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 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-2.23K- 55.68% |
$254K - $284K
|
1.77K
$188K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.25K- 0.38% |
$257K - $287K
|
595K
$63.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.28K- 46.35% |
$260K - $290K
|
2.64K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-2.32K- 2.25% |
$264K - $295K
|
101K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.32K- 1.03% |
$264K - $296K
|
224K
$23.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.33K- 5.73% |
$265K - $296K
|
38.3K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.34K- 1.52% |
$266K - $298K
|
151K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.4K- 2.98% |
$273K - $305K
|
78.1K
$8.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.41K- 2.04% |
$274K - $306K
|
116K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.41K- 66.52% |
$275K - $307K
|
1.22K
$129K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 0.85% |
$277K - $310K
|
283K
$30M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2.45K- 50.09% |
$279K - $312K
|
2.44K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.49K- 1.97% |
$283K - $317K
|
124K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.52K- 12.83% |
$288K - $322K
|
17.2K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.6K- 19.67% |
$296K - $331K
|
10.6K
$1.13M
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-2.61K- 7.52% |
$297K - $332K
|
32.1K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.61K- 4.08% |
$298K - $333K
|
61.4K
$6.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.64K- 5.2% |
$301K - $336K
|
48.1K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.64K- 1.97% |
$301K - $336K
|
131K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.66K- 3.73% |
$303K - $339K
|
68.6K
$7.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.69K- 1.79% |
$307K - $343K
|
148K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.69K- 3.03% |
$307K - $343K
|
86.2K
$9.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 3.03% |
$311K - $347K
|
87.3K
$9.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.74K- 2.69% |
$312K - $349K
|
99.1K
$10.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-2.76K- 1.71% |
$315K - $352K
|
159K
$16.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.77K- 1.98% |
$315K - $352K
|
137K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.77K- 11.28% |
$315K - $352K
|
21.7K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.77K- 5.17% |
$316K - $353K
|
50.8K
$5.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-2.82K- 50.2% |
$321K - $359K
|
2.8K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.85K- 2.06% |
$325K - $363K
|
136K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 2.93% |
$326K - $364K
|
94.6K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-2.87K- 0.5% |
$327K - $365K
|
570K
$60.5M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.87K- 8.71% |
$327K - $366K
|
30.1K
$3.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.91K- 1.15% |
$332K - $371K
|
251K
$26.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.94K- 8.58% |
$335K - $375K
|
31.4K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.97K- 1.99% |
$338K - $378K
|
146K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-2.97K- 10.79% |
$339K - $379K
|
24.6K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.99K- 1.57% |
$341K - $381K
|
187K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-3.14K- 4.25% |
$357K - $399K
|
70.7K
$7.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-3.22K- 6.74% |
$367K - $410K
|
44.6K
$4.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.25K- 9.22% |
$370K - $414K
|
32K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.25K- 2.95% |
$370K - $414K
|
107K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 13.56% |
$370K - $414K
|
20.7K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.33K- 4.71% |
$379K - $424K
|
67.4K
$7.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-3.34K- 9.64% |
$381K - $426K
|
31.3K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.39K- 5.56% |
$386K - $431K
|
57.5K
$6.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.41K- 5.41% |
$389K - $435K
|
59.7K
$6.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.42K- 6.9% |
$389K - $436K
|
46.1K
$4.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.43K- 29.08% |
$391K - $437K
|
8.36K
$887K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.5K- 14.65% |
$399K - $446K
|
20.4K
$2.16M
|