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 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-375- 17.08% |
$42.7K - $47.8K
|
1.82K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-378- 3.81% |
$43.1K - $48.1K
|
9.55K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-379- 1.59% |
$43.2K - $48.3K
|
23.4K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-381- 0.29% |
$43.4K - $48.5K
|
131K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-383- 4.58% |
$43.6K - $48.8K
|
7.97K
$885K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-390- 1.72% |
$44.4K - $49.7K
|
22.3K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-390- 2.48% |
$44.4K - $49.7K
|
15.3K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-395- 0.7% |
$45K - $50.3K
|
56K
$6.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-396- 4.36% |
$45.1K - $50.4K
|
8.69K
$964K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-396- 1.04% |
$45.1K - $50.4K
|
37.5K
$4.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-397- 0.96% |
$45.2K - $50.6K
|
41.2K
$4.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-400- 2.06% |
$45.6K - $51K
|
19K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-400- 10.36% |
$45.6K - $51K
|
3.46K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 24.55% |
$45.6K - $51K
|
1.23K
$136K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-406- 2.7% |
$46.3K - $51.7K
|
14.6K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-407- 1.28% |
$46.4K - $51.8K
|
31.4K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-407- 1.05% |
$46.4K - $51.8K
|
38.2K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-411- 11.89% |
$46.8K - $52.4K
|
3.05K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-413- 6.46% |
$47K - $52.6K
|
5.98K
$663K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-414- 1.61% |
$47.2K - $52.7K
|
25.2K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-416- 0.61% |
$47.4K - $53K
|
67.6K
$7.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-416- 7.35% |
$47.4K - $53K
|
5.25K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-419- 16.94% |
$47.7K - $53.4K
|
2.05K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-420- 0.02% |
$47.8K - $53.5K
|
1.83M
$203M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-425- 16.79% |
$48.4K - $54.1K
|
2.11K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-428- 0.39% |
$48.8K - $54.5K
|
109K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-433- 10.7% |
$49.3K - $55.2K
|
3.61K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-435- 1.04% |
$49.6K - $55.4K
|
41.3K
$4.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-436- 0.81% |
$49.7K - $55.5K
|
53.1K
$5.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-438- 1.72% |
$49.9K - $55.8K
|
25.1K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-443- 0.79% |
$50.5K - $56.4K
|
55.9K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-447- 8.37% |
$50.9K - $56.9K
|
4.89K
$543K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-447- 7.31% |
$50.9K - $56.9K
|
5.67K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-448- 1.25% |
$51K - $57.1K
|
35.5K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-456- 6.62% |
$51.9K - $58.1K
|
6.43K
$713K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-460- 16.3% |
$52.4K - $58.6K
|
2.36K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-468- 3.04% |
$53.3K - $59.6K
|
14.9K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-470- 5.32% |
$53.5K - $59.9K
|
8.36K
$928K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-470- 6.95% |
$53.5K - $59.9K
|
6.3K
$699K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-472- 0.73% |
$53.8K - $60.1K
|
64.2K
$7.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-487- 0.16% |
$55.5K - $62K
|
310K
$34.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-490- 1.48% |
$55.8K - $62.4K
|
32.6K
$3.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-490- 1.01% |
$55.8K - $62.4K
|
47.9K
$5.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-492- 1.19% |
$56K - $62.7K
|
40.8K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-494- 0.45% |
$56.3K - $62.9K
|
109K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-505- 3.24% |
$57.5K - $64.3K
|
15.1K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-506- 5.49% |
$57.6K - $64.5K
|
8.71K
$967K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-510- 2.28% |
$58.1K - $65K
|
21.8K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-512- 4.38% |
$58.3K - $65.2K
|
11.2K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-513- 14.05% |
$58.4K - $65.3K
|
3.14K
$348K
|