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 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 4.17% |
$485K - $542K
|
97.7K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.36K- 24.37% |
$497K - $556K
|
13.5K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.38K- 5.02% |
$499K - $558K
|
82.7K
$8.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.55K- 4.7% |
$519K - $580K
|
92.3K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-4.56K- 31.92% |
$520K - $581K
|
9.73K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-4.62K- 9.15% |
$527K - $589K
|
45.9K
$4.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.66K- 4.7% |
$531K - $593K
|
94.4K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.68K- 0.63% |
$533K - $597K
|
737K
$80M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.7K- 48.24% |
$535K - $598K
|
5.04K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-4.75K- 2.23% |
$541K - $605K
|
208K
$22.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.83K- 50.49% |
$551K - $616K
|
4.74K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.94K- 3.22% |
$562K - $629K
|
148K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.97K- 33.76% |
$566K - $633K
|
9.75K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.05K- 2.49% |
$575K - $643K
|
198K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-5.24K- 44.65% |
$597K - $667K
|
6.5K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.24K- 15.01% |
$597K - $668K
|
29.7K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.26K- 4.69% |
$599K - $670K
|
107K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.27K- 56.31% |
$600K - $671K
|
4.09K
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5.28K- 26.83% |
$601K - $672K
|
14.4K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.42K- 0.6% |
$618K - $691K
|
900K
$97.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.45K- 34.65% |
$621K - $694K
|
10.3K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-5.6K- 3.66% |
$637K - $713K
|
147K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.67K- 2.86% |
$646K - $722K
|
192K
$20.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.72K- 1.35% |
$652K - $729K
|
418K
$45.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.77K- 0.74% |
$657K - $734K
|
771K
$83.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5.91K- 5.55% |
$673K - $753K
|
101K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.1K- 63.84% |
$695K - $777K
|
3.46K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-6.13K- 11.21% |
$698K - $781K
|
48.5K
$5.27M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.19K- 29.94% |
$705K - $788K
|
14.5K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.29K- 48.2% |
$717K - $802K
|
6.76K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.32K- 0.7% |
$720K - $805K
|
896K
$97.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.33K- 46.76% |
$721K - $806K
|
7.2K
$782K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-6.37K- 3.15% |
$725K - $811K
|
196K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.39K- 0.08% |
$728K - $814K
|
8.14M
$884M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.55K- 4.38% |
$746K - $834K
|
143K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.57K- 2.62% |
$748K - $837K
|
244K
$26.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.75K- 8.23% |
$769K - $859K
|
75.2K
$8.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.77K- 18.34% |
$771K - $863K
|
30.2K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.88K- 5.91% |
$784K - $877K
|
109K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-7K- 56.54% |
$798K - $892K
|
5.38K
$584K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.02K- 11.47% |
$799K - $894K
|
54.2K
$5.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.12K- 1.96% |
$811K - $907K
|
357K
$38.8M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.14K- 5.86% |
$814K - $910K
|
115K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-7.19K- 6.89% |
$819K - $916K
|
97.2K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.2K- 1.55% |
$820K - $917K
|
457K
$49.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-7.34K- 4.36% |
$836K - $935K
|
161K
$17.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7.36K- 12.72% |
$839K - $938K
|
50.5K
$5.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.45K- 14.1% |
$849K - $949K
|
45.4K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.5K- 32.11% |
$855K - $956K
|
15.9K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.61K- 37.39% |
$867K - $970K
|
12.7K
$1.38M
|