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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
68.7KNew |
$7.82M - $8.75M
|
68.7K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
68.5KNew |
$7.8M - $8.72M
|
68.5K
$6.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
68KNew |
$7.74M - $8.66M
|
68K
$6.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
67.8K+ 42.82% |
$7.73M - $8.64M
|
226K
$21.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
67.7K+ 242.03% |
$7.71M - $8.62M
|
95.7K
$9.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
67.6KNew |
$7.7M - $8.61M
|
67.6K
$6.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
66.7K+ 7.68% |
$7.6M - $8.5M
|
936K
$90.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.3K+ 4.45% |
$7.56M - $8.45M
|
1.56M
$150M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
63.7K+ 55.92% |
$7.25M - $8.11M
|
178K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
63.2K+ 200.69% |
$7.2M - $8.05M
|
94.7K
$9.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
62.5KNew |
$7.12M - $7.96M
|
62.5K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61.7K+ 3.54% |
$7.02M - $7.86M
|
1.8M
$174M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
61.6KNew |
$7.01M - $7.84M
|
61.6K
$5.93M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
61.5KNew |
$7.01M - $7.84M
|
61.5K
$5.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
61.1KNew |
$6.96M - $7.78M
|
61.1K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
60KNew |
$6.84M - $7.64M
|
60K
$5.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
57.7KNew |
$6.57M - $7.35M
|
57.7K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.4K+ 6.5% |
$6.42M - $7.18M
|
924K
$89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
56.1K+ 154.32% |
$6.39M - $7.15M
|
92.5K
$8.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
56K+ 244.06% |
$6.38M - $7.14M
|
79K
$7.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
52.6KNew |
$5.99M - $6.7M
|
52.6K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52.4K+ 176.06% |
$5.97M - $6.67M
|
82.1K
$7.91M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51.6K+ 0.59% |
$5.88M - $6.57M
|
8.8M
$848M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
51.5K+ 75.2% |
$5.86M - $6.56M
|
120K
$11.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
51.1K+ 5.32% |
$5.82M - $6.51M
|
1.01M
$97.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
49.7K+ 19.99% |
$5.66M - $6.33M
|
298K
$28.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
49.4K+ 4.58% |
$5.62M - $6.29M
|
1.13M
$109M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
48.5KNew |
$5.53M - $6.18M
|
48.5K
$4.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
48.5KNew |
$5.53M - $6.18M
|
48.5K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48K+ 547.78% |
$5.46M - $6.11M
|
56.7K
$5.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.6K+ 2.68% |
$5.42M - $6.06M
|
1.82M
$176M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
47.5KNew |
$5.41M - $6.05M
|
47.5K
$4.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.4K+ 3.96% |
$5.4M - $6.04M
|
1.24M
$120M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
47.2K+ 35.2% |
$5.38M - $6.01M
|
181K
$17.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
46.8KNew |
$5.33M - $5.96M
|
46.8K
$4.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
45.2K+ 93.24% |
$5.14M - $5.75M
|
93.6K
$9.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44.8K+ 17.24% |
$5.1M - $5.7M
|
304K
$29.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
44.3K+ 343.94% |
$5.05M - $5.65M
|
57.2K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
44.1KNew |
$5.02M - $5.62M
|
44.1K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Trans Canada Capital Inc.
Montreal, A8 |
BUY
|
- |
43.2KNew |
$4.92M - $5.5M
|
43.2K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
41.5KNew |
$4.73M - $5.29M
|
41.5K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
41K+ 12.89% |
$4.67M - $5.23M
|
359K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
41K+ 135.52% |
$4.67M - $5.22M
|
71.3K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
41KNew |
$4.67M - $5.22M
|
41K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.3KNew |
$4.59M - $5.13M
|
40.3K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
40.2KNew |
$4.58M - $5.13M
|
40.2K
$3.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
40.1K+ 111.48% |
$4.57M - $5.1M
|
76K
$7.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
39.9K+ 21.34% |
$4.55M - $5.08M
|
227K
$21.9M
|
|
|
Mar 13, 2025
Q4 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
39.8KNew |
$4.53M - $5.07M
|
39.8K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
39.3K+ 27.96% |
$4.47M - $5M
|
180K
$17.3M
|