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 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-215K- 99.5% |
$22.1M - $25.8M
|
1.08K
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-216K- 93.79% |
$22.2M - $26M
|
14.3K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-220K- 98.96% |
$22.6M - $26.4M
|
2.32K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-238K- 97.78% |
$24.3M - $28.5M
|
5.38K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-243K- 34.05% |
$24.9M - $29.1M
|
470K
$49.9M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-255K- 95.1% |
$26.1M - $30.5M
|
13.1K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-259K- 72.19% |
$26.6M - $31.1M
|
99.9K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-268K- 25.72% |
$27.4M - $32.1M
|
773K
$82M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-286K- 97.74% |
$29.4M - $34.4M
|
6.62K
$703K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-330K- 96.75% |
$33.8M - $39.5M
|
11.1K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-352K- 1.94% |
$36.1M - $42.2M
|
17.8M
$1.89B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-451K- 26.01% |
$46.2M - $54.1M
|
1.28M
$136M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-452K- 2.36% |
$46.3M - $54.2M
|
18.7M
$1.99B
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-481K- 45.68% |
$49.3M - $57.7M
|
572K
$60.7M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-543K- 50.29% |
$55.7M - $65.2M
|
537K
$57M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-650K- 72.62% |
$66.6M - $78M
|
245K
$26M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-651K- 97.9% |
$66.7M - $78.1M
|
14K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-739K- 18.31% |
$75.7M - $88.6M
|
3.3M
$350M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-933K- 97.32% |
$95.6M - $112M
|
25.7K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.29M- 10.85% |
$132M - $155M
|
10.6M
$1.13B
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.53M- 29.67% |
$156M - $183M
|
3.62M
$384M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.94M- 99.04% |
$198M - $232M
|
18.7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-6.63M- 97.73% |
$680M - $796M
|
154K
$16.4M
|