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 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-24K- 10.85% |
$2.46M - $2.88M
|
197K
$21.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-24.1K- 54.63% |
$2.47M - $2.89M
|
20K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-24.3K- 15.94% |
$2.49M - $2.92M
|
128K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-24.5K- 33.32% |
$2.51M - $2.94M
|
49K
$5.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24.8K- 33.02% |
$2.54M - $2.97M
|
50.2K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-24.8K- 89.41% |
$2.54M - $2.97M
|
2.94K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-25K- 16.53% |
$2.56M - $2.99M
|
126K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25.1K- 63.35% |
$2.57M - $3.01M
|
14.5K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25.8K- 3.69% |
$2.64M - $3.09M
|
672K
$74.5M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-26.4K- 44.06% |
$2.7M - $3.17M
|
33.5K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-26.5K- 7.33% |
$2.72M - $3.18M
|
335K
$37.2M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-27.3K- 10.83% |
$2.8M - $3.27M
|
225K
$24.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27.6K- 9.99% |
$2.83M - $3.31M
|
249K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-28K- 0.53% |
$2.87M - $3.36M
|
5.24M
$581M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-28.2K- 50.17% |
$2.89M - $3.38M
|
28K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28.9K- 1.96% |
$2.96M - $3.47M
|
1.44M
$160M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-29K- 1.98% |
$2.97M - $3.47M
|
1.44M
$159M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-29.2K- 27.17% |
$2.99M - $3.5M
|
78.2K
$8.67M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.7K- 33.36% |
$3.15M - $3.69M
|
61.4K
$6.81M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-30.9K- 62.7% |
$3.17M - $3.71M
|
18.4K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.9K- 5.14% |
$3.17M - $3.71M
|
570K
$63.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-31.2K- 13.1% |
$3.2M - $3.75M
|
207K
$23M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-31.4K- 82.64% |
$3.22M - $3.77M
|
6.6K
$732K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-31.8K- 4.19% |
$3.26M - $3.82M
|
727K
$80.7M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-31.9K- 11.34% |
$3.27M - $3.82M
|
249K
$27.6M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-32.4K- 24.67% |
$3.32M - $3.88M
|
98.8K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-32.4K- 82.69% |
$3.32M - $3.89M
|
6.79K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-32.5K- 96.43% |
$3.33M - $3.9M
|
1.2K
$133K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-32.6K- 57.95% |
$3.35M - $3.92M
|
23.7K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-33.4K- 80.05% |
$3.42M - $4M
|
8.32K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.8K- 61.27% |
$3.56M - $4.17M
|
22K
$2.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-34.9K- 44.87% |
$3.58M - $4.19M
|
42.9K
$4.76M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-35.9K- 26.59% |
$3.68M - $4.3M
|
99K
$11M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36K- 4.48% |
$3.69M - $4.32M
|
768K
$85.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.6K- 0.45% |
$3.75M - $4.39M
|
8.1M
$898M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-37.1K- 8.37% |
$3.8M - $4.45M
|
406K
$45M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-38.1K- 88.12% |
$3.9M - $4.57M
|
5.14K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-38.1K- 20.27% |
$3.91M - $4.58M
|
150K
$16.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-38.3K- 7.53% |
$3.93M - $4.6M
|
471K
$52.2M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-38.5K- 23.67% |
$3.95M - $4.62M
|
124K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.2K- 0.23% |
$4.02M - $4.7M
|
17.1M
$1.9B
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-39.3K- 16.36% |
$4.03M - $4.72M
|
201K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-40K- 42.43% |
$4.1M - $4.8M
|
54.3K
$6.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.1K- 35.47% |
$4.11M - $4.81M
|
72.9K
$8.08M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 63.52% |
$4.11M - $4.81M
|
23K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-40.2K- 75.58% |
$4.12M - $4.82M
|
13K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-42.5K- 82.85% |
$4.35M - $5.1M
|
8.79K
$975K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-44.3K- 77.44% |
$4.54M - $5.32M
|
12.9K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-45K- 79.64% |
$4.61M - $5.4M
|
11.5K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-46.9K- 39.08% |
$4.8M - $5.62M
|
73K
$8.1M
|