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 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-381- 24.52% |
$39K - $45.7K
|
1.17K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-386- 94.38% |
$39.6K - $46.3K
|
23
$2.55K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-387- 16.67% |
$39.7K - $46.4K
|
1.94K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-387- 2.74% |
$39.7K - $46.4K
|
13.7K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-387- 14.28% |
$39.7K - $46.4K
|
2.32K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-391- 6.68% |
$40.1K - $46.9K
|
5.46K
$605K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-392- 9.94% |
$40.2K - $47K
|
3.55K
$394K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-394- 0.78% |
$40.4K - $47.3K
|
50.4K
$5.59M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-398- 2.47% |
$40.8K - $47.7K
|
15.7K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-398- 0.68% |
$40.8K - $47.7K
|
58.2K
$6.46M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-402- 12.62% |
$41.2K - $48.2K
|
2.78K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-405- 9.82% |
$41.5K - $48.6K
|
3.72K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-408- 2.0% |
$41.8K - $48.9K
|
20K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-410- 3.52% |
$42K - $49.2K
|
11.2K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-413- 2.0% |
$42.3K - $49.5K
|
20.2K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-415- 0.8% |
$42.5K - $49.8K
|
51.4K
$5.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-417- 8.25% |
$42.7K - $50K
|
4.64K
$514K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-423- 6.62% |
$43.4K - $50.7K
|
5.96K
$661K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-423- 11.37% |
$43.4K - $50.7K
|
3.3K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-425- 12.02% |
$43.6K - $51K
|
3.11K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-426- 9.87% |
$43.7K - $51.1K
|
3.89K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-431- 71.36% |
$44.2K - $51.7K
|
173
$19.2K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-440- 3.97% |
$45.1K - $52.8K
|
10.6K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-446- 0.24% |
$45.7K - $53.5K
|
187K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-450- 1.58% |
$46.1K - $54K
|
28K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-451- 2.21% |
$46.2K - $54.1K
|
19.9K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-452- 12.73% |
$46.3K - $54.2K
|
3.1K
$344K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-454- 11.17% |
$46.5K - $54.5K
|
3.61K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-455- 10.52% |
$46.6K - $54.6K
|
3.87K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-456- 2.65% |
$46.7K - $54.7K
|
16.8K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-459- 4.85% |
$47K - $55.1K
|
9.01K
$999K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-468- 2.94% |
$48K - $56.1K
|
15.4K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-468- 4.54% |
$48K - $56.1K
|
9.85K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-468- 12.84% |
$48K - $56.1K
|
3.18K
$352K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-469- 11.63% |
$48.1K - $56.3K
|
3.57K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-470- 2.75% |
$48.2K - $56.4K
|
16.6K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-480- 1.67% |
$49.2K - $57.6K
|
28.3K
$3.13M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-481- 0.89% |
$49.3K - $57.7K
|
53.7K
$5.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-483- 1.17% |
$49.5K - $57.9K
|
40.9K
$4.53M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-490- 15.95% |
$50.2K - $58.8K
|
2.58K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-493- 2.72% |
$50.5K - $59.1K
|
17.7K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-493- 19.06% |
$50.5K - $59.1K
|
2.09K
$232K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-500- 20.71% |
$51.2K - $60K
|
1.91K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-505- 14.7% |
$51.8K - $60.6K
|
2.93K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-511- 1.6% |
$52.4K - $61.3K
|
31.5K
$3.49M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-513- 4.11% |
$52.6K - $61.5K
|
12K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-515- 8.91% |
$52.8K - $61.8K
|
5.27K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-523- 13.62% |
$53.6K - $62.7K
|
3.32K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-524- 1.89% |
$53.7K - $62.9K
|
27.3K
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-524- 23.61% |
$53.7K - $62.9K
|
1.7K
$188K
|