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 28, 2025 Q4 2024
Thompson Investment Management, Inc.

BUY
 -
92
+ 1.44%
$10.5K - $11.7K
6.47K $623K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
91
+ 1.98%
$10.4K - $11.6K
4.7K $452K
Jan 16, 2025 Q4 2024
Clear Harbor Asset Management, LLC

BUY
 -
90
+ 2.8%
$10.3K - $11.5K
3.3K $318K
Feb 14, 2025 Q4 2024
Financial Advisors Network, Inc.

BUY
 -
90
+ 3.65%
$10.3K - $11.5K
2.55K $246K
Jan 07, 2025 Q4 2024
Bank Of New Hampshire

BUY
 -
88
+ 2.42%
$10K - $11.2K
3.73K $359K
Jan 17, 2025 Q4 2024
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
88
+ 0.22%
$10K - $11.2K
39.4K $3.79M
Jan 06, 2025 Q4 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
86
+ 0.88%
$9.8K - $11K
9.87K $950K
Feb 07, 2025 Q4 2024
Chilton Capital Management LLC

Houston, TX
BUY
 -
86
New
$9.8K - $11K
86 $8.28K
Jan 24, 2025 Q4 2024
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
85
+ 1.35%
$9.68K - $10.8K
6.39K $616K
Jan 29, 2025 Q4 2024
Bogart Wealth, LLC

BUY
 -
84
+ 4.69%
$9.57K - $10.7K
1.88K $181K
Jan 17, 2025 Q4 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
82
+ 1.9%
$9.34K - $10.4K
4.4K $423K
Feb 03, 2025 Q4 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
80
+ 4.02%
$9.11K - $10.2K
2.07K $200K
Feb 13, 2025 Q4 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
80
+ 1.26%
$9.11K - $10.2K
6.43K $619K
Feb 05, 2025 Q4 2024
Motco

BUY
 -
79
+ 0.82%
$9K - $10.1K
9.68K $932K
Feb 13, 2025 Q4 2024
First Foundation Advisors

Irvine, CA
BUY
 -
77
+ 0.78%
$8.77K - $9.81K
9.95K $958K
Jan 10, 2025 Q4 2024
Heartwood Wealth Advisors LLC

BUY
 -
75
+ 1.52%
$8.54K - $9.55K
5.02K $484K
Feb 03, 2025 Q4 2024
Cowa, LLC

Tulsa, OK
BUY
 -
75
+ 0.37%
$8.54K - $9.55K
20.4K $1.97M
Feb 04, 2025 Q4 2024
Bcgm Wealth Management, LLC

BUY
 -
74
+ 3.06%
$8.43K - $9.43K
2.49K $240K
Feb 05, 2025 Q4 2024
Duncker Streett & CO Inc

BUY
 -
74
+ 1.92%
$8.43K - $9.43K
3.92K $378K
Feb 11, 2025 Q4 2024
Umpqua Bank

Lake Oswego, OR
BUY
 -
74
+ 0.63%
$8.43K - $9.43K
11.8K $1.14M
Feb 14, 2025 Q4 2024
Greenline Partners, LLC

New York, NY
BUY
 -
74
New
$8.43K - $9.43K
74 $7.13K
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
73
+ 3.55%
$8.32K - $9.3K
2.13K $205K
Jan 06, 2025 Q4 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
72
+ 0.07%
$8.2K - $9.17K
106K $10.2M
Feb 14, 2025 Q4 2024
Novak & Powell Financial Services, Inc.

St. Petersburg, FL
BUY
 -
70
+ 0.33%
$7.97K - $8.92K
21.4K $2.06M
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
69
New
$7.86K - $8.79K
69 $6.64K
Jan 29, 2025 Q4 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
69
+ 7.93%
$7.86K - $8.79K
939 $90.4K
Jan 30, 2025 Q4 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
68
+ 1.19%
$7.75K - $8.66K
5.76K $555K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
66
+ 0.26%
$7.52K - $8.41K
25.6K $2.47M
Feb 13, 2025 Q4 2024
Concorde Asset Management, LLC

BUY
 -
66
+ 3.76%
$7.52K - $8.41K
1.82K $176K
Jan 15, 2025 Q4 2024
Greenhouse Wealth Management, LLC

BUY
 -
65
+ 0.88%
$7.4K - $8.28K
7.49K $721K
Jan 24, 2025 Q4 2024
Hfg Advisors, Inc.

BUY
 -
65
+ 1.09%
$7.4K - $8.28K
6.02K $579K
Jan 31, 2025 Q4 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
65
+ 1.39%
$7.4K - $8.28K
4.76K $458K
Feb 14, 2025 Q4 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
65
+ 0.9%
$7.4K - $8.28K
7.29K $702K
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
64
+ 0.21%
$7.29K - $8.15K
31.2K $3M
Feb 03, 2025 Q4 2024
Forte Capital LLC

BUY
 -
63
+ 1.98%
$7.18K - $8.02K
3.24K $312K
Jan 21, 2025 Q4 2024
Moody Lynn & Lieberson, LLC

BUY
 -
62
+ 1.0%
$7.06K - $7.9K
6.24K $601K
Jan 21, 2025 Q4 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
62
+ 0.58%
$7.06K - $7.9K
10.8K $1.04M
Feb 03, 2025 Q4 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
61
+ 1.11%
$6.95K - $7.77K
5.58K $537K
Feb 11, 2025 Q4 2024
Heritage Wealth Advisors

BUY
 -
58
+ 38.67%
$6.61K - $7.39K
208 $20K
Feb 12, 2025 Q4 2024
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
57
+ 0.14%
$6.49K - $7.26K
40.4K $3.89M
Jan 23, 2025 Q4 2024
Hartford Financial Management Inc.

BUY
 -
55
+ 1.58%
$6.27K - $7.01K
3.53K $340K
Jan 30, 2025 Q4 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
55
+ 0.89%
$6.27K - $7.01K
6.24K $601K
Jan 16, 2025 Q4 2024
Lockerman Financial Group, Inc.

BUY
 -
54
+ 0.27%
$6.15K - $6.88K
20.1K $1.94M
Feb 05, 2025 Q4 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
54
+ 0.71%
$6.15K - $6.88K
7.67K $739K
Feb 10, 2025 Q4 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
54
+ 0.18%
$6.15K - $6.88K
30.3K $2.91M
Feb 10, 2025 Q4 2024
Penobscot Wealth Management

BUY
 -
52
+ 1.58%
$5.92K - $6.62K
3.35K $322K
Jan 16, 2025 Q4 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
51
+ 1.82%
$5.81K - $6.5K
2.85K $274K
Jan 16, 2025 Q4 2024
Bremer Bank National Association

BUY
 -
51
+ 0.11%
$5.81K - $6.5K
47.7K $4.6M
Jan 24, 2025 Q4 2024
Leverty Financial Group, LLC

BUY
 -
50
+ 0.4%
$5.7K - $6.37K
12.7K $1.22M

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