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 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-6.37K- 3.15% |
$725K - $811K
|
196K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.39K- 0.08% |
$728K - $814K
|
8.14M
$864M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.55K- 4.38% |
$746K - $834K
|
143K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.57K- 2.62% |
$748K - $837K
|
244K
$25.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.75K- 8.23% |
$769K - $859K
|
75.2K
$7.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.77K- 18.34% |
$771K - $863K
|
30.2K
$3.2M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.85K- 22.11% |
$780K - $872K
|
24.1K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.88K- 5.91% |
$784K - $877K
|
109K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-7K- 56.54% |
$798K - $892K
|
5.38K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.02K- 11.47% |
$799K - $894K
|
54.2K
$5.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.12K- 1.96% |
$811K - $907K
|
357K
$37.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.14K- 5.86% |
$814K - $910K
|
115K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-7.19K- 6.89% |
$819K - $916K
|
97.2K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.2K- 1.55% |
$820K - $917K
|
457K
$48.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-7.34K- 4.36% |
$836K - $935K
|
161K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7.36K- 12.72% |
$839K - $938K
|
50.5K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.45K- 14.1% |
$849K - $949K
|
45.4K
$4.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.5K- 32.11% |
$855K - $956K
|
15.9K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.61K- 37.39% |
$867K - $970K
|
12.7K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.67K- 35.33% |
$874K - $977K
|
14K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.74K- 7.74% |
$881K - $985K
|
92.1K
$9.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.93K- 9.24% |
$904K - $1.01M
|
77.9K
$8.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.99K- 1.52% |
$910K - $1.02M
|
517K
$54.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8K- 6.87% |
$911K - $1.02M
|
109K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8.21K- 42.33% |
$935K - $1.05M
|
11.2K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.23K- 7.52% |
$938K - $1.05M
|
101K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.39K- 59.66% |
$956K - $1.07M
|
5.68K
$602K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-8.55K- 21.09% |
$974K - $1.09M
|
32K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.6K- 36.54% |
$979K - $1.09M
|
14.9K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-8.77K- 1.76% |
$999K - $1.12M
|
491K
$52.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.88K- 71.67% |
$1.01M - $1.13M
|
3.51K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-9K- 3.1% |
$1.02M - $1.15M
|
281K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-9.05K- 31.51% |
$1.03M - $1.15M
|
19.7K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.25K- 0.18% |
$1.05M - $1.18M
|
5.15M
$547M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.32K- 14.2% |
$1.06M - $1.19M
|
56.3K
$5.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.35K- 6.87% |
$1.07M - $1.19M
|
127K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-9.5K- 4.66% |
$1.08M - $1.21M
|
194K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-9.86K- 5.53% |
$1.12M - $1.26M
|
168K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-9.94K- 5.98% |
$1.13M - $1.27M
|
156K
$16.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10.1K- 9.12% |
$1.15M - $1.28M
|
100K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10.2K- 27.27% |
$1.16M - $1.3M
|
27.1K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.4K- 10.5% |
$1.18M - $1.32M
|
88.4K
$9.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-10.7K- 26.27% |
$1.22M - $1.37M
|
30.1K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-10.8K- 16.01% |
$1.23M - $1.37M
|
56.5K
$6M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.8K- 11.05% |
$1.23M - $1.38M
|
87K
$9.23M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-10.8K- 58.01% |
$1.23M - $1.38M
|
7.84K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.1K- 3.07% |
$1.26M - $1.41M
|
350K
$37.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.7K- 54.63% |
$1.34M - $1.49M
|
9.75K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 15.37% |
$1.34M - $1.5M
|
64.9K
$6.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11.8K- 7.36% |
$1.35M - $1.51M
|
149K
$15.8M
|