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
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 1.53% |
$6.15K - $7.2K
|
3.98K
$442K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
59+ 1.07% |
$6.05K - $7.08K
|
5.6K
$621K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
59+ 2.82% |
$6.05K - $7.08K
|
2.15K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
58+ 2.52% |
$5.94K - $6.96K
|
2.36K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
56+ 10.02% |
$5.74K - $6.72K
|
615
$68.2K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
55+ 28.5% |
$5.64K - $6.6K
|
248
$27.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
54+ 0.25% |
$5.53K - $6.48K
|
21.9K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
53+ 9.98% |
$5.43K - $6.36K
|
584
$64.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
51+ 1.36% |
$5.23K - $6.12K
|
3.81K
$422K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50+ 0.95% |
$5.12K - $6K
|
5.33K
$591K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49+ 1.43% |
$5.02K - $5.88K
|
3.48K
$386K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
48+ 0.13% |
$4.92K - $5.76K
|
37.2K
$4.12M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
48+ 0.57% |
$4.92K - $5.76K
|
8.41K
$933K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
44+ 1.96% |
$4.51K - $5.28K
|
2.29K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
42+ 0.31% |
$4.3K - $5.04K
|
13.6K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
41+ 0.23% |
$4.2K - $4.92K
|
17.6K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
40+ 0.07% |
$4.1K - $4.8K
|
56.8K
$6.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
40+ 1.41% |
$4.1K - $4.8K
|
2.88K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
40+ 1.13% |
$4.1K - $4.8K
|
3.59K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
40New |
$4.1K - $4.8K
|
40
$4.44K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
40+ 0.17% |
$4.1K - $4.8K
|
23.7K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
39+ 0.24% |
$4K - $4.68K
|
16.1K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
39+ 0.07% |
$4K - $4.68K
|
56K
$6.21M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 2.08% |
$4K - $4.68K
|
1.91K
$212K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
39+ 1.06% |
$4K - $4.68K
|
3.73K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
38+ 1.45% |
$3.89K - $4.56K
|
2.67K
$296K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 1.35% |
$3.79K - $4.44K
|
2.77K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37New |
$3.79K - $4.44K
|
37
$4.1K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
37New |
$3.79K - $4.44K
|
37
$4.1K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
36+ 0.66% |
$3.69K - $4.32K
|
5.53K
$613K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
35+ 0.36% |
$3.59K - $4.2K
|
9.71K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
35+ 1.64% |
$3.59K - $4.2K
|
2.16K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
34+ 0.2% |
$3.48K - $4.08K
|
17.1K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
34+ 1.21% |
$3.48K - $4.08K
|
2.85K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
34+ 0.98% |
$3.48K - $4.08K
|
3.5K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
33+ 6.96% |
$3.38K - $3.96K
|
507
$56.2K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
33+ 0.01% |
$3.38K - $3.96K
|
244K
$27.1M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
33New |
$3.38K - $3.96K
|
33
$3.66K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 0.64% |
$3.07K - $3.6K
|
4.7K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
29+ 0.39% |
$2.97K - $3.48K
|
7.56K
$838K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
28+ 1.45% |
$2.87K - $3.36K
|
1.95K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
28+ 0.57% |
$2.87K - $3.36K
|
4.94K
$547K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28+ 0.69% |
$2.87K - $3.36K
|
4.1K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
28+ 7.47% |
$2.87K - $3.36K
|
403
$44.7K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
26+ 0.69% |
$2.66K - $3.12K
|
3.77K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
25+ 2.66% |
$2.56K - $3K
|
964
$107K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
25+ 0.51% |
$2.56K - $3K
|
4.91K
$544K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25+ 19.38% |
$2.56K - $3K
|
154
$17.1K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
23+ 0.11% |
$2.36K - $2.76K
|
20.8K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
23+ 1.2% |
$2.36K - $2.76K
|
1.93K
$214K
|