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 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
339+ 1.5% |
$34.7K - $40.7K
|
23K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
337+ 5.81% |
$34.5K - $40.4K
|
6.13K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
334+ 0.3% |
$34.2K - $40.1K
|
110K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
329+ 1.77% |
$33.7K - $39.5K
|
18.9K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
329+ 5.58% |
$33.7K - $39.5K
|
6.22K
$660K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
327+ 13.53% |
$33.5K - $39.2K
|
2.74K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
324+ 1.1% |
$33.2K - $38.9K
|
29.7K
$3.16M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
320+ 2.16% |
$32.8K - $38.4K
|
15.1K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
319+ 3.18% |
$32.7K - $38.3K
|
10.3K
$1.1M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
317+ 10.11% |
$32.5K - $38K
|
3.45K
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
314+ 22.61% |
$32.2K - $37.7K
|
1.7K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
313+ 3.26% |
$32.1K - $37.5K
|
9.93K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
306+ 0.73% |
$31.4K - $36.7K
|
42.4K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
303+ 1.39% |
$31.1K - $36.3K
|
22.1K
$2.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
302+ 66.96% |
$31K - $36.2K
|
753
$79.9K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
295+ 10.29% |
$30.2K - $35.4K
|
3.16K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
292New |
$29.9K - $35K
|
292
$31K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
289+ 13.89% |
$29.6K - $34.7K
|
2.37K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
289+ 2.06% |
$29.6K - $34.7K
|
14.3K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
288+ 1.41% |
$29.5K - $34.5K
|
20.8K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
286+ 1.37% |
$29.3K - $34.3K
|
21.2K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
283+ 10.21% |
$29K - $33.9K
|
3.05K
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
281+ 0.63% |
$28.8K - $33.7K
|
44.7K
$4.75M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
275+ 1.58% |
$28.2K - $33K
|
17.7K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
273+ 5.73% |
$28K - $32.7K
|
5.04K
$535K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
272+ 8.74% |
$27.9K - $32.6K
|
3.38K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
272+ 5.26% |
$27.9K - $32.6K
|
5.45K
$578K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
268New |
$27.5K - $32.1K
|
268
$28.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
267New |
$27.4K - $32K
|
267
$28.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
265+ 1.54% |
$27.2K - $31.8K
|
17.5K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
265+ 12.14% |
$27.2K - $31.8K
|
2.45K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
265+ 3.79% |
$27.2K - $31.8K
|
7.27K
$771K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
262+ 7.77% |
$26.9K - $31.4K
|
3.63K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 0.45% |
$26.7K - $31.3K
|
58.2K
$6.18M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
259+ 3.71% |
$26.5K - $31.1K
|
7.24K
$769K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
257+ 0.71% |
$26.3K - $30.8K
|
36.3K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
255+ 0.68% |
$26.1K - $30.6K
|
37.9K
$4.02M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
254+ 1.66% |
$26K - $30.5K
|
15.6K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
251+ 1.71% |
$25.7K - $30.1K
|
14.9K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250+ 3.48% |
$25.6K - $30K
|
7.43K
$789K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
249New |
$25.5K - $29.9K
|
249
$26.4K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
248+ 0.41% |
$25.4K - $29.8K
|
60.8K
$6.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
247+ 3.18% |
$25.3K - $29.6K
|
8.02K
$851K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
245+ 2.25% |
$25.1K - $29.4K
|
11.1K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
245+ 3.08% |
$25.1K - $29.4K
|
8.21K
$871K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
245+ 6.05% |
$25.1K - $29.4K
|
4.29K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
243+ 7.52% |
$24.9K - $29.2K
|
3.48K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
240+ 0.04% |
$24.6K - $28.8K
|
569K
$60.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
239+ 6.06% |
$24.5K - $28.7K
|
4.18K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
238+ 14.57% |
$24.4K - $28.6K
|
1.87K
$199K
|