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 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-2.82K- 50.2% |
$321K - $359K
|
2.8K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.85K- 2.06% |
$325K - $363K
|
136K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 2.93% |
$326K - $364K
|
94.6K
$9.47M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-2.87K- 0.5% |
$327K - $365K
|
570K
$57.1M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.87K- 8.71% |
$327K - $366K
|
30.1K
$3.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.91K- 1.15% |
$332K - $371K
|
251K
$25.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.94K- 8.58% |
$335K - $375K
|
31.4K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.97K- 1.99% |
$338K - $378K
|
146K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-2.97K- 10.79% |
$339K - $379K
|
24.6K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.99K- 1.57% |
$341K - $381K
|
187K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-3.14K- 4.25% |
$357K - $399K
|
70.7K
$7.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-3.22K- 6.74% |
$367K - $410K
|
44.6K
$4.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.25K- 9.22% |
$370K - $414K
|
32K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.25K- 2.95% |
$370K - $414K
|
107K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 13.56% |
$370K - $414K
|
20.7K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.33K- 4.71% |
$379K - $424K
|
67.4K
$6.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-3.34K- 9.64% |
$381K - $426K
|
31.3K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.39K- 5.56% |
$386K - $431K
|
57.5K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.41K- 5.41% |
$389K - $435K
|
59.7K
$5.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.42K- 6.9% |
$389K - $436K
|
46.1K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.43K- 29.08% |
$391K - $437K
|
8.36K
$837K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.5K- 14.65% |
$399K - $446K
|
20.4K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.56K- 5.18% |
$405K - $453K
|
65.1K
$6.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.58K- 3.1% |
$407K - $456K
|
112K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.6K- 11.67% |
$410K - $459K
|
27.3K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-3.62K- 5.25% |
$413K - $461K
|
65.4K
$6.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.71K- 18.79% |
$423K - $473K
|
16K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.75K- 5.61% |
$427K - $478K
|
63.1K
$6.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.79K- 5.1% |
$432K - $483K
|
70.6K
$7.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.79K- 0.33% |
$432K - $483K
|
1.16M
$116M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.85K- 21.17% |
$438K - $490K
|
14.3K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.91K- 16.37% |
$446K - $498K
|
20K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.97K- 7.33% |
$452K - $505K
|
50.2K
$5.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-3.99K- 6.23% |
$455K - $509K
|
60.2K
$6.02M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.11K- 25.38% |
$468K - $523K
|
12.1K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-4.11K- 1.24% |
$469K - $524K
|
327K
$32.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.18K- 11.84% |
$476K - $533K
|
31.1K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.25K- 64.25% |
$484K - $541K
|
2.36K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 4.17% |
$485K - $542K
|
97.7K
$9.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.36K- 24.37% |
$497K - $556K
|
13.5K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.38K- 5.02% |
$499K - $558K
|
82.7K
$8.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.55K- 4.7% |
$519K - $580K
|
92.3K
$9.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-4.56K- 31.92% |
$520K - $581K
|
9.73K
$974K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-4.62K- 9.15% |
$527K - $589K
|
45.9K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.66K- 4.7% |
$531K - $593K
|
94.4K
$9.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.68K- 0.63% |
$533K - $597K
|
737K
$73.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.7K- 48.24% |
$535K - $598K
|
5.04K
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-4.75K- 2.23% |
$541K - $605K
|
208K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.83K- 50.49% |
$551K - $616K
|
4.74K
$475K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.94K- 3.22% |
$562K - $629K
|
148K
$14.9M
|