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 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
39.2KNew |
$4.47M - $5M
|
39.2K
$3.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
38.3K+ 50.41% |
$4.36M - $4.88M
|
114K
$11M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
38.1K+ 306.33% |
$4.34M - $4.85M
|
50.5K
$4.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37.7K+ 1.8% |
$4.3M - $4.81M
|
2.13M
$205M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37.1K+ 41.01% |
$4.23M - $4.72M
|
128K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
36.3K+ 2.63% |
$4.13M - $4.62M
|
1.41M
$136M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
35.2KNew |
$4.01M - $4.48M
|
35.2K
$3.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
35.2KNew |
$4.01M - $4.48M
|
35.2K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
34.7KNew |
$3.96M - $4.42M
|
34.7K
$3.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
34.7KNew |
$3.95M - $4.41M
|
34.7K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
34.6KNew |
$3.94M - $4.41M
|
34.6K
$3.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.5K+ 8.84% |
$3.93M - $4.4M
|
425K
$40.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
34.5KNew |
$3.93M - $4.4M
|
34.5K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
34.3K+ 500.98% |
$3.9M - $4.37M
|
41.1K
$3.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34.2K+ 23.77% |
$3.9M - $4.36M
|
178K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
34.1KNew |
$3.88M - $4.34M
|
34.1K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
33.7KNew |
$3.84M - $4.29M
|
33.7K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33.6K+ 2.34% |
$3.82M - $4.28M
|
1.47M
$141M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
33.5KNew |
$3.82M - $4.27M
|
33.5K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
33.4KNew |
$3.81M - $4.26M
|
33.4K
$3.22M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
33.3KNew |
$3.79M - $4.24M
|
33.3K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
33K+ 68.14% |
$3.75M - $4.2M
|
81.3K
$7.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
32.7KNew |
$3.72M - $4.16M
|
32.7K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
32.5K+ 192.96% |
$3.7M - $4.13M
|
49.3K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
32.3KNew |
$3.68M - $4.12M
|
32.3K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32.3K+ 85.16% |
$3.68M - $4.11M
|
70.2K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 101.21% |
$3.66M - $4.09M
|
63.9K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
32K+ 1343.08% |
$3.65M - $4.08M
|
34.4K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
32KNew |
$3.65M - $4.08M
|
32K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
31.9K+ 41.49% |
$3.64M - $4.07M
|
109K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
31.8K+ 35.07% |
$3.62M - $4.05M
|
122K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.8K+ 21.46% |
$3.62M - $4.05M
|
180K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.6K+ 10.69% |
$3.6M - $4.03M
|
327K
$31.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
31K+ 24.01% |
$3.53M - $3.95M
|
160K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
30.2KNew |
$3.44M - $3.84M
|
30.2K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
29.8K+ 3.14% |
$3.39M - $3.8M
|
978K
$94.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
27.8K+ 6.7% |
$3.16M - $3.54M
|
442K
$42.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
27.7K+ 12.53% |
$3.16M - $3.53M
|
249K
$24M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
27.7K+ 7.81% |
$3.15M - $3.52M
|
382K
$36.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.6K+ 13.03% |
$3.14M - $3.51M
|
239K
$23M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.2K+ 198.25% |
$3.1M - $3.47M
|
41K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
27.2K+ 397.21% |
$3.1M - $3.47M
|
34.1K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
27.1KNew |
$3.08M - $3.45M
|
27.1K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
27KNew |
$3.08M - $3.44M
|
27K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
27KNew |
$3.08M - $3.44M
|
27K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
26.7K+ 113.81% |
$3.04M - $3.4M
|
50.2K
$4.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26.6KNew |
$3.03M - $3.38M
|
26.6K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.7K+ 0.35% |
$2.92M - $3.27M
|
7.32M
$705M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25.6KNew |
$2.92M - $3.26M
|
25.6K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
25.6K+ 0.73% |
$2.91M - $3.26M
|
3.53M
$340M
|