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 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.26K- 29.46% |
$129K - $151K
|
3.01K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.27K- 7.75% |
$130K - $152K
|
15.1K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.28K- 2.4% |
$131K - $153K
|
51.9K
$5.51M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.28K- 7.5% |
$131K - $154K
|
15.8K
$1.68M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.3K- 2.55% |
$133K - $156K
|
49.5K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.31K- 1.24% |
$134K - $157K
|
104K
$11M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 5.58% |
$134K - $157K
|
22.2K
$2.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 15.69% |
$134K - $157K
|
7.05K
$748K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 5.12% |
$135K - $158K
|
24.3K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 2.95% |
$135K - $158K
|
43.3K
$4.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.32K- 1.24% |
$135K - $159K
|
106K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.36K- 16.12% |
$139K - $163K
|
7.07K
$750K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.36K- 36.95% |
$140K - $164K
|
2.33K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.37K- 8.06% |
$140K - $164K
|
15.6K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.37K- 0.77% |
$140K - $164K
|
177K
$18.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.37K- 11.8% |
$141K - $165K
|
10.3K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 1.47% |
$141K - $165K
|
92.1K
$9.78M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.38K- 4.81% |
$141K - $165K
|
27.3K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-1.38K- 4.32% |
$142K - $166K
|
30.6K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.39K- 2.79% |
$142K - $167K
|
48.4K
$5.13M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-1.39K- 5.51% |
$142K - $167K
|
23.8K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.39K- 10.8% |
$142K - $167K
|
11.5K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-1.4K- 30.98% |
$143K - $168K
|
3.12K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.4K- 8.19% |
$144K - $168K
|
15.7K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.41K- 19.02% |
$144K - $169K
|
5.99K
$636K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.41K- 3.79% |
$145K - $170K
|
35.9K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.45K- 18.96% |
$149K - $174K
|
6.2K
$658K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.48K- 4.4% |
$151K - $177K
|
32.1K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.48K- 22.43% |
$152K - $178K
|
5.12K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.48K- 0.82% |
$152K - $178K
|
178K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.49K- 3.34% |
$153K - $179K
|
43.1K
$4.57M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 6.91% |
$153K - $180K
|
20.2K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.5K- 8.63% |
$154K - $180K
|
15.9K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.51K- 8.58% |
$154K - $181K
|
16K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.52K- 1.9% |
$156K - $182K
|
78.3K
$8.31M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.52K- 30.83% |
$156K - $182K
|
3.41K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.52K- 98.9% |
$156K - $183K
|
17
$1.8K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.53K- 7.15% |
$157K - $183K
|
19.8K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-1.54K- 15.52% |
$157K - $184K
|
8.36K
$888K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.55K- 4.27% |
$158K - $185K
|
34.6K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.55K- 0.44% |
$159K - $186K
|
349K
$37M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.57K- 15.39% |
$161K - $188K
|
8.62K
$915K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-1.57K- 3.56% |
$161K - $188K
|
42.5K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.6K- 0.54% |
$164K - $192K
|
297K
$31.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.6K- 9.89% |
$164K - $192K
|
14.6K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.61K- 6.39% |
$164K - $193K
|
23.5K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.61K- 6.65% |
$165K - $193K
|
22.6K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.63K- 3.39% |
$167K - $195K
|
46.3K
$4.91M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.63K- 2.49% |
$167K - $196K
|
63.8K
$6.77M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.64K- 7.77% |
$168K - $196K
|
19.4K
$2.06M
|