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 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.04K- 6.55% |
$209K - $244K
|
29.1K
$3.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.07K- 6.33% |
$212K - $248K
|
30.6K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.1K- 3.63% |
$215K - $251K
|
55.6K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.11K- 3.29% |
$216K - $253K
|
61.9K
$6.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.12K- 7.47% |
$217K - $254K
|
26.2K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.14K- 4.41% |
$219K - $257K
|
46.4K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.17K- 5.81% |
$222K - $260K
|
35.2K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.17K- 4.3% |
$222K - $260K
|
48.4K
$5.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.2K- 1.77% |
$225K - $264K
|
122K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.22K- 0.4% |
$228K - $267K
|
555K
$61.6M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.23K- 11.87% |
$229K - $268K
|
16.6K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.23K- 5.95% |
$229K - $268K
|
35.3K
$3.92M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.24K- 0.64% |
$230K - $269K
|
350K
$38.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.25K- 0.69% |
$230K - $269K
|
322K
$35.7M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.25K- 25.54% |
$231K - $270K
|
6.56K
$728K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.26K- 1.21% |
$232K - $271K
|
184K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-2.26K- 1.08% |
$232K - $272K
|
207K
$23M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.28K- 7.27% |
$234K - $274K
|
29.1K
$3.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 0.87% |
$234K - $274K
|
260K
$28.9M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.32K- 52.22% |
$237K - $278K
|
2.12K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.32K- 23.45% |
$238K - $279K
|
7.59K
$841K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-2.34K- 36.01% |
$239K - $280K
|
4.15K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.35K- 1.94% |
$241K - $282K
|
119K
$13.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.38K- 31.69% |
$244K - $286K
|
5.13K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.42K- 2.09% |
$248K - $291K
|
113K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.44K- 4.61% |
$250K - $292K
|
50.5K
$5.6M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.44K- 4.83% |
$250K - $293K
|
48.1K
$5.33M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.47K- 40.46% |
$254K - $297K
|
3.64K
$404K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.48K- 3.18% |
$254K - $298K
|
75.6K
$8.39M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-2.49K- 4.86% |
$255K - $298K
|
48.7K
$5.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.5K- 1.83% |
$256K - $300K
|
134K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.5K- 3.02% |
$256K - $300K
|
80.2K
$8.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.52K- 7.43% |
$258K - $302K
|
31.3K
$3.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 12.13% |
$266K - $311K
|
18.8K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.61K- 7.57% |
$267K - $313K
|
31.9K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.66K- 33.06% |
$272K - $318K
|
5.38K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.66K- 10.59% |
$272K - $319K
|
22.4K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.67K- 6.98% |
$273K - $320K
|
35.6K
$3.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-2.68K- 6.53% |
$275K - $321K
|
38.3K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.75K- 1.95% |
$282K - $330K
|
138K
$15.3M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.76K- 7.97% |
$282K - $331K
|
31.8K
$3.53M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.78K- 25.34% |
$284K - $333K
|
8.17K
$906K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.78K- 16.64% |
$285K - $334K
|
13.9K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-2.79K- 95.22% |
$286K - $335K
|
140
$15.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.8K- 43.7% |
$287K - $336K
|
3.61K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.81K- 5.12% |
$288K - $337K
|
52.1K
$5.78M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.88K- 26.88% |
$295K - $345K
|
7.83K
$868K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.9K- 20.62% |
$297K - $348K
|
11.2K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.93K- 24.5% |
$300K - $351K
|
9.02K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.94K- 46.2% |
$301K - $352K
|
3.42K
$379K
|