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
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.45K- 2.51% |
$166K - $185K
|
56.4K
$5.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.47K- 0.99% |
$168K - $188K
|
148K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.49K- 19.62% |
$169K - $189K
|
6.09K
$646K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.5K- 10.2% |
$171K - $191K
|
13.2K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.51K- 6.79% |
$172K - $192K
|
20.7K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.51K- 1.1% |
$172K - $193K
|
136K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.53K- 3.51% |
$174K - $195K
|
42K
$4.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.53K- 31.34% |
$175K - $195K
|
3.36K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.53K- 3.42% |
$175K - $195K
|
43.2K
$4.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.55K- 4.02% |
$176K - $197K
|
37K
$3.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.55K- 19.63% |
$177K - $198K
|
6.36K
$675K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.59K- 2.78% |
$181K - $203K
|
55.7K
$5.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.6K- 24.05% |
$182K - $204K
|
5.05K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.61K- 2.45% |
$183K - $205K
|
63.9K
$6.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.62K- 13.1% |
$184K - $206K
|
10.7K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.62K- 6.52% |
$185K - $206K
|
23.2K
$2.47M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.64K- 2.06% |
$186K - $208K
|
77.8K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.65K- 15.49% |
$188K - $210K
|
9K
$955K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.65K- 13.19% |
$188K - $210K
|
10.9K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.67K- 0.9% |
$191K - $213K
|
183K
$19.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.7K- 17.67% |
$194K - $216K
|
7.91K
$840K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.7K- 2.01% |
$194K - $217K
|
82.8K
$8.79M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.71K- 7.38% |
$195K - $218K
|
21.5K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-1.72K- 8.03% |
$196K - $219K
|
19.7K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.75K- 1.17% |
$200K - $223K
|
148K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.76K- 0.49% |
$201K - $224K
|
355K
$37.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.78K- 7.78% |
$202K - $226K
|
21.1K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.79K- 2.9% |
$203K - $227K
|
59.7K
$6.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.79K- 14.62% |
$204K - $228K
|
10.5K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.8K- 27.33% |
$205K - $229K
|
4.78K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.8K- 5.41% |
$205K - $229K
|
31.5K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 23.67% |
$208K - $232K
|
5.88K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.87K- 2.66% |
$213K - $238K
|
68.4K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.9K- 0.56% |
$217K - $243K
|
336K
$35.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.94K- 1.78% |
$221K - $247K
|
107K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-1.94K- 0.92% |
$221K - $248K
|
210K
$22.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 11.48% |
$235K - $263K
|
15.9K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.06K- 1.52% |
$235K - $263K
|
134K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 3.93% |
$237K - $265K
|
50.8K
$5.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.1K- 1.67% |
$239K - $267K
|
124K
$13.1M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.11K- 52.41% |
$240K - $268K
|
1.91K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.11K- 6.37% |
$241K - $269K
|
31.1K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.14K- 2.25% |
$244K - $273K
|
93K
$9.87M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.16K- 50.85% |
$246K - $275K
|
2.09K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.16K- 4.7% |
$246K - $275K
|
43.8K
$4.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2.17K- 5.39% |
$247K - $276K
|
38K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.19K- 4.68% |
$249K - $279K
|
44.6K
$4.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.19K- 12.88% |
$250K - $279K
|
14.8K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.2K- 12.28% |
$251K - $280K
|
15.7K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.21K- 2.06% |
$251K - $281K
|
105K
$11.1M
|