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 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
545+ 13.74% |
$62.1K - $69.4K
|
4.51K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
531+ 0.64% |
$60.5K - $67.6K
|
83.1K
$8M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
527+ 12.01% |
$60K - $67.1K
|
4.92K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
524+ 2.13% |
$59.7K - $66.7K
|
25.1K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
519+ 20.2% |
$59.1K - $66.1K
|
3.09K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
516+ 5.8% |
$58.8K - $65.7K
|
9.41K
$906K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
515+ 5.05% |
$58.7K - $65.6K
|
10.7K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
514+ 4.49% |
$58.6K - $65.5K
|
12K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
509+ 0.49% |
$58K - $64.8K
|
104K
$10.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
503+ 25.55% |
$57.3K - $64.1K
|
2.47K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
503+ 4.76% |
$57.3K - $64.1K
|
11.1K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
500+ 4.59% |
$57K - $63.7K
|
11.4K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
500New |
$57K - $63.7K
|
500
$48.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
496+ 2.55% |
$56.5K - $63.2K
|
19.9K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
496+ 4.09% |
$56.5K - $63.2K
|
12.6K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
492+ 1.96% |
$56K - $62.7K
|
25.6K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
491+ 2.68% |
$55.9K - $62.5K
|
18.8K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 13.46% |
$55.8K - $62.4K
|
4.13K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
490+ 2.94% |
$55.8K - $62.4K
|
17.2K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
482+ 11.63% |
$54.9K - $61.4K
|
4.63K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
480+ 0.81% |
$54.7K - $61.1K
|
59.7K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
479New |
$54.6K - $61K
|
479
$46.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
476+ 4.2% |
$54.2K - $60.6K
|
11.8K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
474New |
$54K - $60.4K
|
474
$45.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
471+ 0.7% |
$53.7K - $60K
|
68K
$6.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
471+ 4.28% |
$53.7K - $60K
|
11.5K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
465+ 12.2% |
$53K - $59.2K
|
4.28K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
462+ 18.24% |
$52.6K - $58.8K
|
3K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
452+ 1.56% |
$51.5K - $57.6K
|
29.4K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
451+ 1.81% |
$51.4K - $57.4K
|
25.4K
$2.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
447+ 1.35% |
$50.9K - $56.9K
|
33.5K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
445+ 4.93% |
$50.7K - $56.7K
|
9.47K
$912K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
443+ 4.4% |
$50.5K - $56.4K
|
10.5K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
439+ 3.92% |
$50K - $55.9K
|
11.6K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
438+ 1.05% |
$49.9K - $55.8K
|
42.1K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
435+ 8.61% |
$49.6K - $55.4K
|
5.49K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
430+ 0.84% |
$49K - $54.8K
|
51.5K
$4.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
424+ 22.18% |
$48.3K - $54K
|
2.34K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
418+ 0.59% |
$47.6K - $53.2K
|
71.3K
$6.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
415+ 1.24% |
$47.3K - $52.9K
|
33.8K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
415+ 2.49% |
$47.3K - $52.9K
|
17.1K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
413+ 1.23% |
$47K - $52.6K
|
34.1K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
411New |
$46.8K - $52.4K
|
411
$39.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
406+ 2.6% |
$46.3K - $51.7K
|
16K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
404+ 1.75% |
$46K - $51.5K
|
23.4K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
403+ 0.43% |
$45.9K - $51.3K
|
95.1K
$9.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
401New |
$45.7K - $51.1K
|
401
$38.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
400+ 3.57% |
$45.6K - $51K
|
11.6K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
400+ 784.31% |
$45.6K - $51K
|
451
$43.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
400+ 7.34% |
$45.6K - $51K
|
5.85K
$563K
|