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
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-83- 2.24% |
$8.51K - $9.96K
|
3.63K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-84- 3.66% |
$8.61K - $10.1K
|
2.21K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-84- 0.6% |
$8.61K - $10.1K
|
14K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-86- 1.52% |
$8.81K - $10.3K
|
5.56K
$556K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-87- 3.95% |
$8.92K - $10.4K
|
2.11K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-91- 0.19% |
$9.33K - $10.9K
|
48.1K
$4.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-92- 2.23% |
$9.43K - $11K
|
4.04K
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-96- 0.75% |
$9.84K - $11.5K
|
12.6K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-98- 0.79% |
$10K - $11.8K
|
12.2K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-100- 4.61% |
$10.2K - $12K
|
2.07K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-100- 0.2% |
$10.2K - $12K
|
49.4K
$4.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 4.96% |
$10.2K - $12K
|
1.92K
$192K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-101- 1.78% |
$10.4K - $12.1K
|
5.57K
$558K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-102- 0.57% |
$10.5K - $12.2K
|
17.7K
$1.78M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-107- 0.07% |
$11K - $12.8K
|
159K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-107- 2.32% |
$11K - $12.8K
|
4.5K
$450K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-110- 0.87% |
$11.3K - $13.2K
|
12.5K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-110- 0.16% |
$11.3K - $13.2K
|
69.5K
$6.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-111- 4.86% |
$11.4K - $13.3K
|
2.17K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-112- 1.01% |
$11.5K - $13.4K
|
10.9K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-113- 1.86% |
$11.6K - $13.6K
|
5.96K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-115- 0.32% |
$11.8K - $13.8K
|
36.2K
$3.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-116- 0.4% |
$11.9K - $13.9K
|
28.8K
$2.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-116- 3.96% |
$11.9K - $13.9K
|
2.81K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-117- 2.73% |
$12K - $14K
|
4.17K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-121- 2.09% |
$12.4K - $14.5K
|
5.66K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-124- 2.68% |
$12.7K - $14.9K
|
4.5K
$451K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-125- 5.69% |
$12.8K - $15K
|
2.07K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-126- 3.92% |
$12.9K - $15.1K
|
3.09K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-132- 0.66% |
$13.5K - $15.8K
|
20K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-134- 1.3% |
$13.7K - $16.1K
|
10.2K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-135- 3.75% |
$13.8K - $16.2K
|
3.47K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-140- 3.15% |
$14.3K - $16.8K
|
4.3K
$431K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-144- 2.66% |
$14.8K - $17.3K
|
5.28K
$529K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-145- 0.57% |
$14.9K - $17.4K
|
25.1K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-147- 0.98% |
$15.1K - $17.6K
|
14.8K
$1.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-148- 13.3% |
$15.2K - $17.8K
|
965
$96.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-150- 1.5% |
$15.4K - $18K
|
9.85K
$986K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-153- 0.61% |
$15.7K - $18.4K
|
25K
$2.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-154- 3.18% |
$15.8K - $18.5K
|
4.69K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-155- 33.12% |
$15.9K - $18.6K
|
313
$31.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-156- 0.09% |
$16K - $18.7K
|
169K
$16.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-156- 4.57% |
$16K - $18.7K
|
3.26K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-158- 0.5% |
$16.2K - $19K
|
31.2K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-163- 2.85% |
$16.7K - $19.6K
|
5.56K
$556K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-163- 1.28% |
$16.7K - $19.6K
|
12.6K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-164- 4.72% |
$16.8K - $19.7K
|
3.31K
$331K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-165- 1.15% |
$16.9K - $19.8K
|
14.2K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-165- 0.29% |
$16.9K - $19.8K
|
56.9K
$5.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-170- 6.32% |
$17.4K - $20.4K
|
2.52K
$252K
|