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 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-397- 0.96% |
$45.2K - $50.6K
|
41.2K
$4.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-400- 2.06% |
$45.6K - $51K
|
19K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-400- 10.36% |
$45.6K - $51K
|
3.46K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 24.55% |
$45.6K - $51K
|
1.23K
$132K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-406- 2.7% |
$46.3K - $51.7K
|
14.6K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-407- 1.28% |
$46.4K - $51.8K
|
31.4K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-407- 1.05% |
$46.4K - $51.8K
|
38.2K
$4.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-411- 11.89% |
$46.8K - $52.4K
|
3.05K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-413- 6.46% |
$47K - $52.6K
|
5.98K
$644K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-414- 1.61% |
$47.2K - $52.7K
|
25.2K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-416- 0.61% |
$47.4K - $53K
|
67.6K
$7.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-416- 7.35% |
$47.4K - $53K
|
5.25K
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-419- 16.94% |
$47.7K - $53.4K
|
2.05K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-420- 0.02% |
$47.8K - $53.5K
|
1.83M
$198M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-425- 16.79% |
$48.4K - $54.1K
|
2.11K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-428- 0.39% |
$48.8K - $54.5K
|
109K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-433- 10.7% |
$49.3K - $55.2K
|
3.61K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-435- 1.04% |
$49.6K - $55.4K
|
41.3K
$4.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-436- 0.81% |
$49.7K - $55.5K
|
53.1K
$5.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-438- 1.72% |
$49.9K - $55.8K
|
25.1K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-443- 0.79% |
$50.5K - $56.4K
|
55.9K
$6.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-447- 8.37% |
$50.9K - $56.9K
|
4.89K
$527K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-447- 7.31% |
$50.9K - $56.9K
|
5.67K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-448- 1.25% |
$51K - $57.1K
|
35.5K
$3.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-456- 6.62% |
$51.9K - $58.1K
|
6.43K
$693K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-460- 16.3% |
$52.4K - $58.6K
|
2.36K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-468- 3.04% |
$53.3K - $59.6K
|
14.9K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-470- 5.32% |
$53.5K - $59.9K
|
8.36K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-470- 6.95% |
$53.5K - $59.9K
|
6.3K
$678K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-472- 0.73% |
$53.8K - $60.1K
|
64.2K
$6.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-487- 0.16% |
$55.5K - $62K
|
310K
$33.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-490- 1.48% |
$55.8K - $62.4K
|
32.6K
$3.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-490- 1.01% |
$55.8K - $62.4K
|
47.9K
$5.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-492- 1.19% |
$56K - $62.7K
|
40.8K
$4.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-494- 0.45% |
$56.3K - $62.9K
|
109K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-505- 3.24% |
$57.5K - $64.3K
|
15.1K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-506- 5.49% |
$57.6K - $64.5K
|
8.71K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-510- 2.28% |
$58.1K - $65K
|
21.8K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-512- 4.38% |
$58.3K - $65.2K
|
11.2K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-513- 14.05% |
$58.4K - $65.3K
|
3.14K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-516- 5.21% |
$58.8K - $65.7K
|
9.4K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-517- 0.44% |
$58.9K - $65.9K
|
116K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-519- 3.14% |
$59.1K - $66.1K
|
16K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-520- 2.96% |
$59.2K - $66.2K
|
17K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-525- 1.78% |
$59.8K - $66.9K
|
29K
$3.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-528- 0.4% |
$60.1K - $67.3K
|
130K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-534- 0.56% |
$60.8K - $68K
|
94.3K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-540- 0.85% |
$61.5K - $68.8K
|
62.8K
$6.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-543- 2.02% |
$61.9K - $69.2K
|
26.3K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-545- 8.33% |
$62.1K - $69.4K
|
6K
$646K
|