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 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-12K- 11.75% |
$1.37M - $1.53M
|
90.2K
$9.58M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 1.08% |
$1.38M - $1.54M
|
1.11M
$118M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-12.2K- 23.43% |
$1.39M - $1.56M
|
40K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12.3K- 5.18% |
$1.41M - $1.57M
|
226K
$24M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.5K- 25.42% |
$1.42M - $1.59M
|
36.6K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13K- 4.21% |
$1.48M - $1.66M
|
296K
$31.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-13.2K- 29.39% |
$1.51M - $1.69M
|
31.8K
$3.37M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 22.29% |
$1.51M - $1.69M
|
46.2K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-13.2K- 60.94% |
$1.51M - $1.69M
|
8.49K
$901K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.2K- 18.9% |
$1.51M - $1.69M
|
56.8K
$6.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-13.8K- 69.71% |
$1.57M - $1.76M
|
6K
$637K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.9K- 0.73% |
$1.59M - $1.78M
|
1.89M
$200M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14.1K- 24.17% |
$1.6M - $1.79M
|
44.1K
$4.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.2K- 14.19% |
$1.61M - $1.8M
|
85.6K
$9.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14.4K- 46.07% |
$1.64M - $1.83M
|
16.8K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-14.4K- 1.76% |
$1.64M - $1.83M
|
804K
$85.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-14.4K- 31.75% |
$1.64M - $1.83M
|
31K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.7K- 21.88% |
$1.68M - $1.88M
|
52.6K
$5.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-14.8K- 1.87% |
$1.68M - $1.88M
|
775K
$82.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15K- 14.18% |
$1.7M - $1.91M
|
90.6K
$9.61M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-15.1K- 2.95% |
$1.72M - $1.92M
|
496K
$52.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 5.17% |
$1.77M - $1.98M
|
285K
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15.8K- 4.04% |
$1.8M - $2.01M
|
374K
$39.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.9K- 8.44% |
$1.82M - $2.03M
|
173K
$18.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-16.4K- 4.58% |
$1.86M - $2.08M
|
341K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-17.4K- 22.52% |
$1.98M - $2.21M
|
59.8K
$6.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-17.9K- 8.15% |
$2.04M - $2.28M
|
201K
$21.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.5K- 28.3% |
$2.1M - $2.35M
|
46.8K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-18.8K- 34.35% |
$2.14M - $2.39M
|
35.9K
$3.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.4K- 22.66% |
$2.21M - $2.47M
|
66.1K
$7.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.6K- 10.73% |
$2.23M - $2.49M
|
163K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.6K- 25.37% |
$2.23M - $2.5M
|
57.6K
$6.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-19.8K- 9.98% |
$2.25M - $2.52M
|
178K
$18.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-20K- 9.6% |
$2.28M - $2.55M
|
188K
$20M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21K- 42.75% |
$2.39M - $2.67M
|
28.1K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-21.4K- 16.62% |
$2.44M - $2.72M
|
107K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 20.34% |
$2.44M - $2.73M
|
83.9K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-21.8K- 68.81% |
$2.48M - $2.78M
|
9.88K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-22.2K- 5.78% |
$2.53M - $2.83M
|
362K
$38.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-22.6K- 3.14% |
$2.58M - $2.88M
|
698K
$74.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-22.7K- 79.69% |
$2.58M - $2.89M
|
5.78K
$613K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-22.9K- 47.61% |
$2.61M - $2.92M
|
25.2K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-23KClosed |
$2.62M - $2.93M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-23.7K- 92.31% |
$2.7M - $3.02M
|
1.97K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-25.1K- 12.06% |
$2.86M - $3.2M
|
183K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-25.2K- 7.22% |
$2.87M - $3.21M
|
324K
$34.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.5K- 99.9% |
$2.9M - $3.25M
|
26
$2.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-25.7K- 6.27% |
$2.93M - $3.28M
|
385K
$40.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.7K- 44.1% |
$3.05M - $3.41M
|
33.9K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-27.2K- 89.26% |
$3.09M - $3.46M
|
3.27K
$347K
|