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 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
644+ 6.33% |
$66K - $77.3K
|
10.8K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
635+ 11.68% |
$65.1K - $76.2K
|
6.07K
$644K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
628+ 4.92% |
$64.4K - $75.3K
|
13.4K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
627+ 8.91% |
$64.3K - $75.2K
|
7.67K
$814K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
625+ 3.17% |
$64.1K - $75K
|
20.3K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
622+ 4.6% |
$63.7K - $74.6K
|
14.2K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
620+ 12.98% |
$63.5K - $74.4K
|
5.4K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
602+ 2.2% |
$61.7K - $72.2K
|
27.9K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
602+ 0.05% |
$61.7K - $72.2K
|
1.17M
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
599+ 3.46% |
$61.4K - $71.9K
|
17.9K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
593+ 4.34% |
$60.8K - $71.1K
|
14.3K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
593+ 5.11% |
$60.8K - $71.1K
|
12.2K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
581+ 2.2% |
$59.5K - $69.7K
|
27K
$2.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
580+ 1.03% |
$59.4K - $69.6K
|
56.6K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
578+ 115.6% |
$59.2K - $69.3K
|
1.08K
$114K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
574+ 10.31% |
$58.8K - $68.9K
|
6.14K
$652K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
571+ 0.71% |
$58.5K - $68.5K
|
80.9K
$8.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
570+ 6.06% |
$58.4K - $68.4K
|
9.98K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
567+ 2.74% |
$58.1K - $68K
|
21.3K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
565+ 0.66% |
$57.9K - $67.8K
|
86.8K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
565+ 0.8% |
$57.9K - $67.8K
|
71.2K
$7.56M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
563+ 1.37% |
$57.7K - $67.5K
|
41.6K
$4.41M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
563+ 4.07% |
$57.7K - $67.5K
|
14.4K
$1.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
561+ 6.21% |
$57.5K - $67.3K
|
9.6K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
560+ 2.07% |
$57.4K - $67.2K
|
27.6K
$2.93M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
558+ 30.68% |
$57.2K - $66.9K
|
2.38K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
558+ 13.58% |
$57.2K - $66.9K
|
4.67K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
553+ 18.13% |
$56.7K - $66.3K
|
3.6K
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
550+ 0.39% |
$56.4K - $66K
|
143K
$15.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
545+ 0.75% |
$55.9K - $65.4K
|
73.4K
$7.79M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
538+ 14.99% |
$55.1K - $64.5K
|
4.13K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
533+ 0.4% |
$54.6K - $63.9K
|
134K
$14.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
531+ 1.68% |
$54.4K - $63.7K
|
32.1K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
531+ 10.76% |
$54.4K - $63.7K
|
5.47K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
527+ 0.55% |
$54K - $63.2K
|
95.7K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
522+ 4.07% |
$53.5K - $62.6K
|
13.3K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
519+ 2.03% |
$53.2K - $62.3K
|
26.1K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
512+ 3.54% |
$52.5K - $61.4K
|
15K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
508+ 2.34% |
$52.1K - $60.9K
|
22.3K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
506+ 4.9% |
$51.9K - $60.7K
|
10.8K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
506+ 1.25% |
$51.9K - $60.7K
|
40.9K
$4.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
499+ 4.33% |
$51.1K - $59.9K
|
12K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
496+ 20.04% |
$50.8K - $59.5K
|
2.97K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
492+ 1.41% |
$50.4K - $59K
|
35.5K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
491+ 224.2% |
$50.3K - $58.9K
|
710
$75.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
490+ 8.02% |
$50.2K - $58.8K
|
6.6K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
486+ 15.81% |
$49.8K - $58.3K
|
3.56K
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
485+ 8.19% |
$49.7K - $58.2K
|
6.41K
$680K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
480+ 5.44% |
$49.2K - $57.6K
|
9.3K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
480+ 18.38% |
$49.2K - $57.6K
|
3.09K
$328K
|