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 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-190- 5.85% |
$21.6K - $24.2K
|
3.06K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-191- 4.44% |
$21.8K - $24.3K
|
4.12K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-192- 4.49% |
$21.9K - $24.5K
|
4.08K
$443K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-194- 6.76% |
$22.1K - $24.7K
|
2.67K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-195- 3.14% |
$22.2K - $24.8K
|
6.02K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-196- 3.31% |
$22.3K - $25K
|
5.72K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-196- 1.67% |
$22.3K - $25K
|
11.6K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-196- 3.45% |
$22.3K - $25K
|
5.49K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-199- 7.9% |
$22.7K - $25.3K
|
2.32K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-200- 3.77% |
$22.8K - $25.5K
|
5.1K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-202- 6.23% |
$23K - $25.7K
|
3.04K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-202- 5.45% |
$23K - $25.7K
|
3.5K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-203- 4.19% |
$23.1K - $25.9K
|
4.64K
$504K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-205- 1.18% |
$23.4K - $26.1K
|
17.2K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-208- 5.62% |
$23.7K - $26.5K
|
3.49K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-210- 1.57% |
$23.9K - $26.7K
|
13.2K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-212- 0.62% |
$24.2K - $27K
|
33.7K
$3.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-213- 1.13% |
$24.3K - $27.1K
|
18.6K
$2.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-215- 4.82% |
$24.5K - $27.4K
|
4.25K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-215- 1.68% |
$24.5K - $27.4K
|
12.6K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-221- 0.56% |
$25.2K - $28.2K
|
39.6K
$4.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-224- 4.79% |
$25.5K - $28.5K
|
4.45K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-225- 8.06% |
$25.6K - $28.7K
|
2.57K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-225- 4.75% |
$25.6K - $28.7K
|
4.51K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-226- 0.51% |
$25.7K - $28.8K
|
44.5K
$4.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-232- 0.48% |
$26.4K - $29.6K
|
48K
$5.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-233- 0.95% |
$26.5K - $29.7K
|
24.3K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-235- 7.98% |
$26.8K - $29.9K
|
2.71K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-236- 2.42% |
$26.9K - $30.1K
|
9.52K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-239- 4.64% |
$27.2K - $30.4K
|
4.91K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-239- 5.35% |
$27.2K - $30.4K
|
4.23K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-239- 6.15% |
$27.2K - $30.4K
|
3.65K
$396K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-239- 3.31% |
$27.2K - $30.4K
|
6.98K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-240- 7.79% |
$27.3K - $30.6K
|
2.84K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-242- 2.7% |
$27.6K - $30.8K
|
8.72K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-242- 1.95% |
$27.6K - $30.8K
|
12.2K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-243- 0.67% |
$27.7K - $31K
|
35.8K
$3.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-245- 0.94% |
$27.9K - $31.2K
|
25.8K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-246- 5.75% |
$28K - $31.3K
|
4.03K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-247- 3.64% |
$28.1K - $31.5K
|
6.54K
$710K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-250- 31.25% |
$28.5K - $31.8K
|
550
$59.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-251- 1.37% |
$28.6K - $32K
|
18.1K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-253- 3.67% |
$28.8K - $32.2K
|
6.65K
$722K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-254- 7.66% |
$28.9K - $32.4K
|
3.06K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-263- 1.45% |
$30K - $33.5K
|
17.8K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-270- 12.8% |
$30.8K - $34.4K
|
1.84K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-274- 0.18% |
$31.2K - $34.9K
|
154K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-275- 13.1% |
$31.3K - $35K
|
1.83K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-277- 1.6% |
$31.6K - $35.3K
|
17K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-277- 2.11% |
$31.6K - $35.3K
|
12.8K
$1.4M
|