Purchases and Sales Made in Q4 2024 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
119
+ 6.03%
$13.6K - $15.2K
2.09K $222K
Jan 17, 2025 Q4 2024
Montecito Bank & Trust

BUY
 -
118
+ 0.21%
$13.4K - $15K
57.1K $6.06M
Jan 30, 2025 Q4 2024
Nova R Wealth, Inc.

BUY
 -
117
+ 0.92%
$13.3K - $14.9K
12.8K $1.36M
Feb 11, 2025 Q4 2024
Syverson Strege & CO

West Des Moines, IA
BUY
 -
117
+ 6.64%
$13.3K - $14.9K
1.88K $199K
Feb 12, 2025 Q4 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
116
+ 11600.0%
$13.2K - $14.8K
117 $12.4K
Feb 13, 2025 Q4 2024
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
115
+ 0.51%
$13.1K - $14.6K
22.7K $2.41M
Jan 24, 2025 Q4 2024
Pb Mares Wealth Management LLC

BUY
 -
113
+ 1.11%
$12.9K - $14.4K
10.3K $1.1M
Feb 11, 2025 Q4 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
113
+ 1.08%
$12.9K - $14.4K
10.6K $1.12M
Feb 14, 2025 Q4 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
113
+ 5.46%
$12.9K - $14.4K
2.18K $232K
Feb 14, 2025 Q4 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
111
+ 1.19%
$12.6K - $14.1K
9.44K $1M
Feb 14, 2025 Q4 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
110
+ 16.87%
$12.5K - $14K
762 $80.9K
Feb 04, 2025 Q4 2024
Capital Advisors, Ltd. LLC

BUY
 -
108
+ 0.63%
$12.3K - $13.8K
17.2K $1.82M
Feb 05, 2025 Q4 2024
Mitchell Capital Management CO

BUY
 -
107
+ 2.54%
$12.2K - $13.6K
4.33K $459K
Feb 13, 2025 Q4 2024
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
107
+ 0.37%
$12.2K - $13.6K
28.9K $3.06M
Feb 12, 2025 Q4 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
105
+ 1.41%
$12K - $13.4K
7.57K $803K
Feb 03, 2025 Q4 2024
Jmg Financial Group, Ltd.

BUY
 -
101
+ 0.37%
$11.5K - $12.9K
27.4K $2.91M
Feb 04, 2025 Q4 2024
Quartz Partners, LLC

Saratoga Springs, NY
BUY
 -
100
+ 3.92%
$11.4K - $12.7K
2.65K $281K
Feb 05, 2025 Q4 2024
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
100
+ 3.25%
$11.4K - $12.7K
3.17K $337K
Feb 11, 2025 Q4 2024
Washington Trust Bank

BUY
 -
99
+ 2.6%
$11.3K - $12.6K
3.91K $415K
Feb 03, 2025 Q4 2024
Lane & Associates LLC

Moorestown, NJ
BUY
 -
99
+ 0.68%
$11.3K - $12.6K
14.6K $1.55M
Feb 11, 2025 Q4 2024
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
98
+ 2.29%
$11.2K - $12.5K
4.39K $465K
Jan 22, 2025 Q4 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
97
+ 0.36%
$11.1K - $12.4K
26.7K $2.84M
Feb 11, 2025 Q4 2024
Plancorp, LLC

BUY
 -
96
+ 0.51%
$10.9K - $12.2K
19.1K $2.03M
Jan 17, 2025 Q4 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
94
+ 0.95%
$10.7K - $12K
9.99K $1.06M
Jan 28, 2025 Q4 2024
Thompson Investment Management, Inc.

BUY
 -
92
+ 1.44%
$10.5K - $11.7K
6.47K $686K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
91
+ 1.98%
$10.4K - $11.6K
4.7K $499K
Jan 16, 2025 Q4 2024
Clear Harbor Asset Management, LLC

BUY
 -
90
+ 2.8%
$10.3K - $11.5K
3.3K $350K
Feb 14, 2025 Q4 2024
Financial Advisors Network, Inc.

BUY
 -
90
+ 3.65%
$10.3K - $11.5K
2.55K $271K
Jan 07, 2025 Q4 2024
Bank Of New Hampshire

BUY
 -
88
+ 2.42%
$10K - $11.2K
3.73K $396K
Jan 17, 2025 Q4 2024
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
88
+ 0.22%
$10K - $11.2K
39.4K $4.18M
Jan 06, 2025 Q4 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
86
+ 0.88%
$9.8K - $11K
9.87K $1.05M
Feb 07, 2025 Q4 2024
Chilton Capital Management LLC

Houston, TX
BUY
 -
86
New
$9.8K - $11K
86 $9.13K
Jan 24, 2025 Q4 2024
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
85
+ 1.35%
$9.68K - $10.8K
6.39K $679K
Jan 29, 2025 Q4 2024
Bogart Wealth, LLC

BUY
 -
84
+ 4.69%
$9.57K - $10.7K
1.88K $199K
Feb 10, 2025 Q4 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
84
+ 3.8%
$9.57K - $10.7K
2.3K $244K
Jan 17, 2025 Q4 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
82
+ 1.9%
$9.34K - $10.4K
4.4K $466K
Feb 03, 2025 Q4 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
80
+ 4.02%
$9.11K - $10.2K
2.07K $220K
Feb 13, 2025 Q4 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
80
+ 1.26%
$9.11K - $10.2K
6.43K $682K
Feb 05, 2025 Q4 2024
Motco

BUY
 -
79
+ 0.82%
$9K - $10.1K
9.68K $1.03M
Feb 13, 2025 Q4 2024
First Foundation Advisors

Irvine, CA
BUY
 -
77
+ 0.78%
$8.77K - $9.81K
9.95K $1.06M
Jan 10, 2025 Q4 2024
Heartwood Wealth Advisors LLC

BUY
 -
75
+ 1.52%
$8.54K - $9.55K
5.02K $533K
Feb 03, 2025 Q4 2024
Cowa, LLC

Tulsa, OK
BUY
 -
75
+ 0.37%
$8.54K - $9.55K
20.4K $2.17M
May 15, 2025 Q4 2024
Wpg Advisers, LLC

Baltimore, MD
BUY
 -
75
New
$8.54K - $9.55K
75 $7.96K
Feb 04, 2025 Q4 2024
Bcgm Wealth Management, LLC

BUY
 -
74
+ 3.06%
$8.43K - $9.43K
2.49K $265K
Feb 05, 2025 Q4 2024
Duncker Streett & CO Inc

BUY
 -
74
+ 1.92%
$8.43K - $9.43K
3.92K $416K
Feb 11, 2025 Q4 2024
Umpqua Bank

Lake Oswego, OR
BUY
 -
74
+ 0.63%
$8.43K - $9.43K
11.8K $1.25M
Feb 14, 2025 Q4 2024
Greenline Partners, LLC

New York, NY
BUY
 -
74
New
$8.43K - $9.43K
74 $7.85K
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
73
+ 3.55%
$8.32K - $9.3K
2.13K $226K
Jan 06, 2025 Q4 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
72
+ 0.07%
$8.2K - $9.17K
106K $11.3M

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