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 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
626+ 1.25% |
$71.3K - $79.7K
|
50.8K
$5.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
625+ 2.0% |
$71.2K - $79.6K
|
31.8K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
621+ 21.2% |
$70.7K - $79.1K
|
3.55K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
621+ 9.28% |
$70.7K - $79.1K
|
7.31K
$776K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
612+ 1.89% |
$69.7K - $78K
|
33.1K
$3.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
608+ 13.57% |
$69.3K - $77.4K
|
5.09K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
608New |
$69.3K - $77.4K
|
608
$64.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
601+ 9.34% |
$68.5K - $76.6K
|
7.04K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
601+ 5.36% |
$68.5K - $76.6K
|
11.8K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
596New |
$67.9K - $75.9K
|
596
$63.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
596+ 1.03% |
$67.9K - $75.9K
|
58.3K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
590+ 0.86% |
$67.2K - $75.2K
|
69.3K
$7.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
590+ 29.46% |
$67.2K - $75.2K
|
2.59K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
587+ 0.7% |
$66.9K - $74.8K
|
84.2K
$8.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
583+ 1.19% |
$66.4K - $74.3K
|
49.5K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
582+ 3.93% |
$66.3K - $74.1K
|
15.4K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
576+ 1.62% |
$65.6K - $73.4K
|
36.1K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
574+ 13.8% |
$65.4K - $73.1K
|
4.73K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
570+ 12.89% |
$64.9K - $72.6K
|
4.99K
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
569+ 13.12% |
$64.8K - $72.5K
|
4.91K
$521K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
568+ 6.92% |
$64.7K - $72.4K
|
8.77K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
564New |
$64.3K - $71.8K
|
564
$59.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
559+ 19.15% |
$63.7K - $71.2K
|
3.48K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
547+ 4.9% |
$62.3K - $69.7K
|
11.7K
$1.24M
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
547New |
$62.3K - $69.7K
|
547
$58.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
545+ 13.74% |
$62.1K - $69.4K
|
4.51K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
531+ 0.64% |
$60.5K - $67.6K
|
83.1K
$8.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
527+ 12.01% |
$60K - $67.1K
|
4.92K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
524+ 2.13% |
$59.7K - $66.7K
|
25.1K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
519+ 20.2% |
$59.1K - $66.1K
|
3.09K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
516+ 5.8% |
$58.8K - $65.7K
|
9.41K
$999K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
515+ 5.05% |
$58.7K - $65.6K
|
10.7K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
514+ 4.49% |
$58.6K - $65.5K
|
12K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
509+ 0.49% |
$58K - $64.8K
|
104K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
503+ 25.55% |
$57.3K - $64.1K
|
2.47K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
503+ 4.76% |
$57.3K - $64.1K
|
11.1K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
500+ 4.59% |
$57K - $63.7K
|
11.4K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
500New |
$57K - $63.7K
|
500
$53.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
496+ 2.55% |
$56.5K - $63.2K
|
19.9K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
496+ 4.09% |
$56.5K - $63.2K
|
12.6K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
492+ 1.96% |
$56K - $62.7K
|
25.6K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
491+ 2.68% |
$55.9K - $62.5K
|
18.8K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 13.46% |
$55.8K - $62.4K
|
4.13K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
490+ 2.94% |
$55.8K - $62.4K
|
17.2K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
482+ 11.63% |
$54.9K - $61.4K
|
4.63K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
480+ 0.81% |
$54.7K - $61.1K
|
59.7K
$6.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
479New |
$54.6K - $61K
|
479
$50.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
476+ 4.2% |
$54.2K - $60.6K
|
11.8K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
474New |
$54K - $60.4K
|
474
$50.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
471+ 0.7% |
$53.7K - $60K
|
68K
$7.22M
|