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 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.77K+ 202.66% |
$999K - $1.12M
|
13.1K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.74K+ 1.13% |
$996K - $1.11M
|
785K
$93M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
8.68KNew |
$989K - $1.11M
|
8.68K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
8.66K+ 12.0% |
$986K - $1.1M
|
80.8K
$9.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
8.58KNew |
$977K - $1.09M
|
8.58K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.56K+ 4.35% |
$975K - $1.09M
|
205K
$24.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.42K+ 206.76% |
$959K - $1.07M
|
12.5K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8.14K+ 3.54% |
$927K - $1.04M
|
238K
$28.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8K+ 43.06% |
$911K - $1.02M
|
26.6K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8K+ 6.58% |
$911K - $1.02M
|
130K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.99K+ 21.15% |
$910K - $1.02M
|
45.8K
$5.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.9K+ 12.04% |
$900K - $1.01M
|
73.5K
$8.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.65KNew |
$871K - $974K
|
7.65K
$906K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.49K+ 9.22% |
$853K - $954K
|
88.8K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.39K+ 51.04% |
$842K - $941K
|
21.9K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.35K+ 7.44% |
$837K - $936K
|
106K
$12.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.33K+ 20.0% |
$834K - $933K
|
43.9K
$5.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.21K+ 16.91% |
$821K - $918K
|
49.8K
$5.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.18KNew |
$818K - $915K
|
7.18K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.03K+ 41.13% |
$801K - $895K
|
24.1K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
6.92K+ 6.61% |
$789K - $882K
|
112K
$13.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.92K+ 15.56% |
$789K - $882K
|
51.4K
$6.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
6.83K+ 1.96% |
$778K - $869K
|
356K
$42.1M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.79KNew |
$773K - $865K
|
6.79K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
6.73K+ 64.15% |
$767K - $857K
|
17.2K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.7KNew |
$763K - $853K
|
6.7K
$794K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.6KNew |
$752K - $841K
|
6.6K
$782K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.51KNew |
$741K - $829K
|
6.51K
$771K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.46K+ 4.07% |
$736K - $822K
|
165K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.37K+ 1.94% |
$726K - $811K
|
334K
$39.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.36K+ 266.43% |
$724K - $810K
|
8.74K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.26K+ 2.42% |
$713K - $797K
|
264K
$31.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.25K+ 2.78% |
$711K - $795K
|
231K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.21KNew |
$707K - $790K
|
6.21K
$735K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.2K+ 17.2% |
$706K - $789K
|
42.2K
$5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.19K+ 4.04% |
$705K - $788K
|
159K
$18.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.17K+ 5.55% |
$703K - $786K
|
117K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6K+ 3.13% |
$683K - $764K
|
198K
$23.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.96K+ 1.95% |
$679K - $759K
|
311K
$36.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.85K+ 24.3% |
$667K - $746K
|
29.9K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.64K+ 3.38% |
$642K - $718K
|
172K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.63KNew |
$642K - $718K
|
5.63K
$667K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
5.6KNew |
$638K - $713K
|
5.6K
$663K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
5.52K+ 177.66% |
$629K - $703K
|
8.63K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
5.48K+ 3.06% |
$624K - $697K
|
184K
$21.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
5.46K+ 15.04% |
$622K - $695K
|
41.7K
$4.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.4K+ 1.02% |
$616K - $688K
|
537K
$63.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
5.38KNew |
$613K - $685K
|
5.38K
$637K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.25K+ 5.99% |
$598K - $668K
|
92.8K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.23KNew |
$596K - $666K
|
5.23K
$619K
|