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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.94M+ 10973.66% |
$198M - $232M
|
1.95M
$196M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
300K+ 63.37% |
$30.8M - $36M
|
775K
$77.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
273K+ 12.14% |
$28M - $32.7M
|
2.52M
$252M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
273K+ 12.14% |
$28M - $32.7M
|
2.52M
$252M
|
|
|
Apr 28, 2025
Q1 2025
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
250KNew |
$25.6M - $30M
|
250K
$25M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
187KNew |
$19.2M - $22.5M
|
187K
$18.8M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
180K+ 14.59% |
$18.4M - $21.6M
|
1.41M
$141M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
164K+ 314.41% |
$16.8M - $19.6M
|
216K
$21.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
138KNew |
$14.2M - $16.6M
|
138K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
127K+ 4333.72% |
$13M - $15.2M
|
130K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
116K+ 27.7% |
$11.9M - $13.9M
|
533K
$53.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
111K+ 85.71% |
$11.4M - $13.3M
|
241K
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
91.7K+ 75.03% |
$9.4M - $11M
|
214K
$21.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
90.8K+ 21.26% |
$9.31M - $10.9M
|
518K
$51.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
90.7K+ 4.25% |
$9.29M - $10.9M
|
2.22M
$222M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
78.3KNew |
$8.02M - $9.39M
|
78.3K
$7.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
76.2K+ 30.6% |
$7.81M - $9.14M
|
325K
$32.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
70.4K+ 31.79% |
$7.22M - $8.45M
|
292K
$29.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
64KNew |
$6.56M - $7.68M
|
64K
$6.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
59.8K+ 2215.72% |
$6.12M - $7.17M
|
62.5K
$6.25M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
58K+ 2500.56% |
$5.95M - $6.96M
|
60.3K
$6.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
56.5K+ 10.98% |
$5.79M - $6.78M
|
571K
$57.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
52K+ 34.67% |
$5.33M - $6.24M
|
202K
$20.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
51.8K+ 41.83% |
$5.3M - $6.21M
|
175K
$17.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
49.6K+ 16.29% |
$5.08M - $5.95M
|
354K
$35.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
48.6K+ 566.69% |
$4.98M - $5.83M
|
57.2K
$5.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
48.6K+ 6.19% |
$4.98M - $5.83M
|
834K
$83.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
45.6K+ 16.1% |
$4.67M - $5.47M
|
329K
$32.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
45.2KNew |
$4.64M - $5.43M
|
45.2K
$4.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
45.1KNew |
$4.63M - $5.41M
|
45.1K
$4.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
42.9K+ 25.77% |
$4.4M - $5.15M
|
209K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42.4KNew |
$4.35M - $5.09M
|
42.4K
$4.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.4KNew |
$4.35M - $5.09M
|
42.4K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.7K+ 1.7% |
$4.27M - $5M
|
2.49M
$249M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
39.9K+ 14.91% |
$4.09M - $4.79M
|
308K
$30.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
38K+ 33.99% |
$3.89M - $4.55M
|
150K
$15M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37.8K+ 16.43% |
$3.87M - $4.53M
|
268K
$26.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36.6K+ 3.66% |
$3.75M - $4.39M
|
1.04M
$104M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36.4K+ 7.36% |
$3.74M - $4.37M
|
532K
$53.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35K+ 72.82% |
$3.59M - $4.2M
|
83.2K
$8.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
34.1KNew |
$3.49M - $4.09M
|
34.1K
$3.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
33.6K+ 12.12% |
$3.44M - $4.03M
|
311K
$31.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.6K+ 14.04% |
$3.44M - $4.03M
|
273K
$27.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.1K+ 4.55% |
$3.39M - $3.97M
|
760K
$76.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
31.2K+ 20.16% |
$3.19M - $3.74M
|
186K
$18.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30.4K+ 7.46% |
$3.11M - $3.64M
|
438K
$43.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
29.8K+ 9.59% |
$3.06M - $3.58M
|
341K
$34.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
29.5K+ 38.85% |
$3.03M - $3.54M
|
106K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.9K+ 108.64% |
$2.96M - $3.46M
|
55.5K
$5.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
28.1K+ 100.17% |
$2.88M - $3.37M
|
56.2K
$5.63M
|