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 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-907- 0.63% |
$93K - $109K
|
143K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-913- 10.47% |
$93.6K - $110K
|
7.8K
$828K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-914- 16.98% |
$93.7K - $110K
|
4.47K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-920- 21.21% |
$94.3K - $110K
|
3.42K
$363K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-923- 4.8% |
$94.6K - $111K
|
18.3K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-927- 22.74% |
$95K - $111K
|
3.15K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-927- 22.42% |
$95K - $111K
|
3.21K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-937- 2.72% |
$96K - $112K
|
33.5K
$3.56M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-950- 2.02% |
$97.4K - $114K
|
46K
$4.88M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-951- 27.15% |
$97.5K - $114K
|
2.55K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-953- 1.29% |
$97.7K - $114K
|
72.9K
$7.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-960- 13.61% |
$98.4K - $115K
|
6.09K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-961- 10.53% |
$98.5K - $115K
|
8.16K
$866K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-963- 2.62% |
$98.7K - $116K
|
35.7K
$3.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-964- 4.26% |
$98.8K - $116K
|
21.7K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-966- 16.77% |
$99K - $116K
|
4.8K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-972- 0.43% |
$99.6K - $117K
|
223K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-977- 1.22% |
$100K - $117K
|
79.4K
$8.43M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-989- 2.79% |
$101K - $119K
|
34.4K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-991- 0.61% |
$102K - $119K
|
160K
$17M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-994- 9.64% |
$102K - $119K
|
9.32K
$989K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1K- 6.19% |
$102K - $120K
|
15.2K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1K- 19.51% |
$102K - $120K
|
4.13K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1K- 0.44% |
$103K - $120K
|
226K
$24M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.01K- 1.47% |
$104K - $121K
|
67.6K
$7.18M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-1.02K- 12.97% |
$104K - $122K
|
6.82K
$723K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.04K- 11.83% |
$107K - $125K
|
7.77K
$825K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-1.05K- 10.23% |
$108K - $126K
|
9.21K
$977K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.05K- 5.13% |
$108K - $126K
|
19.4K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.06K- 35.31% |
$109K - $127K
|
1.95K
$207K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.07K- 6.97% |
$109K - $128K
|
14.2K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.07K- 7.19% |
$110K - $129K
|
13.8K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.08K- 35.54% |
$111K - $130K
|
1.96K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.1K- 2.58% |
$113K - $132K
|
41.5K
$4.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-1.12K- 11.94% |
$114K - $134K
|
8.24K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.12K- 3.39% |
$115K - $134K
|
31.8K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.13K- 11.0% |
$116K - $136K
|
9.14K
$970K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.15K- 22.01% |
$117K - $137K
|
4.06K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.15K- 11.73% |
$118K - $138K
|
8.66K
$919K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.15K- 3.85% |
$118K - $138K
|
28.8K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.15K- 18.3% |
$118K - $138K
|
5.14K
$546K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.17K- 13.96% |
$120K - $140K
|
7.19K
$763K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.19K- 31.72% |
$122K - $143K
|
2.56K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.19K- 25.97% |
$122K - $143K
|
3.4K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.19K- 22.82% |
$122K - $143K
|
4.04K
$428K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.2K- 36.19% |
$123K - $144K
|
2.11K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1.21K- 3.85% |
$124K - $145K
|
30.1K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.22K- 3.23% |
$125K - $146K
|
36.6K
$3.89M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.26K- 12.92% |
$129K - $151K
|
8.47K
$899K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.26K- 8.62% |
$129K - $151K
|
13.4K
$1.42M
|