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 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-299- 6.99% |
$30.6K - $35.9K
|
3.98K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-299- 12.43% |
$30.6K - $35.9K
|
2.11K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-300- 1.96% |
$30.7K - $36K
|
15K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-309- 0.37% |
$31.7K - $37.1K
|
82.8K
$8.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-311- 7.98% |
$31.9K - $37.3K
|
3.59K
$381K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-312- 3.18% |
$32K - $37.4K
|
9.49K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-313- 3.95% |
$32.1K - $37.5K
|
7.61K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-313- 6.39% |
$32.1K - $37.5K
|
4.59K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-314- 2.31% |
$32.2K - $37.7K
|
13.3K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-314- 0.41% |
$32.2K - $37.7K
|
75.6K
$8.02M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-316- 3.18% |
$32.4K - $37.9K
|
9.64K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-322- 2.79% |
$33K - $38.6K
|
11.2K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-324- 2.08% |
$33.2K - $38.9K
|
15.3K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-326- 3.35% |
$33.4K - $39.1K
|
9.41K
$999K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-327- 4.77% |
$33.5K - $39.2K
|
6.53K
$693K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-328- 6.48% |
$33.6K - $39.3K
|
4.74K
$503K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-331- 4.52% |
$33.9K - $39.7K
|
6.99K
$742K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-332- 2.82% |
$34K - $39.8K
|
11.5K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-336- 0.5% |
$34.4K - $40.3K
|
67.4K
$7.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-337- 1.08% |
$34.5K - $40.4K
|
30.8K
$3.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-340- 10.94% |
$34.8K - $40.8K
|
2.77K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-343- 4.98% |
$35.2K - $41.1K
|
6.55K
$695K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-344- 12.69% |
$35.3K - $41.3K
|
2.37K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-345- 3.21% |
$35.4K - $41.4K
|
10.4K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-348- 1.51% |
$35.7K - $41.7K
|
22.7K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-352- 16.84% |
$36.1K - $42.2K
|
1.74K
$184K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-353- 1.3% |
$36.2K - $42.3K
|
26.8K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-359- 1.91% |
$36.8K - $43.1K
|
18.4K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-359- 5.66% |
$36.8K - $43.1K
|
5.98K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-366- 2.19% |
$37.5K - $43.9K
|
16.3K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-369- 6.38% |
$37.8K - $44.3K
|
5.41K
$574K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-369- 13.71% |
$37.8K - $44.3K
|
2.32K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-370- 0.72% |
$37.9K - $44.4K
|
51K
$5.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-372- 2.0% |
$38.1K - $44.6K
|
18.2K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-374- 12.27% |
$38.3K - $44.9K
|
2.67K
$284K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-375- 10.66% |
$38.4K - $45K
|
3.14K
$334K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-375- 5.31% |
$38.4K - $45K
|
6.69K
$710K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-378- 0.32% |
$38.7K - $45.3K
|
118K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-379- 0.35% |
$38.8K - $45.5K
|
109K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-380- 2.55% |
$38.9K - $45.6K
|
14.5K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-381- 24.52% |
$39K - $45.7K
|
1.17K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-386- 94.38% |
$39.6K - $46.3K
|
23
$2.44K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-387- 16.67% |
$39.7K - $46.4K
|
1.94K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-387- 2.74% |
$39.7K - $46.4K
|
13.7K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-387- 14.28% |
$39.7K - $46.4K
|
2.32K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-391- 6.68% |
$40.1K - $46.9K
|
5.46K
$579K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-392- 9.94% |
$40.2K - $47K
|
3.55K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-394- 0.78% |
$40.4K - $47.3K
|
50.4K
$5.35M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-398- 2.47% |
$40.8K - $47.7K
|
15.7K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-398- 0.68% |
$40.8K - $47.7K
|
58.2K
$6.18M
|