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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-109- 3.18% |
$11.2K - $13.1K
|
3.32K
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-110- 0.87% |
$11.3K - $13.2K
|
12.5K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-110- 0.16% |
$11.3K - $13.2K
|
69.5K
$7.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-111- 4.86% |
$11.4K - $13.3K
|
2.17K
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-112- 1.01% |
$11.5K - $13.4K
|
10.9K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-112- 0.39% |
$11.5K - $13.4K
|
28.9K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-112- 2.64% |
$11.5K - $13.4K
|
4.13K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-113- 1.86% |
$11.6K - $13.6K
|
5.96K
$633K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-113- 3.26% |
$11.6K - $13.6K
|
3.36K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-114- 0.48% |
$11.7K - $13.7K
|
23.4K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-115- 0.32% |
$11.8K - $13.8K
|
36.2K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-116- 0.4% |
$11.9K - $13.9K
|
28.8K
$3.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-116- 3.96% |
$11.9K - $13.9K
|
2.81K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-117- 2.73% |
$12K - $14K
|
4.17K
$442K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-119- 3.98% |
$12.2K - $14.3K
|
2.87K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-121- 2.09% |
$12.4K - $14.5K
|
5.66K
$600K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-122- 2.3% |
$12.5K - $14.6K
|
5.18K
$550K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-123- 4.77% |
$12.6K - $14.8K
|
2.46K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-124- 2.68% |
$12.7K - $14.9K
|
4.5K
$478K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-124- 4.05% |
$12.7K - $14.9K
|
2.94K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-125- 5.69% |
$12.8K - $15K
|
2.07K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-126- 3.92% |
$12.9K - $15.1K
|
3.09K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-128- 4.68% |
$13.1K - $15.4K
|
2.61K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-129- 3.79% |
$13.2K - $15.5K
|
3.28K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-130- 1.04% |
$13.3K - $15.6K
|
12.4K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-131- 2.98% |
$13.4K - $15.7K
|
4.26K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-132- 0.66% |
$13.5K - $15.8K
|
20K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-133- 16.99% |
$13.6K - $16K
|
650
$69K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-134- 1.3% |
$13.7K - $16.1K
|
10.2K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-135- 3.75% |
$13.8K - $16.2K
|
3.47K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-140- 3.15% |
$14.3K - $16.8K
|
4.3K
$456K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-144- 2.66% |
$14.8K - $17.3K
|
5.28K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-144- 0.46% |
$14.8K - $17.3K
|
31K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-145- 0.57% |
$14.9K - $17.4K
|
25.1K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-147- 0.98% |
$15.1K - $17.6K
|
14.8K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-148- 13.3% |
$15.2K - $17.8K
|
965
$102K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-149- 6.5% |
$15.3K - $17.9K
|
2.15K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-149- 3.21% |
$15.3K - $17.9K
|
4.49K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-150- 1.5% |
$15.4K - $18K
|
9.85K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-151- 1.01% |
$15.5K - $18.1K
|
14.8K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-152- 1.31% |
$15.6K - $18.2K
|
11.4K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-153- 0.61% |
$15.7K - $18.4K
|
25K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-154- 3.18% |
$15.8K - $18.5K
|
4.69K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-155- 33.12% |
$15.9K - $18.6K
|
313
$33.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-156- 0.09% |
$16K - $18.7K
|
169K
$17.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-156- 4.57% |
$16K - $18.7K
|
3.26K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-156- 5.46% |
$16K - $18.7K
|
2.7K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-157- 4.99% |
$16.1K - $18.8K
|
2.99K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-158- 0.5% |
$16.2K - $19K
|
31.2K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-160- 3.25% |
$16.4K - $19.2K
|
4.77K
$506K
|