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 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-215- 4.82% |
$24.5K - $27.4K
|
4.25K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-215- 1.68% |
$24.5K - $27.4K
|
12.6K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-221- 0.56% |
$25.2K - $28.2K
|
39.6K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-224- 4.79% |
$25.5K - $28.5K
|
4.45K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-225- 8.06% |
$25.6K - $28.7K
|
2.57K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-225- 4.75% |
$25.6K - $28.7K
|
4.51K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-226- 0.51% |
$25.7K - $28.8K
|
44.5K
$4.45M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-232- 0.48% |
$26.4K - $29.6K
|
48K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-233- 0.95% |
$26.5K - $29.7K
|
24.3K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-235- 7.98% |
$26.8K - $29.9K
|
2.71K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-236- 2.42% |
$26.9K - $30.1K
|
9.52K
$953K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-239- 4.64% |
$27.2K - $30.4K
|
4.91K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-239- 5.35% |
$27.2K - $30.4K
|
4.23K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-239- 6.15% |
$27.2K - $30.4K
|
3.65K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-239- 3.31% |
$27.2K - $30.4K
|
6.98K
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-240- 7.79% |
$27.3K - $30.6K
|
2.84K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-242- 2.7% |
$27.6K - $30.8K
|
8.72K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-242- 1.95% |
$27.6K - $30.8K
|
12.2K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-243- 0.67% |
$27.7K - $31K
|
35.8K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-245- 0.94% |
$27.9K - $31.2K
|
25.8K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-246- 5.75% |
$28K - $31.3K
|
4.03K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-247- 3.64% |
$28.1K - $31.5K
|
6.54K
$655K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-250- 31.25% |
$28.5K - $31.8K
|
550
$55.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-251- 1.37% |
$28.6K - $32K
|
18.1K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-253- 3.67% |
$28.8K - $32.2K
|
6.65K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-254- 7.66% |
$28.9K - $32.4K
|
3.06K
$306K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-254- 3.99% |
$28.9K - $32.4K
|
6.11K
$612K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-263- 1.45% |
$30K - $33.5K
|
17.8K
$1.79M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-266- 2.32% |
$30.3K - $33.9K
|
11.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-270- 12.8% |
$30.8K - $34.4K
|
1.84K
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-274- 0.18% |
$31.2K - $34.9K
|
154K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-275- 13.1% |
$31.3K - $35K
|
1.83K
$183K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-277- 1.6% |
$31.6K - $35.3K
|
17K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-277- 2.11% |
$31.6K - $35.3K
|
12.8K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-286- 1.88% |
$32.6K - $36.4K
|
14.9K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-286- 1.34% |
$32.6K - $36.4K
|
21.1K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-289- 7.21% |
$32.9K - $36.8K
|
3.72K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-296- 6.68% |
$33.7K - $37.7K
|
4.13K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-301- 10.45% |
$34.3K - $38.3K
|
2.58K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-302- 0.26% |
$34.4K - $38.5K
|
116K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-304- 0.3% |
$34.6K - $38.7K
|
101K
$10.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-305- 2.41% |
$34.7K - $38.9K
|
12.3K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-305- 4.74% |
$34.7K - $38.9K
|
6.12K
$613K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-309- 1.63% |
$35.2K - $39.4K
|
18.6K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-313- 0.99% |
$35.7K - $39.9K
|
31.3K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-314- 7.44% |
$35.8K - $40K
|
3.91K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-316- 26.07% |
$36K - $40.3K
|
896
$89.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-318- 1.12% |
$36.2K - $40.5K
|
28.1K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-318- 8.48% |
$36.2K - $40.5K
|
3.43K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-320- 40.61% |
$36.5K - $40.8K
|
468
$46.9K
|