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 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.07K+ 0.36% |
$418K - $489K
|
1.13M
$120M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.07K+ 11.58% |
$417K - $488K
|
39.2K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
4.07K+ 21.09% |
$417K - $488K
|
23.3K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.03K+ 9.73% |
$413K - $483K
|
45.4K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
4.03KNew |
$413K - $483K
|
4.03K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
4.01K+ 115.86% |
$411K - $481K
|
7.47K
$793K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.01K+ 7.8% |
$411K - $481K
|
55.4K
$5.88M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.01K+ 13.89% |
$411K - $481K
|
32.9K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 32.17% |
$411K - $481K
|
16.5K
$1.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.99K+ 8.11% |
$408K - $478K
|
53.1K
$5.64M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.98K+ 1.77% |
$408K - $477K
|
229K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.98K+ 3.14% |
$407K - $477K
|
131K
$13.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.94K+ 5.71% |
$404K - $472K
|
72.9K
$7.73M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.94KNew |
$403K - $472K
|
3.94K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.93K+ 2.96% |
$403K - $472K
|
137K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.91K+ 2.63% |
$401K - $469K
|
152K
$16.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.88K+ 6.51% |
$398K - $466K
|
63.5K
$6.74M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.87K+ 12.65% |
$396K - $464K
|
34.4K
$3.66M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.87K+ 69.2% |
$396K - $464K
|
9.45K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
3.85K+ 5.08% |
$394K - $462K
|
79.6K
$8.45M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.83K+ 19.18% |
$393K - $460K
|
23.8K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.83K+ 4.24% |
$393K - $460K
|
94.1K
$9.99M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
3.81K+ 2.58% |
$390K - $457K
|
151K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.81K+ 5.65% |
$390K - $457K
|
71.2K
$7.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.8K+ 3.4% |
$390K - $456K
|
116K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.74K+ 18.82% |
$384K - $449K
|
23.6K
$2.51M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.74K+ 21.75% |
$384K - $449K
|
20.9K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.74K+ 1.82% |
$383K - $448K
|
209K
$22.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
3.69KNew |
$378K - $442K
|
3.69K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3.68K+ 3.21% |
$377K - $442K
|
118K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.63K+ 4.24% |
$372K - $435K
|
89.1K
$9.46M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.62K+ 6.43% |
$371K - $434K
|
60K
$6.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.62K+ 12.87% |
$371K - $434K
|
31.7K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.6K+ 14.32% |
$369K - $431K
|
28.7K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.59K+ 4.96% |
$368K - $430K
|
75.9K
$8.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.58K+ 8.22% |
$367K - $429K
|
47.1K
$5M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.55K+ 40.62% |
$364K - $426K
|
12.3K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.54K+ 6.95% |
$362K - $424K
|
54.4K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.48K+ 20.27% |
$357K - $418K
|
20.7K
$2.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.47K+ 2.34% |
$355K - $416K
|
151K
$16.1M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
3.46K+ 7.88% |
$355K - $415K
|
47.4K
$5.03M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.45K+ 0.29% |
$353K - $414K
|
1.17M
$125M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.44K+ 98.79% |
$352K - $412K
|
6.91K
$734K
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
3.4K+ 1.89% |
$348K - $408K
|
184K
$19.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.4K+ 10.41% |
$348K - $408K
|
36.1K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.39K+ 0.74% |
$348K - $407K
|
460K
$48.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.37K+ 1.96% |
$346K - $405K
|
175K
$18.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.32K+ 6.96% |
$340K - $398K
|
51K
$5.42M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.3K+ 2.66% |
$338K - $396K
|
127K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
3.27K+ 4.36% |
$335K - $393K
|
78.4K
$8.32M
|