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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-254- 3.99% |
$28.9K - $32.4K
|
6.11K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-263- 1.45% |
$30K - $33.5K
|
17.8K
$1.89M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-266- 2.32% |
$30.3K - $33.9K
|
11.2K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-270- 12.8% |
$30.8K - $34.4K
|
1.84K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-274- 0.18% |
$31.2K - $34.9K
|
154K
$16.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-275- 13.1% |
$31.3K - $35K
|
1.83K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-277- 1.6% |
$31.6K - $35.3K
|
17K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-277- 2.11% |
$31.6K - $35.3K
|
12.8K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-286- 1.88% |
$32.6K - $36.4K
|
14.9K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-286- 1.34% |
$32.6K - $36.4K
|
21.1K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-289- 7.21% |
$32.9K - $36.8K
|
3.72K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-296- 6.68% |
$33.7K - $37.7K
|
4.13K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-301- 10.45% |
$34.3K - $38.3K
|
2.58K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-302- 0.26% |
$34.4K - $38.5K
|
116K
$12.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-304- 0.3% |
$34.6K - $38.7K
|
101K
$10.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-305- 2.41% |
$34.7K - $38.9K
|
12.3K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-305- 4.74% |
$34.7K - $38.9K
|
6.12K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-309- 1.63% |
$35.2K - $39.4K
|
18.6K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-313- 0.99% |
$35.7K - $39.9K
|
31.3K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-314- 7.44% |
$35.8K - $40K
|
3.91K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-316- 26.07% |
$36K - $40.3K
|
896
$95.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-318- 1.12% |
$36.2K - $40.5K
|
28.1K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-318- 8.48% |
$36.2K - $40.5K
|
3.43K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-320- 40.61% |
$36.5K - $40.8K
|
468
$49.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-322- 2.13% |
$36.7K - $41K
|
14.8K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-322- 0.71% |
$36.7K - $41K
|
45.3K
$4.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-328- 2.28% |
$37.4K - $41.8K
|
14K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-331- 1.05% |
$37.7K - $42.2K
|
31.3K
$3.32M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-331- 1.49% |
$37.7K - $42.2K
|
21.8K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-337- 5.17% |
$38.4K - $42.9K
|
6.18K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-337- 2.55% |
$38.4K - $42.9K
|
12.9K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-338- 1.96% |
$38.5K - $43.1K
|
16.9K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-339- 0.29% |
$38.6K - $43.2K
|
115K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-343- 0.47% |
$39.1K - $43.7K
|
72K
$7.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-346- 5.38% |
$39.4K - $44.1K
|
6.09K
$646K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-348- 4.47% |
$39.6K - $44.3K
|
7.44K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-351- 5.14% |
$40K - $44.7K
|
6.47K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-354- 3.36% |
$40.3K - $45.1K
|
10.2K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-355- 3.37% |
$40.4K - $45.2K
|
10.2K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-356- 0.81% |
$40.6K - $45.3K
|
43.7K
$4.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-357- 0.07% |
$40.7K - $45.5K
|
509K
$54M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-361- 8.62% |
$41.1K - $46K
|
3.83K
$406K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-363- 7.92% |
$41.4K - $46.2K
|
4.22K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-368- 9.42% |
$41.9K - $46.9K
|
3.54K
$375K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-369- 0.51% |
$42K - $47K
|
72.2K
$7.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-371- 3.4% |
$42.3K - $47.3K
|
10.5K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-374- 14.09% |
$42.6K - $47.6K
|
2.28K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-375- 17.08% |
$42.7K - $47.8K
|
1.82K
$193K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-378- 3.81% |
$43.1K - $48.1K
|
9.55K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-379- 1.59% |
$43.2K - $48.3K
|
23.4K
$2.49M
|