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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-39.2K- 9.02% |
$4.46M - $4.99M
|
395K
$46.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-41.6K- 42.66% |
$4.74M - $5.3M
|
56K
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-45.3K- 5.35% |
$5.16M - $5.77M
|
801K
$93.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-50.8K- 46.4% |
$5.78M - $6.47M
|
58.6K
$6.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-54.7K- 95.14% |
$6.23M - $6.97M
|
2.79K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-55.7K- 5.03% |
$6.35M - $7.1M
|
1.05M
$123M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-57.7K- 37.58% |
$6.58M - $7.35M
|
95.9K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-57.8K- 36.49% |
$6.58M - $7.36M
|
101K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59K- 32.33% |
$6.72M - $7.52M
|
124K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-70.1K- 27.25% |
$7.99M - $8.93M
|
187K
$21.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-82.1K- 61.41% |
$9.35M - $10.5M
|
51.6K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-97.1K- 57.81% |
$11.1M - $12.4M
|
70.8K
$8.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-108K- 20.23% |
$12.3M - $13.7M
|
425K
$49.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-119K- 11.09% |
$13.5M - $15.1M
|
953K
$112M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-129K- 11.04% |
$14.7M - $16.4M
|
1.04M
$122M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-204K- 47.23% |
$23.2M - $25.9M
|
228K
$26.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-212K- 97.19% |
$24.1M - $26.9M
|
6.11K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-224K- 56.12% |
$25.6M - $28.6M
|
175K
$20.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-230K- 100.0% |
$26.2M - $29.4M
|
11
$1.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-721K- 50.0% |
$82.1M - $91.9M
|
721K
$84.5M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.53M- 99.23% |
$175M - $195M
|
11.9K
$1.4M
|