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
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-153- 0.61% |
$15.7K - $18.4K
|
25K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-154- 3.18% |
$15.8K - $18.5K
|
4.69K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-155- 33.12% |
$15.9K - $18.6K
|
313
$34.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-156- 0.09% |
$16K - $18.7K
|
169K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-156- 4.57% |
$16K - $18.7K
|
3.26K
$362K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-156- 5.46% |
$16K - $18.7K
|
2.7K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-157- 4.99% |
$16.1K - $18.8K
|
2.99K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-158- 0.5% |
$16.2K - $19K
|
31.2K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-160- 3.25% |
$16.4K - $19.2K
|
4.77K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-160- 3.32% |
$16.4K - $19.2K
|
4.66K
$517K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-163- 2.85% |
$16.7K - $19.6K
|
5.56K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-163- 1.28% |
$16.7K - $19.6K
|
12.6K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-164- 4.72% |
$16.8K - $19.7K
|
3.31K
$367K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-165- 1.15% |
$16.9K - $19.8K
|
14.2K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-165- 0.29% |
$16.9K - $19.8K
|
56.9K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-169- 7.15% |
$17.3K - $20.3K
|
2.19K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-170- 6.32% |
$17.4K - $20.4K
|
2.52K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-170- 0.7% |
$17.4K - $20.4K
|
24.2K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-172- 7.02% |
$17.6K - $20.6K
|
2.28K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-173- 2.26% |
$17.7K - $20.8K
|
7.48K
$829K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-174- 0.55% |
$17.8K - $20.9K
|
31.6K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-176- 2.69% |
$18K - $21.1K
|
6.36K
$706K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 0.58% |
$18.7K - $21.8K
|
31K
$3.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-182- 0.99% |
$18.7K - $21.8K
|
18.2K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-183- 2.84% |
$18.8K - $22K
|
6.27K
$695K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-184- 0.51% |
$18.9K - $22.1K
|
35.6K
$3.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-185- 1.74% |
$19K - $22.2K
|
10.4K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-186- 1.43% |
$19.1K - $22.3K
|
12.8K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-187- 3.34% |
$19.2K - $22.4K
|
5.41K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-189- 8.36% |
$19.4K - $22.7K
|
2.07K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-190- 4.04% |
$19.5K - $22.8K
|
4.51K
$500K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-195- 22.03% |
$20K - $23.4K
|
690
$76.5K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-195- 2.16% |
$20K - $23.4K
|
8.84K
$980K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-197- 3.41% |
$20.2K - $23.6K
|
5.59K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-197- 1.43% |
$20.2K - $23.6K
|
13.6K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-198- 17.84% |
$20.3K - $23.8K
|
912
$101K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-199- 0.63% |
$20.4K - $23.9K
|
31.6K
$3.5M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-200- 5.3% |
$20.5K - $24K
|
3.57K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 0.85% |
$20.5K - $24K
|
23.2K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-201- 1.8% |
$20.6K - $24.1K
|
11K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-202- 0.74% |
$20.7K - $24.2K
|
27.2K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-204- 2.6% |
$20.9K - $24.5K
|
7.64K
$847K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-205- 0.77% |
$21K - $24.6K
|
26.5K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-205- 69.26% |
$21K - $24.6K
|
91
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-207- 0.68% |
$21.2K - $24.8K
|
30.4K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-207- 0.79% |
$21.2K - $24.8K
|
25.9K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-208- 2.89% |
$21.3K - $25K
|
6.99K
$775K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-208- 9.75% |
$21.3K - $25K
|
1.93K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-208- 7.89% |
$21.3K - $25K
|
2.43K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-210- 0.41% |
$21.5K - $25.2K
|
51.3K
$5.69M
|