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 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
4.67K+ 3.65% |
$532K - $595K
|
133K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.62KNew |
$526K - $588K
|
4.62K
$512K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.54K+ 1.16% |
$517K - $578K
|
396K
$43.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.53KNew |
$517K - $578K
|
4.53K
$503K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
4.51KNew |
$514K - $575K
|
4.51K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.51K+ 3.83% |
$514K - $575K
|
122K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4.5K+ 12.33% |
$513K - $573K
|
41K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.47K+ 5.63% |
$510K - $570K
|
83.9K
$9.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.45KNew |
$507K - $567K
|
4.45K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.44KNew |
$505K - $565K
|
4.44K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.4K+ 95.14% |
$502K - $561K
|
9.03K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.39K+ 2.84% |
$500K - $559K
|
159K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.37K+ 91.86% |
$498K - $556K
|
9.12K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.37K+ 0.57% |
$497K - $556K
|
769K
$85.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.32KNew |
$492K - $550K
|
4.32K
$479K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.3K+ 0.48% |
$490K - $548K
|
909K
$101M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.29K+ 6.55% |
$488K - $546K
|
69.7K
$7.74M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
4.27KNew |
$487K - $544K
|
4.27K
$474K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.27K+ 2.14% |
$486K - $543K
|
203K
$22.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.25K+ 12.63% |
$484K - $541K
|
37.9K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.25K+ 243.52% |
$484K - $541K
|
5.99K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.18K+ 7.57% |
$476K - $533K
|
59.4K
$6.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.16K+ 9.29% |
$474K - $530K
|
49K
$5.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.14K+ 5.15% |
$472K - $528K
|
84.7K
$9.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.13K+ 17.04% |
$471K - $526K
|
28.4K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.09K+ 2.44% |
$466K - $521K
|
172K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.09K+ 26.12% |
$466K - $521K
|
19.7K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.08K+ 86.08% |
$464K - $519K
|
8.81K
$978K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.07K+ 2.98% |
$464K - $519K
|
141K
$15.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.07K+ 1.52% |
$464K - $518K
|
272K
$30.2M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.07KNew |
$463K - $518K
|
4.07K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.05KNew |
$461K - $516K
|
4.05K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
4.03K+ 33.43% |
$459K - $513K
|
16.1K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.01K+ 92.33% |
$457K - $511K
|
8.35K
$927K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01K+ 2.41% |
$457K - $511K
|
170K
$18.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4K+ 1.32% |
$456K - $510K
|
308K
$34.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.99K+ 3.41% |
$454K - $508K
|
121K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.99K+ 8.84% |
$454K - $508K
|
49.1K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.98K+ 1.96% |
$453K - $506K
|
206K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.96K+ 5.32% |
$451K - $504K
|
78.5K
$8.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.93K+ 38.01% |
$447K - $500K
|
14.3K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3.92K+ 2.95% |
$447K - $500K
|
137K
$15.2M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.92K+ 40.26% |
$447K - $499K
|
13.7K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.92KNew |
$446K - $499K
|
3.92K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 77.98% |
$445K - $498K
|
8.92K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.91K+ 4.76% |
$445K - $498K
|
85.9K
$9.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.88K+ 3.4% |
$442K - $494K
|
118K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.86KNew |
$440K - $492K
|
3.86K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.86K+ 7.4% |
$440K - $492K
|
56.1K
$6.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3.86KNew |
$440K - $492K
|
3.86K
$428K
|