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 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.61K- 4.08% |
$298K - $333K
|
61.4K
$6.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.64K- 5.2% |
$301K - $336K
|
48.1K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.64K- 1.97% |
$301K - $336K
|
131K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.66K- 3.73% |
$303K - $339K
|
68.6K
$7.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.69K- 1.79% |
$307K - $343K
|
148K
$16M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.69K- 3.03% |
$307K - $343K
|
86.2K
$9.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 3.03% |
$311K - $347K
|
87.3K
$9.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.74K- 2.69% |
$312K - $349K
|
99.1K
$10.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-2.76K- 1.71% |
$315K - $352K
|
159K
$17.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.77K- 1.98% |
$315K - $352K
|
137K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.77K- 11.28% |
$315K - $352K
|
21.7K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.77K- 5.17% |
$316K - $353K
|
50.8K
$5.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-2.82K- 50.2% |
$321K - $359K
|
2.8K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.85K- 2.06% |
$325K - $363K
|
136K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 2.93% |
$326K - $364K
|
94.6K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-2.87K- 0.5% |
$327K - $365K
|
570K
$61.9M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.87K- 8.71% |
$327K - $366K
|
30.1K
$3.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.91K- 1.15% |
$332K - $371K
|
251K
$27.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.94K- 8.58% |
$335K - $375K
|
31.4K
$3.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.97K- 1.99% |
$338K - $378K
|
146K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-2.97K- 10.79% |
$339K - $379K
|
24.6K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.99K- 1.57% |
$341K - $381K
|
187K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-3.14K- 4.25% |
$357K - $399K
|
70.7K
$7.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-3.22K- 6.74% |
$367K - $410K
|
44.6K
$4.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.25K- 9.22% |
$370K - $414K
|
32K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.25K- 2.95% |
$370K - $414K
|
107K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 13.56% |
$370K - $414K
|
20.7K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.33K- 4.71% |
$379K - $424K
|
67.4K
$7.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-3.34K- 9.64% |
$381K - $426K
|
31.3K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.39K- 5.56% |
$386K - $431K
|
57.5K
$6.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.41K- 5.41% |
$389K - $435K
|
59.7K
$6.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.42K- 6.9% |
$389K - $436K
|
46.1K
$5.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.43K- 29.08% |
$391K - $437K
|
8.36K
$908K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.5K- 14.65% |
$399K - $446K
|
20.4K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.56K- 5.18% |
$405K - $453K
|
65.1K
$7.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.58K- 3.1% |
$407K - $456K
|
112K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.6K- 11.67% |
$410K - $459K
|
27.3K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-3.62K- 5.25% |
$413K - $461K
|
65.4K
$7.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.71K- 18.79% |
$423K - $473K
|
16K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.75K- 5.61% |
$427K - $478K
|
63.1K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.79K- 5.1% |
$432K - $483K
|
70.6K
$7.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.79K- 0.33% |
$432K - $483K
|
1.16M
$126M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.85K- 21.17% |
$438K - $490K
|
14.3K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.91K- 16.37% |
$446K - $498K
|
20K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.97K- 7.33% |
$452K - $505K
|
50.2K
$5.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-3.99K- 6.23% |
$455K - $509K
|
60.2K
$6.53M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.11K- 25.38% |
$468K - $523K
|
12.1K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-4.11K- 1.24% |
$469K - $524K
|
327K
$35.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.18K- 11.84% |
$476K - $533K
|
31.1K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.25K- 64.25% |
$484K - $541K
|
2.36K
$257K
|