$83.2K - $93K
|
36K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
729+ 10.3% |
$83K - $92.9K
|
7.81K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
724+ 8.17% |
$82.5K - $92.2K
|
9.58K
$1.02M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
723+ 42.43% |
$82.4K - $92.1K
|
2.43K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
719+ 3.29% |
$81.9K - $91.6K
|
22.6K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
718+ 7.84% |
$81.8K - $91.5K
|
9.88K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
706+ 3.43% |
$80.4K - $89.9K
|
21.3K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
705New |
$80.3K - $89.8K
|
705
$74.8K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
700New |
$79.7K - $89.2K
|
700
$74.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
697+ 9.83% |
$79.4K - $88.8K
|
7.79K
$826K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
691+ 0.06% |
$78.7K - $88K
|
1.23M
$131M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
690+ 29.95% |
$78.6K - $87.9K
|
2.99K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
686+ 5.53% |
$78.1K - $87.4K
|
13.1K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
685+ 4.06% |
$78K - $87.3K
|
17.5K
$1.86M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
683+ 71.89% |
$77.8K - $87K
|
1.63K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
682+ 0.76% |
$77.7K - $86.9K
|
90.9K
$9.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
682New |
$77.7K - $86.9K
|
682
$72.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
674+ 14.6% |
$76.8K - $85.9K
|
5.29K
$562K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
674+ 4.64% |
$76.8K - $85.9K
|
15.2K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
673New |
$76.7K - $85.7K
|
673
$71.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
672+ 4.03% |
$76.6K - $85.6K
|
17.3K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
669+ 0.34% |
$76.2K - $85.2K
|
200K
$21.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
668+ 0.68% |
$76.1K - $85.1K
|
99.5K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
668+ 15.56% |
$76.1K - $85.1K
|
4.96K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
662+ 8.36% |
$75.4K - $84.3K
|
8.58K
$911K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
660+ 0.3% |
$75.2K - $84.1K
|
217K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
660+ 12.3% |
$75.2K - $84.1K
|
6.03K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
659+ 0.44% |
$75.1K - $83.9K
|
149K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
656+ 3.06% |
$74.7K - $83.6K
|
22.1K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
650+ 6.91% |
$74K - $82.8K
|
10.1K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
648+ 1.78% |
$73.8K - $82.5K
|
37.1K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
637+ 1.32% |
$72.6K - $81.1K
|
48.8K
$5.17M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
636+ 1.17% |
$72.5K - $81K
|
54.8K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
628New |
$71.5K - $80K
|
628
$66.7K
|