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 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-15.1K- 2.95% |
$1.72M - $1.92M
|
496K
$53.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 5.17% |
$1.77M - $1.98M
|
285K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15.8K- 4.04% |
$1.8M - $2.01M
|
374K
$40.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.9K- 8.44% |
$1.82M - $2.03M
|
173K
$18.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-16.4K- 4.58% |
$1.86M - $2.08M
|
341K
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-17.4K- 22.52% |
$1.98M - $2.21M
|
59.8K
$6.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-17.9K- 8.15% |
$2.04M - $2.28M
|
201K
$21.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.5K- 28.3% |
$2.1M - $2.35M
|
46.8K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-18.8K- 34.35% |
$2.14M - $2.39M
|
35.9K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.4K- 22.66% |
$2.21M - $2.47M
|
66.1K
$7.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.6K- 10.73% |
$2.23M - $2.49M
|
163K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.6K- 25.37% |
$2.23M - $2.5M
|
57.6K
$6.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-19.8K- 9.98% |
$2.25M - $2.52M
|
178K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-20K- 9.6% |
$2.28M - $2.55M
|
188K
$20.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21K- 42.75% |
$2.39M - $2.67M
|
28.1K
$3.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-21.4K- 16.62% |
$2.44M - $2.72M
|
107K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 20.34% |
$2.44M - $2.73M
|
83.9K
$9.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-21.8K- 68.81% |
$2.48M - $2.78M
|
9.88K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-22.2K- 5.78% |
$2.53M - $2.83M
|
362K
$39.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-22.6K- 3.14% |
$2.58M - $2.88M
|
698K
$75.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-22.7K- 79.69% |
$2.58M - $2.89M
|
5.78K
$628K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-22.9K- 47.61% |
$2.61M - $2.92M
|
25.2K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-23KClosed |
$2.62M - $2.93M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-23.7K- 92.31% |
$2.7M - $3.02M
|
1.97K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-25.1K- 12.06% |
$2.86M - $3.2M
|
183K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-25.2K- 7.22% |
$2.87M - $3.21M
|
324K
$35.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.5K- 99.9% |
$2.9M - $3.25M
|
26
$2.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-25.7K- 6.27% |
$2.93M - $3.28M
|
385K
$41.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.7K- 44.1% |
$3.05M - $3.41M
|
33.9K
$3.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-27.2K- 89.26% |
$3.09M - $3.46M
|
3.27K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-27.8K- 14.44% |
$3.17M - $3.54M
|
165K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-29.3K- 7.92% |
$3.34M - $3.74M
|
341K
$37M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-29.7K- 57.55% |
$3.39M - $3.79M
|
21.9K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-30.6K- 58.18% |
$3.48M - $3.89M
|
22K
$2.38M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-31.2K- 57.06% |
$3.55M - $3.97M
|
23.5K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-32.7K- 48.27% |
$3.72M - $4.16M
|
35K
$3.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.6K- 72.97% |
$3.82M - $4.27M
|
12.4K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-34.2K- 5.94% |
$3.9M - $4.36M
|
543K
$58.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-35.2K- 4.3% |
$4.01M - $4.49M
|
785K
$85.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.5K- 38.38% |
$4.28M - $4.78M
|
60.3K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38.2K- 6.64% |
$4.35M - $4.86M
|
536K
$58.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-38.3K- 4.55% |
$4.36M - $4.88M
|
804K
$87.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.5K- 53.5% |
$4.38M - $4.9M
|
33.4K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-38.6K- 68.03% |
$4.4M - $4.92M
|
18.2K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-39.2K- 9.02% |
$4.46M - $4.99M
|
395K
$42.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-40.6K- 34.56% |
$4.62M - $5.17M
|
76.9K
$8.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-41.6K- 42.66% |
$4.74M - $5.3M
|
56K
$6.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-45.3K- 5.35% |
$5.16M - $5.77M
|
801K
$87M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-50.8K- 46.4% |
$5.78M - $6.47M
|
58.6K
$6.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-53.1K- 21.6% |
$6.05M - $6.76M
|
193K
$20.9M
|