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 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-20- 0.55% |
$2.05K - $2.4K
|
3.62K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-20- 0.85% |
$2.05K - $2.4K
|
2.34K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-21- 0.67% |
$2.15K - $2.52K
|
3.12K
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-24- 0.83% |
$2.46K - $2.88K
|
2.86K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-25- 0.53% |
$2.56K - $3K
|
4.68K
$469K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-26- 0.67% |
$2.66K - $3.12K
|
3.85K
$385K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-30- 2.31% |
$3.07K - $3.6K
|
1.27K
$127K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-32- 1.26% |
$3.28K - $3.84K
|
2.5K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-35- 1.49% |
$3.59K - $4.2K
|
2.32K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 1.32% |
$3.59K - $4.2K
|
2.62K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-35- 33.98% |
$3.59K - $4.2K
|
68
$6.81K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-37- 0.39% |
$3.79K - $4.44K
|
9.45K
$946K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-37- 0.03% |
$3.79K - $4.44K
|
116K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-38- 0.59% |
$3.89K - $4.56K
|
6.42K
$643K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 29.63% |
$4.1K - $4.8K
|
95
$9.51K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.51% |
$4.2K - $4.92K
|
8.02K
$803K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-44- 0.18% |
$4.51K - $5.28K
|
24.2K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-44- 0.3% |
$4.51K - $5.28K
|
14.8K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-44- 2.57% |
$4.51K - $5.28K
|
1.67K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-45- 0.25% |
$4.61K - $5.4K
|
17.6K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-46- 0.44% |
$4.71K - $5.52K
|
10.5K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-46- 1.87% |
$4.71K - $5.52K
|
2.41K
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-47- 1.6% |
$4.82K - $5.64K
|
2.9K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-48- 1.89% |
$4.92K - $5.76K
|
2.49K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-49- 1.74% |
$5.02K - $5.88K
|
2.78K
$278K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-50- 0.73% |
$5.12K - $6K
|
6.75K
$676K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
SELL
|
- |
-51- 0.97% |
$5.23K - $6.12K
|
5.23K
$523K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-51- 1.62% |
$5.23K - $6.12K
|
3.1K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-54- 0.86% |
$5.53K - $6.48K
|
6.25K
$626K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-55- 1.56% |
$5.64K - $6.6K
|
3.48K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-56- 0.79% |
$5.74K - $6.72K
|
7.07K
$708K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-58- 0.22% |
$5.94K - $6.96K
|
26.5K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-59- 2.21% |
$6.05K - $7.08K
|
2.61K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-59- 1.23% |
$6.05K - $7.08K
|
4.72K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-63- 0.13% |
$6.46K - $7.56K
|
49.8K
$4.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-63- 0.71% |
$6.46K - $7.56K
|
8.77K
$878K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-64- 44.76% |
$6.56K - $7.68K
|
79
$7.91K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-64- 2.55% |
$6.56K - $7.68K
|
2.45K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.99% |
$6.76K - $7.92K
|
6.61K
$662K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-68- 1.02% |
$6.97K - $8.16K
|
6.58K
$659K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-68- 1.09% |
$6.97K - $8.16K
|
6.19K
$620K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-70- 2.0% |
$7.17K - $8.4K
|
3.43K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-70- 1.13% |
$7.17K - $8.4K
|
6.15K
$616K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-71- 1.02% |
$7.28K - $8.52K
|
6.9K
$690K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-72- 0.43% |
$7.38K - $8.64K
|
16.7K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-76- 0.38% |
$7.79K - $9.12K
|
19.9K
$1.99M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-78- 0.26% |
$7.99K - $9.36K
|
30K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-80- 0.85% |
$8.2K - $9.6K
|
9.32K
$933K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-82- 3.46% |
$8.4K - $9.84K
|
2.29K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-83- 4.16% |
$8.51K - $9.96K
|
1.91K
$192K
|