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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106K+ 9.39% |
$10.8M - $12.7M
|
1.23M
$131M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
92.7KNew |
$9.5M - $11.1M
|
92.7K
$9.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
91.7K+ 75.03% |
$9.4M - $11M
|
214K
$22.7M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
91.5K+ 2606.32% |
$9.38M - $11M
|
95K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
90.8K+ 21.26% |
$9.31M - $10.9M
|
518K
$55M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
90.7K+ 4.25% |
$9.29M - $10.9M
|
2.22M
$236M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
89.5K+ 702.16% |
$9.17M - $10.7M
|
102K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
89.1K+ 95.31% |
$9.13M - $10.7M
|
183K
$19.4M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
87.1KNew |
$8.93M - $10.4M
|
87.1K
$9.24M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.7K+ 52.89% |
$8.68M - $10.2M
|
245K
$26M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.6K+ 2.02% |
$8.47M - $9.91M
|
4.18M
$444M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
78.3KNew |
$8.02M - $9.39M
|
78.3K
$8.31M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77.9K+ 7.03% |
$7.99M - $9.35M
|
1.19M
$126M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
76.4K+ 152.22% |
$7.83M - $9.16M
|
127K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
76.2K+ 30.6% |
$7.81M - $9.14M
|
325K
$34.5M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
74.8K+ 27.67% |
$7.67M - $8.97M
|
345K
$36.6M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
73.8K+ 9.17% |
$7.56M - $8.85M
|
878K
$93.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
70.4K+ 31.79% |
$7.22M - $8.45M
|
292K
$31M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
65.1K+ 1.84% |
$6.67M - $7.81M
|
3.6M
$382M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
64.5KNew |
$6.62M - $7.74M
|
64.5K
$6.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
64KNew |
$6.56M - $7.68M
|
64K
$6.79M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
63.5K+ 34.67% |
$6.51M - $7.62M
|
247K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
60.6K+ 3.47% |
$6.21M - $7.27M
|
1.81M
$192M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
60K+ 209.33% |
$6.15M - $7.2M
|
88.7K
$9.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
59.8K+ 2215.72% |
$6.12M - $7.17M
|
62.5K
$6.63M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59K+ 1.61% |
$6.05M - $7.08M
|
3.71M
$394M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
58K+ 2500.56% |
$5.95M - $6.96M
|
60.3K
$6.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
56.5K+ 10.98% |
$5.79M - $6.78M
|
571K
$60.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.5K+ 44.26% |
$5.79M - $6.77M
|
184K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
53.2K+ 74.21% |
$5.45M - $6.38M
|
125K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
52.6KNew |
$5.39M - $6.31M
|
52.6K
$5.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
52K+ 34.67% |
$5.33M - $6.24M
|
202K
$21.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
51.8K+ 41.83% |
$5.3M - $6.21M
|
175K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
50.9K+ 9.5% |
$5.22M - $6.11M
|
587K
$62.3M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
50.9K+ 36.52% |
$5.22M - $6.11M
|
190K
$20.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
49.6K+ 16.29% |
$5.08M - $5.95M
|
354K
$37.6M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
48.8KNew |
$5M - $5.86M
|
48.8K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
48.6K+ 566.69% |
$4.98M - $5.83M
|
57.2K
$6.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
48.6K+ 6.19% |
$4.98M - $5.83M
|
834K
$88.5M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
47.5KNew |
$4.87M - $5.7M
|
47.5K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47K+ 237.92% |
$4.81M - $5.64M
|
66.7K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
46K+ 77.32% |
$4.71M - $5.51M
|
105K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
45.6K+ 16.1% |
$4.67M - $5.47M
|
329K
$34.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
45.2KNew |
$4.64M - $5.43M
|
45.2K
$4.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
45.1KNew |
$4.63M - $5.41M
|
45.1K
$4.79M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
44.9K+ 83.98% |
$4.61M - $5.39M
|
98.5K
$10.4M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
44.6KNew |
$4.57M - $5.34M
|
44.6K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
43.7KNew |
$4.48M - $5.24M
|
43.7K
$4.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
42.9K+ 25.77% |
$4.4M - $5.15M
|
209K
$22.2M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
42.8K+ 34.4% |
$4.39M - $5.14M
|
167K
$17.8M
|