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 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.7K- 54.63% |
$1.34M - $1.49M
|
9.75K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-12.2K- 23.43% |
$1.39M - $1.56M
|
40K
$4.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13K- 4.21% |
$1.48M - $1.66M
|
296K
$35.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-13.2K- 29.39% |
$1.51M - $1.69M
|
31.8K
$3.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14.1K- 24.17% |
$1.6M - $1.79M
|
44.1K
$5.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.2K- 14.19% |
$1.61M - $1.8M
|
85.6K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14.4K- 46.07% |
$1.64M - $1.83M
|
16.8K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-14.4K- 1.76% |
$1.64M - $1.83M
|
804K
$95.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15K- 14.18% |
$1.7M - $1.91M
|
90.6K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-15.1K- 2.95% |
$1.72M - $1.92M
|
496K
$58.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 5.17% |
$1.77M - $1.98M
|
285K
$33.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.5K- 28.3% |
$2.1M - $2.35M
|
46.8K
$5.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-19.8K- 9.98% |
$2.25M - $2.52M
|
178K
$21.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-20K- 9.6% |
$2.28M - $2.55M
|
188K
$22.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21K- 42.75% |
$2.39M - $2.67M
|
28.1K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-21.4K- 16.62% |
$2.44M - $2.72M
|
107K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 20.34% |
$2.44M - $2.73M
|
83.9K
$9.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-21.8K- 68.81% |
$2.48M - $2.78M
|
9.88K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-22.6K- 3.14% |
$2.58M - $2.88M
|
698K
$82.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-25.2K- 7.22% |
$2.87M - $3.21M
|
324K
$38.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.5K- 99.9% |
$2.9M - $3.25M
|
26
$3.08K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.7K- 44.1% |
$3.05M - $3.41M
|
33.9K
$4.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-27.2K- 89.26% |
$3.09M - $3.46M
|
3.27K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-27.8K- 14.44% |
$3.17M - $3.54M
|
165K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-32.7K- 48.27% |
$3.72M - $4.16M
|
35K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-35.2K- 4.3% |
$4.01M - $4.49M
|
785K
$93M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-38.3K- 4.55% |
$4.36M - $4.88M
|
804K
$95.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-38.6K- 68.03% |
$4.4M - $4.92M
|
18.2K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-41.6K- 42.66% |
$4.74M - $5.3M
|
56K
$6.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-45.3K- 5.35% |
$5.16M - $5.77M
|
801K
$94.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-50.8K- 46.4% |
$5.78M - $6.47M
|
58.6K
$6.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-55.7K- 5.03% |
$6.35M - $7.1M
|
1.05M
$125M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-57.7K- 37.58% |
$6.58M - $7.35M
|
95.9K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59K- 32.33% |
$6.72M - $7.52M
|
124K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-97.1K- 57.81% |
$11.1M - $12.4M
|
70.8K
$8.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-108K- 20.23% |
$12.3M - $13.7M
|
425K
$50.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-212K- 97.19% |
$24.1M - $26.9M
|
6.11K
$723K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.53M- 99.23% |
$175M - $195M
|
11.9K
$1.41M
|