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
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
223+ 0.28% |
$25.4K - $28.4K
|
80.2K
$9.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
222+ 0.37% |
$25.3K - $28.3K
|
60.9K
$7.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
222New |
$25.3K - $28.3K
|
222
$26.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
217+ 3.14% |
$24.7K - $27.6K
|
7.13K
$844K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
216+ 9.11% |
$24.6K - $27.5K
|
2.59K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
213+ 3.63% |
$24.3K - $27.1K
|
6.07K
$719K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
213+ 0.7% |
$24.3K - $27.1K
|
30.8K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
212+ 10.24% |
$24.2K - $27K
|
2.28K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
206+ 3.95% |
$23.5K - $26.2K
|
5.42K
$642K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
205+ 0.96% |
$23.4K - $26.1K
|
21.6K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
204+ 5.76% |
$23.2K - $26K
|
3.74K
$443K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
202+ 0.78% |
$23K - $25.7K
|
26.1K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
195+ 1.72% |
$22.2K - $24.8K
|
11.5K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
195+ 2.38% |
$22.2K - $24.8K
|
8.4K
$995K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
193+ 1.77% |
$22K - $24.6K
|
11.1K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
192+ 1.09% |
$21.9K - $24.5K
|
17.9K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
190+ 6.16% |
$21.6K - $24.2K
|
3.27K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
185+ 5.81% |
$21.1K - $23.6K
|
3.37K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
180+ 3.46% |
$20.5K - $22.9K
|
5.38K
$637K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
175+ 1.93% |
$19.9K - $22.3K
|
9.26K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
174+ 3.39% |
$19.8K - $22.2K
|
5.31K
$628K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
167+ 0.86% |
$19K - $21.3K
|
19.7K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
163+ 7.65% |
$18.6K - $20.8K
|
2.29K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
163New |
$18.6K - $20.8K
|
163
$19.3K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
160+ 2.4% |
$18.2K - $20.4K
|
6.82K
$808K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
157+ 5.35% |
$17.9K - $20K
|
3.09K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
151+ 2.99% |
$17.2K - $19.2K
|
5.2K
$616K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
151+ 0.13% |
$17.2K - $19.2K
|
114K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.67% |
$17.1K - $19.1K
|
22.7K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
148+ 1.74% |
$16.9K - $18.9K
|
8.66K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
144+ 5.66% |
$16.4K - $18.3K
|
2.69K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
143+ 0.55% |
$16.3K - $18.2K
|
26K
$3.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
139+ 0.21% |
$15.8K - $17.7K
|
66.8K
$7.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
139+ 0.64% |
$15.8K - $17.7K
|
22K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
138New |
$15.7K - $17.6K
|
138
$16.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
135New |
$15.4K - $17.2K
|
135
$16K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
135+ 2.44% |
$15.4K - $17.2K
|
5.66K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
134+ 5.31% |
$15.3K - $17.1K
|
2.66K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
132+ 0.98% |
$15K - $16.8K
|
13.6K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
119+ 6.03% |
$13.6K - $15.2K
|
2.09K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
118+ 0.21% |
$13.4K - $15K
|
57.1K
$6.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
117+ 0.92% |
$13.3K - $14.9K
|
12.8K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
113+ 1.11% |
$12.9K - $14.4K
|
10.3K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
101+ 0.37% |
$11.5K - $12.9K
|
27.4K
$3.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
99+ 0.68% |
$11.3K - $12.6K
|
14.6K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
97+ 0.36% |
$11.1K - $12.4K
|
26.7K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
94+ 0.95% |
$10.7K - $12K
|
9.99K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
92+ 1.44% |
$10.5K - $11.7K
|
6.47K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
90+ 2.8% |
$10.3K - $11.5K
|
3.3K
$391K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
88+ 2.42% |
$10K - $11.2K
|
3.73K
$441K
|