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 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
295+ 9.45% |
$33.6K - $37.6K
|
3.42K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
295New |
$33.6K - $37.6K
|
295
$32.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
291+ 6.75% |
$33.2K - $37.1K
|
4.6K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
290+ 14.71% |
$33K - $36.9K
|
2.26K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
289+ 0.62% |
$32.9K - $36.8K
|
46.6K
$5.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
288+ 9.78% |
$32.8K - $36.7K
|
3.23K
$358K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
284+ 0.52% |
$32.4K - $36.2K
|
54.7K
$6.07M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
283+ 1.82% |
$32.2K - $36K
|
15.8K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
281+ 12.92% |
$32K - $35.8K
|
2.46K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
279+ 8.93% |
$31.8K - $35.5K
|
3.4K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
278+ 14.98% |
$31.7K - $35.4K
|
2.13K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
277New |
$31.6K - $35.3K
|
277
$30.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
275+ 11.25% |
$31.3K - $35K
|
2.72K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
274+ 12.25% |
$31.2K - $34.9K
|
2.51K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
272+ 2.75% |
$31K - $34.6K
|
10.2K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
271+ 1.03% |
$30.9K - $34.5K
|
26.5K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
270New |
$30.8K - $34.4K
|
270
$29.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
270+ 10.4% |
$30.8K - $34.4K
|
2.87K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
270+ 5.85% |
$30.8K - $34.4K
|
4.89K
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
268+ 3.13% |
$30.5K - $34.1K
|
8.82K
$978K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
265+ 7.56% |
$30.2K - $33.8K
|
3.77K
$418K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
262+ 6.04% |
$29.8K - $33.4K
|
4.6K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
260New |
$29.6K - $33.1K
|
260
$28.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
259+ 0.8% |
$29.5K - $33K
|
32.7K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
259+ 1.32% |
$29.5K - $33K
|
19.8K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
255+ 0.17% |
$29K - $32.5K
|
149K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
253+ 1.08% |
$28.8K - $32.2K
|
23.7K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
252+ 6.32% |
$28.7K - $32.1K
|
4.24K
$470K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
251+ 3.78% |
$28.6K - $32K
|
6.89K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
250+ 3.35% |
$28.5K - $31.8K
|
7.72K
$856K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
248+ 3.97% |
$28.3K - $31.6K
|
6.49K
$719K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
247New |
$28.1K - $31.5K
|
247
$27.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
246+ 2.3% |
$28K - $31.3K
|
11K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
246+ 5.72% |
$28K - $31.3K
|
4.55K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245+ 7.3% |
$27.9K - $31.2K
|
3.6K
$399K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
244+ 0.78% |
$27.8K - $31.1K
|
31.5K
$3.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
231+ 1.53% |
$26.3K - $29.4K
|
15.3K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
230+ 8.87% |
$26.2K - $29.3K
|
2.82K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
230+ 0.56% |
$26.2K - $29.3K
|
41.5K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
228+ 2.98% |
$26K - $29K
|
7.89K
$875K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
227+ 15.4% |
$25.9K - $28.9K
|
1.7K
$189K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
227+ 10.23% |
$25.9K - $28.9K
|
2.45K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
226+ 4.38% |
$25.7K - $28.8K
|
5.39K
$597K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
223+ 0.28% |
$25.4K - $28.4K
|
80.2K
$8.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
222+ 0.37% |
$25.3K - $28.3K
|
60.9K
$6.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
222New |
$25.3K - $28.3K
|
222
$24.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
217+ 3.14% |
$24.7K - $27.6K
|
7.13K
$790K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
216+ 9.11% |
$24.6K - $27.5K
|
2.59K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
216+ 0.26% |
$24.6K - $27.5K
|
82.7K
$9.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
213+ 3.63% |
$24.3K - $27.1K
|
6.07K
$674K
|