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 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.55K- 4.27% |
$158K - $185K
|
34.6K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.55K- 0.44% |
$159K - $186K
|
349K
$38.7M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.57K- 15.39% |
$161K - $188K
|
8.62K
$956K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-1.57K- 3.56% |
$161K - $188K
|
42.5K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.6K- 0.54% |
$164K - $192K
|
297K
$32.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.6K- 9.89% |
$164K - $192K
|
14.6K
$1.61M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-1.6KClosed |
$164K - $192K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.61K- 6.39% |
$164K - $193K
|
23.5K
$2.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.61K- 6.65% |
$165K - $193K
|
22.6K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.63K- 3.39% |
$167K - $195K
|
46.3K
$5.13M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.63K- 2.49% |
$167K - $196K
|
63.8K
$7.07M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.64K- 7.77% |
$168K - $196K
|
19.4K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.64K- 8.08% |
$168K - $196K
|
18.6K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.64K- 6.24% |
$168K - $197K
|
24.7K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.65K- 5.16% |
$169K - $198K
|
30.3K
$3.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.65K- 0.61% |
$170K - $198K
|
270K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.66K- 15.13% |
$170K - $199K
|
9.3K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.66K- 7.56% |
$170K - $199K
|
20.3K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 13.24% |
$171K - $200K
|
10.9K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 7.39% |
$174K - $204K
|
21.3K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.7K- 1.72% |
$175K - $204K
|
97.4K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.71K- 19.49% |
$175K - $205K
|
7.05K
$781K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.73K- 2.2% |
$177K - $207K
|
76.7K
$8.51M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.75K- 17.24% |
$179K - $210K
|
8.41K
$932K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.76K- 33.94% |
$181K - $212K
|
3.43K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.77K- 41.12% |
$181K - $212K
|
2.53K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-1.78K- 15.04% |
$182K - $213K
|
10K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.78K- 1.04% |
$183K - $214K
|
170K
$18.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.79K- 1.53% |
$183K - $214K
|
115K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.83K- 2.74% |
$187K - $219K
|
64.8K
$7.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.85K- 17.02% |
$189K - $222K
|
9.01K
$999K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.85K- 23.0% |
$190K - $222K
|
6.19K
$687K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.85K- 5.0% |
$190K - $222K
|
35.3K
$3.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.86K- 10.77% |
$190K - $223K
|
15.4K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.86K- 10.43% |
$190K - $223K
|
15.9K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.9K- 0.82% |
$194K - $227K
|
229K
$25.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.9K- 18.61% |
$195K - $228K
|
8.33K
$923K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-1.92K- 21.62% |
$197K - $230K
|
6.96K
$771K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.93K- 93.5% |
$197K - $231K
|
134
$14.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.98K- 10.5% |
$203K - $238K
|
16.9K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.98K- 1.86% |
$203K - $238K
|
105K
$11.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.99K- 34.85% |
$204K - $238K
|
3.71K
$412K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.99K- 1.34% |
$204K - $238K
|
146K
$16.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2K- 1.99% |
$205K - $240K
|
98.6K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2K- 9.37% |
$205K - $240K
|
19.4K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 1.32% |
$206K - $241K
|
150K
$16.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.01K- 7.77% |
$206K - $241K
|
23.9K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.02K- 1.6% |
$207K - $242K
|
124K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 1.42% |
$208K - $243K
|
141K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 13.4% |
$208K - $244K
|
13.1K
$1.46M
|