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 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-100- 15.17% |
$11.4K - $12.7K
|
559
$62K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-101- 0.2% |
$11.5K - $12.9K
|
51.7K
$5.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-101- 1.21% |
$11.5K - $12.9K
|
8.26K
$916K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-103- 4.99% |
$11.7K - $13.1K
|
1.96K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-104- 0.87% |
$11.8K - $13.2K
|
11.8K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-104- 4.03% |
$11.8K - $13.2K
|
2.48K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-105- 0.56% |
$12K - $13.4K
|
18.7K
$2.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-105- 0.11% |
$12K - $13.4K
|
93.5K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-107- 0.82% |
$12.2K - $13.6K
|
12.9K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-107- 1.04% |
$12.2K - $13.6K
|
10.2K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-108- 0.12% |
$12.3K - $13.8K
|
90.7K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-109- 0.79% |
$12.4K - $13.9K
|
13.7K
$1.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-110- 2.35% |
$12.5K - $14K
|
4.57K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-111- 1.9% |
$12.6K - $14.1K
|
5.74K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-111- 2.02% |
$12.6K - $14.1K
|
5.38K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-112- 1.42% |
$12.8K - $14.3K
|
7.76K
$860K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-113- 1.02% |
$12.9K - $14.4K
|
11K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-115- 1.92% |
$13.1K - $14.6K
|
5.88K
$652K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-115- 1.77% |
$13.1K - $14.6K
|
6.4K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-117- 9.65% |
$13.3K - $14.9K
|
1.1K
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-120- 1.79% |
$13.7K - $15.3K
|
6.6K
$732K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-121- 2.37% |
$13.8K - $15.4K
|
4.99K
$554K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-125- 5.32% |
$14.2K - $15.9K
|
2.23K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-125- 5.94% |
$14.2K - $15.9K
|
1.98K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-132- 3.79% |
$15K - $16.8K
|
3.35K
$372K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-132- 14.43% |
$15K - $16.8K
|
783
$86.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-133- 0.5% |
$15.2K - $16.9K
|
26.7K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-134- 4.04% |
$15.3K - $17.1K
|
3.19K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-135- 0.71% |
$15.4K - $17.2K
|
18.9K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-136- 3.77% |
$15.5K - $17.3K
|
3.47K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-141- 0.19% |
$16.1K - $18K
|
73.8K
$8.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-141- 1.03% |
$16.1K - $18K
|
13.5K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-141- 3.66% |
$16.1K - $18K
|
3.71K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-143- 2.35% |
$16.3K - $18.2K
|
5.95K
$660K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-144- 60.25% |
$16.4K - $18.3K
|
95
$10.5K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-144- 3.46% |
$16.4K - $18.3K
|
4.01K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-146- 1.12% |
$16.6K - $18.6K
|
12.9K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-151- 4.63% |
$17.2K - $19.2K
|
3.11K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-152- 3.71% |
$17.3K - $19.4K
|
3.95K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-153- 4.92% |
$17.4K - $19.5K
|
2.96K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-153- 7.03% |
$17.4K - $19.5K
|
2.02K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-156- 4.99% |
$17.8K - $19.9K
|
2.97K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-158- 1.2% |
$18K - $20.1K
|
13K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-159- 0.78% |
$18.1K - $20.3K
|
20.1K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-161- 2.03% |
$18.3K - $20.5K
|
7.77K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-161- 4.53% |
$18.3K - $20.5K
|
3.4K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-162- 1.59% |
$18.5K - $20.6K
|
10K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-162- 0.68% |
$18.5K - $20.6K
|
23.6K
$2.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 6.27% |
$18.6K - $20.8K
|
2.44K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-163- 3.37% |
$18.6K - $20.8K
|
4.67K
$518K
|