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 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-35- 1.49% |
$3.59K - $4.2K
|
2.32K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 1.32% |
$3.59K - $4.2K
|
2.62K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-35- 33.98% |
$3.59K - $4.2K
|
68
$7.22K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-35- 1.17% |
$3.59K - $4.2K
|
2.96K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-35- 6.4% |
$3.59K - $4.2K
|
512
$54.3K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-36- 3.29% |
$3.69K - $4.32K
|
1.06K
$112K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-37- 0.39% |
$3.79K - $4.44K
|
9.45K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-37- 0.03% |
$3.79K - $4.44K
|
116K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-38- 5.65% |
$3.89K - $4.56K
|
635
$67.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-38- 0.59% |
$3.89K - $4.56K
|
6.42K
$681K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-38- 0.68% |
$3.89K - $4.56K
|
5.55K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-39- 8.14% |
$4K - $4.68K
|
440
$46.7K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 29.63% |
$4.1K - $4.8K
|
95
$10.1K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.51% |
$4.2K - $4.92K
|
8.02K
$851K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-41- 1.23% |
$4.2K - $4.92K
|
3.3K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-43- 0.96% |
$4.41K - $5.16K
|
4.42K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-44- 0.18% |
$4.51K - $5.28K
|
24.2K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-44- 0.3% |
$4.51K - $5.28K
|
14.8K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-44- 2.57% |
$4.51K - $5.28K
|
1.67K
$177K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-45- 0.25% |
$4.61K - $5.4K
|
17.6K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-45- 1.31% |
$4.61K - $5.4K
|
3.39K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-46- 0.44% |
$4.71K - $5.52K
|
10.5K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-46- 1.87% |
$4.71K - $5.52K
|
2.41K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-47- 1.6% |
$4.82K - $5.64K
|
2.9K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-48- 1.89% |
$4.92K - $5.76K
|
2.49K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 1.74% |
$5.02K - $5.88K
|
2.78K
$295K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 0.73% |
$5.12K - $6K
|
6.75K
$717K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-51- 0.97% |
$5.23K - $6.12K
|
5.23K
$555K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-51- 1.62% |
$5.23K - $6.12K
|
3.1K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-54- 0.86% |
$5.53K - $6.48K
|
6.25K
$663K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-55- 1.56% |
$5.64K - $6.6K
|
3.48K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-55- 1.17% |
$5.64K - $6.6K
|
4.64K
$492K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-56- 0.79% |
$5.74K - $6.72K
|
7.07K
$750K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-56- 2.67% |
$5.74K - $6.72K
|
2.04K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-56- 0.98% |
$5.74K - $6.72K
|
5.64K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-57- 0.19% |
$5.84K - $6.84K
|
29.7K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-57- 11.11% |
$5.84K - $6.84K
|
456
$48.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-58- 0.22% |
$5.94K - $6.96K
|
26.5K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-59- 2.21% |
$6.05K - $7.08K
|
2.61K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-59- 1.23% |
$6.05K - $7.08K
|
4.72K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-62- 0.57% |
$6.35K - $7.44K
|
10.8K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-63- 1.18% |
$6.46K - $7.56K
|
5.27K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-63- 0.13% |
$6.46K - $7.56K
|
49.8K
$5.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-63- 0.71% |
$6.46K - $7.56K
|
8.77K
$931K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-64- 44.76% |
$6.56K - $7.68K
|
79
$8.39K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-64- 2.55% |
$6.56K - $7.68K
|
2.45K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-64- 0.27% |
$6.56K - $7.68K
|
23.7K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.99% |
$6.76K - $7.92K
|
6.61K
$701K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-66- 1.86% |
$6.76K - $7.92K
|
3.48K
$369K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-68- 1.02% |
$6.97K - $8.16K
|
6.58K
$698K
|