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 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.22KNew |
$330K - $387K
|
3.22K
$358K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.15K+ 12.69% |
$322K - $377K
|
27.9K
$3.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
3.1K+ 5.95% |
$318K - $372K
|
55.1K
$6.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.09K+ 18.23% |
$317K - $371K
|
20.1K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.06KNew |
$314K - $367K
|
3.06K
$340K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.05K+ 7.43% |
$312K - $366K
|
44K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.04K+ 3.29% |
$311K - $364K
|
95.4K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3K+ 5.81% |
$308K - $360K
|
54.7K
$6.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
2.97K+ 5.27% |
$304K - $356K
|
59.3K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.97KNew |
$304K - $356K
|
2.97K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.96K+ 35.54% |
$304K - $356K
|
11.3K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.95K+ 127.54% |
$302K - $354K
|
5.26K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.93K+ 4.44% |
$301K - $352K
|
69K
$7.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.92K+ 15.68% |
$299K - $350K
|
21.5K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.91K+ 0.32% |
$298K - $349K
|
899K
$99.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.9K+ 6.03% |
$297K - $348K
|
50.9K
$5.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.89K+ 5.16% |
$297K - $347K
|
59K
$6.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.89KNew |
$296K - $347K
|
2.89K
$321K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.89K+ 4.33% |
$296K - $347K
|
69.7K
$7.73M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 5.32% |
$293K - $343K
|
56.7K
$6.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.85K+ 1.17% |
$292K - $342K
|
246K
$27.3M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.85K+ 4.63% |
$292K - $342K
|
64.4K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.85K+ 118.63% |
$292K - $341K
|
5.25K
$582K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.8K+ 1.06% |
$287K - $336K
|
267K
$29.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.8KNew |
$287K - $336K
|
2.8K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.79K+ 36.79% |
$286K - $335K
|
10.4K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.78K+ 11.45% |
$285K - $333K
|
27K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.77K+ 5.46% |
$284K - $333K
|
53.6K
$5.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 0.9% |
$284K - $332K
|
310K
$34.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.77K+ 69.14% |
$283K - $332K
|
6.76K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.76KNew |
$283K - $332K
|
2.76K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.76K+ 13.59% |
$283K - $331K
|
23.1K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.73KNew |
$280K - $328K
|
2.73K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.72K+ 3.92% |
$279K - $327K
|
72.3K
$8.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
2.71K+ 17.64% |
$277K - $324K
|
18K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.69KNew |
$276K - $323K
|
2.69K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.69K+ 2.27% |
$276K - $323K
|
121K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 13.59% |
$273K - $319K
|
22.2K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.63KNew |
$270K - $316K
|
2.63K
$292K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.63K+ 18.73% |
$269K - $315K
|
16.7K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.62K+ 3.15% |
$269K - $314K
|
85.9K
$9.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.62KNew |
$268K - $314K
|
2.62K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.6K+ 8.32% |
$267K - $312K
|
33.9K
$3.76M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.6K+ 70.1% |
$267K - $312K
|
6.31K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.6K+ 1.2% |
$266K - $312K
|
220K
$24.4M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
2.6K+ 0.73% |
$266K - $312K
|
358K
$39.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.6K+ 4.65% |
$266K - $312K
|
58.5K
$6.49M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.59K+ 9.56% |
$265K - $310K
|
29.6K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.55K+ 3.65% |
$261K - $306K
|
72.3K
$8.02M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.52K+ 2.05% |
$258K - $302K
|
125K
$13.9M
|