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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.5K+ 21.31% |
$256K - $300K
|
14.2K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.49K+ 1.88% |
$256K - $299K
|
135K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
2.48K+ 8.21% |
$254K - $297K
|
32.6K
$3.46M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2.45K+ 0.87% |
$251K - $294K
|
282K
$30M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.43K+ 2.65% |
$249K - $291K
|
94.2K
$9.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.41K+ 12.93% |
$247K - $290K
|
21.1K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
2.41K+ 3.26% |
$247K - $289K
|
76.5K
$8.12M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.39K+ 5.61% |
$245K - $287K
|
45.1K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.37K+ 6.16% |
$243K - $284K
|
40.8K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.36K+ 15.36% |
$242K - $283K
|
17.7K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.35K+ 2.31% |
$241K - $282K
|
104K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 4.54% |
$241K - $282K
|
54.1K
$5.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.33K+ 5.68% |
$239K - $280K
|
43.4K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.33KNew |
$239K - $280K
|
2.33K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2.33K+ 6.73% |
$239K - $279K
|
37K
$3.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.33K+ 5.5% |
$238K - $279K
|
44.6K
$4.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$236K - $276K
|
2.3K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.3KNew |
$236K - $276K
|
2.3K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.28K+ 16.32% |
$234K - $274K
|
16.3K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.28K+ 10.7% |
$234K - $273K
|
23.6K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.27K+ 171.53% |
$233K - $272K
|
3.6K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 1.2% |
$232K - $271K
|
191K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.25K+ 6.51% |
$230K - $269K
|
36.8K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.23K+ 17.93% |
$228K - $267K
|
14.6K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.22K+ 53.01% |
$228K - $267K
|
6.41K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.2K+ 20.5% |
$225K - $264K
|
12.9K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
2.2K+ 6.34% |
$225K - $264K
|
36.8K
$3.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.19K+ 5.03% |
$225K - $263K
|
45.8K
$4.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 3.33% |
$225K - $263K
|
68K
$7.21M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.18K+ 2.33% |
$224K - $262K
|
95.9K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.18KNew |
$223K - $261K
|
2.18K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.18KNew |
$223K - $261K
|
2.18K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 3.11% |
$222K - $260K
|
71.8K
$7.62M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.16K+ 5.36% |
$222K - $260K
|
42.5K
$4.51M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.16K+ 1.16% |
$222K - $259K
|
189K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.16KNew |
$222K - $259K
|
2.16K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
2.16K+ 88.18% |
$221K - $259K
|
4.6K
$489K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.15K+ 88.86% |
$221K - $258K
|
4.58K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.14KNew |
$220K - $257K
|
2.14K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.13K+ 1.29% |
$218K - $256K
|
167K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.12K+ 8.39% |
$217K - $254K
|
27.4K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.12K+ 22.36% |
$217K - $254K
|
11.6K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
2.12K+ 1.08% |
$217K - $254K
|
198K
$21M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.1K+ 1.23% |
$215K - $252K
|
172K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.1K+ 5.54% |
$215K - $252K
|
40K
$4.24M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.07KNew |
$212K - $249K
|
2.07K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.04K+ 7.5% |
$209K - $245K
|
29.3K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.04K+ 5.88% |
$209K - $245K
|
36.8K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
2.02K+ 3.28% |
$207K - $243K
|
63.6K
$6.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 1.58% |
$207K - $242K
|
130K
$13.8M
|