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 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15.2K+ 17.97% |
$1.73M - $1.94M
|
100K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
15.1K+ 8.81% |
$1.72M - $1.93M
|
187K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
14.9KNew |
$1.7M - $1.9M
|
14.9K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
14.8KNew |
$1.69M - $1.89M
|
14.8K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
14.8K+ 8.36% |
$1.68M - $1.88M
|
191K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
14.7KNew |
$1.68M - $1.87M
|
14.7K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
14.7K+ 13.27% |
$1.67M - $1.87M
|
125K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
14.7K+ 191.42% |
$1.67M - $1.87M
|
22.4K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
14.6KNew |
$1.67M - $1.86M
|
14.6K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 13.77% |
$1.65M - $1.84M
|
120K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.2K+ 161.87% |
$1.62M - $1.81M
|
23K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
14.1K+ 3.78% |
$1.61M - $1.8M
|
388K
$38.9M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
14.1K+ 47.35% |
$1.61M - $1.8M
|
43.9K
$4.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.1K+ 2.6% |
$1.61M - $1.8M
|
556K
$55.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14.1K+ 20.14% |
$1.6M - $1.79M
|
83.9K
$8.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
14KNew |
$1.6M - $1.79M
|
14K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13.9K+ 3.54% |
$1.59M - $1.77M
|
407K
$40.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
13.8K+ 4.68% |
$1.58M - $1.76M
|
309K
$31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
13.6KNew |
$1.55M - $1.73M
|
13.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.6K+ 29.64% |
$1.55M - $1.73M
|
59.5K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
13.5K+ 9.59% |
$1.54M - $1.72M
|
155K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13.3KNew |
$1.52M - $1.7M
|
13.3K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
13.2KNew |
$1.51M - $1.69M
|
13.2K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.9K+ 19.83% |
$1.47M - $1.65M
|
78.1K
$7.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.8K+ 2.4% |
$1.46M - $1.63M
|
545K
$54.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
12.7K+ 18.24% |
$1.45M - $1.62M
|
82.6K
$8.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.7K+ 175.88% |
$1.44M - $1.62M
|
19.9K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12.7K+ 7.42% |
$1.44M - $1.61M
|
183K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
12.5KNew |
$1.43M - $1.6M
|
12.5K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.5K+ 27.8% |
$1.43M - $1.59M
|
57.6K
$5.76M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
12.4KNew |
$1.42M - $1.58M
|
12.4K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.4K+ 4.15% |
$1.41M - $1.58M
|
311K
$31.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.4KNew |
$1.41M - $1.58M
|
12.4K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
12.3KNew |
$1.4M - $1.56M
|
12.3K
$1.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12.2K+ 6.45% |
$1.4M - $1.56M
|
202K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12.2K+ 2.24% |
$1.39M - $1.56M
|
558K
$55.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.2KNew |
$1.39M - $1.55M
|
12.2K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
12.1K+ 5.6% |
$1.38M - $1.55M
|
229K
$22.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12.1K+ 2.61% |
$1.38M - $1.54M
|
476K
$47.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12KNew |
$1.36M - $1.52M
|
12K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
11.8K+ 6.12% |
$1.34M - $1.5M
|
205K
$20.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.7K+ 55.35% |
$1.34M - $1.5M
|
32.9K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.7K+ 26.28% |
$1.34M - $1.49M
|
56.3K
$5.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
11.7K+ 22.57% |
$1.33M - $1.49M
|
63.6K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
11.7K+ 3.55% |
$1.33M - $1.49M
|
342K
$34.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11.7K+ 28.97% |
$1.33M - $1.49M
|
52.1K
$5.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
11.7K+ 8.12% |
$1.33M - $1.49M
|
156K
$15.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
11.6KNew |
$1.32M - $1.48M
|
11.6K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.6K+ 4.04% |
$1.32M - $1.48M
|
299K
$29.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
11.5K+ 16.78% |
$1.31M - $1.47M
|
80.3K
$8.04M
|