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
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-60- 5.91% |
$6.84K - $7.64K
|
956
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-61- 0.06% |
$6.95K - $7.77K
|
98.1K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-62- 0.91% |
$7.06K - $7.9K
|
6.73K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-62- 0.2% |
$7.06K - $7.9K
|
30.3K
$3.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-63- 2.93% |
$7.18K - $8.02K
|
2.09K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-64- 1.12% |
$7.29K - $8.15K
|
5.67K
$629K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-64- 0.05% |
$7.29K - $8.15K
|
132K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-65- 2.76% |
$7.4K - $8.28K
|
2.29K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-66- 0.26% |
$7.52K - $8.41K
|
25K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-66- 1.22% |
$7.52K - $8.41K
|
5.33K
$591K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-68- 0.9% |
$7.75K - $8.66K
|
7.51K
$833K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-69- 0.37% |
$7.86K - $8.79K
|
18.8K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-69- 1.66% |
$7.86K - $8.79K
|
4.08K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-70- 1.68% |
$7.97K - $8.92K
|
4.11K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-71- 5.46% |
$8.09K - $9.04K
|
1.23K
$136K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-71- 2.37% |
$8.09K - $9.04K
|
2.93K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.51% |
$8.2K - $9.17K
|
14K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-72- 1.14% |
$8.2K - $9.17K
|
6.22K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-73- 2.6% |
$8.32K - $9.3K
|
2.73K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-73- 1.51% |
$8.32K - $9.3K
|
4.75K
$527K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-74- 3.41% |
$8.43K - $9.43K
|
2.1K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-75- 0.92% |
$8.54K - $9.55K
|
8.04K
$892K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-75- 42.13% |
$8.54K - $9.55K
|
103
$11.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-75- 11.72% |
$8.54K - $9.55K
|
565
$62.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-76- 0.63% |
$8.66K - $9.68K
|
12.1K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-76- 49.35% |
$8.66K - $9.68K
|
78
$8.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-76- 49.35% |
$8.66K - $9.68K
|
78
$8.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-77- 1.35% |
$8.77K - $9.81K
|
5.61K
$622K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-78- 1.63% |
$8.89K - $9.94K
|
4.7K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-78- 1.91% |
$8.89K - $9.94K
|
4.01K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-79- 3.35% |
$9K - $10.1K
|
2.28K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-79- 1.49% |
$9K - $10.1K
|
5.22K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-82- 0.52% |
$9.34K - $10.4K
|
15.6K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-84- 1.93% |
$9.57K - $10.7K
|
4.28K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-85- 4.62% |
$9.68K - $10.8K
|
1.75K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-85- 8.47% |
$9.68K - $10.8K
|
919
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-86- 0.87% |
$9.8K - $11K
|
9.78K
$1.08M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-87- 0.4% |
$9.91K - $11.1K
|
21.6K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-88- 2.5% |
$10K - $11.2K
|
3.43K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-90- 2.05% |
$10.3K - $11.5K
|
4.3K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-90- 1.49% |
$10.3K - $11.5K
|
5.96K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-91- 2.58% |
$10.4K - $11.6K
|
3.44K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-94- 0.23% |
$10.7K - $12K
|
41.5K
$4.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-94- 0.8% |
$10.7K - $12K
|
11.6K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-95- 0.71% |
$10.8K - $12.1K
|
13.2K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-95- 5.01% |
$10.8K - $12.1K
|
1.8K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-97- 1.19% |
$11.1K - $12.4K
|
8.08K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-98- 0.94% |
$11.2K - $12.5K
|
10.3K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-100- 3.82% |
$11.4K - $12.7K
|
2.52K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 62.5% |
$11.4K - $12.7K
|
60
$6.65K
|