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 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.2K+ 161.87% |
$1.62M - $1.81M
|
23K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
14.1K+ 47.35% |
$1.61M - $1.8M
|
43.9K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.1K+ 2.6% |
$1.61M - $1.8M
|
556K
$65.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13.9K+ 3.54% |
$1.59M - $1.77M
|
407K
$48.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
13.6KNew |
$1.55M - $1.73M
|
13.6K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
13.5K+ 9.59% |
$1.54M - $1.72M
|
155K
$18.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.3KNew |
$1.52M - $1.7M
|
13.3K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.8K+ 2.4% |
$1.46M - $1.63M
|
545K
$64.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.7K+ 175.88% |
$1.44M - $1.62M
|
19.9K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12.7K+ 7.42% |
$1.44M - $1.61M
|
183K
$21.7M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.5K+ 27.8% |
$1.43M - $1.59M
|
57.6K
$6.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.4K+ 4.15% |
$1.41M - $1.58M
|
311K
$36.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.4KNew |
$1.41M - $1.58M
|
12.4K
$1.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12.2K+ 6.45% |
$1.4M - $1.56M
|
202K
$23.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12.2K+ 2.24% |
$1.39M - $1.56M
|
558K
$66.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.2KNew |
$1.39M - $1.55M
|
12.2K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
12.1K+ 5.6% |
$1.38M - $1.55M
|
229K
$27.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.7K+ 55.35% |
$1.34M - $1.5M
|
32.9K
$3.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.7K+ 26.28% |
$1.34M - $1.49M
|
56.3K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
11.7K+ 22.57% |
$1.33M - $1.49M
|
63.6K
$7.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11.7K+ 28.97% |
$1.33M - $1.49M
|
52.1K
$6.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
11.7K+ 8.12% |
$1.33M - $1.49M
|
156K
$18.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
11.5K+ 16.78% |
$1.31M - $1.47M
|
80.3K
$9.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.4K+ 49.41% |
$1.3M - $1.45M
|
34.5K
$4.08M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 4.45% |
$1.28M - $1.43M
|
263K
$31.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
11KNew |
$1.26M - $1.41M
|
11K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
11KNew |
$1.26M - $1.41M
|
11K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
11K+ 36.01% |
$1.25M - $1.4M
|
41.6K
$4.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.9K+ 2.97% |
$1.24M - $1.38M
|
377K
$44.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.7K+ 15.33% |
$1.22M - $1.36M
|
80.3K
$9.51M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
10.6KNew |
$1.2M - $1.35M
|
10.6K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.5K+ 272.19% |
$1.2M - $1.34M
|
14.4K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.4KNew |
$1.19M - $1.33M
|
10.4K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
10.4K+ 2.17% |
$1.18M - $1.32M
|
488K
$57.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.3K+ 7.5% |
$1.18M - $1.32M
|
148K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3K+ 8.76% |
$1.17M - $1.31M
|
128K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
10.3KNew |
$1.17M - $1.31M
|
10.3K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.2K+ 8.29% |
$1.16M - $1.3M
|
133K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.1K+ 21.43% |
$1.15M - $1.29M
|
57.3K
$6.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.98K+ 16.18% |
$1.14M - $1.27M
|
71.7K
$8.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.91KNew |
$1.13M - $1.26M
|
9.91K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.64KNew |
$1.1M - $1.23M
|
9.64K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.48KNew |
$1.08M - $1.21M
|
9.48K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
9.36KNew |
$1.07M - $1.19M
|
9.36K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.28K+ 3.12% |
$1.06M - $1.18M
|
307K
$36.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.24KNew |
$1.05M - $1.18M
|
9.24K
$1.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.22K+ 1.92% |
$1.05M - $1.17M
|
490K
$58M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
9.19K+ 19.59% |
$1.05M - $1.17M
|
56.1K
$6.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.95K+ 43.34% |
$1.02M - $1.14M
|
29.6K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.86K+ 375.75% |
$1.01M - $1.13M
|
11.2K
$1.33M
|