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
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-3.35K- 8.53% |
$343K - $402K
|
35.9K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3.37K- 2.0% |
$345K - $404K
|
165K
$17.5M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.38K- 13.95% |
$347K - $406K
|
20.9K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.4K- 29.49% |
$349K - $408K
|
8.14K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.43K- 2.32% |
$352K - $412K
|
145K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.47K- 3.53% |
$355K - $416K
|
94.7K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-3.52K- 3.5% |
$361K - $422K
|
97.1K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-3.56K- 14.45% |
$365K - $427K
|
21.1K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.58K- 3.41% |
$366K - $429K
|
101K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.58K- 3.09% |
$367K - $429K
|
112K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.61K- 1.84% |
$370K - $433K
|
192K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-3.64K- 8.68% |
$373K - $437K
|
38.3K
$4.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.66K- 24.99% |
$375K - $438K
|
11K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.69K- 3.22% |
$379K - $443K
|
111K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-3.76K- 3.75% |
$386K - $452K
|
96.5K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.77K- 33.74% |
$387K - $453K
|
7.41K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-3.79K- 58.92% |
$389K - $455K
|
2.64K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 2.23% |
$393K - $461K
|
168K
$17.9M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.87K- 1.45% |
$396K - $464K
|
263K
$27.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.92K- 10.01% |
$402K - $470K
|
35.2K
$3.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.97K- 26.59% |
$407K - $476K
|
11K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.04K- 67.45% |
$414K - $484K
|
1.95K
$207K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.06K- 7.05% |
$416K - $487K
|
53.5K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.08K- 48.13% |
$419K - $490K
|
4.4K
$467K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-4.1K- 2.62% |
$420K - $492K
|
152K
$16.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-4.12K- 8.49% |
$422K - $494K
|
44.4K
$4.72M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.12K- 4.43% |
$422K - $494K
|
88.9K
$9.44M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.13K- 2.33% |
$423K - $496K
|
173K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.15K- 0.39% |
$426K - $498K
|
1.05M
$111M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.26K- 1.19% |
$437K - $512K
|
353K
$37.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 31.54% |
$447K - $523K
|
9.46K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 13.3% |
$456K - $534K
|
29K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-4.51K- 41.63% |
$462K - $541K
|
6.33K
$671K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.51K- 17.62% |
$462K - $541K
|
21.1K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.52K- 7.17% |
$463K - $542K
|
58.4K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-4.56K- 18.77% |
$468K - $547K
|
19.7K
$2.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.72K- 11.37% |
$483K - $566K
|
36.8K
$3.9M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.73K- 8.63% |
$484K - $567K
|
50.1K
$5.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-4.75K- 1.45% |
$486K - $569K
|
322K
$34.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.83K- 1.55% |
$495K - $579K
|
306K
$32.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.85K- 3.92% |
$497K - $581K
|
119K
$12.6M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.93K- 16.02% |
$505K - $591K
|
25.8K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.96K- 37.65% |
$508K - $595K
|
8.21K
$872K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 27.99% |
$512K - $600K
|
12.9K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-5.01K- 5.23% |
$514K - $601K
|
90.8K
$9.64M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.07K- 5.01% |
$520K - $609K
|
96.1K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-5.1K- 53.38% |
$522K - $611K
|
4.45K
$472K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.15K- 13.19% |
$528K - $618K
|
33.9K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 15.24% |
$530K - $620K
|
28.7K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.18K- 38.02% |
$531K - $621K
|
8.44K
$896K
|