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 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.02K- 0.97% |
$117K - $130K
|
104K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.03K- 5.62% |
$117K - $131K
|
17.3K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.03K- 0.83% |
$117K - $131K
|
123K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.05K- 2.85% |
$119K - $133K
|
35.6K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 9.15% |
$120K - $134K
|
10.4K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-1.06K- 1.08% |
$121K - $135K
|
96.5K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 7.04% |
$122K - $136K
|
14.1K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.07K- 7.33% |
$122K - $136K
|
13.5K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.07K- 2.54% |
$122K - $137K
|
41.2K
$4.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.09K- 2.71% |
$124K - $139K
|
39.1K
$4.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.09K- 6.34% |
$125K - $139K
|
16.2K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.1K- 3.15% |
$125K - $139K
|
33.7K
$3.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.1K- 2.86% |
$125K - $140K
|
37.3K
$4.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.1K- 1.63% |
$125K - $140K
|
66.6K
$7.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.11K- 0.64% |
$126K - $141K
|
172K
$20.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.11K- 7.79% |
$127K - $142K
|
13.2K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.15K- 17.16% |
$131K - $147K
|
5.57K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.17K- 4.52% |
$133K - $149K
|
24.6K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.18K- 3.24% |
$135K - $151K
|
35.2K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.19K- 0.52% |
$136K - $152K
|
230K
$26.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.19K- 0.43% |
$136K - $152K
|
277K
$32.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.2K- 85.11% |
$137K - $153K
|
210
$24.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.26K- 8.99% |
$144K - $161K
|
12.8K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.27K- 54.58% |
$144K - $162K
|
1.06K
$124K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.29K- 6.58% |
$147K - $164K
|
18.3K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.31K- 2.05% |
$149K - $166K
|
62.6K
$7.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.31K- 6.29% |
$149K - $167K
|
19.5K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.31K- 34.03% |
$149K - $167K
|
2.54K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.31K- 1.43% |
$149K - $167K
|
90.4K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.32K- 28.55% |
$151K - $169K
|
3.31K
$388K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.33K- 0.49% |
$152K - $170K
|
268K
$31.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.34K- 6.21% |
$153K - $171K
|
20.3K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.35K- 6.57% |
$154K - $172K
|
19.2K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.39K- 6.68% |
$158K - $177K
|
19.4K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 4.64% |
$158K - $177K
|
28.5K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.4K- 1.73% |
$159K - $178K
|
79.5K
$9.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.41K- 1.78% |
$160K - $179K
|
77.7K
$9.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.42K- 5.6% |
$162K - $181K
|
24K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.43K- 0.79% |
$163K - $182K
|
180K
$21.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.47K- 0.99% |
$168K - $188K
|
148K
$17.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.49K- 19.62% |
$169K - $189K
|
6.09K
$714K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.5K- 10.2% |
$171K - $191K
|
13.2K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.51K- 6.79% |
$172K - $192K
|
20.7K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.51K- 1.1% |
$172K - $193K
|
136K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.53K- 3.51% |
$174K - $195K
|
42K
$4.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.53K- 3.42% |
$175K - $195K
|
43.2K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.55K- 4.02% |
$176K - $197K
|
37K
$4.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.55K- 19.63% |
$177K - $198K
|
6.36K
$745K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.59K- 2.78% |
$181K - $203K
|
55.7K
$6.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.6K- 24.05% |
$182K - $204K
|
5.05K
$592K
|