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
|
Portland Global Advisors LLC
|
SELL
|
- |
-519- 3.14% |
$59.1K - $66.1K
|
16K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-520- 2.96% |
$59.2K - $66.2K
|
17K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-525- 1.78% |
$59.8K - $66.9K
|
29K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-528- 0.4% |
$60.1K - $67.3K
|
130K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-534- 0.56% |
$60.8K - $68K
|
94.3K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-540- 0.85% |
$61.5K - $68.8K
|
62.8K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-543- 2.02% |
$61.9K - $69.2K
|
26.3K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-545- 8.33% |
$62.1K - $69.4K
|
6K
$636K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-550- 8.17% |
$62.7K - $70.1K
|
6.18K
$656K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-550- 9.99% |
$62.7K - $70.1K
|
4.96K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-550- 0.34% |
$62.7K - $70.1K
|
160K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-553- 15.34% |
$63K - $70.4K
|
3.05K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-556- 1.3% |
$63.3K - $70.8K
|
42.1K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-561- 14.26% |
$63.9K - $71.5K
|
3.37K
$358K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-565- 22.56% |
$64.4K - $72K
|
1.94K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-575- 0.56% |
$65.5K - $73.2K
|
102K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-578- 1.51% |
$65.8K - $73.6K
|
37.8K
$4.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-593- 3.04% |
$67.6K - $75.5K
|
18.9K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-599- 2.14% |
$68.2K - $76.3K
|
27.4K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-607- 25.02% |
$69.1K - $77.3K
|
1.82K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-610- 9.78% |
$69.5K - $77.7K
|
5.63K
$597K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-614- 11.62% |
$69.9K - $78.2K
|
4.67K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-614- 13.69% |
$69.9K - $78.2K
|
3.87K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-615- 2.99% |
$70.1K - $78.3K
|
19.9K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-615- 3.84% |
$70.1K - $78.3K
|
15.4K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-626- 3.57% |
$71.3K - $79.7K
|
16.9K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-627- 1.5% |
$71.4K - $79.9K
|
41.1K
$4.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-630- 5.62% |
$71.8K - $80.2K
|
10.6K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-637- 0.87% |
$72.6K - $81.1K
|
72.8K
$7.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-641- 97.27% |
$73K - $81.7K
|
18
$1.91K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-645- 0.72% |
$73.5K - $82.2K
|
89.1K
$9.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-649- 2.89% |
$73.9K - $82.7K
|
21.8K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-649- 7.15% |
$73.9K - $82.7K
|
8.43K
$894K
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-649- 9.76% |
$73.9K - $82.7K
|
6K
$637K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-655- 0.27% |
$74.6K - $83.4K
|
242K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-656- 2.94% |
$74.7K - $83.6K
|
21.7K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-660- 17.26% |
$75.2K - $84.1K
|
3.16K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-664- 10.19% |
$75.6K - $84.6K
|
5.85K
$621K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-675- 1.17% |
$76.9K - $86K
|
56.8K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-684- 12.74% |
$77.9K - $87.1K
|
4.68K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-697- 4.35% |
$79.4K - $88.8K
|
15.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-706- 16.9% |
$80.4K - $89.9K
|
3.47K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-708- 1.41% |
$80.7K - $90.2K
|
49.4K
$5.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-726- 16.18% |
$82.7K - $92.5K
|
3.76K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-727- 26.33% |
$82.8K - $92.6K
|
2.03K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-729- 11.2% |
$83K - $92.9K
|
5.78K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-739- 2.25% |
$84.2K - $94.1K
|
32.1K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-743- 17.93% |
$84.6K - $94.6K
|
3.4K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-744- 1.11% |
$84.8K - $94.8K
|
66.2K
$7.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-744- 5.88% |
$84.8K - $94.8K
|
11.9K
$1.26M
|