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 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.15K- 3.85% |
$118K - $138K
|
28.8K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.15K- 18.3% |
$118K - $138K
|
5.14K
$570K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.17K- 13.96% |
$120K - $140K
|
7.19K
$797K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.19K- 31.72% |
$122K - $143K
|
2.56K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.19K- 25.97% |
$122K - $143K
|
3.4K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.19K- 22.82% |
$122K - $143K
|
4.04K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.2K- 36.19% |
$123K - $144K
|
2.11K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1.21K- 3.85% |
$124K - $145K
|
30.1K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.22K- 3.23% |
$125K - $146K
|
36.6K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.26K- 12.92% |
$129K - $151K
|
8.47K
$939K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.26K- 8.62% |
$129K - $151K
|
13.4K
$1.48M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.26K- 29.46% |
$129K - $151K
|
3.01K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.27K- 7.75% |
$130K - $152K
|
15.1K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.28K- 2.4% |
$131K - $153K
|
51.9K
$5.76M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.28K- 7.5% |
$131K - $154K
|
15.8K
$1.75M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.3K- 2.55% |
$133K - $156K
|
49.5K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.31K- 1.24% |
$134K - $157K
|
104K
$11.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 5.58% |
$134K - $157K
|
22.2K
$2.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 15.69% |
$134K - $157K
|
7.05K
$782K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 5.12% |
$135K - $158K
|
24.3K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 2.95% |
$135K - $158K
|
43.3K
$4.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.32K- 1.24% |
$135K - $159K
|
106K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.36K- 16.12% |
$139K - $163K
|
7.07K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.36K- 36.95% |
$140K - $164K
|
2.33K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.37K- 8.06% |
$140K - $164K
|
15.6K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.37K- 0.77% |
$140K - $164K
|
177K
$19.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.37K- 11.8% |
$141K - $165K
|
10.3K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 1.47% |
$141K - $165K
|
92.1K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.38K- 4.81% |
$141K - $165K
|
27.3K
$3.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-1.38K- 4.32% |
$142K - $166K
|
30.6K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.39K- 2.79% |
$142K - $167K
|
48.4K
$5.36M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-1.39K- 5.51% |
$142K - $167K
|
23.8K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.39K- 10.8% |
$142K - $167K
|
11.5K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-1.4K- 30.98% |
$143K - $168K
|
3.12K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.4K- 8.19% |
$144K - $168K
|
15.7K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.41K- 19.02% |
$144K - $169K
|
5.99K
$664K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.41K- 3.79% |
$145K - $170K
|
35.9K
$3.98M
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.45K- 18.96% |
$149K - $174K
|
6.2K
$687K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.48K- 4.4% |
$151K - $177K
|
32.1K
$3.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.48K- 22.43% |
$152K - $178K
|
5.12K
$568K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.48K- 0.82% |
$152K - $178K
|
178K
$19.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.49K- 3.34% |
$153K - $179K
|
43.1K
$4.78M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 6.91% |
$153K - $180K
|
20.2K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.5K- 8.63% |
$154K - $180K
|
15.9K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.51K- 8.58% |
$154K - $181K
|
16K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.52K- 1.9% |
$156K - $182K
|
78.3K
$8.68M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.52K- 30.83% |
$156K - $182K
|
3.41K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.52K- 98.9% |
$156K - $183K
|
17
$1.89K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.53K- 7.15% |
$157K - $183K
|
19.8K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-1.54K- 15.52% |
$157K - $184K
|
8.36K
$927K
|