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
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
86New |
$9.8K - $11K
|
86
$10.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
85+ 1.35% |
$9.68K - $10.8K
|
6.39K
$753K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
84+ 4.69% |
$9.57K - $10.7K
|
1.88K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
84+ 3.8% |
$9.57K - $10.7K
|
2.3K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
82+ 1.9% |
$9.34K - $10.4K
|
4.4K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
80+ 4.02% |
$9.11K - $10.2K
|
2.07K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
80+ 1.26% |
$9.11K - $10.2K
|
6.43K
$757K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
79+ 0.82% |
$9K - $10.1K
|
9.68K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
77+ 0.78% |
$8.77K - $9.81K
|
9.95K
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
75+ 1.52% |
$8.54K - $9.55K
|
5.02K
$592K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
75+ 0.37% |
$8.54K - $9.55K
|
20.4K
$2.4M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
75New |
$8.54K - $9.55K
|
75
$8.83K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
74+ 3.06% |
$8.43K - $9.43K
|
2.49K
$294K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
74+ 1.92% |
$8.43K - $9.43K
|
3.92K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
74+ 0.63% |
$8.43K - $9.43K
|
11.8K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
74New |
$8.43K - $9.43K
|
74
$8.72K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
73+ 3.55% |
$8.32K - $9.3K
|
2.13K
$251K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
72+ 0.07% |
$8.2K - $9.17K
|
106K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
70+ 0.33% |
$7.97K - $8.92K
|
21.4K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
69New |
$7.86K - $8.79K
|
69
$8.13K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
69+ 7.93% |
$7.86K - $8.79K
|
939
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
68+ 1.19% |
$7.75K - $8.66K
|
5.76K
$679K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
66+ 0.26% |
$7.52K - $8.41K
|
25.6K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
66+ 3.76% |
$7.52K - $8.41K
|
1.82K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
65+ 0.88% |
$7.4K - $8.28K
|
7.49K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
65+ 1.09% |
$7.4K - $8.28K
|
6.02K
$709K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
65+ 1.39% |
$7.4K - $8.28K
|
4.76K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
65+ 0.9% |
$7.4K - $8.28K
|
7.29K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 0.21% |
$7.29K - $8.15K
|
31.2K
$3.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
63+ 1.98% |
$7.18K - $8.02K
|
3.24K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
62+ 1.0% |
$7.06K - $7.9K
|
6.24K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
62+ 0.58% |
$7.06K - $7.9K
|
10.8K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
61+ 1.11% |
$6.95K - $7.77K
|
5.58K
$657K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
58+ 38.67% |
$6.61K - $7.39K
|
208
$24.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
57+ 0.14% |
$6.49K - $7.26K
|
40.4K
$4.76M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
56+ 0.99% |
$6.38K - $7.13K
|
5.7K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
55+ 1.58% |
$6.27K - $7.01K
|
3.53K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.89% |
$6.27K - $7.01K
|
6.24K
$735K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
54+ 0.27% |
$6.15K - $6.88K
|
20.1K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
54+ 0.71% |
$6.15K - $6.88K
|
7.67K
$904K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
54+ 0.18% |
$6.15K - $6.88K
|
30.3K
$3.56M
|
|
|
Aug 12, 2025
Q4 2024
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
53+ 0.57% |
$6.04K - $6.75K
|
9.35K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
52+ 1.58% |
$5.92K - $6.62K
|
3.35K
$394K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
52+ 1.02% |
$5.92K - $6.62K
|
5.14K
$605K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
51+ 1.82% |
$5.81K - $6.5K
|
2.85K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
51+ 0.11% |
$5.81K - $6.5K
|
47.7K
$5.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
50+ 0.4% |
$5.7K - $6.37K
|
12.7K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
50+ 2.02% |
$5.7K - $6.37K
|
2.53K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.88% |
$5.7K - $6.37K
|
2.71K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
50New |
$5.7K - $6.37K
|
50
$5.89K
|