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 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
492+ 1.41% |
$50.4K - $59K
|
35.5K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
491+ 224.2% |
$50.3K - $58.9K
|
710
$78.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
490+ 8.02% |
$50.2K - $58.8K
|
6.6K
$731K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
486+ 15.81% |
$49.8K - $58.3K
|
3.56K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
485+ 8.19% |
$49.7K - $58.2K
|
6.41K
$711K
|
|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
482+ 5.16% |
$49.4K - $57.8K
|
9.83K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
480+ 5.44% |
$49.2K - $57.6K
|
9.3K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
480+ 18.38% |
$49.2K - $57.6K
|
3.09K
$343K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
479+ 5.07% |
$49.1K - $57.5K
|
9.93K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
476+ 1.29% |
$48.8K - $57.1K
|
37.3K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
476+ 5.67% |
$48.8K - $57.1K
|
8.86K
$983K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
472+ 4.0% |
$48.4K - $56.6K
|
12.3K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
471+ 2.74% |
$48.3K - $56.5K
|
17.6K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
468+ 0.66% |
$48K - $56.1K
|
71.8K
$7.96M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
467+ 11.64% |
$47.9K - $56K
|
4.48K
$497K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
452+ 8.9% |
$46.3K - $54.2K
|
5.53K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
448+ 6.79% |
$45.9K - $53.7K
|
7.05K
$782K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
445+ 1.83% |
$45.6K - $53.4K
|
24.7K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
445+ 2.34% |
$45.6K - $53.4K
|
19.4K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
440+ 0.09% |
$45.1K - $52.8K
|
490K
$54.4M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
434+ 16.99% |
$44.5K - $52.1K
|
2.99K
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
427+ 2.94% |
$43.8K - $51.2K
|
14.9K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
427+ 0.63% |
$43.8K - $51.2K
|
68K
$7.54M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
425+ 2.69% |
$43.6K - $51K
|
16.2K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
415+ 1.92% |
$42.5K - $49.8K
|
22.1K
$2.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
412+ 1.99% |
$42.2K - $49.4K
|
21.1K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
411+ 1.03% |
$42.1K - $49.3K
|
40.4K
$4.48M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
410+ 594.2% |
$42K - $49.2K
|
479
$53.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
409+ 12.22% |
$41.9K - $49.1K
|
3.76K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
408+ 17.14% |
$41.8K - $48.9K
|
2.79K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
403+ 5.45% |
$41.3K - $48.3K
|
7.8K
$865K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
400+ 31.37% |
$41K - $48K
|
1.68K
$186K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
392+ 2.12% |
$40.2K - $47K
|
18.9K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
391+ 0.46% |
$40.1K - $46.9K
|
84.6K
$9.38M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
391+ 2.86% |
$40.1K - $46.9K
|
14K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
389+ 0.77% |
$39.9K - $46.7K
|
51.2K
$5.68M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
386+ 9.29% |
$39.6K - $46.3K
|
4.54K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
386+ 9.29% |
$39.6K - $46.3K
|
4.54K
$504K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
385+ 19.85% |
$39.5K - $46.2K
|
2.33K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
383+ 5.96% |
$39.3K - $45.9K
|
6.81K
$755K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
381+ 1.13% |
$39K - $45.7K
|
34.1K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
373+ 1.49% |
$38.2K - $44.7K
|
25.5K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
369+ 2.88% |
$37.8K - $44.3K
|
13.2K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
369+ 4.97% |
$37.8K - $44.3K
|
7.79K
$864K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
369+ 1.07% |
$37.8K - $44.3K
|
34.8K
$3.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
366+ 20.48% |
$37.5K - $43.9K
|
2.15K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
366+ 0.43% |
$37.5K - $43.9K
|
85.3K
$9.46M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
366+ 7.73% |
$37.5K - $43.9K
|
5.1K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
365+ 0.87% |
$37.4K - $43.8K
|
42.5K
$4.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
364+ 6.99% |
$37.3K - $43.7K
|
5.57K
$617K
|