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 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-322- 2.13% |
$36.7K - $41K
|
14.8K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-322- 0.71% |
$36.7K - $41K
|
45.3K
$4.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-328- 2.28% |
$37.4K - $41.8K
|
14K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-331- 1.05% |
$37.7K - $42.2K
|
31.3K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-331- 1.49% |
$37.7K - $42.2K
|
21.8K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-337- 5.17% |
$38.4K - $42.9K
|
6.18K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-337- 2.55% |
$38.4K - $42.9K
|
12.9K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-338- 1.96% |
$38.5K - $43.1K
|
16.9K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-339- 0.29% |
$38.6K - $43.2K
|
115K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-343- 0.47% |
$39.1K - $43.7K
|
72K
$7.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-346- 5.38% |
$39.4K - $44.1K
|
6.09K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-348- 4.47% |
$39.6K - $44.3K
|
7.44K
$745K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-351- 5.14% |
$40K - $44.7K
|
6.47K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-354- 3.36% |
$40.3K - $45.1K
|
10.2K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-355- 3.37% |
$40.4K - $45.2K
|
10.2K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-356- 0.81% |
$40.6K - $45.3K
|
43.7K
$4.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-357- 0.07% |
$40.7K - $45.5K
|
509K
$51M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-361- 8.62% |
$41.1K - $46K
|
3.83K
$383K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-363- 7.92% |
$41.4K - $46.2K
|
4.22K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-368- 9.42% |
$41.9K - $46.9K
|
3.54K
$354K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-369- 0.51% |
$42K - $47K
|
72.2K
$7.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-371- 3.4% |
$42.3K - $47.3K
|
10.5K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-374- 14.09% |
$42.6K - $47.6K
|
2.28K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-375- 17.08% |
$42.7K - $47.8K
|
1.82K
$182K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-378- 3.81% |
$43.1K - $48.1K
|
9.55K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-379- 1.59% |
$43.2K - $48.3K
|
23.4K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-381- 0.29% |
$43.4K - $48.5K
|
131K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-383- 4.58% |
$43.6K - $48.8K
|
7.97K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-390- 1.72% |
$44.4K - $49.7K
|
22.3K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-390- 2.48% |
$44.4K - $49.7K
|
15.3K
$1.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-395- 0.7% |
$45K - $50.3K
|
56K
$5.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-396- 4.36% |
$45.1K - $50.4K
|
8.69K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-396- 1.04% |
$45.1K - $50.4K
|
37.5K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-397- 0.96% |
$45.2K - $50.6K
|
41.2K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-400- 2.06% |
$45.6K - $51K
|
19K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-400- 10.36% |
$45.6K - $51K
|
3.46K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 24.55% |
$45.6K - $51K
|
1.23K
$123K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-406- 2.7% |
$46.3K - $51.7K
|
14.6K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-407- 1.28% |
$46.4K - $51.8K
|
31.4K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-407- 1.05% |
$46.4K - $51.8K
|
38.2K
$3.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-411- 11.89% |
$46.8K - $52.4K
|
3.05K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-413- 6.46% |
$47K - $52.6K
|
5.98K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-414- 1.61% |
$47.2K - $52.7K
|
25.2K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-416- 0.61% |
$47.4K - $53K
|
67.6K
$6.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-416- 7.35% |
$47.4K - $53K
|
5.25K
$525K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-419- 16.94% |
$47.7K - $53.4K
|
2.05K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-420- 0.02% |
$47.8K - $53.5K
|
1.83M
$184M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-425- 16.79% |
$48.4K - $54.1K
|
2.11K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-428- 0.39% |
$48.8K - $54.5K
|
109K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-433- 10.7% |
$49.3K - $55.2K
|
3.61K
$362K
|