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 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.58K+ 18.05% |
$180K - $201K
|
10.3K
$1.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.58K+ 2.26% |
$179K - $201K
|
71.3K
$7.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.58K+ 11.4% |
$179K - $201K
|
15.4K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.57K+ 1.32% |
$179K - $200K
|
121K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
1.56K+ 4.41% |
$177K - $198K
|
36.8K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.55K+ 18.07% |
$177K - $198K
|
10.2K
$1.02M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 37.7% |
$177K - $198K
|
5.68K
$568K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 7.82% |
$177K - $198K
|
21.4K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.55K+ 5.27% |
$176K - $197K
|
30.9K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.54K+ 5.19% |
$176K - $196K
|
31.2K
$3.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
1.53K+ 2.2% |
$175K - $195K
|
71.1K
$7.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.53K+ 0.76% |
$174K - $195K
|
203K
$20.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.51K+ 9.95% |
$172K - $192K
|
16.6K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.49K+ 2.54% |
$170K - $190K
|
60.4K
$6.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.49K+ 0.85% |
$170K - $190K
|
177K
$17.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.48K+ 27.3% |
$169K - $189K
|
6.92K
$693K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.48K+ 9.41% |
$169K - $189K
|
17.2K
$1.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 2.87% |
$169K - $189K
|
53.2K
$5.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.47K+ 35.86% |
$168K - $188K
|
5.59K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.47KNew |
$168K - $188K
|
1.47K
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.47K+ 4.77% |
$168K - $188K
|
32.3K
$3.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.52% |
$167K - $187K
|
59.9K
$6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 2.28% |
$167K - $186K
|
65.8K
$6.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.45K+ 2.65% |
$166K - $185K
|
56.3K
$5.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.43K+ 6.03% |
$163K - $182K
|
25.1K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.4K+ 0.99% |
$160K - $179K
|
144K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.4KNew |
$160K - $179K
|
1.4K
$140K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.4K+ 6.45% |
$159K - $178K
|
23.1K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.4K+ 5.17% |
$159K - $178K
|
28.4K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.39K+ 1.82% |
$158K - $177K
|
77.9K
$7.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.39KNew |
$158K - $177K
|
1.39K
$139K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.38K+ 8.98% |
$157K - $175K
|
16.7K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.36K+ 2.21% |
$155K - $174K
|
63K
$6.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
1.36K+ 1.51% |
$155K - $173K
|
91.5K
$9.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.35K+ 21.78% |
$153K - $172K
|
7.53K
$754K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.34KNew |
$153K - $171K
|
1.34K
$135K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.33K+ 0.78% |
$152K - $170K
|
172K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.32K+ 1.66% |
$150K - $168K
|
80.4K
$8.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 15.37% |
$148K - $165K
|
9.73K
$975K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.29K+ 4.88% |
$147K - $165K
|
27.8K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.29K+ 0.59% |
$147K - $164K
|
221K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.29K+ 6.66% |
$147K - $164K
|
20.7K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.29K+ 42.96% |
$146K - $164K
|
4.28K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.27K+ 1.63% |
$145K - $162K
|
79.5K
$7.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.27K+ 22.14% |
$145K - $162K
|
7K
$701K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.26K+ 7.36% |
$144K - $160K
|
18.4K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.26K+ 1.01% |
$144K - $160K
|
125K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.26K+ 172.05% |
$143K - $160K
|
1.99K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.26K+ 1.09% |
$143K - $160K
|
117K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.25K+ 12.15% |
$142K - $159K
|
11.5K
$1.15M
|