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 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-550- 0.34% |
$62.7K - $70.1K
|
160K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-553- 15.34% |
$63K - $70.4K
|
3.05K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-556- 1.3% |
$63.3K - $70.8K
|
42.1K
$4.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-561- 14.26% |
$63.9K - $71.5K
|
3.37K
$366K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-565- 22.56% |
$64.4K - $72K
|
1.94K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-575- 0.56% |
$65.5K - $73.2K
|
102K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-578- 1.51% |
$65.8K - $73.6K
|
37.8K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-593- 3.04% |
$67.6K - $75.5K
|
18.9K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-599- 2.14% |
$68.2K - $76.3K
|
27.4K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-607- 25.02% |
$69.1K - $77.3K
|
1.82K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-610- 9.78% |
$69.5K - $77.7K
|
5.63K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-614- 11.62% |
$69.9K - $78.2K
|
4.67K
$507K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-614- 13.69% |
$69.9K - $78.2K
|
3.87K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-615- 2.99% |
$70.1K - $78.3K
|
19.9K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-615- 3.84% |
$70.1K - $78.3K
|
15.4K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-626- 3.57% |
$71.3K - $79.7K
|
16.9K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-627- 1.5% |
$71.4K - $79.9K
|
41.1K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-630- 5.62% |
$71.8K - $80.2K
|
10.6K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-637- 0.87% |
$72.6K - $81.1K
|
72.8K
$7.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-641- 97.27% |
$73K - $81.7K
|
18
$1.95K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-645- 0.72% |
$73.5K - $82.2K
|
89.1K
$9.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-649- 2.89% |
$73.9K - $82.7K
|
21.8K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-649- 7.15% |
$73.9K - $82.7K
|
8.43K
$915K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-655- 0.27% |
$74.6K - $83.4K
|
242K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-656- 2.94% |
$74.7K - $83.6K
|
21.7K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-660- 17.26% |
$75.2K - $84.1K
|
3.16K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-664- 10.19% |
$75.6K - $84.6K
|
5.85K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-675- 1.17% |
$76.9K - $86K
|
56.8K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-684- 12.74% |
$77.9K - $87.1K
|
4.68K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-697- 4.35% |
$79.4K - $88.8K
|
15.3K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-706- 16.9% |
$80.4K - $89.9K
|
3.47K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-708- 1.41% |
$80.7K - $90.2K
|
49.4K
$5.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-726- 16.18% |
$82.7K - $92.5K
|
3.76K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-727- 26.33% |
$82.8K - $92.6K
|
2.03K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-729- 11.2% |
$83K - $92.9K
|
5.78K
$627K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-739- 2.25% |
$84.2K - $94.1K
|
32.1K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-743- 17.93% |
$84.6K - $94.6K
|
3.4K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-744- 1.11% |
$84.8K - $94.8K
|
66.2K
$7.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-744- 5.88% |
$84.8K - $94.8K
|
11.9K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-749- 4.07% |
$85.3K - $95.4K
|
17.7K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-749- 26.38% |
$85.3K - $95.4K
|
2.09K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-760- 2.93% |
$86.6K - $96.8K
|
25.2K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-765- 1.78% |
$87.1K - $97.4K
|
42.2K
$4.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-766- 2.44% |
$87.3K - $97.6K
|
30.6K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-767- 45.71% |
$87.4K - $97.7K
|
911
$98.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-769- 0.53% |
$87.6K - $98K
|
146K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-769- 2.93% |
$87.6K - $98K
|
25.5K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-770- 1.78% |
$87.7K - $98.1K
|
42.5K
$4.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-772- 3.77% |
$87.9K - $98.3K
|
19.7K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-781- 1.54% |
$89K - $99.5K
|
49.9K
$5.42M
|