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
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.3K+ 129.03% |
$1.06M - $1.19M
|
16.5K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.28K+ 3.12% |
$1.06M - $1.18M
|
307K
$32.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
9.25KNew |
$1.05M - $1.18M
|
9.25K
$982K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.24KNew |
$1.05M - $1.18M
|
9.24K
$980K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.22K+ 1.92% |
$1.05M - $1.17M
|
490K
$52M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.2KNew |
$1.05M - $1.17M
|
9.2K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
9.19K+ 19.59% |
$1.05M - $1.17M
|
56.1K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.16K+ 19.81% |
$1.04M - $1.17M
|
55.4K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.14KNew |
$1.04M - $1.16M
|
9.14K
$970K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.12K+ 4.51% |
$1.04M - $1.16M
|
211K
$22.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.08K+ 9.81% |
$1.03M - $1.16M
|
102K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.01K+ 29.4% |
$1.03M - $1.15M
|
39.6K
$4.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.95K+ 43.34% |
$1.02M - $1.14M
|
29.6K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
8.88KNew |
$1.01M - $1.13M
|
8.88K
$942K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.86K+ 375.75% |
$1.01M - $1.13M
|
11.2K
$1.19M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8.86K+ 57.49% |
$1.01M - $1.13M
|
24.3K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.85KNew |
$1.01M - $1.13M
|
8.85K
$940K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.77K+ 202.66% |
$999K - $1.12M
|
13.1K
$1.39M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.75KNew |
$997K - $1.11M
|
8.75K
$929K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.74K+ 1.13% |
$996K - $1.11M
|
785K
$83.3M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
8.7K+ 21.18% |
$991K - $1.11M
|
49.8K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
8.68KNew |
$989K - $1.11M
|
8.68K
$921K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
8.66K+ 12.0% |
$986K - $1.1M
|
80.8K
$8.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
8.58KNew |
$977K - $1.09M
|
8.58K
$911K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.56K+ 4.35% |
$975K - $1.09M
|
205K
$21.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.5K+ 11.07% |
$968K - $1.08M
|
85.2K
$9.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.42K+ 206.76% |
$959K - $1.07M
|
12.5K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
8.41KNew |
$958K - $1.07M
|
8.41K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.36K+ 1.97% |
$952K - $1.06M
|
433K
$45.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.33K+ 13.11% |
$948K - $1.06M
|
71.8K
$7.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8.19K+ 1218.3% |
$933K - $1.04M
|
8.86K
$940K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8.14K+ 3.54% |
$927K - $1.04M
|
238K
$25.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8K+ 43.06% |
$911K - $1.02M
|
26.6K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8K+ 6.58% |
$911K - $1.02M
|
130K
$13.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.99K+ 21.15% |
$910K - $1.02M
|
45.8K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.9K+ 12.04% |
$900K - $1.01M
|
73.5K
$7.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
7.83KNew |
$892K - $998K
|
7.83K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
7.83KNew |
$892K - $997K
|
7.83K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7.75K+ 1.78% |
$883K - $987K
|
443K
$47M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.68K+ 5.84% |
$875K - $979K
|
139K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.68K+ 6.67% |
$875K - $978K
|
123K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.65KNew |
$871K - $974K
|
7.65K
$812K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
7.64KNew |
$870K - $973K
|
7.64K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.63K+ 9.08% |
$869K - $972K
|
91.7K
$9.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.56K+ 96.76% |
$861K - $963K
|
15.4K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.49K+ 9.22% |
$853K - $954K
|
88.8K
$9.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.4K+ 6.9% |
$842K - $942K
|
115K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.39K+ 51.04% |
$842K - $941K
|
21.9K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.35K+ 7.44% |
$837K - $936K
|
106K
$11.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.33K+ 20.0% |
$834K - $933K
|
43.9K
$4.66M
|