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 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
50+ 2.02% |
$5.7K - $6.37K
|
2.53K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.88% |
$5.7K - $6.37K
|
2.71K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
50New |
$5.7K - $6.37K
|
50
$4.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
49+ 1.25% |
$5.58K - $6.24K
|
3.97K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
49+ 2.53% |
$5.58K - $6.24K
|
1.98K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
48+ 0.89% |
$5.47K - $6.11K
|
5.46K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
47+ 0.98% |
$5.35K - $5.99K
|
4.82K
$464K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
47+ 0.22% |
$5.35K - $5.99K
|
21.4K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
46+ 0.97% |
$5.24K - $5.86K
|
4.78K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
46+ 1.98% |
$5.24K - $5.86K
|
2.37K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
45+ 0.72% |
$5.13K - $5.73K
|
6.26K
$603K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.24% |
$5.13K - $5.73K
|
18.6K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
44+ 0.12% |
$5.01K - $5.6K
|
37.8K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
43+ 0.64% |
$4.9K - $5.48K
|
6.8K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
43+ 25.44% |
$4.9K - $5.48K
|
212
$20.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
42+ 0.66% |
$4.78K - $5.35K
|
6.45K
$621K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
42+ 53.16% |
$4.78K - $5.35K
|
121
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
41+ 0.43% |
$4.67K - $5.22K
|
9.47K
$912K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
41+ 1.75% |
$4.67K - $5.22K
|
2.39K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
40New |
$4.56K - $5.1K
|
40
$3.85K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39+ 354.55% |
$4.44K - $4.97K
|
50
$4.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
36+ 0.19% |
$4.1K - $4.59K
|
19.2K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 15.22% |
$3.99K - $4.46K
|
265
$25.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
35+ 1.18% |
$3.99K - $4.46K
|
2.99K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
35+ 0.53% |
$3.99K - $4.46K
|
6.68K
$644K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34+ 0.95% |
$3.87K - $4.33K
|
3.62K
$348K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$3.87K - $4.33K
|
34
$3.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34+ 0.52% |
$3.87K - $4.33K
|
6.54K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
33+ 0.16% |
$3.76K - $4.2K
|
20.3K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 1.65% |
$3.53K - $3.95K
|
1.91K
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
31+ 0.99% |
$3.53K - $3.95K
|
3.16K
$304K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
31+ 20.0% |
$3.53K - $3.95K
|
186
$17.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
30+ 0.47% |
$3.42K - $3.82K
|
6.47K
$623K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
30New |
$3.42K - $3.82K
|
30
$2.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
30New |
$3.42K - $3.82K
|
30
$2.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
30+ 1.56% |
$3.42K - $3.82K
|
1.96K
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
29+ 0.99% |
$3.3K - $3.69K
|
2.97K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
29+ 1.04% |
$3.3K - $3.69K
|
2.82K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
28+ 15.38% |
$3.19K - $3.57K
|
210
$20.2K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
28+ 0.51% |
$3.19K - $3.57K
|
5.54K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
27+ 1.1% |
$3.08K - $3.44K
|
2.49K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
27+ 1.04% |
$3.08K - $3.44K
|
2.64K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
27New |
$3.08K - $3.44K
|
27
$2.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26New |
$2.96K - $3.31K
|
26
$2.5K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.35% |
$2.96K - $3.31K
|
7.42K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.0% |
$2.96K - $3.31K
|
2.12M
$204M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
26+ 0.41% |
$2.96K - $3.31K
|
6.39K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25+ 9.23% |
$2.85K - $3.18K
|
296
$28.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
25+ 0.64% |
$2.85K - $3.18K
|
3.91K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25+ 0.1% |
$2.85K - $3.18K
|
24.8K
$2.39M
|