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 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-9K- 3.1% |
$1.02M - $1.15M
|
281K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-9.05K- 31.51% |
$1.03M - $1.15M
|
19.7K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.25K- 0.18% |
$1.05M - $1.18M
|
5.15M
$516M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.32K- 14.2% |
$1.06M - $1.19M
|
56.3K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.35K- 6.87% |
$1.07M - $1.19M
|
127K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-9.5K- 4.66% |
$1.08M - $1.21M
|
194K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-9.86K- 5.53% |
$1.12M - $1.26M
|
168K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-9.94K- 5.98% |
$1.13M - $1.27M
|
156K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10.1K- 9.12% |
$1.15M - $1.28M
|
100K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10.2K- 27.27% |
$1.16M - $1.3M
|
27.1K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.4K- 10.5% |
$1.18M - $1.32M
|
88.4K
$8.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-10.7K- 26.27% |
$1.22M - $1.37M
|
30.1K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-10.8K- 16.01% |
$1.23M - $1.37M
|
56.5K
$5.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.8K- 11.05% |
$1.23M - $1.38M
|
87K
$8.71M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-10.8K- 58.01% |
$1.23M - $1.38M
|
7.84K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.1K- 3.07% |
$1.26M - $1.41M
|
350K
$35.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.7K- 54.63% |
$1.34M - $1.49M
|
9.75K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 15.37% |
$1.34M - $1.5M
|
64.9K
$6.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11.8K- 7.36% |
$1.35M - $1.51M
|
149K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-12K- 11.75% |
$1.37M - $1.53M
|
90.2K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 1.08% |
$1.38M - $1.54M
|
1.11M
$111M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-12.2K- 23.43% |
$1.39M - $1.56M
|
40K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12.3K- 5.18% |
$1.41M - $1.57M
|
226K
$22.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.5K- 25.42% |
$1.42M - $1.59M
|
36.6K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13K- 4.21% |
$1.48M - $1.66M
|
296K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-13.2K- 29.39% |
$1.51M - $1.69M
|
31.8K
$3.18M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 22.29% |
$1.51M - $1.69M
|
46.2K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-13.2K- 60.94% |
$1.51M - $1.69M
|
8.49K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.2K- 18.9% |
$1.51M - $1.69M
|
56.8K
$5.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-13.8K- 69.71% |
$1.57M - $1.76M
|
6K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.9K- 0.73% |
$1.59M - $1.78M
|
1.89M
$189M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14.1K- 24.17% |
$1.6M - $1.79M
|
44.1K
$4.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.2K- 14.19% |
$1.61M - $1.8M
|
85.6K
$8.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14.4K- 46.07% |
$1.64M - $1.83M
|
16.8K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-14.4K- 1.76% |
$1.64M - $1.83M
|
804K
$80.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-14.4K- 31.75% |
$1.64M - $1.83M
|
31K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-14.7K- 21.88% |
$1.68M - $1.88M
|
52.6K
$5.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-14.8K- 1.87% |
$1.68M - $1.88M
|
775K
$77.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15K- 14.18% |
$1.7M - $1.91M
|
90.6K
$9.07M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-15.1K- 2.95% |
$1.72M - $1.92M
|
496K
$49.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 5.17% |
$1.77M - $1.98M
|
285K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15.8K- 4.04% |
$1.8M - $2.01M
|
374K
$37.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.9K- 8.44% |
$1.82M - $2.03M
|
173K
$17.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-16.4K- 4.58% |
$1.86M - $2.08M
|
341K
$34.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-17.4K- 22.52% |
$1.98M - $2.21M
|
59.8K
$5.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-17.9K- 8.15% |
$2.04M - $2.28M
|
201K
$20.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.5K- 28.3% |
$2.1M - $2.35M
|
46.8K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-18.8K- 34.35% |
$2.14M - $2.39M
|
35.9K
$3.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.4K- 22.66% |
$2.21M - $2.47M
|
66.1K
$6.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.6K- 10.73% |
$2.23M - $2.49M
|
163K
$16.3M
|