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
|
Great Diamond Partners, LLC
|
SELL
|
- |
-707- 11.44% |
$72.5K - $84.8K
|
5.48K
$581K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-712- 16.58% |
$73K - $85.4K
|
3.58K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-721- 6.11% |
$73.9K - $86.5K
|
11.1K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-721- 20.64% |
$73.9K - $86.5K
|
2.77K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-731- 4.75% |
$74.9K - $87.7K
|
14.7K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-737- 3.34% |
$75.5K - $88.4K
|
21.3K
$2.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-741- 13.51% |
$75.9K - $88.9K
|
4.74K
$504K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-750- 6.39% |
$76.9K - $90K
|
11K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-752- 3.14% |
$77.1K - $90.2K
|
23.2K
$2.47M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-755- 11.54% |
$77.4K - $90.6K
|
5.79K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-757- 1.95% |
$77.6K - $90.8K
|
38.1K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-758- 1.24% |
$77.7K - $90.9K
|
60.2K
$6.39M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-764- 0.38% |
$78.3K - $91.6K
|
200K
$21.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-765- 3.21% |
$78.4K - $91.8K
|
23.1K
$2.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-770- 7.33% |
$78.9K - $92.4K
|
9.74K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-777- 10.62% |
$79.6K - $93.2K
|
6.54K
$694K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-782- 2.51% |
$80.1K - $93.8K
|
30.4K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-784- 2.52% |
$80.4K - $94K
|
30.3K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-786- 20.21% |
$80.6K - $94.3K
|
3.1K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-787- 19.82% |
$80.7K - $94.4K
|
3.18K
$338K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-788- 18.73% |
$80.8K - $94.5K
|
3.42K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-789- 5.51% |
$80.9K - $94.6K
|
13.5K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-793- 3.44% |
$81.3K - $95.1K
|
22.3K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-797- 2.88% |
$81.7K - $95.6K
|
26.9K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-803- 0.21% |
$82.3K - $96.3K
|
384K
$40.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-805- 7.73% |
$82.5K - $96.6K
|
9.61K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-805- 3.53% |
$82.5K - $96.6K
|
22K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-807- 2.87% |
$82.7K - $96.8K
|
27.3K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-810- 4.18% |
$83K - $97.2K
|
18.6K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-815- 15.53% |
$83.5K - $97.8K
|
4.43K
$470K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-815- 22.19% |
$83.5K - $97.8K
|
2.86K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-821- 0.91% |
$84.1K - $98.5K
|
89.9K
$9.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-830- 1.38% |
$85.1K - $99.6K
|
59.3K
$6.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-832- 4.85% |
$85.3K - $99.8K
|
16.3K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-836- 1.63% |
$85.7K - $100K
|
50.3K
$5.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-839- 0.51% |
$86K - $101K
|
164K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-841- 1.29% |
$86.2K - $101K
|
64.3K
$6.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-845- 4.22% |
$86.6K - $101K
|
19.2K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-850- 28.37% |
$87.1K - $102K
|
2.15K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-854- 9.9% |
$87.5K - $102K
|
7.77K
$825K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-857- 5.04% |
$87.8K - $103K
|
16.1K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-860- 14.08% |
$88.1K - $103K
|
5.25K
$557K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-863- 16.37% |
$88.4K - $104K
|
4.41K
$468K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-870- 6.43% |
$89.2K - $104K
|
12.7K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-876- 17.84% |
$89.8K - $105K
|
4.03K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-881- 3.09% |
$90.3K - $106K
|
27.6K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-881- 0.77% |
$90.3K - $106K
|
114K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-882- 10.06% |
$90.4K - $106K
|
7.89K
$837K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-893- 31.07% |
$91.5K - $107K
|
1.98K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-898- 13.2% |
$92K - $108K
|
5.9K
$627K
|