Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
6.79MNew |
$696M - $814M
|
6.79M
$724M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.68M+ 71.95% |
$275M - $322M
|
6.42M
$685M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.99M+ 105.3% |
$204M - $239M
|
3.88M
$414M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.94M+ 10973.66% |
$198M - $232M
|
1.95M
$209M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.76M+ 1175.16% |
$181M - $211M
|
1.91M
$204M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
931K+ 2.9% |
$95.5M - $112M
|
33M
$3.52B
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
924K+ 2.42% |
$94.7M - $111M
|
39.1M
$4.17B
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
838K+ 65.32% |
$85.9M - $101M
|
2.12M
$226M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
801K+ 16.48% |
$82.1M - $96.1M
|
5.67M
$604M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
562KNew |
$57.6M - $67.4M
|
562K
$60M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
369K+ 226.69% |
$37.8M - $44.3M
|
532K
$56.8M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
357K+ 18.91% |
$36.5M - $42.8M
|
2.24M
$239M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
352K+ 4.2% |
$36M - $42.2M
|
8.73M
$931M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
339K+ 3.8% |
$34.8M - $40.7M
|
9.25M
$987M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
310K+ 2411.42% |
$31.8M - $37.2M
|
323K
$34.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
300K+ 63.37% |
$30.8M - $36M
|
775K
$82.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
289K+ 3.09% |
$29.6M - $34.6M
|
9.63M
$1.03B
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
273K+ 12.14% |
$28M - $32.7M
|
2.52M
$269M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
273K+ 12.14% |
$28M - $32.7M
|
2.52M
$269M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
253K+ 45.27% |
$25.9M - $30.3M
|
810K
$86.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
251K+ 1.61% |
$25.7M - $30.1M
|
15.9M
$1.7B
|
|
|
Apr 28, 2025
Q1 2025
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
250KNew |
$25.6M - $30M
|
250K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
249KNew |
$25.5M - $29.9M
|
249K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
244KNew |
$25M - $29.3M
|
244K
$26M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
237K+ 4034.33% |
$24.3M - $28.4M
|
243K
$25.9M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
237K+ 49.8% |
$24.3M - $28.4M
|
713K
$76.1M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
234K+ 300.47% |
$23.9M - $28M
|
311K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
233KNew |
$23.8M - $27.9M
|
233K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
232KNew |
$23.7M - $27.8M
|
232K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
212K+ 113.16% |
$21.7M - $25.4M
|
399K
$42.6M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
208KNew |
$21.4M - $25M
|
208K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
189K+ 8214.87% |
$19.4M - $22.7M
|
192K
$20.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
187KNew |
$19.2M - $22.5M
|
187K
$20M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
180K+ 14.59% |
$18.4M - $21.6M
|
1.41M
$151M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
170K+ 9.33% |
$17.4M - $20.4M
|
1.99M
$212M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
164K+ 314.41% |
$16.8M - $19.6M
|
216K
$23M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
155K+ 1.77% |
$15.9M - $18.7M
|
8.96M
$956M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
147K+ 289.37% |
$15.1M - $17.6M
|
198K
$21.1M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
146K+ 5.33% |
$15M - $17.5M
|
2.89M
$308M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
138KNew |
$14.2M - $16.6M
|
138K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
135KNew |
$13.9M - $16.2M
|
135K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
129K+ 10.45% |
$13.2M - $15.5M
|
1.37M
$146M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
127K+ 4333.72% |
$13M - $15.2M
|
130K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
124K+ 16.84% |
$12.7M - $14.9M
|
861K
$91.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 6.51% |
$12.5M - $14.6M
|
1.99M
$212M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
116K+ 27.7% |
$11.9M - $13.9M
|
533K
$56.9M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
113K+ 173.52% |
$11.5M - $13.5M
|
178K
$18.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
111K+ 85.71% |
$11.4M - $13.3M
|
241K
$25.7M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
111K+ 101.56% |
$11.4M - $13.3M
|
220K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
111K+ 11.63% |
$11.4M - $13.3M
|
1.06M
$114M
|