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 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.33K- 0.49% |
$152K - $170K
|
268K
$31.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.34K- 6.21% |
$153K - $171K
|
20.3K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.35K- 6.57% |
$154K - $172K
|
19.2K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.39K- 6.68% |
$158K - $177K
|
19.4K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 4.64% |
$158K - $177K
|
28.5K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.4K- 1.73% |
$159K - $178K
|
79.5K
$9.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.41K- 1.78% |
$160K - $179K
|
77.7K
$9.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.41K- 1.48% |
$161K - $180K
|
94.1K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.42K- 5.6% |
$162K - $181K
|
24K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.43K- 0.79% |
$163K - $182K
|
180K
$21.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.47K- 0.99% |
$168K - $188K
|
148K
$17.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.49K- 19.62% |
$169K - $189K
|
6.09K
$714K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.5K- 10.2% |
$171K - $191K
|
13.2K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.51K- 6.79% |
$172K - $192K
|
20.7K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.51K- 1.1% |
$172K - $193K
|
136K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.53K- 3.51% |
$174K - $195K
|
42K
$4.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.53K- 31.34% |
$175K - $195K
|
3.36K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.53K- 3.42% |
$175K - $195K
|
43.2K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.55K- 4.02% |
$176K - $197K
|
37K
$4.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.55K- 19.63% |
$177K - $198K
|
6.36K
$745K
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.59K- 2.78% |
$181K - $203K
|
55.7K
$6.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.6K- 24.05% |
$182K - $204K
|
5.05K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.61K- 2.45% |
$183K - $205K
|
63.9K
$7.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.62K- 13.1% |
$184K - $206K
|
10.7K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.62K- 6.52% |
$185K - $206K
|
23.2K
$2.72M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.64K- 2.06% |
$186K - $208K
|
77.8K
$9.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.7K- 17.67% |
$194K - $216K
|
7.91K
$927K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.7K- 2.01% |
$194K - $217K
|
82.8K
$9.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.76K- 0.49% |
$201K - $224K
|
355K
$41.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.78K- 7.78% |
$202K - $226K
|
21.1K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.79K- 14.62% |
$204K - $228K
|
10.5K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.8K- 5.41% |
$205K - $229K
|
31.5K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 23.67% |
$208K - $232K
|
5.88K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.87K- 2.66% |
$213K - $238K
|
68.4K
$8.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.94K- 1.78% |
$221K - $247K
|
107K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 11.48% |
$235K - $263K
|
15.9K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 3.93% |
$237K - $265K
|
50.8K
$5.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.1K- 1.67% |
$239K - $267K
|
124K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.16K- 50.85% |
$246K - $275K
|
2.09K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2.17K- 5.39% |
$247K - $276K
|
38K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.19K- 12.88% |
$250K - $279K
|
14.8K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-2.23K- 55.68% |
$254K - $284K
|
1.77K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.25K- 0.38% |
$257K - $287K
|
595K
$69.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.28K- 46.35% |
$260K - $290K
|
2.64K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-2.32K- 2.25% |
$264K - $295K
|
101K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.33K- 5.73% |
$265K - $296K
|
38.3K
$4.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.34K- 1.52% |
$266K - $298K
|
151K
$17.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.4K- 2.98% |
$273K - $305K
|
78.1K
$9.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.41K- 66.52% |
$275K - $307K
|
1.22K
$142K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 0.85% |
$277K - $310K
|
283K
$33.1M
|