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 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-749- 4.07% |
$85.3K - $95.4K
|
17.7K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-749- 26.38% |
$85.3K - $95.4K
|
2.09K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-760- 2.93% |
$86.6K - $96.8K
|
25.2K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-765- 1.78% |
$87.1K - $97.4K
|
42.2K
$4.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-766- 2.44% |
$87.3K - $97.6K
|
30.6K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-767- 45.71% |
$87.4K - $97.7K
|
911
$96.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-769- 0.53% |
$87.6K - $98K
|
146K
$15.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-769- 2.93% |
$87.6K - $98K
|
25.5K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-770- 1.78% |
$87.7K - $98.1K
|
42.5K
$4.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-772- 3.77% |
$87.9K - $98.3K
|
19.7K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-781- 1.54% |
$89K - $99.5K
|
49.9K
$5.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-784- 30.6% |
$89.3K - $99.9K
|
1.78K
$189K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-795- 2.53% |
$90.6K - $101K
|
30.6K
$3.25M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-795- 2.3% |
$90.6K - $101K
|
33.7K
$3.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-796- 3.38% |
$90.7K - $101K
|
22.7K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-799- 9.16% |
$91K - $102K
|
7.92K
$841K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-807- 2.48% |
$91.9K - $103K
|
31.8K
$3.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-810- 0.3% |
$92.3K - $103K
|
270K
$28.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-811- 25.09% |
$92.4K - $103K
|
2.42K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-840- 5.41% |
$95.7K - $107K
|
14.7K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-862- 18.8% |
$98.2K - $110K
|
3.72K
$395K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-869- 21.69% |
$99K - $111K
|
3.14K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-874- 0.83% |
$99.6K - $111K
|
105K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-879- 1.47% |
$100K - $112K
|
59.1K
$6.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-885- 7.48% |
$101K - $113K
|
10.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-897- 9.79% |
$102K - $114K
|
8.26K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-900- 10.69% |
$103K - $115K
|
7.52K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-900- 16.62% |
$103K - $115K
|
4.52K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-908- 17.74% |
$103K - $116K
|
4.21K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-910- 3.09% |
$104K - $116K
|
28.5K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-912- 3.12% |
$104K - $116K
|
28.3K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-912- 1.22% |
$104K - $116K
|
73.8K
$7.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-917- 3.72% |
$104K - $117K
|
23.7K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-924- 0.55% |
$105K - $118K
|
168K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-940- 0.97% |
$107K - $120K
|
95.6K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-944- 9.46% |
$108K - $120K
|
9.04K
$959K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-948- 3.61% |
$108K - $121K
|
25.3K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-963- 7.71% |
$110K - $123K
|
11.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-986- 1.79% |
$112K - $126K
|
54.2K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1K- 11.16% |
$114K - $128K
|
7.98K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.01K- 1.55% |
$114K - $128K
|
64K
$6.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.01K- 3.28% |
$115K - $128K
|
29.8K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.01K- 2.82% |
$115K - $129K
|
34.8K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.01K- 5.56% |
$115K - $129K
|
17.1K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.02K- 4.13% |
$116K - $129K
|
23.6K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.02K- 2.7% |
$116K - $130K
|
36.7K
$3.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.02K- 15.02% |
$116K - $130K
|
5.78K
$614K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.02K- 0.97% |
$117K - $130K
|
104K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.03K- 5.62% |
$117K - $131K
|
17.3K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.03K- 0.83% |
$117K - $131K
|
123K
$13M
|