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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-28.2K- 50.17% |
$2.89M - $3.38M
|
28K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28.9K- 1.96% |
$2.96M - $3.47M
|
1.44M
$153M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-29K- 1.98% |
$2.97M - $3.47M
|
1.44M
$153M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-29.2K- 27.17% |
$2.99M - $3.5M
|
78.2K
$8.3M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.7K- 33.36% |
$3.15M - $3.69M
|
61.4K
$6.52M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-30.9K- 62.7% |
$3.17M - $3.71M
|
18.4K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.9K- 5.14% |
$3.17M - $3.71M
|
570K
$60.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-31.2K- 13.1% |
$3.2M - $3.75M
|
207K
$22M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-31.4K- 82.64% |
$3.22M - $3.77M
|
6.6K
$700K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-31.8K- 4.19% |
$3.26M - $3.82M
|
727K
$77.2M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-31.9K- 11.34% |
$3.27M - $3.82M
|
249K
$26.4M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-32.4K- 24.67% |
$3.32M - $3.88M
|
98.8K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-32.4K- 82.69% |
$3.32M - $3.89M
|
6.79K
$721K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-32.5K- 96.43% |
$3.33M - $3.9M
|
1.2K
$127K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-32.6K- 57.95% |
$3.35M - $3.92M
|
23.7K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-33.4K- 80.05% |
$3.42M - $4M
|
8.32K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.8K- 61.27% |
$3.56M - $4.17M
|
22K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-34.9K- 44.87% |
$3.58M - $4.19M
|
42.9K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-35.9K- 26.59% |
$3.68M - $4.3M
|
99K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36K- 4.48% |
$3.69M - $4.32M
|
768K
$81.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.6K- 0.45% |
$3.75M - $4.39M
|
8.1M
$860M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-37.1K- 8.37% |
$3.8M - $4.45M
|
406K
$43.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-38.1K- 88.12% |
$3.9M - $4.57M
|
5.14K
$545K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-38.1K- 20.27% |
$3.91M - $4.58M
|
150K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-38.3K- 7.53% |
$3.93M - $4.6M
|
471K
$50M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-38.5K- 23.67% |
$3.95M - $4.62M
|
124K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.2K- 0.23% |
$4.02M - $4.7M
|
17.1M
$1.82B
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-39.3K- 16.36% |
$4.03M - $4.72M
|
201K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-40K- 42.43% |
$4.1M - $4.8M
|
54.3K
$5.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.1K- 35.47% |
$4.11M - $4.81M
|
72.9K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 63.52% |
$4.11M - $4.81M
|
23K
$2.44M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-40.2K- 75.58% |
$4.12M - $4.82M
|
13K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-42.5K- 82.85% |
$4.35M - $5.1M
|
8.79K
$933K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-44.3K- 77.44% |
$4.54M - $5.32M
|
12.9K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-45K- 79.64% |
$4.61M - $5.4M
|
11.5K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-46.9K- 39.08% |
$4.8M - $5.62M
|
73K
$7.75M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-46.9K- 14.48% |
$4.81M - $5.63M
|
277K
$29.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-47.3K- 65.53% |
$4.85M - $5.67M
|
24.9K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-47.9K- 2.2% |
$4.91M - $5.74M
|
2.13M
$226M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-48.3K- 72.82% |
$4.95M - $5.79M
|
18K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-48.4K- 4.17% |
$4.96M - $5.8M
|
1.11M
$118M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.4K- 11.39% |
$4.96M - $5.81M
|
377K
$40M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-48.4K- 92.02% |
$4.96M - $5.81M
|
4.2K
$446K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-50.2K- 48.13% |
$5.15M - $6.03M
|
54.1K
$5.75M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-51.2K- 62.89% |
$5.24M - $6.14M
|
30.2K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-51.9K- 34.69% |
$5.31M - $6.22M
|
97.6K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-52.1K- 84.58% |
$5.34M - $6.25M
|
9.5K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-53.5K- 15.03% |
$5.48M - $6.42M
|
302K
$32.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-53.9K- 6.86% |
$5.52M - $6.46M
|
731K
$77.6M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-54K- 22.16% |
$5.53M - $6.47M
|
190K
$20.1M
|