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 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.24K- 0.64% |
$230K - $269K
|
350K
$37.2M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.25K- 0.69% |
$230K - $269K
|
322K
$34.2M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.25K- 25.54% |
$231K - $270K
|
6.56K
$696K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.26K- 1.21% |
$232K - $271K
|
184K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-2.26K- 1.08% |
$232K - $272K
|
207K
$22M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.28K- 7.27% |
$234K - $274K
|
29.1K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 0.87% |
$234K - $274K
|
260K
$27.6M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.32K- 52.22% |
$237K - $278K
|
2.12K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.32K- 23.45% |
$238K - $279K
|
7.59K
$805K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-2.34K- 36.01% |
$239K - $280K
|
4.15K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.35K- 1.94% |
$241K - $282K
|
119K
$12.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.38K- 31.69% |
$244K - $286K
|
5.13K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.42K- 2.09% |
$248K - $291K
|
113K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.44K- 4.61% |
$250K - $292K
|
50.5K
$5.36M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.44K- 4.83% |
$250K - $293K
|
48.1K
$5.11M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.47K- 40.46% |
$254K - $297K
|
3.64K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.48K- 3.18% |
$254K - $298K
|
75.6K
$8.03M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-2.49K- 4.86% |
$255K - $298K
|
48.7K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.5K- 1.83% |
$256K - $300K
|
134K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.5K- 3.02% |
$256K - $300K
|
80.2K
$8.52M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.52K- 7.43% |
$258K - $302K
|
31.3K
$3.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 12.13% |
$266K - $311K
|
18.8K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.61K- 7.57% |
$267K - $313K
|
31.9K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.66K- 33.06% |
$272K - $318K
|
5.38K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.66K- 10.59% |
$272K - $319K
|
22.4K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.67K- 6.98% |
$273K - $320K
|
35.6K
$3.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-2.68K- 6.53% |
$275K - $321K
|
38.3K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.75K- 1.95% |
$282K - $330K
|
138K
$14.7M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.76K- 7.97% |
$282K - $331K
|
31.8K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.78K- 25.34% |
$284K - $333K
|
8.17K
$868K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.78K- 16.64% |
$285K - $334K
|
13.9K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-2.79K- 95.22% |
$286K - $335K
|
140
$14.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.8K- 43.7% |
$287K - $336K
|
3.61K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.81K- 5.12% |
$288K - $337K
|
52.1K
$5.53M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.88K- 26.88% |
$295K - $345K
|
7.83K
$831K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.9K- 20.62% |
$297K - $348K
|
11.2K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.93K- 24.5% |
$300K - $351K
|
9.02K
$957K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.94K- 46.2% |
$301K - $352K
|
3.42K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.94K- 6.3% |
$302K - $353K
|
43.7K
$4.64M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.95K- 3.12% |
$302K - $353K
|
91.4K
$9.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.98K- 2.26% |
$305K - $357K
|
129K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.01K- 5.29% |
$308K - $361K
|
53.8K
$5.71M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.02K- 4.19% |
$309K - $362K
|
69K
$7.32M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.05K- 78.8% |
$312K - $365K
|
819
$86.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.06K- 9.99% |
$313K - $366K
|
27.5K
$2.92M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.09K- 2.34% |
$317K - $371K
|
129K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.18K- 7.78% |
$326K - $381K
|
37.7K
$4M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-3.24K- 3.73% |
$332K - $388K
|
83.5K
$8.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.24K- 17.31% |
$332K - $389K
|
15.5K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.27K- 1.3% |
$335K - $392K
|
248K
$26.3M
|