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 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.01K+ 3.03% |
$206K - $242K
|
68.6K
$7.28M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 3.63% |
$206K - $241K
|
57.4K
$6.09M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2K+ 13.96% |
$205K - $240K
|
16.4K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2K+ 4.21% |
$205K - $240K
|
49.5K
$5.25M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.98K+ 0.73% |
$203K - $237K
|
272K
$28.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.98KNew |
$203K - $237K
|
1.98K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.97K+ 1.12% |
$202K - $236K
|
178K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
1.96K+ 30.54% |
$201K - $235K
|
8.38K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.96K+ 7.0% |
$201K - $235K
|
30K
$3.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.96K+ 4.12% |
$200K - $235K
|
49.4K
$5.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.91K+ 10.75% |
$196K - $229K
|
19.7K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.9K+ 31.81% |
$195K - $228K
|
7.89K
$837K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.9K+ 95.57% |
$195K - $228K
|
3.89K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.89K+ 33.4% |
$194K - $227K
|
7.55K
$802K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
1.88K+ 8.07% |
$192K - $225K
|
25.1K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.86K+ 5.62% |
$191K - $223K
|
34.9K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.85K+ 0.51% |
$189K - $221K
|
365K
$38.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.84K+ 11.91% |
$189K - $221K
|
17.3K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 3.12% |
$188K - $220K
|
60.4K
$6.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.82K+ 8.05% |
$186K - $218K
|
24.4K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.82K+ 99.84% |
$186K - $218K
|
3.64K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.81K+ 17.79% |
$185K - $217K
|
12K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.8K+ 5.72% |
$184K - $216K
|
33.3K
$3.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.78K+ 2.3% |
$183K - $214K
|
79.4K
$8.42M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.78K+ 1.96% |
$182K - $213K
|
92.7K
$9.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 5.53% |
$182K - $213K
|
33.9K
$3.59M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.77K+ 71.56% |
$181K - $212K
|
4.24K
$450K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.75K+ 10.99% |
$180K - $210K
|
17.7K
$1.88M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.75K+ 3.19% |
$179K - $210K
|
56.5K
$5.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.74K+ 3.84% |
$179K - $209K
|
47.1K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.73K+ 1.16% |
$177K - $208K
|
151K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.73K+ 13.78% |
$177K - $207K
|
14.3K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.72K+ 2.05% |
$176K - $206K
|
85.6K
$9.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.71K+ 1.43% |
$175K - $205K
|
121K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.7K+ 8.89% |
$174K - $203K
|
20.8K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.67K+ 0.11% |
$171K - $200K
|
1.56M
$165M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.66K+ 2125.64% |
$170K - $199K
|
1.74K
$184K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.65K+ 36.46% |
$169K - $198K
|
6.19K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.65K+ 3.53% |
$169K - $197K
|
48.2K
$5.12M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.64K+ 4.94% |
$168K - $197K
|
34.9K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.64K+ 0.43% |
$168K - $196K
|
381K
$40.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.62K+ 52.3% |
$166K - $194K
|
4.7K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
1.61K+ 11.5% |
$165K - $193K
|
15.6K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.61K+ 2.96% |
$165K - $193K
|
56K
$5.94M
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
BUY
|
- |
1.6K+ 19.51% |
$164K - $192K
|
9.8K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.6K+ 21.9% |
$164K - $191K
|
8.88K
$943K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.59K+ 0.59% |
$163K - $191K
|
271K
$28.8M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.58K+ 12.17% |
$162K - $190K
|
14.6K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.58K+ 0.83% |
$162K - $190K
|
193K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.58K+ 17.85% |
$162K - $190K
|
10.4K
$1.11M
|