Purchases and Sales Made in Q4 2024 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 14, 2025 Q4 2024
Hsbc Holdings PLC

London, X0
BUY
 -
11.5K
+ 13.97%
$1.31M - $1.46M
93.5K $9.36M
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
11.4K
+ 49.41%
$1.3M - $1.45M
34.5K $3.45M
Feb 13, 2025 Q4 2024
Concentrum Wealth Management

BUY
 -
11.3K
+ 247.55%
$1.28M - $1.44M
15.8K $1.58M
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
11.2K
+ 4.45%
$1.28M - $1.43M
263K $26.3M
Feb 10, 2025 Q4 2024
Performa LTD (Us), LLC

BUY
 -
11.2K
+ 32.42%
$1.27M - $1.42M
45.6K $4.56M
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
11K
New
$1.26M - $1.41M
11K $1.11M
Jan 13, 2025 Q4 2024
Dale Q Rice Investment Management LTD

Vancouver, WA
BUY
 -
11K
New
$1.26M - $1.41M
11K $1.1M
Feb 13, 2025 Q4 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
11K
+ 0.75%
$1.25M - $1.4M
1.47M $147M
Feb 14, 2025 Q4 2024
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
11K
New
$1.25M - $1.4M
11K $1.1M
Jan 14, 2025 Q4 2024
Melone Private Wealth, LLC

BUY
 -
11K
+ 36.01%
$1.25M - $1.4M
41.6K $4.16M
Feb 04, 2025 Q4 2024
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
10.7K
New
$1.22M - $1.36M
10.7K $1.07M
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
10.7K
+ 15.33%
$1.22M - $1.36M
80.3K $8.04M
Jan 27, 2025 Q4 2024
State Of Alaska, Department Of Revenue

BUY
 -
10.6K
New
$1.2M - $1.35M
10.6K $1.06M
Jan 23, 2025 Q4 2024
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
10.5K
+ 272.19%
$1.2M - $1.34M
14.4K $1.44M
Feb 12, 2025 Q4 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
10.4K
+ 19.8%
$1.19M - $1.33M
63.1K $6.32M
Feb 14, 2025 Q4 2024
Pinnacle Associates LTD

BUY
 -
10.4K
+ 4.07%
$1.19M - $1.33M
266K $26.7M
Jan 29, 2025 Q4 2024
Sovran Advisors, LLC

San Diego, CA
BUY
 -
10.4K
New
$1.19M - $1.33M
10.4K $1.04M
Jan 21, 2025 Q4 2024
Legacy Wealth Management, Inc

BUY
 -
10.4K
+ 2.17%
$1.18M - $1.32M
488K $48.9M
Jan 22, 2025 Q4 2024
Apexium Financial, LP

BUY
 -
10.3K
+ 7.5%
$1.18M - $1.32M
148K $14.8M
Feb 13, 2025 Q4 2024
Obsidian Personal Planning Solutions LLC

BUY
 -
10.3K
+ 8.55%
$1.18M - $1.32M
131K $13.1M
Jan 24, 2025 Q4 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
10.3K
+ 8.76%
$1.17M - $1.31M
128K $12.8M
Feb 07, 2025 Q4 2024
Sage Mountain Advisors LLC

BUY
 -
10.3K
+ 34.69%
$1.17M - $1.31M
40K $4.01M
Jan 28, 2025 Q4 2024
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
10.3K
New
$1.17M - $1.31M
10.3K $1.03M
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
10.2K
+ 8.29%
$1.16M - $1.3M
133K $13.3M
Jan 22, 2025 Q4 2024
Kfa Private Wealth Group, LLC

BUY
 -
10.1K
+ 21.43%
$1.15M - $1.29M
57.3K $5.74M
Feb 14, 2025 Q4 2024
Voya Investment Management LLC

Atlanta, GA
BUY
 -
10K
+ 1.93%
$1.14M - $1.28M
531K $53.2M
Feb 12, 2025 Q4 2024
Assured Partners Investment Advisors, LLC

Tampa, FL
BUY
 -
10K
New
$1.14M - $1.28M
10K $1M
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
9.98K
+ 16.18%
$1.14M - $1.27M
71.7K $7.18M
Feb 12, 2025 Q4 2024
Riverchase Wealth Management, LLC

Flower Mound, TX
BUY
 -
9.98K
New
$1.14M - $1.27M
9.98K $999K
Feb 03, 2025 Q4 2024
Matauro, LLC

New York, NY
BUY
 -
9.91K
New
$1.13M - $1.26M
9.91K $992K
Feb 14, 2025 Q4 2024
Al Ti Global, Inc.

New York, NY
BUY
 -
9.87K
+ 36.22%
$1.12M - $1.26M
37.1K $3.72M
Feb 11, 2025 Q4 2024
Intellus Advisors LLC

Naples, FL
BUY
 -
9.84K
New
$1.12M - $1.25M
9.84K $985K
Feb 14, 2025 Q4 2024
Ifc Advisors LLC

Los Angeles, CA
BUY
 -
9.8K
New
$1.12M - $1.25M
9.8K $981K
Feb 14, 2025 Q4 2024
Bearing Point Capital, LLC

Bloomington, MN
BUY
 -
9.8K
New
$1.12M - $1.25M
9.8K $981K
Jan 29, 2025 Q4 2024
Vontobel Holding Ltd.

BUY
 -
9.64K
New
$1.1M - $1.23M
9.64K $965K
Feb 13, 2025 Q4 2024
Tandem Investment Partners LLC

Bordentown, NJ
BUY
 -
9.56K
New
$1.09M - $1.22M
9.56K $957K
Feb 10, 2025 Q4 2024
Glenview Trust CO

Louisville, KY
BUY
 -
9.55K
+ 1.46%
$1.09M - $1.22M
665K $66.6M
Feb 14, 2025 Q4 2024
Three Seasons Wealth, LLC

Salt Lake City, UT
BUY
 -
9.49K
New
$1.08M - $1.21M
9.49K $951K
Jan 21, 2025 Q4 2024
Legacy Financial Group LLC

BUY
 -
9.48K
New
$1.08M - $1.21M
9.48K $949K
Jan 21, 2025 Q4 2024
Mfa Wealth Services

Thousand Oaks, CA
BUY
 -
9.36K
New
$1.07M - $1.19M
9.36K $937K
Feb 06, 2025 Q4 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
9.3K
+ 129.03%
$1.06M - $1.19M
16.5K $1.65M
Jan 30, 2025 Q4 2024
Jfs Wealth Advisors, LLC

BUY
 -
9.28K
+ 3.12%
$1.06M - $1.18M
307K $30.7M
Feb 07, 2025 Q4 2024
Argentarii, LLC

Cincinnati, OH
BUY
 -
9.25K
New
$1.05M - $1.18M
9.25K $926K
Jan 23, 2025 Q4 2024
Fiduciary Advisors, Inc.

St. Louis, MO
BUY
 -
9.24K
New
$1.05M - $1.18M
9.24K $925K
Jan 07, 2025 Q4 2024
Bangor Savings Bank

Bangor, ME
BUY
 -
9.22K
+ 1.92%
$1.05M - $1.17M
490K $49M
Feb 07, 2025 Q4 2024
Coordinated Financial Services, Inc.

Denver, CO
BUY
 -
9.2K
New
$1.05M - $1.17M
9.2K $921K
Jan 13, 2025 Q4 2024
Burns J W & CO Inc

BUY
 -
9.19K
+ 19.59%
$1.05M - $1.17M
56.1K $5.62M
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
9.16K
+ 19.81%
$1.04M - $1.17M
55.4K $5.55M
Feb 14, 2025 Q4 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
9.14K
New
$1.04M - $1.16M
9.14K $915K

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