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 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
888+ 3.41% |
$91K - $107K
|
26.9K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
888+ 2.67% |
$91K - $107K
|
34.2K
$3.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
881+ 13.59% |
$90.3K - $106K
|
7.36K
$817K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
880+ 6.81% |
$90.2K - $106K
|
13.8K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
877+ 1.37% |
$89.9K - $105K
|
65K
$7.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
877+ 5.31% |
$89.9K - $105K
|
17.4K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
875+ 11.64% |
$89.7K - $105K
|
8.39K
$931K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
871+ 0.66% |
$89.3K - $104K
|
133K
$14.8M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
853+ 1.51% |
$87.4K - $102K
|
57.2K
$6.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
852+ 3.59% |
$87.3K - $102K
|
24.6K
$2.73M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
852+ 2.68% |
$87.3K - $102K
|
32.7K
$3.62M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
851+ 1.07% |
$87.2K - $102K
|
80.3K
$8.91M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
846+ 32.63% |
$86.7K - $101K
|
3.44K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
844+ 2.66% |
$86.5K - $101K
|
32.6K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
844+ 17.02% |
$86.5K - $101K
|
5.8K
$644K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
829+ 15.85% |
$85K - $99.4K
|
6.06K
$672K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
809+ 13.77% |
$82.9K - $97K
|
6.69K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
805+ 2981.48% |
$82.5K - $96.6K
|
832
$92.3K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
796New |
$81.6K - $95.5K
|
796
$88.3K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
793+ 374.06% |
$81.3K - $95.1K
|
1.01K
$111K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
790+ 16.82% |
$81K - $94.8K
|
5.49K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
782+ 0.87% |
$80.1K - $93.8K
|
90.2K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
772New |
$79.1K - $92.6K
|
772
$85.6K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
765+ 17.33% |
$78.4K - $91.8K
|
5.18K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
759New |
$77.8K - $91K
|
759
$84.2K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
759+ 2.34% |
$77.8K - $91K
|
33.2K
$3.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
758+ 6.43% |
$77.7K - $90.9K
|
12.6K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
758+ 1.15% |
$77.7K - $90.9K
|
66.9K
$7.42M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
754+ 5.16% |
$77.3K - $90.4K
|
15.4K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
746+ 2.21% |
$76.5K - $89.5K
|
34.6K
$3.83M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
743+ 4.89% |
$76.2K - $89.1K
|
15.9K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
743+ 0.45% |
$76.2K - $89.1K
|
165K
$18.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
742New |
$76K - $89K
|
742
$82.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
733+ 0.22% |
$75.1K - $87.9K
|
328K
$36.4M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
728+ 10.68% |
$74.6K - $87.3K
|
7.55K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
728+ 0.93% |
$74.6K - $87.3K
|
78.9K
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
727+ 181.3% |
$74.5K - $87.2K
|
1.13K
$125K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
717+ 3.81% |
$73.5K - $86K
|
19.5K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
717+ 34.37% |
$73.5K - $86K
|
2.8K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
709+ 23.97% |
$72.7K - $85.1K
|
3.67K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
708+ 1.9% |
$72.6K - $84.9K
|
37.9K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
702+ 1.51% |
$71.9K - $84.2K
|
47.1K
$5.22M
|
|
|
Aug 13, 2025
Q1 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
696+ 5.59% |
$71.3K - $83.5K
|
13.1K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
690+ 6.25% |
$70.7K - $82.8K
|
11.7K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
690+ 0.81% |
$70.7K - $82.8K
|
85.9K
$9.53M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
690+ 24.27% |
$70.7K - $82.8K
|
3.53K
$392K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
688+ 2.1% |
$70.5K - $82.5K
|
33.4K
$3.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
686+ 7.87% |
$70.3K - $82.3K
|
9.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
680+ 29.11% |
$69.7K - $81.6K
|
3.02K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
679+ 0.72% |
$69.6K - $81.5K
|
94.8K
$10.5M
|