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 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.7K+ 26.28% |
$1.34M - $1.49M
|
56.3K
$5.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
11.7K+ 22.57% |
$1.33M - $1.49M
|
63.6K
$6.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
11.7K+ 3.55% |
$1.33M - $1.49M
|
342K
$36.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11.7K+ 28.97% |
$1.33M - $1.49M
|
52.1K
$5.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
11.7K+ 8.12% |
$1.33M - $1.49M
|
156K
$16.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
11.6KNew |
$1.32M - $1.48M
|
11.6K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.6K+ 4.04% |
$1.32M - $1.48M
|
299K
$31.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
11.5K+ 16.78% |
$1.31M - $1.47M
|
80.3K
$8.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.5K+ 13.97% |
$1.31M - $1.46M
|
93.5K
$9.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.4K+ 49.41% |
$1.3M - $1.45M
|
34.5K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
11.3K+ 247.55% |
$1.28M - $1.44M
|
15.8K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 4.45% |
$1.28M - $1.43M
|
263K
$27.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
11.2K+ 32.42% |
$1.27M - $1.42M
|
45.6K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
11KNew |
$1.26M - $1.41M
|
11K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
11KNew |
$1.26M - $1.41M
|
11K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 0.75% |
$1.25M - $1.4M
|
1.47M
$156M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
11KNew |
$1.25M - $1.4M
|
11K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
11K+ 36.01% |
$1.25M - $1.4M
|
41.6K
$4.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.9K+ 2.97% |
$1.24M - $1.38M
|
377K
$40M
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
BUY
|
- |
10.7K+ 2.84% |
$1.22M - $1.36M
|
388K
$41.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.7KNew |
$1.22M - $1.36M
|
10.7K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.7K+ 15.33% |
$1.22M - $1.36M
|
80.3K
$8.52M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
10.6KNew |
$1.2M - $1.35M
|
10.6K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.5K+ 272.19% |
$1.2M - $1.34M
|
14.4K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 19.8% |
$1.19M - $1.33M
|
63.1K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
10.4K+ 4.07% |
$1.19M - $1.33M
|
266K
$28.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4KNew |
$1.19M - $1.33M
|
10.4K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
10.4K+ 2.17% |
$1.18M - $1.32M
|
488K
$51.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.3K+ 7.5% |
$1.18M - $1.32M
|
148K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.3K+ 8.55% |
$1.18M - $1.32M
|
131K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3K+ 8.76% |
$1.17M - $1.31M
|
128K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.3K+ 34.69% |
$1.17M - $1.31M
|
40K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
10.3KNew |
$1.17M - $1.31M
|
10.3K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.2K+ 8.29% |
$1.16M - $1.3M
|
133K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.1K+ 21.43% |
$1.15M - $1.29M
|
57.3K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10K+ 1.93% |
$1.14M - $1.28M
|
531K
$56.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$1.14M - $1.28M
|
10K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.98K+ 16.18% |
$1.14M - $1.27M
|
71.7K
$7.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
9.98KNew |
$1.14M - $1.27M
|
9.98K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.91KNew |
$1.13M - $1.26M
|
9.91K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
9.87K+ 36.22% |
$1.12M - $1.26M
|
37.1K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
9.84KNew |
$1.12M - $1.25M
|
9.84K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
9.8KNew |
$1.12M - $1.25M
|
9.8K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
9.8KNew |
$1.12M - $1.25M
|
9.8K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.64KNew |
$1.1M - $1.23M
|
9.64K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
9.56KNew |
$1.09M - $1.22M
|
9.56K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.55K+ 1.46% |
$1.09M - $1.22M
|
665K
$70.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
9.49KNew |
$1.08M - $1.21M
|
9.49K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.48KNew |
$1.08M - $1.21M
|
9.48K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
9.36KNew |
$1.07M - $1.19M
|
9.36K
$993K
|