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
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.34K+ 50.52% |
$548K - $641K
|
15.9K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.32K+ 2.11% |
$545K - $638K
|
257K
$27.3M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.3KNew |
$543K - $635K
|
5.3K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.24KNew |
$537K - $629K
|
5.24K
$556K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.2KNew |
$533K - $624K
|
5.2K
$552K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.15K+ 3.31% |
$528K - $618K
|
161K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.09K+ 33.75% |
$522K - $611K
|
20.2K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.06K+ 9.53% |
$518K - $606K
|
58.1K
$6.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5.03K+ 15.8% |
$515K - $603K
|
36.8K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5KNew |
$512K - $600K
|
5K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.99K+ 33.65% |
$511K - $598K
|
19.8K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.93K+ 6.99% |
$505K - $592K
|
75.5K
$8.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.92K+ 30.69% |
$504K - $590K
|
21K
$2.22M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.83K+ 80.46% |
$495K - $579K
|
10.8K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.82KNew |
$494K - $579K
|
4.82K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.82K+ 14.34% |
$494K - $579K
|
38.5K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.8K+ 4.52% |
$492K - $575K
|
111K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.77KNew |
$489K - $572K
|
4.77K
$506K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.74KNew |
$486K - $569K
|
4.74K
$503K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.68K+ 1.68% |
$480K - $562K
|
283K
$30.1M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.65K+ 39.72% |
$477K - $558K
|
16.4K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.64K+ 26.95% |
$476K - $557K
|
21.9K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.62KNew |
$474K - $554K
|
4.62K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.59K+ 7.08% |
$471K - $551K
|
69.5K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
4.58K+ 6.44% |
$469K - $549K
|
75.7K
$8.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.54K+ 1.36% |
$465K - $544K
|
338K
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.53K+ 108.62% |
$464K - $543K
|
8.69K
$922K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.52K+ 17.18% |
$463K - $542K
|
30.8K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.52K+ 2.7% |
$463K - $542K
|
172K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
4.51K+ 50.67% |
$462K - $541K
|
13.4K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.5K+ 7.28% |
$462K - $540K
|
66.3K
$7.04M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
4.49K+ 7.92% |
$460K - $538K
|
61.1K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.47KNew |
$459K - $537K
|
4.47K
$475K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.47K+ 23.61% |
$458K - $536K
|
23.4K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.44K+ 20.69% |
$455K - $533K
|
25.9K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
4.42KNew |
$453K - $530K
|
4.42K
$469K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.38K+ 11.12% |
$449K - $526K
|
43.8K
$4.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.36K+ 43.71% |
$447K - $524K
|
14.3K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 3.31% |
$447K - $524K
|
136K
$14.5M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.34K+ 3.3% |
$444K - $520K
|
136K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.33K+ 153.4% |
$444K - $519K
|
7.15K
$759K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.3K+ 4.76% |
$440K - $515K
|
94.5K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.27K+ 6.78% |
$438K - $513K
|
67.3K
$7.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.27K+ 10.28% |
$438K - $512K
|
45.8K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.25K+ 0.75% |
$436K - $510K
|
569K
$60.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.24K+ 9.2% |
$435K - $509K
|
50.4K
$5.35M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.17K+ 32.16% |
$427K - $500K
|
17.1K
$1.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.13K+ 4.1% |
$423K - $495K
|
105K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.09K+ 8.35% |
$419K - $490K
|
53K
$5.63M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.08K+ 11.96% |
$418K - $489K
|
38.2K
$4.05M
|