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 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-111- 2.02% |
$12.6K - $14.1K
|
5.38K
$584K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-112- 1.42% |
$12.8K - $14.3K
|
7.76K
$842K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-113- 1.02% |
$12.9K - $14.4K
|
11K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-115- 1.92% |
$13.1K - $14.6K
|
5.88K
$638K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-115- 1.77% |
$13.1K - $14.6K
|
6.4K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-117- 9.65% |
$13.3K - $14.9K
|
1.1K
$119K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-120- 1.79% |
$13.7K - $15.3K
|
6.6K
$717K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-121- 2.37% |
$13.8K - $15.4K
|
4.99K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-125- 5.32% |
$14.2K - $15.9K
|
2.23K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-125- 5.94% |
$14.2K - $15.9K
|
1.98K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-132- 3.79% |
$15K - $16.8K
|
3.35K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-132- 14.43% |
$15K - $16.8K
|
783
$85K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-133- 0.5% |
$15.2K - $16.9K
|
26.7K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-134- 4.04% |
$15.3K - $17.1K
|
3.19K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-135- 0.71% |
$15.4K - $17.2K
|
18.9K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-136- 3.77% |
$15.5K - $17.3K
|
3.47K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-141- 0.19% |
$16.1K - $18K
|
73.8K
$8.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-141- 1.03% |
$16.1K - $18K
|
13.5K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-141- 3.66% |
$16.1K - $18K
|
3.71K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-143- 2.35% |
$16.3K - $18.2K
|
5.95K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-144- 60.25% |
$16.4K - $18.3K
|
95
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-146- 1.12% |
$16.6K - $18.6K
|
12.9K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-151- 4.63% |
$17.2K - $19.2K
|
3.11K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-152- 3.71% |
$17.3K - $19.4K
|
3.95K
$428K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-153- 4.92% |
$17.4K - $19.5K
|
2.96K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-153- 7.03% |
$17.4K - $19.5K
|
2.02K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-156- 4.99% |
$17.8K - $19.9K
|
2.97K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-158- 1.2% |
$18K - $20.1K
|
13K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-159- 0.78% |
$18.1K - $20.3K
|
20.1K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-161- 2.03% |
$18.3K - $20.5K
|
7.77K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-161- 4.53% |
$18.3K - $20.5K
|
3.4K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-162- 1.59% |
$18.5K - $20.6K
|
10K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-162- 0.68% |
$18.5K - $20.6K
|
23.6K
$2.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 6.27% |
$18.6K - $20.8K
|
2.44K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-163- 3.37% |
$18.6K - $20.8K
|
4.67K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-164- 4.41% |
$18.7K - $20.9K
|
3.56K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-166- 3.48% |
$18.9K - $21.1K
|
4.61K
$500K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-169- 1.93% |
$19.3K - $21.5K
|
8.59K
$933K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-170- 16.39% |
$19.4K - $21.7K
|
867
$94.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-171- 3.13% |
$19.5K - $21.8K
|
5.3K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-172- 2.2% |
$19.6K - $21.9K
|
7.65K
$830K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-172- 0.33% |
$19.6K - $21.9K
|
52.1K
$5.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-173- 7.68% |
$19.7K - $22K
|
2.08K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-175- 0.18% |
$19.9K - $22.3K
|
99.3K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-180- 1.16% |
$20.5K - $22.9K
|
15.3K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-180- 1.89% |
$20.5K - $22.9K
|
9.33K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-182- 1.89% |
$20.7K - $23.2K
|
9.45K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-184- 9.2% |
$21K - $23.4K
|
1.82K
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-187- 1.92% |
$21.3K - $23.8K
|
9.57K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-188- 2.5% |
$21.4K - $23.9K
|
7.32K
$795K
|