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 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-7.53K- 55.41% |
$771K - $903K
|
6.06K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-7.54K- 66.39% |
$773K - $904K
|
3.82K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-7.56K- 43.89% |
$775K - $907K
|
9.66K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-7.63K- 7.68% |
$782K - $916K
|
91.7K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.75K- 16.2% |
$795K - $930K
|
40.1K
$4.45M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.77K- 12.89% |
$796K - $931K
|
52.5K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.78K- 2.7% |
$797K - $933K
|
280K
$31M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.8K- 0.8% |
$799K - $935K
|
970K
$108M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.82K- 37.46% |
$802K - $938K
|
13.1K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-7.87K- 18.94% |
$806K - $943K
|
33.7K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.9K- 22.21% |
$810K - $948K
|
27.7K
$3.07M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-8.05K- 23.33% |
$825K - $966K
|
26.5K
$2.93M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-8.23K- 40.57% |
$844K - $988K
|
12.1K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.3K- 33.78% |
$851K - $996K
|
16.3K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-8.77K- 13.56% |
$898K - $1.05M
|
55.9K
$6.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-8.77K- 17.62% |
$899K - $1.05M
|
41K
$4.55M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8.78K- 11.67% |
$899K - $1.05M
|
66.4K
$7.37M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.79K- 26.13% |
$901K - $1.05M
|
24.9K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-8.97K- 22.29% |
$919K - $1.08M
|
31.3K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.97K- 18.4% |
$920K - $1.08M
|
39.8K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.07K- 15.18% |
$929K - $1.09M
|
50.7K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.25K- 13.98% |
$948K - $1.11M
|
56.9K
$6.31M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9.32K- 8.56% |
$955K - $1.12M
|
99.5K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.37K- 79.27% |
$960K - $1.12M
|
2.45K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-9.53K- 78.08% |
$977K - $1.14M
|
2.68K
$297K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-9.77K- 50.95% |
$1M - $1.17M
|
9.41K
$1.04M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9.82K- 31.33% |
$1.01M - $1.18M
|
21.5K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-9.85K- 40.1% |
$1.01M - $1.18M
|
14.7K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.89K- 15.8% |
$1.01M - $1.19M
|
52.7K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-9.95K- 24.15% |
$1.02M - $1.19M
|
31.2K
$3.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.98K- 8.08% |
$1.02M - $1.2M
|
114K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10K- 3.81% |
$1.03M - $1.2M
|
253K
$28M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-10.1K- 52.72% |
$1.04M - $1.21M
|
9.07K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 6.67% |
$1.05M - $1.23M
|
144K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.4K- 72.08% |
$1.06M - $1.24M
|
4.01K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-10.5K- 55.69% |
$1.07M - $1.25M
|
8.32K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-10.5K- 28.2% |
$1.07M - $1.26M
|
26.6K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-10.6K- 9.19% |
$1.08M - $1.27M
|
104K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-10.9K- 10.18% |
$1.12M - $1.31M
|
96.2K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-10.9K- 1.92% |
$1.12M - $1.31M
|
559K
$62M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-11.1K- 0.64% |
$1.13M - $1.33M
|
1.71M
$190M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-11.6K- 5.67% |
$1.19M - $1.4M
|
194K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-12KClosed |
$1.23M - $1.44M
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.2K- 21.16% |
$1.25M - $1.46M
|
45.3K
$5.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 7.06% |
$1.25M - $1.46M
|
161K
$17.8M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-12.2K- 24.52% |
$1.25M - $1.47M
|
37.6K
$4.17M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 58.55% |
$1.27M - $1.48M
|
8.74K
$970K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12.4K- 5.49% |
$1.27M - $1.49M
|
214K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-12.7K- 8.34% |
$1.3M - $1.53M
|
140K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-12.8K- 59.32% |
$1.31M - $1.54M
|
8.78K
$973K
|