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 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.58K+ 6.83% |
$162K - $190K
|
24.7K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.56K+ 19.5% |
$160K - $187K
|
9.56K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.55K+ 8.55% |
$159K - $186K
|
19.6K
$2.08M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.54K+ 19.32% |
$157K - $184K
|
9.49K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.53K+ 0.78% |
$157K - $184K
|
198K
$21M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.52K+ 28.81% |
$156K - $183K
|
6.81K
$723K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.5K+ 3.76% |
$154K - $180K
|
41.5K
$4.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
1.49K+ 21.59% |
$153K - $179K
|
8.41K
$893K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.49K+ 8.76% |
$153K - $179K
|
18.5K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.49K+ 4.54% |
$152K - $178K
|
34.2K
$3.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.48K+ 2.36% |
$152K - $178K
|
64.3K
$6.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.47K+ 14.21% |
$151K - $176K
|
11.8K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.47K+ 4.13% |
$150K - $176K
|
37K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.46K+ 1.52% |
$149K - $175K
|
97.3K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.45K+ 5.41% |
$149K - $174K
|
28.3K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.45KNew |
$149K - $174K
|
1.45K
$154K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 33.77% |
$148K - $174K
|
5.73K
$608K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.44K+ 4.79% |
$147K - $172K
|
31.4K
$3.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.43K+ 5.04% |
$147K - $172K
|
29.8K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.43K+ 2.09% |
$146K - $171K
|
69.9K
$7.42M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.41K+ 1.42% |
$144K - $169K
|
101K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.4K+ 3.65% |
$143K - $167K
|
39.7K
$4.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.39K+ 6.45% |
$143K - $167K
|
23K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
1.39K+ 0.35% |
$143K - $167K
|
395K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.39K+ 3.67% |
$142K - $166K
|
39.2K
$4.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.38K+ 12.88% |
$142K - $166K
|
12.1K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.38K+ 0.68% |
$141K - $165K
|
205K
$21.7M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.36K+ 2.58% |
$139K - $163K
|
53.9K
$5.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.35K+ 3.75% |
$139K - $162K
|
37.4K
$3.97M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.35K+ 73.06% |
$138K - $162K
|
3.19K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.35K+ 7.95% |
$138K - $162K
|
18.3K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.34K+ 4.13% |
$137K - $160K
|
33.7K
$3.57M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.33K+ 2.59% |
$136K - $159K
|
52.6K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.33KNew |
$136K - $159K
|
1.33K
$141K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.32K+ 13.6% |
$135K - $158K
|
11K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.31K+ 6.65% |
$134K - $157K
|
21K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.3K+ 13.64% |
$133K - $156K
|
10.8K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.3K+ 2.85% |
$133K - $156K
|
46.8K
$4.97M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.3K+ 13.89% |
$133K - $155K
|
10.6K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.29K+ 5.21% |
$133K - $155K
|
26.1K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.28K+ 38.76% |
$131K - $154K
|
4.58K
$486K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.27K+ 15.4% |
$130K - $153K
|
9.53K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.25K+ 16.31% |
$128K - $149K
|
8.88K
$943K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.22K+ 5.05% |
$125K - $147K
|
25.4K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.22K+ 19.01% |
$125K - $146K
|
7.61K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.2K+ 15.39% |
$123K - $144K
|
9.01K
$956K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.2K+ 48.29% |
$123K - $144K
|
3.69K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.2K+ 4.06% |
$123K - $144K
|
30.7K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.19K+ 0.97% |
$121K - $142K
|
123K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.18K+ 3.94% |
$121K - $142K
|
31.1K
$3.3M
|