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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.74K- 2.69% |
$312K - $349K
|
99.1K
$11.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-2.76K- 1.71% |
$315K - $352K
|
159K
$18.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.77K- 1.98% |
$315K - $352K
|
137K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.77K- 5.17% |
$316K - $353K
|
50.8K
$6.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-2.82K- 50.2% |
$321K - $359K
|
2.8K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.85K- 2.06% |
$325K - $363K
|
136K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 2.93% |
$326K - $364K
|
94.6K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.87K- 8.71% |
$327K - $366K
|
30.1K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.94K- 8.58% |
$335K - $375K
|
31.4K
$3.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-3.22K- 6.74% |
$367K - $410K
|
44.6K
$5.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.25K- 2.95% |
$370K - $414K
|
107K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.33K- 4.71% |
$379K - $424K
|
67.4K
$7.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.39K- 5.56% |
$386K - $431K
|
57.5K
$6.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.41K- 5.41% |
$389K - $435K
|
59.7K
$7.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.43K- 29.08% |
$391K - $437K
|
8.36K
$990K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.58K- 3.1% |
$407K - $456K
|
112K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-3.62K- 5.25% |
$413K - $461K
|
65.4K
$7.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.71K- 18.79% |
$423K - $473K
|
16K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.75K- 5.61% |
$427K - $478K
|
63.1K
$7.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.85K- 21.17% |
$438K - $490K
|
14.3K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-4.11K- 1.24% |
$469K - $524K
|
327K
$38.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.36K- 24.37% |
$497K - $556K
|
13.5K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.38K- 5.02% |
$499K - $558K
|
82.7K
$9.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-4.56K- 31.92% |
$520K - $581K
|
9.73K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-4.75K- 2.23% |
$541K - $605K
|
208K
$24.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.83K- 50.49% |
$551K - $616K
|
4.74K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.94K- 3.22% |
$562K - $629K
|
148K
$17.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.97K- 33.76% |
$566K - $633K
|
9.75K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5.28K- 26.83% |
$601K - $672K
|
14.4K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.42K- 0.6% |
$618K - $691K
|
900K
$107M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-6.13K- 11.21% |
$698K - $781K
|
48.5K
$5.75M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.19K- 29.94% |
$705K - $788K
|
14.5K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.75K- 8.23% |
$769K - $859K
|
75.2K
$8.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.77K- 18.34% |
$771K - $863K
|
30.2K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.88K- 5.91% |
$784K - $877K
|
109K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-7K- 56.54% |
$798K - $892K
|
5.38K
$637K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.12K- 1.96% |
$811K - $907K
|
357K
$42.3M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.14K- 5.86% |
$814K - $910K
|
115K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-7.19K- 6.89% |
$819K - $916K
|
97.2K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-7.34K- 4.36% |
$836K - $935K
|
161K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.67K- 35.33% |
$874K - $977K
|
14K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8K- 6.87% |
$911K - $1.02M
|
109K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.23K- 7.52% |
$938K - $1.05M
|
101K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-9K- 3.1% |
$1.02M - $1.15M
|
281K
$33.3M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.32K- 14.2% |
$1.06M - $1.19M
|
56.3K
$6.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-9.94K- 5.98% |
$1.13M - $1.27M
|
156K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10.1K- 9.12% |
$1.15M - $1.28M
|
100K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10.2K- 27.27% |
$1.16M - $1.3M
|
27.1K
$3.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-10.7K- 26.27% |
$1.22M - $1.37M
|
30.1K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-10.8K- 16.01% |
$1.23M - $1.37M
|
56.5K
$6.69M
|