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 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-900- 16.62% |
$103K - $115K
|
4.52K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-908- 17.74% |
$103K - $116K
|
4.21K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-910- 3.09% |
$104K - $116K
|
28.5K
$2.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-912- 3.12% |
$104K - $116K
|
28.3K
$2.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-912- 1.22% |
$104K - $116K
|
73.8K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-917- 3.72% |
$104K - $117K
|
23.7K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-924- 0.55% |
$105K - $118K
|
168K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-940- 0.97% |
$107K - $120K
|
95.6K
$9.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-944- 9.46% |
$108K - $120K
|
9.04K
$905K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-948- 3.61% |
$108K - $121K
|
25.3K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-963- 7.71% |
$110K - $123K
|
11.5K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-986- 1.79% |
$112K - $126K
|
54.2K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1K- 11.16% |
$114K - $128K
|
7.98K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.01K- 1.55% |
$114K - $128K
|
64K
$6.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.01K- 3.28% |
$115K - $128K
|
29.8K
$2.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.01K- 2.82% |
$115K - $129K
|
34.8K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.01K- 5.56% |
$115K - $129K
|
17.1K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.02K- 4.13% |
$116K - $129K
|
23.6K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.02K- 2.7% |
$116K - $130K
|
36.7K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.02K- 15.02% |
$116K - $130K
|
5.78K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.02K- 0.97% |
$117K - $130K
|
104K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.03K- 5.62% |
$117K - $131K
|
17.3K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.03K- 0.83% |
$117K - $131K
|
123K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.05K- 2.85% |
$119K - $133K
|
35.6K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 9.15% |
$120K - $134K
|
10.4K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-1.06K- 1.08% |
$121K - $135K
|
96.5K
$9.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.07K- 25.63% |
$121K - $136K
|
3.09K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 7.04% |
$122K - $136K
|
14.1K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.07K- 7.33% |
$122K - $136K
|
13.5K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.07K- 2.54% |
$122K - $137K
|
41.2K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.09K- 2.71% |
$124K - $139K
|
39.1K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.09K- 6.34% |
$125K - $139K
|
16.2K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.1K- 3.15% |
$125K - $139K
|
33.7K
$3.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.1K- 2.86% |
$125K - $140K
|
37.3K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.1K- 1.63% |
$125K - $140K
|
66.6K
$6.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.11K- 0.64% |
$126K - $141K
|
172K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.11K- 7.79% |
$127K - $142K
|
13.2K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.13K- 25.81% |
$129K - $144K
|
3.26K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.15K- 17.16% |
$131K - $147K
|
5.57K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.16K- 6.5% |
$132K - $148K
|
16.7K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.17K- 4.52% |
$133K - $149K
|
24.6K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.18K- 0.22% |
$134K - $150K
|
537K
$53.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.18K- 3.38% |
$135K - $150K
|
33.7K
$3.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.18K- 3.24% |
$135K - $151K
|
35.2K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.19K- 0.52% |
$136K - $152K
|
230K
$23M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.19K- 0.43% |
$136K - $152K
|
277K
$27.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.2K- 85.11% |
$137K - $153K
|
210
$21K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 22.12% |
$137K - $153K
|
4.23K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 8.84% |
$137K - $153K
|
12.4K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.24K- 33.96% |
$141K - $158K
|
2.41K
$241K
|