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 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
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-910- 3.09% |
$104K - $116K
|
28.5K
$3.34M
|
|
|
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
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.18K- 0.22% |
$134K - $150K
|
537K
$62.9M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.24K- 33.96% |
$141K - $158K
|
2.41K
$282K
|
|
|
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
|