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 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.01K+ 29.4% |
$1.03M - $1.15M
|
39.6K
$3.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.95K+ 43.34% |
$1.02M - $1.14M
|
29.6K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
8.88KNew |
$1.01M - $1.13M
|
8.88K
$855K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.86K+ 375.75% |
$1.01M - $1.13M
|
11.2K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.85KNew |
$1.01M - $1.13M
|
8.85K
$853K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.77K+ 202.66% |
$999K - $1.12M
|
13.1K
$1.26M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.75KNew |
$997K - $1.11M
|
8.75K
$843K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.74K+ 1.13% |
$996K - $1.11M
|
785K
$75.6M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
8.7K+ 21.18% |
$991K - $1.11M
|
49.8K
$4.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
8.68KNew |
$989K - $1.11M
|
8.68K
$836K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
8.66K+ 12.0% |
$986K - $1.1M
|
80.8K
$7.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
8.58KNew |
$977K - $1.09M
|
8.58K
$826K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.56K+ 4.35% |
$975K - $1.09M
|
205K
$19.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.5K+ 11.07% |
$968K - $1.08M
|
85.2K
$8.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.42K+ 206.76% |
$959K - $1.07M
|
12.5K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
8.41KNew |
$958K - $1.07M
|
8.41K
$809K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.36K+ 1.97% |
$952K - $1.06M
|
433K
$41.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.33K+ 13.11% |
$948K - $1.06M
|
71.8K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8.19K+ 1218.3% |
$933K - $1.04M
|
8.86K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8.14K+ 3.54% |
$927K - $1.04M
|
238K
$23M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8K+ 43.06% |
$911K - $1.02M
|
26.6K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8K+ 6.58% |
$911K - $1.02M
|
130K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.99K+ 21.15% |
$910K - $1.02M
|
45.8K
$4.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.9K+ 12.04% |
$900K - $1.01M
|
73.5K
$7.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
7.83KNew |
$892K - $998K
|
7.83K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
7.83KNew |
$892K - $997K
|
7.83K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7.75K+ 1.78% |
$883K - $987K
|
443K
$42.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.68K+ 5.84% |
$875K - $979K
|
139K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.68K+ 6.67% |
$875K - $978K
|
123K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.65KNew |
$871K - $974K
|
7.65K
$737K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
7.64KNew |
$870K - $973K
|
7.64K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.63K+ 9.08% |
$869K - $972K
|
91.7K
$8.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.56K+ 96.76% |
$861K - $963K
|
15.4K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.49K+ 9.22% |
$853K - $954K
|
88.8K
$8.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.4K+ 6.9% |
$842K - $942K
|
115K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7.39K+ 51.04% |
$842K - $941K
|
21.9K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.35K+ 7.44% |
$837K - $936K
|
106K
$10.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.33K+ 20.0% |
$834K - $933K
|
43.9K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.28K+ 8.67% |
$829K - $927K
|
91.2K
$8.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.21K+ 16.91% |
$821K - $918K
|
49.8K
$4.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.18KNew |
$818K - $915K
|
7.18K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
7.08K+ 0.62% |
$806K - $901K
|
1.14M
$110M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
7.07KNew |
$805K - $900K
|
7.07K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.06K+ 245.22% |
$804K - $899K
|
9.94K
$957K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.03K+ 41.13% |
$801K - $895K
|
24.1K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.02K+ 94.98% |
$799K - $894K
|
14.4K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
6.92K+ 6.61% |
$789K - $882K
|
112K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.92K+ 15.56% |
$789K - $882K
|
51.4K
$4.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.92K+ 4.72% |
$788K - $881K
|
153K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.88K+ 1.06% |
$784K - $876K
|
654K
$62.9M
|