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 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
100+ 1.3% |
$10.2K - $12K
|
7.77K
$824K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
99+ 0.83% |
$10.1K - $11.9K
|
12.1K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
98+ 0.99% |
$10K - $11.8K
|
9.97K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
98+ 3.72% |
$10K - $11.8K
|
2.73K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
98+ 0.79% |
$10K - $11.8K
|
12.5K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
97+ 1.61% |
$9.94K - $11.6K
|
6.12K
$649K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
96+ 2.35% |
$9.84K - $11.5K
|
4.18K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
93+ 2.61% |
$9.53K - $11.2K
|
3.66K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
91+ 0.06% |
$9.33K - $10.9K
|
161K
$17.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
89+ 3.86% |
$9.12K - $10.7K
|
2.39K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89+ 0.09% |
$9.12K - $10.7K
|
101K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
89+ 1.0% |
$9.12K - $10.7K
|
8.95K
$950K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
87+ 1.1% |
$8.92K - $10.4K
|
7.96K
$845K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
86+ 46.24% |
$8.81K - $10.3K
|
272
$28.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
85+ 0.9% |
$8.71K - $10.2K
|
9.5K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
85+ 4.33% |
$8.71K - $10.2K
|
2.05K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
85+ 0.44% |
$8.71K - $10.2K
|
19.2K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
84+ 14.89% |
$8.61K - $10.1K
|
648
$68.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
82+ 2.43% |
$8.4K - $9.84K
|
3.46K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
80+ 3.49% |
$8.2K - $9.6K
|
2.37K
$252K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
79+ 1.86% |
$8.1K - $9.48K
|
4.33K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
79+ 8.33% |
$8.1K - $9.48K
|
1.03K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
79+ 0.11% |
$8.1K - $9.48K
|
73.8K
$7.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
75+ 0.33% |
$7.69K - $9K
|
22.8K
$2.42M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
75+ 0.66% |
$7.69K - $9K
|
11.5K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.83% |
$7.58K - $8.88K
|
8.99K
$954K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
72+ 0.3% |
$7.38K - $8.64K
|
24.4K
$2.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
68+ 0.3% |
$6.97K - $8.16K
|
22.4K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
68+ 1.19% |
$6.97K - $8.16K
|
5.81K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
67+ 0.2% |
$6.87K - $8.04K
|
33.5K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
66+ 3.43% |
$6.76K - $7.92K
|
1.99K
$211K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
66+ 6.31% |
$6.76K - $7.92K
|
1.11K
$118K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
65+ 2.4% |
$6.66K - $7.8K
|
2.78K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
65+ 1.39% |
$6.66K - $7.8K
|
4.75K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
64+ 0.14% |
$6.56K - $7.68K
|
46.9K
$4.97M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
64New |
$6.56K - $7.68K
|
64
$6.79K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
63+ 0.73% |
$6.46K - $7.56K
|
8.74K
$928K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
63+ 0.66% |
$6.46K - $7.56K
|
9.58K
$1.02M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
63+ 170.27% |
$6.46K - $7.56K
|
100
$10.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
62+ 2.27% |
$6.35K - $7.44K
|
2.79K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
61+ 2.04% |
$6.25K - $7.32K
|
3.06K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 1.53% |
$6.15K - $7.2K
|
3.98K
$423K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
59+ 1.07% |
$6.05K - $7.08K
|
5.6K
$594K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
59+ 2.82% |
$6.05K - $7.08K
|
2.15K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
58+ 2.52% |
$5.94K - $6.96K
|
2.36K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
56+ 10.02% |
$5.74K - $6.72K
|
615
$65.3K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
55+ 28.5% |
$5.64K - $6.6K
|
248
$26.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
54+ 0.25% |
$5.53K - $6.48K
|
21.9K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
53+ 9.98% |
$5.43K - $6.36K
|
584
$62K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
51+ 1.36% |
$5.23K - $6.12K
|
3.81K
$404K
|