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
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
15.7K+ 724.65% |
$1.61M - $1.88M
|
17.8K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.5K+ 18.41% |
$1.58M - $1.85M
|
99.4K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 2.16% |
$1.57M - $1.83M
|
721K
$76.6M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
15.2K+ 22.35% |
$1.56M - $1.82M
|
83.2K
$8.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
14.9K+ 4.83% |
$1.52M - $1.78M
|
322K
$34.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
14.8K+ 49.14% |
$1.52M - $1.78M
|
45K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 14.96% |
$1.49M - $1.75M
|
112K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14.5K+ 7.68% |
$1.49M - $1.74M
|
203K
$21.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14.5K+ 19.06% |
$1.48M - $1.74M
|
90.4K
$9.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14.1K+ 7.9% |
$1.44M - $1.69M
|
193K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
14K+ 7.1% |
$1.44M - $1.68M
|
212K
$22.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 1.47% |
$1.41M - $1.65M
|
949K
$101M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
13.7K+ 20.0% |
$1.4M - $1.64M
|
82.2K
$8.72M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.6K+ 189.34% |
$1.4M - $1.64M
|
20.8K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.5K+ 4.1% |
$1.38M - $1.62M
|
343K
$36.4M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13.1K+ 2.97% |
$1.35M - $1.57M
|
454K
$48.2M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13K+ 4.4% |
$1.34M - $1.56M
|
309K
$32.8M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
13K+ 23.36% |
$1.33M - $1.56M
|
68.8K
$7.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13K+ 7.5% |
$1.33M - $1.56M
|
186K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
13KNew |
$1.33M - $1.56M
|
13K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.9KNew |
$1.32M - $1.55M
|
12.9K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12.8K+ 1.96% |
$1.31M - $1.54M
|
667K
$70.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
12.8K+ 22.86% |
$1.31M - $1.54M
|
69K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.7K+ 10.39% |
$1.3M - $1.52M
|
135K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12.6K+ 2.34% |
$1.29M - $1.51M
|
550K
$58.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
12.5K+ 14.91% |
$1.28M - $1.5M
|
96.4K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.3K+ 2.72% |
$1.26M - $1.47M
|
463K
$49.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12.2K+ 6.68% |
$1.26M - $1.47M
|
196K
$20.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
11.7K+ 1.87% |
$1.2M - $1.4M
|
637K
$67.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
11.5K+ 470.05% |
$1.18M - $1.38M
|
13.9K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
11.4K+ 6.37% |
$1.16M - $1.36M
|
189K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11.2K+ 10.87% |
$1.15M - $1.34M
|
114K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
11.1K+ 5.42% |
$1.14M - $1.33M
|
216K
$22.9M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
11K+ 318.95% |
$1.13M - $1.32M
|
14.5K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8K+ 46.6% |
$1.11M - $1.3M
|
34.1K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.7K+ 0.73% |
$1.09M - $1.28M
|
1.47M
$156M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.6K+ 17.8% |
$1.08M - $1.27M
|
70K
$7.43M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
10.4K+ 65.86% |
$1.07M - $1.25M
|
26.2K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 11.59% |
$1.04M - $1.21M
|
97.4K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
10K+ 435.98% |
$1.03M - $1.2M
|
12.3K
$1.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
10K+ 25.13% |
$1.02M - $1.2M
|
49.8K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.97KNew |
$1.02M - $1.2M
|
9.97K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.94K+ 82.25% |
$1.02M - $1.19M
|
22K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9.84K+ 10.65% |
$1.01M - $1.18M
|
102K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.72KNew |
$996K - $1.17M
|
9.72K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.66K+ 6.75% |
$990K - $1.16M
|
153K
$16.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
9.58KNew |
$982K - $1.15M
|
9.58K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
9.53K+ 9.91% |
$976K - $1.14M
|
106K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
9.39K+ 522.14% |
$962K - $1.13M
|
11.2K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
9.38K+ 26.16% |
$962K - $1.13M
|
45.3K
$4.8M
|