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 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.13K+ 26.72% |
$731K - $855K
|
33.8K
$3.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.13K+ 6.08% |
$730K - $855K
|
124K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.12K+ 2.71% |
$730K - $854K
|
270K
$28.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.04K+ 148.3% |
$722K - $845K
|
11.8K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6.96KNew |
$713K - $835K
|
6.96K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
6.94KNew |
$712K - $833K
|
6.94K
$737K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.85K+ 28.39% |
$702K - $821K
|
31K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6.8K+ 4.26% |
$697K - $816K
|
166K
$17.7M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.77K+ 14.24% |
$694K - $812K
|
54.3K
$5.76M
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.75K+ 14.82% |
$692K - $810K
|
52.3K
$5.55M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.75K+ 1.3% |
$691K - $809K
|
524K
$55.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
6.74K+ 3.65% |
$691K - $809K
|
191K
$20.3M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.73K+ 4.95% |
$690K - $807K
|
143K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.69K+ 4.05% |
$686K - $802K
|
172K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
6.69K+ 4.88% |
$685K - $802K
|
144K
$15.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.68K+ 3.74% |
$685K - $801K
|
185K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
6.63K+ 1.94% |
$680K - $795K
|
348K
$36.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.57K+ 11.94% |
$674K - $788K
|
61.6K
$6.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6.56KNew |
$672K - $787K
|
6.56K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
6.56KNew |
$672K - $787K
|
6.56K
$696K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.47K+ 2.68% |
$663K - $776K
|
248K
$26.3M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.46K+ 15.3% |
$662K - $775K
|
48.7K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.37K+ 257.77% |
$653K - $764K
|
8.84K
$939K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.34K+ 11.7% |
$650K - $761K
|
60.5K
$6.42M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
6.33K+ 5.18% |
$649K - $759K
|
128K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.32K+ 7.27% |
$648K - $758K
|
93.3K
$9.9M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.31K+ 3.76% |
$647K - $757K
|
174K
$18.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.28K+ 9.6% |
$644K - $753K
|
71.7K
$7.61M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.17K+ 4.11% |
$633K - $741K
|
156K
$16.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.1K+ 56.88% |
$625K - $732K
|
16.8K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.08K+ 47.42% |
$623K - $729K
|
18.9K
$2M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
6.05K+ 34.86% |
$620K - $725K
|
23.4K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.03K+ 2.85% |
$618K - $724K
|
218K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6K+ 15.55% |
$615K - $720K
|
44.6K
$4.73M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
5.99KNew |
$614K - $718K
|
5.99K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.92K+ 1.75% |
$607K - $710K
|
343K
$36.5M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5.92K+ 0.77% |
$606K - $710K
|
777K
$82.4M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.88K+ 0.76% |
$602K - $705K
|
775K
$82.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.87K+ 1.16% |
$602K - $704K
|
511K
$54.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.83KNew |
$598K - $700K
|
5.83K
$619K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.75K+ 2.52% |
$590K - $690K
|
235K
$24.9M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.72K+ 4.55% |
$586K - $686K
|
131K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.67K+ 4.82% |
$581K - $680K
|
123K
$13.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.67K+ 125.55% |
$581K - $680K
|
10.2K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.61K+ 6.04% |
$575K - $673K
|
98.4K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.47K+ 11.96% |
$561K - $657K
|
51.2K
$5.44M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.41K+ 0.1% |
$554K - $648K
|
5.16M
$547M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.39KNew |
$553K - $647K
|
5.39K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.39K+ 5.02% |
$553K - $647K
|
113K
$12M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.37K+ 1.07% |
$550K - $644K
|
509K
$54M
|