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 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.18K+ 2.31% |
$121K - $141K
|
52K
$5.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.16K+ 2.0% |
$118K - $139K
|
58.8K
$6.24M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.15K+ 5.79% |
$118K - $138K
|
21K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 24.54% |
$116K - $136K
|
5.76K
$611K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 5.0% |
$116K - $136K
|
23.8K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.12K+ 1.74% |
$115K - $134K
|
65.4K
$6.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.11K+ 3.29% |
$114K - $133K
|
34.8K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.1K+ 0.66% |
$113K - $132K
|
169K
$17.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 4.74% |
$112K - $131K
|
24.2K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.09K+ 10.87% |
$112K - $131K
|
11.1K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.09KNew |
$111K - $130K
|
1.09K
$115K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.07K+ 0.92% |
$110K - $129K
|
118K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.07K+ 6.15% |
$110K - $129K
|
18.5K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.07K+ 0.67% |
$109K - $128K
|
160K
$17M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.05K+ 26.93% |
$108K - $126K
|
4.96K
$526K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.05K+ 3.1% |
$107K - $126K
|
34.8K
$3.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$107K - $125K
|
1.05K
$111K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.03K+ 11.47% |
$105K - $123K
|
9.97K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.02K+ 3.16% |
$105K - $123K
|
33.4K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.02K+ 0.89% |
$105K - $122K
|
116K
$12.3M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.01K+ 6.36% |
$103K - $121K
|
16.8K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.01K+ 4.51% |
$103K - $121K
|
23.3K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
995+ 3.81% |
$102K - $119K
|
27.1K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
993+ 9.78% |
$102K - $119K
|
11.1K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
984+ 12.88% |
$101K - $118K
|
8.62K
$915K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
978+ 2.87% |
$100K - $117K
|
35K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
976+ 17.32% |
$100K - $117K
|
6.61K
$702K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
968+ 8.36% |
$99.2K - $116K
|
12.6K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
967+ 2.33% |
$99.1K - $116K
|
42.4K
$4.5M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
962+ 19.95% |
$98.6K - $115K
|
5.78K
$614K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
962+ 9.56% |
$98.6K - $115K
|
11K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
961+ 0.64% |
$98.5K - $115K
|
150K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
957+ 22.98% |
$98.1K - $115K
|
5.12K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
952+ 29.45% |
$97.6K - $114K
|
4.19K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
939+ 4.35% |
$96.2K - $113K
|
22.5K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
926+ 0.47% |
$94.9K - $111K
|
199K
$21.1M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
913+ 1.59% |
$93.6K - $110K
|
58.5K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
913+ 2.27% |
$93.6K - $110K
|
41K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
902+ 16.45% |
$92.4K - $108K
|
6.39K
$678K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
900+ 2.17% |
$92.2K - $108K
|
42.5K
$4.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
899+ 21.02% |
$92.1K - $108K
|
5.18K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
897+ 8.49% |
$91.9K - $108K
|
11.5K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
891+ 2.0% |
$91.3K - $107K
|
45.5K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
890+ 4.29% |
$91.2K - $107K
|
21.6K
$2.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
888+ 3.41% |
$91K - $107K
|
26.9K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
888+ 2.67% |
$91K - $107K
|
34.2K
$3.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
881+ 13.59% |
$90.3K - $106K
|
7.36K
$782K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
880+ 6.81% |
$90.2K - $106K
|
13.8K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
877+ 1.37% |
$89.9K - $105K
|
65K
$6.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
877+ 5.31% |
$89.9K - $105K
|
17.4K
$1.84M
|