Purchases and Sales Made in Q4 2024 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 11, 2025 Q4 2024
Washington Trust Bank

BUY
 -
99
+ 2.6%
$11.3K - $12.6K
3.91K $392K
Feb 03, 2025 Q4 2024
Lane & Associates LLC

Moorestown, NJ
BUY
 -
99
+ 0.68%
$11.3K - $12.6K
14.6K $1.46M
Feb 11, 2025 Q4 2024
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
98
+ 2.29%
$11.2K - $12.5K
4.39K $439K
Jan 22, 2025 Q4 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
97
+ 0.36%
$11.1K - $12.4K
26.7K $2.68M
Feb 11, 2025 Q4 2024
Plancorp, LLC

BUY
 -
96
+ 0.51%
$10.9K - $12.2K
19.1K $1.91M
Jan 17, 2025 Q4 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
94
+ 0.95%
$10.7K - $12K
9.99K $1M
Jan 28, 2025 Q4 2024
Thompson Investment Management, Inc.

BUY
 -
92
+ 1.44%
$10.5K - $11.7K
6.47K $647K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
91
+ 1.98%
$10.4K - $11.6K
4.7K $470K
Jan 16, 2025 Q4 2024
Clear Harbor Asset Management, LLC

BUY
 -
90
+ 2.8%
$10.3K - $11.5K
3.3K $331K
Feb 14, 2025 Q4 2024
Financial Advisors Network, Inc.

BUY
 -
90
+ 3.65%
$10.3K - $11.5K
2.55K $256K
Jan 17, 2025 Q4 2024
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
88
+ 0.22%
$10K - $11.2K
39.4K $3.95M
Jan 06, 2025 Q4 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
86
+ 0.88%
$9.8K - $11K
9.87K $988K
Feb 07, 2025 Q4 2024
Chilton Capital Management LLC

Houston, TX
BUY
 -
86
New
$9.8K - $11K
86 $8.61K
Jan 24, 2025 Q4 2024
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
85
+ 1.35%
$9.68K - $10.8K
6.39K $640K
Jan 29, 2025 Q4 2024
Bogart Wealth, LLC

BUY
 -
84
+ 4.69%
$9.57K - $10.7K
1.88K $188K
Feb 10, 2025 Q4 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
84
+ 3.8%
$9.57K - $10.7K
2.3K $230K
Jan 17, 2025 Q4 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
82
+ 1.9%
$9.34K - $10.4K
4.4K $440K
Feb 03, 2025 Q4 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
80
+ 4.02%
$9.11K - $10.2K
2.07K $207K
Feb 13, 2025 Q4 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
80
+ 1.26%
$9.11K - $10.2K
6.43K $644K
Feb 05, 2025 Q4 2024
Motco

BUY
 -
79
+ 0.82%
$9K - $10.1K
9.68K $969K
Feb 13, 2025 Q4 2024
First Foundation Advisors

Irvine, CA
BUY
 -
77
+ 0.78%
$8.77K - $9.81K
9.95K $996K
Jan 10, 2025 Q4 2024
Heartwood Wealth Advisors LLC

BUY
 -
75
+ 1.52%
$8.54K - $9.55K
5.02K $503K
Feb 03, 2025 Q4 2024
Cowa, LLC

Tulsa, OK
BUY
 -
75
+ 0.37%
$8.54K - $9.55K
20.4K $2.04M
Feb 04, 2025 Q4 2024
Bcgm Wealth Management, LLC

BUY
 -
74
+ 3.06%
$8.43K - $9.43K
2.49K $250K
Feb 05, 2025 Q4 2024
Duncker Streett & CO Inc

BUY
 -
74
+ 1.92%
$8.43K - $9.43K
3.92K $393K
Feb 11, 2025 Q4 2024
Umpqua Bank

Lake Oswego, OR
BUY
 -
74
+ 0.63%
$8.43K - $9.43K
11.8K $1.18M
Feb 14, 2025 Q4 2024
Greenline Partners, LLC

New York, NY
BUY
 -
74
New
$8.43K - $9.43K
74 $7.41K
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
73
+ 3.55%
$8.32K - $9.3K
2.13K $213K
Jan 06, 2025 Q4 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
72
+ 0.07%
$8.2K - $9.17K
106K $10.7M
Feb 14, 2025 Q4 2024
Novak & Powell Financial Services, Inc.

St. Petersburg, FL
BUY
 -
70
+ 0.33%
$7.97K - $8.92K
21.4K $2.14M
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
69
New
$7.86K - $8.79K
69 $6.91K
Jan 29, 2025 Q4 2024
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
69
+ 7.93%
$7.86K - $8.79K
939 $94K
Jan 30, 2025 Q4 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
68
+ 1.19%
$7.75K - $8.66K
5.76K $577K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
66
+ 0.26%
$7.52K - $8.41K
25.6K $2.56M
Feb 13, 2025 Q4 2024
Concorde Asset Management, LLC

BUY
 -
66
+ 3.76%
$7.52K - $8.41K
1.82K $183K
Jan 15, 2025 Q4 2024
Greenhouse Wealth Management, LLC

BUY
 -
65
+ 0.88%
$7.4K - $8.28K
7.49K $750K
Jan 24, 2025 Q4 2024
Hfg Advisors, Inc.

BUY
 -
65
+ 1.09%
$7.4K - $8.28K
6.02K $602K
Jan 31, 2025 Q4 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
65
+ 1.39%
$7.4K - $8.28K
4.76K $476K
Feb 14, 2025 Q4 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
65
+ 0.9%
$7.4K - $8.28K
7.29K $730K
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
64
+ 0.21%
$7.29K - $8.15K
31.2K $3.12M
Feb 03, 2025 Q4 2024
Forte Capital LLC

BUY
 -
63
+ 1.98%
$7.18K - $8.02K
3.24K $324K
Jan 21, 2025 Q4 2024
Moody Lynn & Lieberson, LLC

BUY
 -
62
+ 1.0%
$7.06K - $7.9K
6.24K $625K
Jan 21, 2025 Q4 2024
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
62
+ 0.58%
$7.06K - $7.9K
10.8K $1.08M
Feb 03, 2025 Q4 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
61
+ 1.11%
$6.95K - $7.77K
5.58K $559K
Feb 11, 2025 Q4 2024
Heritage Wealth Advisors

BUY
 -
58
+ 38.67%
$6.61K - $7.39K
208 $20.8K
Feb 12, 2025 Q4 2024
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
57
+ 0.14%
$6.49K - $7.26K
40.4K $4.04M
Jan 23, 2025 Q4 2024
Hartford Financial Management Inc.

BUY
 -
55
+ 1.58%
$6.27K - $7.01K
3.53K $354K
Jan 30, 2025 Q4 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
55
+ 0.89%
$6.27K - $7.01K
6.24K $625K
Jan 16, 2025 Q4 2024
Lockerman Financial Group, Inc.

BUY
 -
54
+ 0.27%
$6.15K - $6.88K
20.1K $2.01M

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