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 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.45KNew |
$507K - $567K
|
4.45K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.32KNew |
$492K - $550K
|
4.32K
$506K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.29K+ 6.55% |
$488K - $546K
|
69.7K
$8.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.27K+ 2.14% |
$486K - $543K
|
203K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.25K+ 12.63% |
$484K - $541K
|
37.9K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.25K+ 243.52% |
$484K - $541K
|
5.99K
$702K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.16K+ 9.29% |
$474K - $530K
|
49K
$5.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.14K+ 5.15% |
$472K - $528K
|
84.7K
$9.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.13K+ 17.04% |
$471K - $526K
|
28.4K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.05KNew |
$461K - $516K
|
4.05K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
4.03K+ 33.43% |
$459K - $513K
|
16.1K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.01K+ 92.33% |
$457K - $511K
|
8.35K
$979K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01K+ 2.41% |
$457K - $511K
|
170K
$19.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4K+ 1.32% |
$456K - $510K
|
308K
$36M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.99K+ 3.41% |
$454K - $508K
|
121K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.99K+ 8.84% |
$454K - $508K
|
49.1K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.98K+ 1.96% |
$453K - $506K
|
206K
$24.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.96K+ 5.32% |
$451K - $504K
|
78.5K
$9.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3.92K+ 2.95% |
$447K - $500K
|
137K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.92K+ 40.26% |
$447K - $499K
|
13.7K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.92KNew |
$446K - $499K
|
3.92K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.88K+ 3.4% |
$442K - $494K
|
118K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.86K+ 7.4% |
$440K - $492K
|
56.1K
$6.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3.86KNew |
$440K - $492K
|
3.86K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.86K+ 23.26% |
$439K - $491K
|
20.4K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.85K+ 8.36% |
$439K - $490K
|
49.9K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.81K+ 3.94% |
$434K - $485K
|
100K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.78K+ 0.75% |
$430K - $481K
|
505K
$59.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.77K+ 1.57% |
$430K - $480K
|
243K
$28.5M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.76K+ 0.71% |
$428K - $479K
|
533K
$62.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.73K+ 19.75% |
$425K - $476K
|
22.6K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.72KNew |
$424K - $474K
|
3.72K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.71K+ 1.4% |
$423K - $472K
|
270K
$31.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.69K+ 17.83% |
$420K - $470K
|
24.4K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.64K+ 5.17% |
$415K - $464K
|
74.1K
$8.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.6K+ 1.31% |
$410K - $458K
|
279K
$32.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.59K+ 2.57% |
$409K - $457K
|
143K
$16.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.57K+ 3.85% |
$406K - $454K
|
96.2K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.56K+ 4.52% |
$405K - $453K
|
82.2K
$9.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.49K+ 18.23% |
$397K - $444K
|
22.6K
$2.65M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.48K+ 24.94% |
$396K - $443K
|
17.4K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.44KNew |
$392K - $438K
|
3.44K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.42K+ 27.81% |
$390K - $436K
|
15.7K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$389K - $436K
|
3.42K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.42K+ 19.55% |
$389K - $435K
|
20.9K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.4K+ 1.25% |
$387K - $433K
|
275K
$32.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.38K+ 6.81% |
$385K - $431K
|
53K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37K+ 10.3% |
$384K - $429K
|
36.1K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.33K+ 2.87% |
$379K - $424K
|
119K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.32K+ 2.99% |
$378K - $423K
|
114K
$13.4M
|