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 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
477KNew |
$54.4M - $60.8M
|
477K
$56.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
470K+ 80.47% |
$53.5M - $59.8M
|
1.05M
$125M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
320K+ 37.91% |
$36.5M - $40.8M
|
1.16M
$138M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
295K+ 59.16% |
$33.6M - $37.6M
|
794K
$94M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
286K+ 3863.1% |
$32.5M - $36.4M
|
293K
$34.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
239KNew |
$27.3M - $30.5M
|
239K
$28.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
223K+ 11.02% |
$25.4M - $28.4M
|
2.25M
$266M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
215K+ 8515.16% |
$24.5M - $27.4M
|
218K
$25.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
196KNew |
$22.3M - $24.9M
|
196K
$23.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
181KNew |
$20.6M - $23.1M
|
181K
$21.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
161K+ 20.06% |
$18.4M - $20.5M
|
964K
$114M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
161K+ 1383.62% |
$18.3M - $20.4M
|
172K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
156KNew |
$17.8M - $19.9M
|
156K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
150KNew |
$17.1M - $19.1M
|
150K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
148K+ 2.96% |
$16.8M - $18.8M
|
5.14M
$609M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
130K+ 15.68% |
$14.8M - $16.6M
|
959K
$114M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124KNew |
$14.2M - $15.8M
|
124K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
122KNew |
$13.9M - $15.6M
|
122K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
120K+ 5.84% |
$13.7M - $15.3M
|
2.18M
$258M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
109K+ 15441.95% |
$12.5M - $13.9M
|
110K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
107K+ 168.94% |
$12.2M - $13.6M
|
170K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
101K+ 246.33% |
$11.5M - $12.8M
|
142K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
83.9KNew |
$9.55M - $10.7M
|
83.9K
$9.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
80.3K+ 245.87% |
$9.15M - $10.2M
|
113K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
75.8KNew |
$8.63M - $9.65M
|
75.8K
$8.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
75.1KNew |
$8.56M - $9.57M
|
75.1K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
72.3K+ 10.61% |
$8.23M - $9.2M
|
753K
$89.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
69.6KNew |
$7.93M - $8.86M
|
69.6K
$8.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
68.7KNew |
$7.82M - $8.75M
|
68.7K
$8.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
68KNew |
$7.74M - $8.66M
|
68K
$8.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
67.8K+ 42.82% |
$7.73M - $8.64M
|
226K
$26.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
61.1KNew |
$6.96M - $7.78M
|
61.1K
$7.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
56.1K+ 154.32% |
$6.39M - $7.15M
|
92.5K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
51.5K+ 75.2% |
$5.86M - $6.56M
|
120K
$14.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.4K+ 3.96% |
$5.4M - $6.04M
|
1.24M
$147M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
46.8KNew |
$5.33M - $5.96M
|
46.8K
$5.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
45.2K+ 93.24% |
$5.14M - $5.75M
|
93.6K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44.8K+ 17.24% |
$5.1M - $5.7M
|
304K
$36.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
40.1K+ 111.48% |
$4.57M - $5.1M
|
76K
$9M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
38.3K+ 50.41% |
$4.36M - $4.88M
|
114K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37.7K+ 1.8% |
$4.3M - $4.81M
|
2.13M
$252M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
35.2KNew |
$4.01M - $4.48M
|
35.2K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
34.7KNew |
$3.96M - $4.42M
|
34.7K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.5K+ 8.84% |
$3.93M - $4.4M
|
425K
$50.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
34.3K+ 500.98% |
$3.9M - $4.37M
|
41.1K
$4.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34.2K+ 23.77% |
$3.9M - $4.36M
|
178K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
33.4KNew |
$3.81M - $4.26M
|
33.4K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
33K+ 68.14% |
$3.75M - $4.2M
|
81.3K
$9.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
32.7KNew |
$3.72M - $4.16M
|
32.7K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
32.5K+ 192.96% |
$3.7M - $4.13M
|
49.3K
$5.84M
|