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 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-70.1K- 27.25% |
$7.99M - $8.93M
|
187K
$20.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-82.1K- 61.41% |
$9.35M - $10.5M
|
51.6K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-91.3K- 17.78% |
$10.4M - $11.6M
|
422K
$46.8M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-92.4K- 8.99% |
$10.5M - $11.8M
|
936K
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-92.5K- 3.69% |
$10.5M - $11.8M
|
2.42M
$268M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-97.1K- 57.81% |
$11.1M - $12.4M
|
70.8K
$7.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-108K- 20.23% |
$12.3M - $13.7M
|
425K
$47.1M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-109K- 94.81% |
$12.4M - $13.9M
|
5.99K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-110K- 99.89% |
$12.5M - $14M
|
126
$14K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-119K- 11.09% |
$13.5M - $15.1M
|
953K
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-120K- 9.99% |
$13.7M - $15.3M
|
1.08M
$120M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-129K- 11.04% |
$14.7M - $16.4M
|
1.04M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-157K- 98.55% |
$17.9M - $20M
|
2.31K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-160K- 1.77% |
$18.3M - $20.4M
|
8.91M
$988M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-177K- 65.24% |
$20.2M - $22.5M
|
94.3K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-196K- 93.84% |
$22.3M - $25M
|
12.9K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-204K- 47.23% |
$23.2M - $25.9M
|
228K
$25.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-209K- 80.35% |
$23.8M - $26.7M
|
51.2K
$5.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-212K- 97.19% |
$24.1M - $26.9M
|
6.11K
$677K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-212K- 53.09% |
$24.1M - $27M
|
187K
$20.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-224K- 56.12% |
$25.6M - $28.6M
|
175K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-230K- 100.0% |
$26.2M - $29.4M
|
11
$1.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-650K- 10.98% |
$74M - $82.8M
|
5.27M
$585M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-721K- 50.0% |
$82.1M - $91.9M
|
721K
$79.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.53M- 99.23% |
$175M - $195M
|
11.9K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.33M- 38.91% |
$265M - $297M
|
3.66M
$405M
|