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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 7.82% |
$177K - $198K
|
21.4K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.55K+ 5.27% |
$176K - $197K
|
30.9K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.54K+ 5.19% |
$176K - $196K
|
31.2K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
1.53K+ 2.2% |
$175K - $195K
|
71.1K
$8.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.53K+ 0.76% |
$174K - $195K
|
203K
$24M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.51K+ 9.95% |
$172K - $192K
|
16.6K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.49K+ 0.85% |
$170K - $190K
|
177K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.48K+ 27.3% |
$169K - $189K
|
6.92K
$819K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.48K+ 9.41% |
$169K - $189K
|
17.2K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.47KNew |
$168K - $188K
|
1.47K
$174K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 2.28% |
$167K - $186K
|
65.8K
$7.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.45K+ 2.65% |
$166K - $185K
|
56.3K
$6.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.43K+ 6.03% |
$163K - $182K
|
25.1K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.4K+ 0.99% |
$160K - $179K
|
144K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.4K+ 6.45% |
$159K - $178K
|
23.1K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.39K+ 1.82% |
$158K - $177K
|
77.9K
$9.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.39KNew |
$158K - $177K
|
1.39K
$165K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.35K+ 21.78% |
$153K - $172K
|
7.53K
$892K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 15.37% |
$148K - $165K
|
9.73K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.29K+ 4.88% |
$147K - $165K
|
27.8K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.29K+ 42.96% |
$146K - $164K
|
4.28K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.27K+ 1.63% |
$145K - $162K
|
79.5K
$9.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.26K+ 1.09% |
$143K - $160K
|
117K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.25K+ 12.15% |
$142K - $159K
|
11.5K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.23K+ 0.65% |
$140K - $156K
|
189K
$22.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.03% |
$136K - $152K
|
117K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.19K+ 2.62% |
$136K - $152K
|
46.7K
$5.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.19K+ 6.28% |
$135K - $151K
|
20.1K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.17K+ 1.88% |
$133K - $149K
|
63.1K
$7.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.16K+ 168.21% |
$133K - $148K
|
1.86K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.13K+ 2.45% |
$129K - $144K
|
47.4K
$5.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 6.76% |
$128K - $143K
|
17.8K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.12K+ 49.23% |
$127K - $142K
|
3.38K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.1K+ 114.91% |
$126K - $140K
|
2.06K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.08K+ 6.13% |
$123K - $137K
|
18.7K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.07K+ 0.75% |
$121K - $136K
|
143K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.05K+ 0.62% |
$120K - $134K
|
169K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.05K+ 1.47% |
$119K - $133K
|
72.3K
$8.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.04K+ 13.35% |
$118K - $132K
|
8.83K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.03K+ 1.81% |
$118K - $131K
|
57.9K
$6.86M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.03K+ 2.03% |
$117K - $131K
|
51.8K
$6.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.03K+ 9.34% |
$117K - $131K
|
12K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.01K+ 10.28% |
$116K - $129K
|
10.9K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.01K+ 0.36% |
$115K - $129K
|
280K
$33.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.01K+ 21.72% |
$115K - $128K
|
5.64K
$668K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
996+ 0.6% |
$113K - $127K
|
166K
$19.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
973+ 1.5% |
$111K - $124K
|
66K
$7.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
967New |
$110K - $123K
|
967
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
954+ 9.01% |
$109K - $122K
|
11.5K
$1.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
947+ 8.03% |
$108K - $121K
|
12.7K
$1.51M
|