Purchases and Sales Made in Q1 2025 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 13, 2025 Q1 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
23.7K
+ 4.78%
$2.42M - $2.84M
519K $55M
Apr 16, 2025 Q1 2025
Rmr Wealth Builders

BUY
 -
23.6K
+ 11.66%
$2.42M - $2.83M
226K $24M
Apr 11, 2025 Q1 2025
Hudson Capital Management LLC

BUY
 -
23.5K
+ 38.27%
$2.41M - $2.82M
84.9K $9.01M
Apr 17, 2025 Q1 2025
Abound Wealth Management

Franklin, TN
BUY
 -
23.4K
+ 6.66%
$2.4M - $2.8M
374K $39.7M
May 01, 2025 Q1 2025
Woodside Wealth Management LLC

Framingham, MA
BUY
 -
23.2K
New
$2.38M - $2.78M
23.2K $2.46M
Apr 22, 2025 Q1 2025
Atticus Wealth Management, LLC

BUY
 -
23K
+ 460580.0%
$2.36M - $2.76M
23K $2.44M
May 15, 2025 Q1 2025
Second Line Capital, LLC

Metairie, LA
BUY
 -
22.9K
New
$2.35M - $2.75M
22.9K $2.43M
May 15, 2025 Q1 2025
Destination Wealth Management

BUY
 -
22.2K
+ 2.87%
$2.28M - $2.66M
797K $84.6M
Apr 22, 2025 Q1 2025
Oppenheimer & CO Inc

New York, NY
BUY
 -
22.2K
+ 7.42%
$2.27M - $2.66M
321K $34.1M
Jun 16, 2025 Q1 2025
Maple Capital Management, Inc.

BUY
 -
22K
+ 7.13%
$2.26M - $2.64M
331K $35.2M
Apr 22, 2025 Q1 2025
Walkner Condon Financial Advisors LLC

BUY
 -
21.8K
+ 206.44%
$2.24M - $2.62M
32.4K $3.44M
Apr 16, 2025 Q1 2025
Ritholtz Wealth Management

BUY
 -
21.5K
+ 108.56%
$2.2M - $2.58M
41.3K $4.39M
Apr 21, 2025 Q1 2025
Sterling Investment Counsel, LLC

BUY
 -
21.1K
+ 54.19%
$2.16M - $2.53M
60K $6.37M
Apr 10, 2025 Q1 2025
Apella Capital, LLC

BUY
 -
20.8K
+ 40.19%
$2.13M - $2.49M
72.4K $7.69M
May 02, 2025 Q1 2025
Landmark Wealth Management, LLC

BUY
 -
20.8K
+ 50.43%
$2.13M - $2.49M
61.9K $6.57M
Apr 14, 2025 Q1 2025
Ironwood Wealth Management, Inc.

BUY
 -
20.7K
+ 14.25%
$2.13M - $2.49M
166K $17.7M
Apr 22, 2025 Q1 2025
Southern Capital Advisors, LLC

BUY
 -
20.7K
+ 18.16%
$2.13M - $2.49M
135K $14.3M
Apr 21, 2025 Q1 2025
Gfs Advisors, LLC

BUY
 -
20.6K
+ 16.09%
$2.11M - $2.47M
149K $15.8M
May 14, 2025 Q1 2025
Synovus Financial Corp

Columbus, GA
BUY
 -
20.5K
+ 3.83%
$2.1M - $2.46M
557K $59.1M
May 14, 2025 Q1 2025
Arvest Bank Trust Division

Dewey, OK
BUY
 -
20.2K
New
$2.07M - $2.43M
20.2K $2.15M
Apr 30, 2025 Q1 2025
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
20.1K
+ 5.75%
$2.06M - $2.41M
369K $39.2M
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
19.8K
+ 2.93%
$2.03M - $2.37M
695K $73.7M
Apr 29, 2025 Q1 2025
Fairway Wealth LLC

Independence, OH
BUY
 -
19.8K
+ 19.79%
$2.03M - $2.37M
120K $12.7M
May 15, 2025 Q1 2025
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
19.4K
+ 24.92%
$1.99M - $2.33M
97.2K $10.3M
Apr 14, 2025 Q1 2025
Wedmont Private Capital

BUY
 -
19.2K
+ 78.95%
$1.96M - $2.3M
43.4K $4.61M
May 06, 2025 Q1 2025
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
19K
+ 12.88%
$1.95M - $2.28M
167K $17.7M
May 20, 2025 Q1 2025
Glenview Trust CO

Louisville, KY
BUY
 -
18.9K
+ 2.84%
$1.94M - $2.27M
684K $72.6M
Apr 10, 2025 Q1 2025
Granite Bay Wealth Management, LLC

BUY
 -
18.8K
+ 10.4%
$1.93M - $2.26M
200K $21.2M
Apr 17, 2025 Q1 2025
Acropolis Investment Management, LLC

BUY
 -
18.7K
+ 2.07%
$1.91M - $2.24M
919K $97.5M
Apr 25, 2025 Q1 2025
Rkl Wealth Management LLC

BUY
 -
18.7K
+ 4.8%
$1.91M - $2.24M
407K $43.2M
Apr 10, 2025 Q1 2025
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
18.4K
New
$1.89M - $2.21M
18.4K $1.96M
May 08, 2025 Q1 2025
Natixis Advisors, L.P.

Boston, MA
BUY
 -
18.2K
+ 3.39%
$1.86M - $2.18M
555K $58.9M
May 05, 2025 Q1 2025
Fountainhead Am, LLC

Warren, NJ
BUY
 -
18.1K
+ 6.42%
$1.85M - $2.17M
299K $31.7M
Apr 30, 2025 Q1 2025
Round Rock Advisors, LLC

BUY
 -
17.7K
+ 8.76%
$1.82M - $2.13M
220K $23.4M
Apr 23, 2025 Q1 2025
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
17.7K
+ 57.96%
$1.81M - $2.12M
48.2K $5.12M
May 12, 2025 Q1 2025
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
17.5K
+ 84.87%
$1.8M - $2.1M
38.2K $4.06M
Apr 30, 2025 Q1 2025
Bridges Investment Management Inc

BUY
 -
17.5K
+ 1.24%
$1.8M - $2.1M
1.43M $152M
May 01, 2025 Q1 2025
Cahaba Wealth Management, Inc.

BUY
 -
17.4K
+ 4.01%
$1.78M - $2.08M
450K $47.8M
May 15, 2025 Q1 2025
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
17.2K
+ 14.86%
$1.77M - $2.07M
133K $14.1M
May 07, 2025 Q1 2025
Geneos Wealth Management Inc.

BUY
 -
17.1K
+ 28.7%
$1.76M - $2.05M
76.8K $8.15M
Apr 07, 2025 Q1 2025
Parallel Advisors, LLC

BUY
 -
17K
+ 21.72%
$1.74M - $2.03M
95.1K $10.1M
Apr 09, 2025 Q1 2025
Lvw Advisors, LLC

BUY
 -
16.9K
+ 22.87%
$1.73M - $2.02M
90.6K $9.62M
May 15, 2025 Q1 2025
Two Sigma Securities, LLC

New York, NY
BUY
 -
16.9K
New
$1.73M - $2.02M
16.9K $1.79M
Apr 21, 2025 Q1 2025
Heartwood Wealth Advisors LLC

BUY
 -
16.5K
+ 328.83%
$1.69M - $1.98M
21.5K $2.29M
Apr 25, 2025 Q1 2025
Enzi Wealth

Austin, TX
BUY
 -
16.4K
+ 9.98%
$1.68M - $1.96M
180K $19.1M
Apr 16, 2025 Q1 2025
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
15.9K
+ 2.11%
$1.63M - $1.91M
769K $81.6M
May 15, 2025 Q1 2025
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
15.8K
New
$1.62M - $1.9M
15.8K $1.68M
May 06, 2025 Q1 2025
Avantax Advisory Services, Inc.

BUY
 -
15.7K
+ 1.73%
$1.61M - $1.89M
924K $98.1M
May 15, 2025 Q1 2025
Syon Capital LLC

San Francisco, CA
BUY
 -
15.7K
+ 24.61%
$1.61M - $1.89M
79.6K $8.45M

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