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 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.9K- 7.61% |
$1.33M - $1.55M
|
157K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-13.3K- 15.49% |
$1.36M - $1.6M
|
72.6K
$8.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-13.5K- 6.49% |
$1.38M - $1.62M
|
194K
$21.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-13.6K- 52.72% |
$1.4M - $1.63M
|
12.2K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.7K- 29.36% |
$1.41M - $1.65M
|
33K
$3.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 34.31% |
$1.43M - $1.67M
|
26.6K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-14K- 4.41% |
$1.44M - $1.68M
|
304K
$33.8M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-14.5K- 4.31% |
$1.48M - $1.74M
|
322K
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-14.7K- 78.16% |
$1.51M - $1.76M
|
4.11K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.8K- 0.7% |
$1.52M - $1.78M
|
2.1M
$233M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-15.3K- 67.06% |
$1.57M - $1.84M
|
7.52K
$834K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15.4K- 15.31% |
$1.58M - $1.84M
|
85K
$9.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-15.4K- 18.37% |
$1.58M - $1.85M
|
68.5K
$7.59M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-15.7K- 59.72% |
$1.61M - $1.88M
|
10.6K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-15.7K- 70.23% |
$1.61M - $1.88M
|
6.66K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.8K- 2.97% |
$1.62M - $1.9M
|
516K
$57.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-16K- 47.84% |
$1.64M - $1.92M
|
17.4K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-16.2K- 20.03% |
$1.66M - $1.94M
|
64.6K
$7.17M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-16.3K- 11.6% |
$1.67M - $1.95M
|
124K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 8.57% |
$1.75M - $2.05M
|
183K
$20.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.6K- 22.86% |
$1.8M - $2.11M
|
59.2K
$6.57M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-17.7K- 3.61% |
$1.81M - $2.12M
|
473K
$52.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17.8K- 9.26% |
$1.83M - $2.14M
|
175K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-18.5K- 61.51% |
$1.9M - $2.23M
|
11.6K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.8K- 11.12% |
$1.92M - $2.25M
|
150K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-18.8K- 1.86% |
$1.93M - $2.26M
|
992K
$110M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-19.2K- 21.03% |
$1.97M - $2.3M
|
72.1K
$7.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-19.2K- 87.99% |
$1.97M - $2.31M
|
2.63K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-19.3K- 50.61% |
$1.98M - $2.32M
|
18.9K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19.7K- 5.88% |
$2.02M - $2.36M
|
315K
$34.9M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-20.1K- 9.54% |
$2.06M - $2.41M
|
190K
$21.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-20.1K- 25.87% |
$2.06M - $2.42M
|
57.7K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.2K- 5.36% |
$2.17M - $2.54M
|
374K
$41.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-21.2K- 87.33% |
$2.18M - $2.55M
|
3.08K
$341K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 22.76% |
$2.21M - $2.58M
|
73.1K
$8.1M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-21.7K- 67.25% |
$2.22M - $2.6M
|
10.6K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-21.7K- 51.68% |
$2.23M - $2.61M
|
20.3K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-21.8K- 22.76% |
$2.23M - $2.61M
|
73.9K
$8.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-21.9K- 14.03% |
$2.24M - $2.62M
|
134K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21.9K- 3.68% |
$2.24M - $2.62M
|
573K
$63.5M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-21.9K- 85.05% |
$2.25M - $2.63M
|
3.86K
$428K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-22K- 49.96% |
$2.25M - $2.63M
|
22K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-22K- 55.45% |
$2.25M - $2.64M
|
17.7K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-22.1K- 10.99% |
$2.27M - $2.66M
|
179K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-22.2K- 38.49% |
$2.28M - $2.67M
|
35.5K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.8K- 76.96% |
$2.34M - $2.73M
|
6.82K
$756K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-23K- 7.44% |
$2.36M - $2.76M
|
287K
$31.8M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-23.2K- 28.97% |
$2.38M - $2.79M
|
56.9K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23.4K- 1.21% |
$2.4M - $2.81M
|
1.91M
$211M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-23.8K- 71.25% |
$2.44M - $2.86M
|
9.61K
$1.07M
|