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 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
99+ 0.83% |
$10.1K - $11.9K
|
12.1K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
98+ 0.99% |
$10K - $11.8K
|
9.97K
$999K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
91+ 0.06% |
$9.33K - $10.9K
|
161K
$16.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
89+ 3.86% |
$9.12K - $10.7K
|
2.39K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89+ 0.09% |
$9.12K - $10.7K
|
101K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
87+ 1.1% |
$8.92K - $10.4K
|
7.96K
$797K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
85+ 0.9% |
$8.71K - $10.2K
|
9.5K
$951K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
85+ 4.33% |
$8.71K - $10.2K
|
2.05K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
84+ 14.89% |
$8.61K - $10.1K
|
648
$64.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
82+ 2.43% |
$8.4K - $9.84K
|
3.46K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
80+ 3.49% |
$8.2K - $9.6K
|
2.37K
$238K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
79+ 1.86% |
$8.1K - $9.48K
|
4.33K
$433K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
75+ 0.33% |
$7.69K - $9K
|
22.8K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
72+ 0.3% |
$7.38K - $8.64K
|
24.4K
$2.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
68+ 0.3% |
$6.97K - $8.16K
|
22.4K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
66+ 3.43% |
$6.76K - $7.92K
|
1.99K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
64+ 0.14% |
$6.56K - $7.68K
|
46.9K
$4.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
63+ 0.73% |
$6.46K - $7.56K
|
8.74K
$875K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
63+ 0.66% |
$6.46K - $7.56K
|
9.58K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
62+ 2.27% |
$6.35K - $7.44K
|
2.79K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 1.53% |
$6.15K - $7.2K
|
3.98K
$399K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
59+ 1.07% |
$6.05K - $7.08K
|
5.6K
$560K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
59+ 2.82% |
$6.05K - $7.08K
|
2.15K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
54+ 0.25% |
$5.53K - $6.48K
|
21.9K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
51+ 1.36% |
$5.23K - $6.12K
|
3.81K
$381K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49+ 1.43% |
$5.02K - $5.88K
|
3.48K
$348K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
48+ 0.13% |
$4.92K - $5.76K
|
37.2K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
44+ 1.96% |
$4.51K - $5.28K
|
2.29K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
40+ 0.07% |
$4.1K - $4.8K
|
56.8K
$5.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
40+ 1.41% |
$4.1K - $4.8K
|
2.88K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
39+ 0.24% |
$4K - $4.68K
|
16.1K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
39+ 0.07% |
$4K - $4.68K
|
56K
$5.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
38+ 1.45% |
$3.89K - $4.56K
|
2.67K
$267K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 1.35% |
$3.79K - $4.44K
|
2.77K
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
35+ 0.36% |
$3.59K - $4.2K
|
9.71K
$972K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
35+ 1.64% |
$3.59K - $4.2K
|
2.16K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
34+ 0.2% |
$3.48K - $4.08K
|
17.1K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
34+ 1.21% |
$3.48K - $4.08K
|
2.85K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 0.64% |
$3.07K - $3.6K
|
4.7K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
29+ 0.39% |
$2.97K - $3.48K
|
7.56K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
28+ 1.45% |
$2.87K - $3.36K
|
1.95K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
28+ 0.57% |
$2.87K - $3.36K
|
4.94K
$494K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28+ 0.69% |
$2.87K - $3.36K
|
4.1K
$411K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21+ 3.52% |
$2.15K - $2.52K
|
618
$61.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.28% |
$2.15K - $2.52K
|
7.51K
$752K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
20+ 0.29% |
$2.05K - $2.4K
|
6.81K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
20+ 0.52% |
$2.05K - $2.4K
|
3.88K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
19+ 0.17% |
$1.95K - $2.28K
|
11K
$1.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$1.64K - $1.92K
|
5.31K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
15+ 0.26% |
$1.54K - $1.8K
|
5.88K
$589K
|