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 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.67K- 35.33% |
$874K - $977K
|
14K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.74K- 7.74% |
$881K - $985K
|
92.1K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.93K- 9.24% |
$904K - $1.01M
|
77.9K
$8.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.99K- 1.52% |
$910K - $1.02M
|
517K
$56.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8K- 6.87% |
$911K - $1.02M
|
109K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8.21K- 42.33% |
$935K - $1.05M
|
11.2K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.23K- 7.52% |
$938K - $1.05M
|
101K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.39K- 59.66% |
$956K - $1.07M
|
5.68K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-8.55K- 21.09% |
$974K - $1.09M
|
32K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.6K- 36.54% |
$979K - $1.09M
|
14.9K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-8.77K- 1.76% |
$999K - $1.12M
|
491K
$53.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.88K- 71.67% |
$1.01M - $1.13M
|
3.51K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-9K- 3.1% |
$1.02M - $1.15M
|
281K
$30.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-9.05K- 31.51% |
$1.03M - $1.15M
|
19.7K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.25K- 0.18% |
$1.05M - $1.18M
|
5.15M
$559M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.32K- 14.2% |
$1.06M - $1.19M
|
56.3K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.35K- 6.87% |
$1.07M - $1.19M
|
127K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-9.5K- 4.66% |
$1.08M - $1.21M
|
194K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-9.86K- 5.53% |
$1.12M - $1.26M
|
168K
$18.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-9.94K- 5.98% |
$1.13M - $1.27M
|
156K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10.1K- 9.12% |
$1.15M - $1.28M
|
100K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10.2K- 27.27% |
$1.16M - $1.3M
|
27.1K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.4K- 10.5% |
$1.18M - $1.32M
|
88.4K
$9.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-10.7K- 26.27% |
$1.22M - $1.37M
|
30.1K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-10.8K- 16.01% |
$1.23M - $1.37M
|
56.5K
$6.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.8K- 11.05% |
$1.23M - $1.38M
|
87K
$9.45M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-10.8K- 58.01% |
$1.23M - $1.38M
|
7.84K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.1K- 3.07% |
$1.26M - $1.41M
|
350K
$38M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.7K- 54.63% |
$1.34M - $1.49M
|
9.75K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 15.37% |
$1.34M - $1.5M
|
64.9K
$7.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11.8K- 7.36% |
$1.35M - $1.51M
|
149K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-12K- 11.75% |
$1.37M - $1.53M
|
90.2K
$9.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 1.08% |
$1.38M - $1.54M
|
1.11M
$120M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-12.2K- 23.43% |
$1.39M - $1.56M
|
40K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12.3K- 5.18% |
$1.41M - $1.57M
|
226K
$24.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.5K- 25.42% |
$1.42M - $1.59M
|
36.6K
$3.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13K- 4.21% |
$1.48M - $1.66M
|
296K
$32.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-13.2K- 29.39% |
$1.51M - $1.69M
|
31.8K
$3.45M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 22.29% |
$1.51M - $1.69M
|
46.2K
$5.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-13.2K- 60.94% |
$1.51M - $1.69M
|
8.49K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.2K- 18.9% |
$1.51M - $1.69M
|
56.8K
$6.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-13.8K- 69.71% |
$1.57M - $1.76M
|
6K
$651K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.9K- 0.73% |
$1.59M - $1.78M
|
1.89M
$205M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14.1K- 24.17% |
$1.6M - $1.79M
|
44.1K
$4.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.2K- 14.19% |
$1.61M - $1.8M
|
85.6K
$9.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14.4K- 46.07% |
$1.64M - $1.83M
|
16.8K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-14.4K- 1.76% |
$1.64M - $1.83M
|
804K
$87.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-14.4K- 31.75% |
$1.64M - $1.83M
|
31K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.7K- 21.88% |
$1.68M - $1.88M
|
52.6K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-14.8K- 1.87% |
$1.68M - $1.88M
|
775K
$84.1M
|