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 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-286- 1.88% |
$32.6K - $36.4K
|
14.9K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-286- 1.34% |
$32.6K - $36.4K
|
21.1K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-289- 7.21% |
$32.9K - $36.8K
|
3.72K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-296- 6.68% |
$33.7K - $37.7K
|
4.13K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-301- 10.45% |
$34.3K - $38.3K
|
2.58K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-302- 0.26% |
$34.4K - $38.5K
|
116K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-304- 0.3% |
$34.6K - $38.7K
|
101K
$10.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-305- 2.41% |
$34.7K - $38.9K
|
12.3K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-305- 4.74% |
$34.7K - $38.9K
|
6.12K
$665K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-309- 1.63% |
$35.2K - $39.4K
|
18.6K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-313- 0.99% |
$35.7K - $39.9K
|
31.3K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-314- 7.44% |
$35.8K - $40K
|
3.91K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-316- 26.07% |
$36K - $40.3K
|
896
$97.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-318- 1.12% |
$36.2K - $40.5K
|
28.1K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-318- 8.48% |
$36.2K - $40.5K
|
3.43K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-320- 40.61% |
$36.5K - $40.8K
|
468
$50.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-322- 2.13% |
$36.7K - $41K
|
14.8K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-322- 0.71% |
$36.7K - $41K
|
45.3K
$4.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-328- 2.28% |
$37.4K - $41.8K
|
14K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-331- 1.05% |
$37.7K - $42.2K
|
31.3K
$3.4M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-331- 1.49% |
$37.7K - $42.2K
|
21.8K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-337- 5.17% |
$38.4K - $42.9K
|
6.18K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-337- 2.55% |
$38.4K - $42.9K
|
12.9K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-338- 1.96% |
$38.5K - $43.1K
|
16.9K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-339- 0.29% |
$38.6K - $43.2K
|
115K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-343- 0.47% |
$39.1K - $43.7K
|
72K
$7.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-346- 5.38% |
$39.4K - $44.1K
|
6.09K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-348- 4.47% |
$39.6K - $44.3K
|
7.44K
$808K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-351- 5.14% |
$40K - $44.7K
|
6.47K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-354- 3.36% |
$40.3K - $45.1K
|
10.2K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-355- 3.37% |
$40.4K - $45.2K
|
10.2K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-356- 0.81% |
$40.6K - $45.3K
|
43.7K
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-357- 0.07% |
$40.7K - $45.5K
|
509K
$55.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-361- 8.62% |
$41.1K - $46K
|
3.83K
$415K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-363- 7.92% |
$41.4K - $46.2K
|
4.22K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-368- 9.42% |
$41.9K - $46.9K
|
3.54K
$384K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-369- 0.51% |
$42K - $47K
|
72.2K
$7.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-371- 3.4% |
$42.3K - $47.3K
|
10.5K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-374- 14.09% |
$42.6K - $47.6K
|
2.28K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-375- 17.08% |
$42.7K - $47.8K
|
1.82K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-378- 3.81% |
$43.1K - $48.1K
|
9.55K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-379- 1.59% |
$43.2K - $48.3K
|
23.4K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-381- 0.29% |
$43.4K - $48.5K
|
131K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-383- 4.58% |
$43.6K - $48.8K
|
7.97K
$866K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-390- 1.72% |
$44.4K - $49.7K
|
22.3K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-390- 2.48% |
$44.4K - $49.7K
|
15.3K
$1.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-395- 0.7% |
$45K - $50.3K
|
56K
$6.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-396- 4.36% |
$45.1K - $50.4K
|
8.69K
$944K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-396- 1.04% |
$45.1K - $50.4K
|
37.5K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-397- 0.96% |
$45.2K - $50.6K
|
41.2K
$4.47M
|