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
|
Tsfg, LLC
|
SELL
|
- |
-610- 9.78% |
$69.5K - $77.7K
|
5.63K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-614- 11.62% |
$69.9K - $78.2K
|
4.67K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-614- 13.69% |
$69.9K - $78.2K
|
3.87K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-615- 2.99% |
$70.1K - $78.3K
|
19.9K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-615- 3.84% |
$70.1K - $78.3K
|
15.4K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-626- 3.57% |
$71.3K - $79.7K
|
16.9K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-630- 5.62% |
$71.8K - $80.2K
|
10.6K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-637- 0.87% |
$72.6K - $81.1K
|
72.8K
$8.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-641- 97.27% |
$73K - $81.7K
|
18
$2.11K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-645- 0.72% |
$73.5K - $82.2K
|
89.1K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-660- 17.26% |
$75.2K - $84.1K
|
3.16K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-664- 10.19% |
$75.6K - $84.6K
|
5.85K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-675- 1.17% |
$76.9K - $86K
|
56.8K
$6.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-708- 1.41% |
$80.7K - $90.2K
|
49.4K
$5.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-726- 16.18% |
$82.7K - $92.5K
|
3.76K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-727- 26.33% |
$82.8K - $92.6K
|
2.03K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-729- 11.2% |
$83K - $92.9K
|
5.78K
$677K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-739- 2.25% |
$84.2K - $94.1K
|
32.1K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-744- 1.11% |
$84.8K - $94.8K
|
66.2K
$7.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-744- 5.88% |
$84.8K - $94.8K
|
11.9K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-749- 4.07% |
$85.3K - $95.4K
|
17.7K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-760- 2.93% |
$86.6K - $96.8K
|
25.2K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-766- 2.44% |
$87.3K - $97.6K
|
30.6K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-767- 45.71% |
$87.4K - $97.7K
|
911
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-769- 0.53% |
$87.6K - $98K
|
146K
$17.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-769- 2.93% |
$87.6K - $98K
|
25.5K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-770- 1.78% |
$87.7K - $98.1K
|
42.5K
$4.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-781- 1.54% |
$89K - $99.5K
|
49.9K
$5.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-784- 30.6% |
$89.3K - $99.9K
|
1.78K
$208K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-795- 2.53% |
$90.6K - $101K
|
30.6K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-799- 9.16% |
$91K - $102K
|
7.92K
$928K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-807- 2.48% |
$91.9K - $103K
|
31.8K
$3.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-810- 0.3% |
$92.3K - $103K
|
270K
$31.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-811- 25.09% |
$92.4K - $103K
|
2.42K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-840- 5.41% |
$95.7K - $107K
|
14.7K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-874- 0.83% |
$99.6K - $111K
|
105K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-879- 1.47% |
$100K - $112K
|
59.1K
$6.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-900- 16.62% |
$103K - $115K
|
4.52K
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-912- 3.12% |
$104K - $116K
|
28.3K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-924- 0.55% |
$105K - $118K
|
168K
$19.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-940- 0.97% |
$107K - $120K
|
95.6K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-944- 9.46% |
$108K - $120K
|
9.04K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-963- 7.71% |
$110K - $123K
|
11.5K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-986- 1.79% |
$112K - $126K
|
54.2K
$6.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.01K- 3.28% |
$115K - $128K
|
29.8K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.01K- 2.82% |
$115K - $129K
|
34.8K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.01K- 5.56% |
$115K - $129K
|
17.1K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.02K- 4.13% |
$116K - $129K
|
23.6K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.02K- 2.7% |
$116K - $130K
|
36.7K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.02K- 15.02% |
$116K - $130K
|
5.78K
$677K
|