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 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.26% |
$1.33K - $1.56K
|
4.97K
$498K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
12+ 0.5% |
$1.23K - $1.44K
|
2.4K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11+ 0.15% |
$1.13K - $1.32K
|
7.45K
$746K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$1.02K - $1.2K
|
3.61K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.3% |
$922 - $1.08K
|
2.98K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.22% |
$820 - $960
|
3.56K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.27% |
$820 - $960
|
3.01K
$301K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.05% |
$717 - $840
|
12.9K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.28% |
$717 - $840
|
2.49K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6+ 0.11% |
$615 - $720
|
5.35K
$536K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6+ 0.29% |
$615 - $720
|
2.04K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.03% |
$512 - $600
|
15.4K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.12% |
$410 - $480
|
3.36K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4+ 0.2% |
$410 - $480
|
1.98K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$307 - $360
|
2.94K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.14% |
$307 - $360
|
2.11K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$205 - $240
|
5.88K
$588K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2+ 0.12% |
$205 - $240
|
1.7K
$171K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
2+ 0.09% |
$205 - $240
|
2.24K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.07% |
$102 - $120
|
1.44K
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 3.7% |
$102 - $120
|
28
$2.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1+ 0.02% |
$102 - $120
|
4.51K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.05% |
$102 - $120
|
1.95K
$196K
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
1+ 0.05% |
$102 - $120
|
2.21K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$102 - $120
|
3.27K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1- 0.02% |
$102 - $120
|
4.22K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$102 - $120
|
5.14K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3- 0.11% |
$307 - $360
|
2.62K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4- 2.86% |
$410 - $480
|
136
$13.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5- 0.08% |
$512 - $600
|
6.1K
$611K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6- 0.25% |
$615 - $720
|
2.39K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-7- 0.28% |
$717 - $840
|
2.48K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-8- 0.28% |
$820 - $960
|
2.86K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-8- 0.25% |
$820 - $960
|
3.16K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-8- 20.0% |
$820 - $960
|
32
$3.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9- 0.27% |
$922 - $1.08K
|
3.39K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-9- 0.32% |
$922 - $1.08K
|
2.84K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-10- 0.13% |
$1.02K - $1.2K
|
7.64K
$764K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-10- 1.15% |
$1.02K - $1.2K
|
856
$85.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-12- 3.08% |
$1.23K - $1.44K
|
377
$37.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 0.98% |
$1.23K - $1.44K
|
1.22K
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-13- 0.1% |
$1.33K - $1.56K
|
13.1K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-13- 7.98% |
$1.33K - $1.56K
|
150
$15K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-14- 0.24% |
$1.43K - $1.68K
|
5.94K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-16- 0.08% |
$1.64K - $1.92K
|
20.1K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-17- 0.24% |
$1.74K - $2.04K
|
7.07K
$708K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-17- 0.16% |
$1.74K - $2.04K
|
10.9K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-19- 0.63% |
$1.95K - $2.28K
|
3.01K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-19- 0.83% |
$1.95K - $2.28K
|
2.28K
$228K
|