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 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-68- 1.09% |
$6.97K - $8.16K
|
6.19K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-69- 1.63% |
$7.07K - $8.28K
|
4.16K
$442K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-70- 2.0% |
$7.17K - $8.4K
|
3.43K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-70- 1.13% |
$7.17K - $8.4K
|
6.15K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-70- 0.51% |
$7.17K - $8.4K
|
13.7K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-70- 47.3% |
$7.17K - $8.4K
|
78
$8.28K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-71- 1.02% |
$7.28K - $8.52K
|
6.9K
$732K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-72- 0.43% |
$7.38K - $8.64K
|
16.7K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-76- 0.38% |
$7.79K - $9.12K
|
19.9K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-77- 0.75% |
$7.89K - $9.24K
|
10.2K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-78- 0.26% |
$7.99K - $9.36K
|
30K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-80- 0.85% |
$8.2K - $9.6K
|
9.32K
$989K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-80- 3.51% |
$8.2K - $9.6K
|
2.2K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-82- 3.46% |
$8.4K - $9.84K
|
2.29K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-83- 4.16% |
$8.51K - $9.96K
|
1.91K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-83- 2.24% |
$8.51K - $9.96K
|
3.63K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-84- 3.66% |
$8.61K - $10.1K
|
2.21K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-84- 0.6% |
$8.61K - $10.1K
|
14K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-84- 3.36% |
$8.61K - $10.1K
|
2.42K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-85- 1.55% |
$8.71K - $10.2K
|
5.38K
$571K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-86- 1.52% |
$8.81K - $10.3K
|
5.56K
$590K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-86- 2.1% |
$8.81K - $10.3K
|
4K
$425K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-87- 3.95% |
$8.92K - $10.4K
|
2.11K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-87- 5.34% |
$8.92K - $10.4K
|
1.54K
$164K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-87- 3.49% |
$8.92K - $10.4K
|
2.41K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-91- 0.19% |
$9.33K - $10.9K
|
48.1K
$5.1M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-91- 4.36% |
$9.33K - $10.9K
|
1.99K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-92- 2.23% |
$9.43K - $11K
|
4.04K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-93- 2.57% |
$9.53K - $11.2K
|
3.52K
$374K
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-93- 31.53% |
$9.53K - $11.2K
|
202
$21.4K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-95- 1.52% |
$9.74K - $11.4K
|
6.15K
$653K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-96- 0.75% |
$9.84K - $11.5K
|
12.6K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-97- 0.04% |
$9.94K - $11.6K
|
242K
$25.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-98- 0.79% |
$10K - $11.8K
|
12.2K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-99- 0.6% |
$10.1K - $11.9K
|
16.4K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-100- 4.61% |
$10.2K - $12K
|
2.07K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-100- 0.2% |
$10.2K - $12K
|
49.4K
$5.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 4.96% |
$10.2K - $12K
|
1.92K
$203K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-100- 0.31% |
$10.2K - $12K
|
31.7K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-100- 1.76% |
$10.2K - $12K
|
5.57K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-100- 1.02% |
$10.2K - $12K
|
9.68K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-101- 1.78% |
$10.4K - $12.1K
|
5.57K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-101- 4.92% |
$10.4K - $12.1K
|
1.95K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-101- 30.98% |
$10.4K - $12.1K
|
225
$23.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-102- 0.57% |
$10.5K - $12.2K
|
17.7K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-104- 6.54% |
$10.7K - $12.5K
|
1.49K
$158K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-105- 0.67% |
$10.8K - $12.6K
|
15.6K
$1.66M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-107- 0.07% |
$11K - $12.8K
|
159K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-107- 2.32% |
$11K - $12.8K
|
4.5K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-107- 0.54% |
$11K - $12.8K
|
19.8K
$2.1M
|