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 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
9.36K+ 8.16% |
$960K - $1.12M
|
124K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.33K+ 417.5% |
$956K - $1.12M
|
11.6K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.3K+ 7.1% |
$954K - $1.12M
|
140K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.25K+ 5.36% |
$948K - $1.11M
|
182K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.21K+ 46.71% |
$944K - $1.1M
|
28.9K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.12KNew |
$935K - $1.09M
|
9.12K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.09K+ 18.12% |
$932K - $1.09M
|
59.3K
$6.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9.03K+ 13.64% |
$926K - $1.08M
|
75.2K
$7.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.01K+ 5.99% |
$924K - $1.08M
|
159K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.97K+ 0.67% |
$920K - $1.08M
|
1.36M
$144M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.95K+ 2.62% |
$917K - $1.07M
|
350K
$37.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8.95K+ 20.36% |
$917K - $1.07M
|
52.9K
$5.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.95K+ 14.81% |
$917K - $1.07M
|
69.3K
$7.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.95K+ 91.79% |
$917K - $1.07M
|
18.7K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.89K+ 16.96% |
$911K - $1.07M
|
61.3K
$6.5M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.79K+ 13.82% |
$901K - $1.05M
|
72.4K
$7.69M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
8.77K+ 115.74% |
$898K - $1.05M
|
16.3K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.67K+ 59.66% |
$888K - $1.04M
|
23.2K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.63K+ 17.45% |
$884K - $1.03M
|
58K
$6.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
8.6K+ 14.08% |
$881K - $1.03M
|
69.7K
$7.4M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.6K+ 9.12% |
$881K - $1.03M
|
103K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.5K+ 7.83% |
$871K - $1.02M
|
117K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.45K+ 47.52% |
$866K - $1.01M
|
26.2K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
8.44KNew |
$865K - $1.01M
|
8.44K
$895K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
8.38K+ 20.53% |
$859K - $1.01M
|
49.2K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8.34K+ 6.31% |
$855K - $1M
|
141K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.22K+ 30.06% |
$843K - $986K
|
35.6K
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.09K+ 1.66% |
$829K - $970K
|
496K
$52.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.07K+ 9.81% |
$827K - $968K
|
90.3K
$9.58M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.03K+ 80.74% |
$822K - $963K
|
18K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8K+ 6.61% |
$820K - $960K
|
129K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.99K+ 5.4% |
$819K - $959K
|
156K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.98K+ 63.88% |
$817K - $957K
|
20.5K
$2.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
7.95K+ 64.22% |
$815K - $954K
|
20.3K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.9K+ 5.15% |
$810K - $948K
|
161K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7.89K+ 3.29% |
$808K - $946K
|
247K
$26.3M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.87K+ 4.05% |
$807K - $944K
|
202K
$21.5M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.74K+ 37.63% |
$794K - $929K
|
28.3K
$3.01M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.74K+ 2.79% |
$793K - $928K
|
285K
$30.3M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.68K+ 8.14% |
$787K - $921K
|
102K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.65K+ 10.73% |
$784K - $917K
|
78.9K
$8.38M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7.6K+ 11.17% |
$778K - $911K
|
75.6K
$8.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
7.58KNew |
$777K - $910K
|
7.58K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
7.57K+ 15.59% |
$776K - $908K
|
56.1K
$5.95M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7.47K+ 383.68% |
$766K - $897K
|
9.42K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7.33K+ 3.31% |
$751K - $879K
|
229K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
7.32K+ 1.88% |
$750K - $878K
|
395K
$42M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.24K+ 3.77% |
$742K - $868K
|
199K
$21.1M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
7.2KNew |
$738K - $863K
|
7.2K
$764K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.18K+ 21.05% |
$735K - $861K
|
41.3K
$4.38M
|