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 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.64K- 8.08% |
$168K - $196K
|
18.6K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.64K- 6.24% |
$168K - $197K
|
24.7K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.65K- 5.16% |
$169K - $198K
|
30.3K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.65K- 0.61% |
$170K - $198K
|
270K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.66K- 15.13% |
$170K - $199K
|
9.3K
$987K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.66K- 7.56% |
$170K - $199K
|
20.3K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 13.24% |
$171K - $200K
|
10.9K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 7.39% |
$174K - $204K
|
21.3K
$2.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.7K- 1.72% |
$175K - $204K
|
97.4K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.71K- 19.49% |
$175K - $205K
|
7.05K
$748K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.73K- 2.2% |
$177K - $207K
|
76.7K
$8.14M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.75K- 17.24% |
$179K - $210K
|
8.41K
$892K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.76K- 33.94% |
$181K - $212K
|
3.43K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.77K- 41.12% |
$181K - $212K
|
2.53K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-1.78K- 15.04% |
$182K - $213K
|
10K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.78K- 1.04% |
$183K - $214K
|
170K
$18.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.79K- 1.53% |
$183K - $214K
|
115K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.83K- 2.74% |
$187K - $219K
|
64.8K
$6.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.85K- 17.02% |
$189K - $222K
|
9.01K
$957K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.85K- 23.0% |
$190K - $222K
|
6.19K
$657K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.85K- 5.0% |
$190K - $222K
|
35.3K
$3.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.86K- 10.77% |
$190K - $223K
|
15.4K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.86K- 10.43% |
$190K - $223K
|
15.9K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.9K- 0.82% |
$194K - $227K
|
229K
$24.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.9K- 18.61% |
$195K - $228K
|
8.33K
$884K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-1.92K- 21.62% |
$197K - $230K
|
6.96K
$738K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.93K- 93.5% |
$197K - $231K
|
134
$14.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.98K- 10.5% |
$203K - $238K
|
16.9K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.98K- 1.86% |
$203K - $238K
|
105K
$11.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.99K- 34.85% |
$204K - $238K
|
3.71K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.99K- 1.34% |
$204K - $238K
|
146K
$15.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2K- 1.99% |
$205K - $240K
|
98.6K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2K- 9.37% |
$205K - $240K
|
19.4K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 1.32% |
$206K - $241K
|
150K
$16M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.01K- 7.77% |
$206K - $241K
|
23.9K
$2.54M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.02K- 1.6% |
$207K - $242K
|
124K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 1.42% |
$208K - $243K
|
141K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 13.4% |
$208K - $244K
|
13.1K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.04K- 6.55% |
$209K - $244K
|
29.1K
$3.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.07K- 6.33% |
$212K - $248K
|
30.6K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.1K- 3.63% |
$215K - $251K
|
55.6K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.11K- 3.29% |
$216K - $253K
|
61.9K
$6.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.12K- 7.47% |
$217K - $254K
|
26.2K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.14K- 4.41% |
$219K - $257K
|
46.4K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.17K- 5.81% |
$222K - $260K
|
35.2K
$3.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.17K- 4.3% |
$222K - $260K
|
48.4K
$5.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.2K- 1.77% |
$225K - $264K
|
122K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.22K- 0.4% |
$228K - $267K
|
555K
$59M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.23K- 11.87% |
$229K - $268K
|
16.6K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.23K- 5.95% |
$229K - $268K
|
35.3K
$3.75M
|