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 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
19.6K+ 57.59% |
$2.23M - $2.49M
|
53.5K
$5.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 7.96% |
$2.21M - $2.47M
|
263K
$27.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
19.3K+ 52.18% |
$2.2M - $2.46M
|
56.3K
$5.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$2.2M - $2.46M
|
19.3K
$2.05M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
19.2KNew |
$2.18M - $2.44M
|
19.2K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
19K+ 8.5% |
$2.17M - $2.42M
|
243K
$25.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
19KNew |
$2.16M - $2.42M
|
19K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
18.5KNew |
$2.11M - $2.36M
|
18.5K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 10.89% |
$2.11M - $2.36M
|
188K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.4K+ 165.86% |
$2.09M - $2.34M
|
29.5K
$3.13M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
18.4KNew |
$2.09M - $2.34M
|
18.4K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
18.3K+ 7.08% |
$2.09M - $2.34M
|
277K
$29.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
18.3K+ 8.99% |
$2.08M - $2.33M
|
222K
$23.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
18.2KNew |
$2.07M - $2.31M
|
18.2K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
18.1K+ 17.04% |
$2.06M - $2.31M
|
124K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18KNew |
$2.06M - $2.3M
|
18K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
17.9K+ 11.6% |
$2.04M - $2.28M
|
173K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
17.7K+ 2.7% |
$2.02M - $2.26M
|
675K
$71.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
17.7K+ 219.17% |
$2.02M - $2.26M
|
25.8K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17.4K+ 1.77% |
$1.98M - $2.22M
|
1M
$106M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.4K+ 5.58% |
$1.98M - $2.22M
|
329K
$34.9M
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
17.4KNew |
$1.98M - $2.21M
|
17.4K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
17.4K+ 366.27% |
$1.98M - $2.21M
|
22.1K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.3K+ 57.23% |
$1.97M - $2.2M
|
47.5K
$5.04M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.3KNew |
$1.97M - $2.2M
|
17.3K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
17.2KNew |
$1.96M - $2.19M
|
17.2K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
17.1K+ 6.58% |
$1.95M - $2.18M
|
278K
$29.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17.1K+ 3.88% |
$1.94M - $2.17M
|
457K
$48.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.1K+ 5.11% |
$1.94M - $2.17M
|
351K
$37.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
17K+ 8.3% |
$1.94M - $2.17M
|
222K
$23.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
17KNew |
$1.93M - $2.16M
|
17K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
16.9K+ 15.42% |
$1.93M - $2.16M
|
127K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
16.9KNew |
$1.93M - $2.16M
|
16.9K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
16.7K+ 34.63% |
$1.9M - $2.13M
|
64.9K
$6.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.6K+ 5.96% |
$1.89M - $2.12M
|
296K
$31.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
16.5KNew |
$1.88M - $2.1M
|
16.5K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.5K+ 39.78% |
$1.88M - $2.1M
|
58K
$6.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
16.4K+ 3.3% |
$1.87M - $2.09M
|
514K
$54.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
16.4K+ 134.22% |
$1.87M - $2.09M
|
28.7K
$3.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.4K+ 5.39% |
$1.87M - $2.09M
|
321K
$34.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
16.4K+ 4.45% |
$1.86M - $2.08M
|
384K
$40.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
16.3K+ 143.76% |
$1.85M - $2.07M
|
27.6K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.3K+ 3.4% |
$1.85M - $2.07M
|
495K
$52.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
16.1K+ 61.66% |
$1.84M - $2.06M
|
42.3K
$4.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
15.9KNew |
$1.82M - $2.03M
|
15.9K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
15.8K+ 10057.32% |
$1.8M - $2.01M
|
15.9K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
15.7K+ 4.72% |
$1.79M - $2.01M
|
349K
$37M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15.7K+ 6.63% |
$1.78M - $2M
|
252K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
15.7K+ 94.37% |
$1.78M - $1.99M
|
32.2K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15.6K+ 5.86% |
$1.77M - $1.98M
|
281K
$29.8M
|