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 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
39.9K+ 14.91% |
$4.09M - $4.79M
|
308K
$32M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37.8K+ 16.43% |
$3.87M - $4.53M
|
268K
$27.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
29.8K+ 9.59% |
$3.06M - $3.58M
|
341K
$35.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.74K+ 21.75% |
$384K - $449K
|
20.9K
$2.18M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.75K+ 3.19% |
$179K - $210K
|
56.5K
$5.87M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$1.64K - $1.92K
|
5.31K
$552K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-30- 2.31% |
$3.07K - $3.6K
|
1.27K
$132K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-68- 1.02% |
$6.97K - $8.16K
|
6.58K
$684K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-107- 0.07% |
$11K - $12.8K
|
159K
$16.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-184- 0.51% |
$18.9K - $22.1K
|
35.6K
$3.71M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-221- 13.51% |
$22.7K - $26.5K
|
1.42K
$147K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-231- 0.36% |
$23.7K - $27.7K
|
64.3K
$6.69M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-375- 10.66% |
$38.4K - $45K
|
3.14K
$327K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-398- 2.47% |
$40.8K - $47.7K
|
15.7K
$1.63M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.52K- 7.43% |
$258K - $302K
|
31.3K
$3.26M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.72K- 11.37% |
$483K - $566K
|
36.8K
$3.82M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.45K- 9.69% |
$559K - $654K
|
50.8K
$5.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-20.1K- 25.87% |
$2.06M - $2.42M
|
57.7K
$6M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-100K- 94.02% |
$10.3M - $12M
|
6.37K
$662K
|