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 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.56K- 5.18% |
$405K - $453K
|
65.1K
$6.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.58K- 3.1% |
$407K - $456K
|
112K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.6K- 11.67% |
$410K - $459K
|
27.3K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-3.62K- 5.25% |
$413K - $461K
|
65.4K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.71K- 18.79% |
$423K - $473K
|
16K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.75K- 5.61% |
$427K - $478K
|
63.1K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.79K- 5.1% |
$432K - $483K
|
70.6K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.79K- 0.33% |
$432K - $483K
|
1.16M
$123M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.85K- 21.17% |
$438K - $490K
|
14.3K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.91K- 16.37% |
$446K - $498K
|
20K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.97K- 7.33% |
$452K - $505K
|
50.2K
$5.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-3.99K- 6.23% |
$455K - $509K
|
60.2K
$6.38M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.11K- 25.38% |
$468K - $523K
|
12.1K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-4.11K- 1.24% |
$469K - $524K
|
327K
$34.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.18K- 11.84% |
$476K - $533K
|
31.1K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.25K- 64.25% |
$484K - $541K
|
2.36K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 4.17% |
$485K - $542K
|
97.7K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.36K- 24.37% |
$497K - $556K
|
13.5K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.38K- 5.02% |
$499K - $558K
|
82.7K
$8.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.55K- 4.7% |
$519K - $580K
|
92.3K
$9.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-4.56K- 31.92% |
$520K - $581K
|
9.73K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-4.62K- 9.15% |
$527K - $589K
|
45.9K
$4.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.66K- 4.7% |
$531K - $593K
|
94.4K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.68K- 0.63% |
$533K - $597K
|
737K
$78.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.7K- 48.24% |
$535K - $598K
|
5.04K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-4.75K- 2.23% |
$541K - $605K
|
208K
$22.1M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.8K- 13.95% |
$547K - $612K
|
29.6K
$3.15M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.8K- 13.95% |
$547K - $612K
|
29.6K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.83K- 50.49% |
$551K - $616K
|
4.74K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.94K- 3.22% |
$562K - $629K
|
148K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.97K- 33.76% |
$566K - $633K
|
9.75K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.05K- 2.49% |
$575K - $643K
|
198K
$21M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-5.24K- 44.65% |
$597K - $667K
|
6.5K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.24K- 15.01% |
$597K - $668K
|
29.7K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.26K- 4.69% |
$599K - $670K
|
107K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.27K- 56.31% |
$600K - $671K
|
4.09K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5.28K- 26.83% |
$601K - $672K
|
14.4K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.42K- 0.6% |
$618K - $691K
|
900K
$95.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.45K- 34.65% |
$621K - $694K
|
10.3K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-5.6K- 3.66% |
$637K - $713K
|
147K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.67K- 2.86% |
$646K - $722K
|
192K
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.72K- 1.35% |
$652K - $729K
|
418K
$44.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.77K- 0.74% |
$657K - $734K
|
771K
$81.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5.91K- 5.55% |
$673K - $753K
|
101K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.1K- 63.84% |
$695K - $777K
|
3.46K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-6.13K- 11.21% |
$698K - $781K
|
48.5K
$5.15M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.19K- 29.94% |
$705K - $788K
|
14.5K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.29K- 48.2% |
$717K - $802K
|
6.76K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.32K- 0.7% |
$720K - $805K
|
896K
$95.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.33K- 46.76% |
$721K - $806K
|
7.2K
$765K
|