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 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-130K- 50.58% |
$13.3M - $15.6M
|
127K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-131K- 40.03% |
$13.4M - $15.7M
|
196K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-131K- 0.92% |
$13.5M - $15.8M
|
14.1M
$1.56B
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-140K- 98.73% |
$14.3M - $16.8M
|
1.8K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-149K- 58.04% |
$15.3M - $17.9M
|
108K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-150K- 84.32% |
$15.3M - $18M
|
27.8K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-150K- 39.25% |
$15.4M - $18M
|
232K
$25.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-166K- 89.92% |
$17M - $19.9M
|
18.6K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-166K- 2.99% |
$17M - $19.9M
|
5.39M
$598M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-171K- 21.5% |
$17.5M - $20.5M
|
623K
$69.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-174K- 18.06% |
$17.8M - $20.9M
|
790K
$87.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-175K- 78.64% |
$17.9M - $20.9M
|
47.4K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-186K- 33.27% |
$19.1M - $22.3M
|
373K
$41.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-198K- 12.61% |
$20.2M - $23.7M
|
1.37M
$152M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-215K- 99.5% |
$22.1M - $25.8M
|
1.08K
$120K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-216K- 93.79% |
$22.2M - $26M
|
14.3K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-220K- 98.96% |
$22.6M - $26.4M
|
2.32K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-238K- 97.78% |
$24.3M - $28.5M
|
5.38K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-243K- 34.05% |
$24.9M - $29.1M
|
470K
$52.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-255K- 95.1% |
$26.1M - $30.5M
|
13.1K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-259K- 72.19% |
$26.6M - $31.1M
|
99.9K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-268K- 25.72% |
$27.4M - $32.1M
|
773K
$85.7M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-286K- 97.74% |
$29.4M - $34.4M
|
6.62K
$734K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-330K- 96.75% |
$33.8M - $39.5M
|
11.1K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-352K- 1.94% |
$36.1M - $42.2M
|
17.8M
$1.97B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-451K- 26.01% |
$46.2M - $54.1M
|
1.28M
$142M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-452K- 2.36% |
$46.3M - $54.2M
|
18.7M
$2.07B
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-481K- 45.68% |
$49.3M - $57.7M
|
572K
$63.5M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-543K- 50.29% |
$55.7M - $65.2M
|
537K
$59.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-650K- 72.62% |
$66.6M - $78M
|
245K
$27.2M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-651K- 97.9% |
$66.7M - $78.1M
|
14K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-739K- 18.31% |
$75.7M - $88.6M
|
3.3M
$366M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-933K- 97.32% |
$95.6M - $112M
|
25.7K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.29M- 10.85% |
$132M - $155M
|
10.6M
$1.18B
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.53M- 29.67% |
$156M - $183M
|
3.62M
$401M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.94M- 99.04% |
$198M - $232M
|
18.7K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-6.63M- 97.73% |
$680M - $796M
|
154K
$17.1M
|