Purchases and Sales Made in Q1 2025 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 05, 2025 Q1 2025
Kathleen S. Wright Associates Inc.

BUY
 -
50
+ 0.95%
$5.12K - $6K
5.33K $566K
Apr 08, 2025 Q1 2025
Winthrop Advisory Group LLC

BUY
 -
49
+ 1.43%
$5.02K - $5.88K
3.48K $369K
Apr 25, 2025 Q1 2025
Spinnaker Trust

BUY
 -
48
+ 0.13%
$4.92K - $5.76K
37.2K $3.94M
May 01, 2025 Q1 2025
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
48
+ 0.57%
$4.92K - $5.76K
8.41K $893K
Apr 29, 2025 Q1 2025
Horst & Graben Wealth Management LLC

BUY
 -
44
+ 1.96%
$4.51K - $5.28K
2.29K $243K
May 12, 2025 Q1 2025
Wp Advisors, LLC

BUY
 -
42
+ 0.31%
$4.3K - $5.04K
13.6K $1.44M
May 02, 2025 Q1 2025
Hollencrest Capital Management

BUY
 -
41
+ 0.23%
$4.2K - $4.92K
17.6K $1.87M
Apr 10, 2025 Q1 2025
Ifs Advisors, LLC

BUY
 -
40
+ 0.07%
$4.1K - $4.8K
56.8K $6.03M
Apr 22, 2025 Q1 2025
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
40
+ 1.41%
$4.1K - $4.8K
2.88K $306K
May 06, 2025 Q1 2025
Carbahal Olsen Financial Services Group, LLC

Davis, CA
BUY
 -
40
+ 1.13%
$4.1K - $4.8K
3.59K $381K
May 14, 2025 Q1 2025
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
40
+ 0.17%
$4.1K - $4.8K
23.7K $2.52M
Apr 15, 2025 Q1 2025
Zhang Financial LLC

BUY
 -
39
+ 0.24%
$4K - $4.68K
16.1K $1.71M
Apr 17, 2025 Q1 2025
Good Life Advisors, LLC

BUY
 -
39
+ 0.07%
$4K - $4.68K
56K $5.94M
May 01, 2025 Q1 2025
Bogart Wealth, LLC

BUY
 -
39
+ 2.08%
$4K - $4.68K
1.91K $203K
May 14, 2025 Q1 2025
First Trust Advisors LP

Wheaton, IL
BUY
 -
39
+ 1.06%
$4K - $4.68K
3.73K $396K
Apr 22, 2025 Q1 2025
Stiles Financial Services Inc

BUY
 -
38
+ 1.45%
$3.89K - $4.56K
2.67K $283K
Apr 08, 2025 Q1 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
37
+ 1.35%
$3.79K - $4.44K
2.77K $294K
May 09, 2025 Q1 2025
Advyzon Investment Management, LLC

Lisle, IL
BUY
 -
37
New
$3.79K - $4.44K
37 $3.93K
May 15, 2025 Q1 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
37
New
$3.79K - $4.44K
37 $3.93K
May 07, 2025 Q1 2025
First National Advisers, LLC

Omaha, NE
BUY
 -
36
+ 0.66%
$3.69K - $4.32K
5.53K $587K
Apr 10, 2025 Q1 2025
Kwb Wealth

Redlands, CA
BUY
 -
35
+ 0.36%
$3.59K - $4.2K
9.71K $1.03M
Apr 22, 2025 Q1 2025
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
35
+ 1.64%
$3.59K - $4.2K
2.16K $230K
Apr 14, 2025 Q1 2025
Camelot Technology Advisors, Inc.

San Francisco, CA
BUY
 -
34
+ 0.2%
$3.48K - $4.08K
17.1K $1.81M
Apr 22, 2025 Q1 2025
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
34
+ 1.21%
$3.48K - $4.08K
2.85K $302K
May 06, 2025 Q1 2025
Private Management Group Inc

BUY
 -
34
+ 0.98%
$3.48K - $4.08K
3.5K $372K
May 05, 2025 Q1 2025
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
33
+ 6.96%
$3.38K - $3.96K
507 $53.8K
May 21, 2025 Q1 2025
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
33
+ 0.01%
$3.38K - $3.96K
244K $25.9M
May 23, 2025 Q1 2025
Swan Capital LLC

Pensacola, FL
BUY
 -
33
New
$3.38K - $3.96K
33 $3.5K
Apr 14, 2025 Q1 2025
Charter Oak Capital Management, LLC

BUY
 -
30
+ 0.64%
$3.07K - $3.6K
4.7K $499K
Apr 28, 2025 Q1 2025
Sageworth Trust CO Of South Dakota

BUY
 -
29
+ 0.39%
$2.97K - $3.48K
7.56K $802K
Apr 22, 2025 Q1 2025
Cherry Creek Investment Advisors, Inc.

BUY
 -
28
+ 1.45%
$2.87K - $3.36K
1.95K $207K
Apr 23, 2025 Q1 2025
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
28
+ 0.57%
$2.87K - $3.36K
4.94K $524K
Apr 25, 2025 Q1 2025
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
28
+ 0.69%
$2.87K - $3.36K
4.1K $435K
May 09, 2025 Q1 2025
Navigoe, LLC

Redondo Beach, CA
BUY
 -
28
+ 7.47%
$2.87K - $3.36K
403 $42.8K
May 13, 2025 Q1 2025
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
26
+ 0.69%
$2.66K - $3.12K
3.77K $400K
May 01, 2025 Q1 2025
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
25
+ 2.66%
$2.56K - $3K
964 $102K
May 06, 2025 Q1 2025
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
25
+ 0.51%
$2.56K - $3K
4.91K $521K
May 19, 2025 Q1 2025
Game Plan Financial Advisors, LLC

BUY
 -
25
+ 19.38%
$2.56K - $3K
154 $16.3K
May 07, 2025 Q1 2025
Viawealth, LLC

Overland Park, KS
BUY
 -
23
+ 0.11%
$2.36K - $2.76K
20.8K $2.2M
May 13, 2025 Q1 2025
Fca Corp

Houston, TX
BUY
 -
23
+ 1.2%
$2.36K - $2.76K
1.93K $205K
May 28, 2025 Q1 2025
Anderson Financial Strategies, LLC

Dayton, OH
BUY
 -
22
+ 100.0%
$2.25K - $2.64K
44 $4.67K
Apr 11, 2025 Q1 2025
Davis Capital Management

Jacksonville, FL
BUY
 -
21
+ 3.52%
$2.15K - $2.52K
618 $65.6K
Apr 16, 2025 Q1 2025
Greenhouse Wealth Management, LLC

BUY
 -
21
+ 0.28%
$2.15K - $2.52K
7.51K $797K
Apr 17, 2025 Q1 2025
M.E. Allison & Co., Inc.

San Antonio, TX
BUY
 -
20
+ 0.29%
$2.05K - $2.4K
6.81K $722K
Apr 22, 2025 Q1 2025
Tassel Capital Management, Inc.

Matthews, NC
BUY
 -
20
+ 0.52%
$2.05K - $2.4K
3.88K $412K
May 13, 2025 Q1 2025
Perritt Capital Management Inc

Chicago, IL
BUY
 -
20
+ 0.3%
$2.05K - $2.4K
6.7K $711K
May 15, 2025 Q1 2025
Front Row Advisors LLC

Tiburon, CA
BUY
 -
20
+ 8.51%
$2.05K - $2.4K
255 $27.1K
Apr 28, 2025 Q1 2025
Zwj Investment Counsel Inc

BUY
 -
19
+ 0.17%
$1.95K - $2.28K
11K $1.17M
May 06, 2025 Q1 2025
Milestone Asset Management Group, LLC

Avon, CT
BUY
 -
19
+ 0.64%
$1.95K - $2.28K
2.99K $318K

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