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 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
132+ 3.67% |
$15K - $16.8K
|
3.73K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
132+ 5.8% |
$15K - $16.8K
|
2.41K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
130+ 1.33% |
$14.8K - $16.6K
|
9.9K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
130+ 2.47% |
$14.8K - $16.6K
|
5.39K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
122+ 5.24% |
$13.9K - $15.5K
|
2.45K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
120+ 25.37% |
$13.7K - $15.3K
|
593
$63.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
119+ 6.03% |
$13.6K - $15.2K
|
2.09K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
118+ 0.21% |
$13.4K - $15K
|
57.1K
$6.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
117+ 0.92% |
$13.3K - $14.9K
|
12.8K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
117+ 6.64% |
$13.3K - $14.9K
|
1.88K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
116+ 11600.0% |
$13.2K - $14.8K
|
117
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
115+ 0.51% |
$13.1K - $14.6K
|
22.7K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
113+ 1.11% |
$12.9K - $14.4K
|
10.3K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
113+ 1.08% |
$12.9K - $14.4K
|
10.6K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
113+ 5.46% |
$12.9K - $14.4K
|
2.18K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
111+ 1.19% |
$12.6K - $14.1K
|
9.44K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 1.34% |
$12.5K - $14K
|
8.34K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
110+ 16.87% |
$12.5K - $14K
|
762
$82.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
108+ 0.63% |
$12.3K - $13.8K
|
17.2K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
107+ 2.54% |
$12.2K - $13.6K
|
4.33K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
107+ 0.37% |
$12.2K - $13.6K
|
28.9K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
105+ 1.41% |
$12K - $13.4K
|
7.57K
$815K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
101+ 0.37% |
$11.5K - $12.9K
|
27.4K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
100+ 3.92% |
$11.4K - $12.7K
|
2.65K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
100+ 3.25% |
$11.4K - $12.7K
|
3.17K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
99+ 2.6% |
$11.3K - $12.6K
|
3.91K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
99+ 0.68% |
$11.3K - $12.6K
|
14.6K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
98+ 2.29% |
$11.2K - $12.5K
|
4.39K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
97+ 0.36% |
$11.1K - $12.4K
|
26.7K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
96+ 0.51% |
$10.9K - $12.2K
|
19.1K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
94+ 0.95% |
$10.7K - $12K
|
9.99K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
92+ 1.44% |
$10.5K - $11.7K
|
6.47K
$696K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
91+ 1.98% |
$10.4K - $11.6K
|
4.7K
$506K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
90+ 2.8% |
$10.3K - $11.5K
|
3.3K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
90+ 3.65% |
$10.3K - $11.5K
|
2.55K
$275K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
88+ 2.42% |
$10K - $11.2K
|
3.73K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
88+ 0.22% |
$10K - $11.2K
|
39.4K
$4.25M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
86+ 0.88% |
$9.8K - $11K
|
9.87K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
86New |
$9.8K - $11K
|
86
$9.26K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
85+ 1.35% |
$9.68K - $10.8K
|
6.39K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
84+ 4.69% |
$9.57K - $10.7K
|
1.88K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
84+ 3.8% |
$9.57K - $10.7K
|
2.3K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
82+ 1.9% |
$9.34K - $10.4K
|
4.4K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
80+ 4.02% |
$9.11K - $10.2K
|
2.07K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
80+ 1.26% |
$9.11K - $10.2K
|
6.43K
$693K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
79+ 0.82% |
$9K - $10.1K
|
9.68K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
77+ 0.78% |
$8.77K - $9.81K
|
9.95K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
75+ 1.52% |
$8.54K - $9.55K
|
5.02K
$541K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
75+ 0.37% |
$8.54K - $9.55K
|
20.4K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
74+ 3.06% |
$8.43K - $9.43K
|
2.49K
$269K
|