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 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42.4KNew |
$4.35M - $5.09M
|
42.4K
$4.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.4KNew |
$4.35M - $5.09M
|
42.4K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41.7K+ 59.45% |
$4.28M - $5M
|
112K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.7K+ 1.7% |
$4.27M - $5M
|
2.49M
$264M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.6K+ 8.96% |
$4.16M - $4.87M
|
493K
$52.4M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
40.6KNew |
$4.16M - $4.87M
|
40.6K
$4.31M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
39.9K+ 14.91% |
$4.09M - $4.79M
|
308K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.8K+ 9.41% |
$4.07M - $4.77M
|
462K
$49M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.6K+ 10.01% |
$4.06M - $4.75M
|
435K
$46.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
38K+ 33.99% |
$3.89M - $4.55M
|
150K
$15.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37.8K+ 16.43% |
$3.87M - $4.53M
|
268K
$28.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36.6K+ 3.66% |
$3.75M - $4.39M
|
1.04M
$110M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36.4K+ 7.36% |
$3.74M - $4.37M
|
532K
$56.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.4K+ 5.97% |
$3.74M - $4.37M
|
647K
$68.6M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
36.1K+ 6.77% |
$3.7M - $4.33M
|
570K
$60.4M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
35.8K+ 11.68% |
$3.67M - $4.29M
|
342K
$36.3M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
35.6KNew |
$3.65M - $4.27M
|
35.6K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35K+ 72.82% |
$3.59M - $4.2M
|
83.2K
$8.83M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
34.8K+ 28.43% |
$3.57M - $4.18M
|
157K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
34.1KNew |
$3.49M - $4.09M
|
34.1K
$3.62M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 31.76% |
$3.48M - $4.07M
|
141K
$14.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
33.6K+ 12.12% |
$3.44M - $4.03M
|
311K
$33M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.6K+ 14.04% |
$3.44M - $4.03M
|
273K
$28.9M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
33.3K+ 27.61% |
$3.42M - $4M
|
154K
$16.4M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
33.3K+ 18.35% |
$3.41M - $3.99M
|
215K
$22.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.1K+ 4.55% |
$3.39M - $3.97M
|
760K
$80.7M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
32.7K+ 57.09% |
$3.35M - $3.93M
|
90.1K
$9.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
31.2K+ 20.16% |
$3.19M - $3.74M
|
186K
$19.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30.4K+ 7.46% |
$3.11M - $3.64M
|
438K
$46.4M
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
30K+ 5.1% |
$3.07M - $3.6M
|
618K
$65.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
29.8K+ 9.59% |
$3.06M - $3.58M
|
341K
$36.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
29.5K+ 38.85% |
$3.03M - $3.54M
|
106K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29K+ 8.92% |
$2.98M - $3.48M
|
354K
$37.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.9K+ 108.64% |
$2.96M - $3.46M
|
55.5K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28.8K+ 9.75% |
$2.95M - $3.46M
|
325K
$34.5M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
28.4KNew |
$2.91M - $3.41M
|
28.4K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
28.1K+ 100.17% |
$2.88M - $3.37M
|
56.2K
$5.97M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
27.8K+ 40.14% |
$2.85M - $3.33M
|
97.1K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
27.7K+ 3.46% |
$2.84M - $3.33M
|
829K
$88M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.3K+ 1.13% |
$2.79M - $3.27M
|
2.44M
$259M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27.1K+ 104184.62% |
$2.78M - $3.25M
|
27.1K
$2.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
26.8KNew |
$2.75M - $3.22M
|
26.8K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.7K+ 32.45% |
$2.73M - $3.2M
|
109K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
26.4K+ 23.96% |
$2.7M - $3.16M
|
136K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26.2K+ 32.68% |
$2.69M - $3.15M
|
107K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.4K+ 6.61% |
$2.6M - $3.04M
|
409K
$43.5M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
25.1K+ 5.69% |
$2.58M - $3.02M
|
467K
$49.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25.1K+ 29.65% |
$2.57M - $3.01M
|
110K
$11.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
25.1K+ 160.85% |
$2.57M - $3.01M
|
40.6K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
24.6K+ 7.98% |
$2.52M - $2.95M
|
333K
$35.4M
|