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 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-39- 0.79% |
$4.44K - $4.97K
|
4.91K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-39- 0.79% |
$4.44K - $4.97K
|
4.93K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-41- 0.73% |
$4.67K - $5.22K
|
5.58K
$661K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-43- 1.92% |
$4.9K - $5.48K
|
2.2K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-44- 44.44% |
$5.01K - $5.6K
|
55
$6.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-44- 1.74% |
$5.01K - $5.6K
|
2.49K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-47- 0.54% |
$5.35K - $5.99K
|
8.68K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-48- 0.96% |
$5.47K - $6.11K
|
4.96K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-48- 0.83% |
$5.47K - $6.11K
|
5.72K
$678K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 0.22% |
$5.7K - $6.37K
|
22.3K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-51- 0.51% |
$5.81K - $6.5K
|
9.9K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-52- 15.38% |
$5.92K - $6.62K
|
286
$33.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-52- 2.21% |
$5.92K - $6.62K
|
2.3K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-52- 1.78% |
$5.92K - $6.62K
|
2.87K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-54- 2.34% |
$6.15K - $6.88K
|
2.25K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-55- 1.02% |
$6.27K - $7.01K
|
5.35K
$633K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-56- 0.88% |
$6.38K - $7.13K
|
6.3K
$746K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-56- 10.14% |
$6.38K - $7.13K
|
496
$58.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-58- 2.37% |
$6.61K - $7.39K
|
2.39K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-59- 1.28% |
$6.72K - $7.52K
|
4.57K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-59- 0.58% |
$6.72K - $7.52K
|
10.1K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-60- 5.91% |
$6.84K - $7.64K
|
956
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-63- 2.93% |
$7.18K - $8.02K
|
2.09K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-64- 1.12% |
$7.29K - $8.15K
|
5.67K
$672K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-64- 0.05% |
$7.29K - $8.15K
|
132K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-66- 0.26% |
$7.52K - $8.41K
|
25K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-66- 1.22% |
$7.52K - $8.41K
|
5.33K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-68- 0.9% |
$7.75K - $8.66K
|
7.51K
$890K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-69- 0.37% |
$7.86K - $8.79K
|
18.8K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-70- 1.68% |
$7.97K - $8.92K
|
4.11K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-71- 5.46% |
$8.09K - $9.04K
|
1.23K
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-71- 2.37% |
$8.09K - $9.04K
|
2.93K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.51% |
$8.2K - $9.17K
|
14K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-72- 1.14% |
$8.2K - $9.17K
|
6.22K
$736K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-73- 2.6% |
$8.32K - $9.3K
|
2.73K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-74- 3.41% |
$8.43K - $9.43K
|
2.1K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-75- 0.92% |
$8.54K - $9.55K
|
8.04K
$952K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-75- 42.13% |
$8.54K - $9.55K
|
103
$12.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-76- 0.63% |
$8.66K - $9.68K
|
12.1K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-77- 1.35% |
$8.77K - $9.81K
|
5.61K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-78- 1.63% |
$8.89K - $9.94K
|
4.7K
$557K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-78- 1.91% |
$8.89K - $9.94K
|
4.01K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-79- 3.35% |
$9K - $10.1K
|
2.28K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-82- 0.52% |
$9.34K - $10.4K
|
15.6K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-84- 1.93% |
$9.57K - $10.7K
|
4.28K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-86- 0.87% |
$9.8K - $11K
|
9.78K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-88- 2.5% |
$10K - $11.2K
|
3.43K
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-90- 2.05% |
$10.3K - $11.5K
|
4.3K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-91- 2.58% |
$10.4K - $11.6K
|
3.44K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-94- 0.23% |
$10.7K - $12K
|
41.5K
$4.91M
|