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 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-220- 0.73% |
$22.5K - $26.4K
|
30K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-220- 8.77% |
$22.5K - $26.4K
|
2.29K
$243K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-221- 13.51% |
$22.7K - $26.5K
|
1.42K
$150K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-221- 0.55% |
$22.7K - $26.5K
|
39.8K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-221- 6.1% |
$22.7K - $26.5K
|
3.4K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-226- 1.9% |
$23.2K - $27.1K
|
11.7K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-227- 60.05% |
$23.3K - $27.2K
|
151
$16K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-230- 3.31% |
$23.6K - $27.6K
|
6.71K
$712K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-230- 1.44% |
$23.6K - $27.6K
|
15.8K
$1.68M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-231- 0.36% |
$23.7K - $27.7K
|
64.3K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-232- 1.18% |
$23.8K - $27.8K
|
19.4K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-233- 3.08% |
$23.9K - $28K
|
7.34K
$779K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-235- 2.54% |
$24.1K - $28.2K
|
9K
$955K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-237- 2.04% |
$24.3K - $28.4K
|
11.4K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-239- 1.96% |
$24.5K - $28.7K
|
12K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-241- 2.31% |
$24.7K - $28.9K
|
10.2K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-242- 3.91% |
$24.8K - $29K
|
5.94K
$630K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-245- 7.92% |
$25.1K - $29.4K
|
2.85K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-246- 2.87% |
$25.2K - $29.5K
|
8.33K
$884K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-250- 5.28% |
$25.6K - $30K
|
4.49K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-250- 4.64% |
$25.6K - $30K
|
5.14K
$545K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-251- 3.71% |
$25.7K - $30.1K
|
6.51K
$691K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-254- 24.93% |
$26K - $30.5K
|
765
$81.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-256- 2.32% |
$26.2K - $30.7K
|
10.8K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-258- 5.42% |
$26.4K - $30.9K
|
4.5K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-266- 2.12% |
$27.3K - $31.9K
|
12.3K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-266- 2.82% |
$27.3K - $31.9K
|
9.17K
$973K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-267- 1.48% |
$27.4K - $32K
|
17.8K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-269- 99.63% |
$27.6K - $32.3K
|
1
$106
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-271- 8.29% |
$27.8K - $32.5K
|
3K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-271- 11.53% |
$27.8K - $32.5K
|
2.08K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-275- 1.91% |
$28.2K - $33K
|
14.1K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-275- 11.26% |
$28.2K - $33K
|
2.17K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-276- 0.28% |
$28.3K - $33.1K
|
97.4K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-283- 4.05% |
$29K - $33.9K
|
6.71K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-283- 0.47% |
$29K - $33.9K
|
59.4K
$6.31M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-284- 5.04% |
$29.1K - $34.1K
|
5.35K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-285- 0.67% |
$29.2K - $34.2K
|
42.2K
$4.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-286- 6.26% |
$29.3K - $34.3K
|
4.28K
$454K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-286- 1.23% |
$29.3K - $34.3K
|
23K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-291- 0.49% |
$29.8K - $34.9K
|
58.8K
$6.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-291- 1.72% |
$29.8K - $34.9K
|
16.6K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-294- 13.15% |
$30.1K - $35.3K
|
1.94K
$206K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-294- 5.77% |
$30.1K - $35.3K
|
4.8K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-294- 7.26% |
$30.1K - $35.3K
|
3.75K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-294- 1.55% |
$30.1K - $35.3K
|
18.7K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-294- 7.91% |
$30.1K - $35.3K
|
3.42K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-295- 11.37% |
$30.2K - $35.4K
|
2.3K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-297- 7.0% |
$30.4K - $35.6K
|
3.94K
$419K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-299- 0.97% |
$30.6K - $35.9K
|
30.6K
$3.25M
|