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
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
25.1KNew |
$2.86M - $3.2M
|
25.1K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
25K+ 162.1% |
$2.85M - $3.18M
|
40.4K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
24.9KNew |
$2.83M - $3.17M
|
24.9K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.7K+ 74.77% |
$2.81M - $3.15M
|
57.7K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
24.3KNew |
$2.77M - $3.1M
|
24.3K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
24.3KNew |
$2.77M - $3.09M
|
24.3K
$2.34M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
24.2KNew |
$2.76M - $3.09M
|
24.2K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.1K+ 4.12% |
$2.75M - $3.07M
|
610K
$58.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23.8K+ 240.49% |
$2.71M - $3.03M
|
33.6K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
23.7KNew |
$2.7M - $3.02M
|
23.7K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.3K+ 15.49% |
$2.65M - $2.96M
|
173K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
23.2K+ 2.66% |
$2.64M - $2.95M
|
895K
$86.2M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
23.1KNew |
$2.63M - $2.95M
|
23.1K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
23.1K+ 4.24% |
$2.63M - $2.95M
|
569K
$54.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.9K+ 9.03% |
$2.61M - $2.92M
|
276K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
22.8KNew |
$2.6M - $2.91M
|
22.8K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.7KNew |
$2.58M - $2.89M
|
22.7K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.6K+ 7.5% |
$2.58M - $2.88M
|
324K
$31.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.6K+ 15.45% |
$2.57M - $2.87M
|
169K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.4K+ 40.52% |
$2.56M - $2.86M
|
77.8K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
22.3KNew |
$2.54M - $2.84M
|
22.3K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22.2K+ 1.17% |
$2.53M - $2.83M
|
1.93M
$186M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.7K+ 15.36% |
$2.47M - $2.76M
|
163K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
21.6KNew |
$2.47M - $2.76M
|
21.6K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
21.5K+ 766.08% |
$2.45M - $2.74M
|
24.3K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
21.3KNew |
$2.43M - $2.72M
|
21.3K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
21.2K+ 103.17% |
$2.41M - $2.7M
|
41.7K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.8K+ 105.0% |
$2.37M - $2.65M
|
40.5K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
20.7KNew |
$2.36M - $2.64M
|
20.7K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20.7K+ 6.23% |
$2.36M - $2.63M
|
353K
$34M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20.6K+ 2238.59% |
$2.35M - $2.62M
|
21.5K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20.5K+ 24.83% |
$2.34M - $2.61M
|
103K
$9.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
20.5KNew |
$2.33M - $2.61M
|
20.5K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
20.4KNew |
$2.33M - $2.6M
|
20.4K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20.4K+ 36.74% |
$2.32M - $2.6M
|
75.9K
$7.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
20.3K+ 85.8% |
$2.31M - $2.59M
|
44K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
20KNew |
$2.28M - $2.55M
|
20K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.9KNew |
$2.26M - $2.53M
|
19.9K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 24.97% |
$2.26M - $2.53M
|
99.2K
$9.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
19.6K+ 36.16% |
$2.23M - $2.5M
|
73.8K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19.6K+ 105.22% |
$2.23M - $2.49M
|
38.2K
$3.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
19.6K+ 57.59% |
$2.23M - $2.49M
|
53.5K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 7.96% |
$2.21M - $2.47M
|
263K
$25.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
19.3K+ 52.18% |
$2.2M - $2.46M
|
56.3K
$5.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$2.2M - $2.46M
|
19.3K
$1.86M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
19.2KNew |
$2.18M - $2.44M
|
19.2K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
19K+ 8.5% |
$2.17M - $2.42M
|
243K
$23.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
19KNew |
$2.16M - $2.42M
|
19K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
18.5KNew |
$2.11M - $2.36M
|
18.5K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 10.89% |
$2.11M - $2.36M
|
188K
$18.1M
|