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 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-172- 7.02% |
$17.6K - $20.6K
|
2.28K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-173- 2.26% |
$17.7K - $20.8K
|
7.48K
$749K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-174- 0.55% |
$17.8K - $20.9K
|
31.6K
$3.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 0.58% |
$18.7K - $21.8K
|
31K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-182- 0.99% |
$18.7K - $21.8K
|
18.2K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-183- 2.84% |
$18.8K - $22K
|
6.27K
$628K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-184- 0.51% |
$18.9K - $22.1K
|
35.6K
$3.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-185- 1.74% |
$19K - $22.2K
|
10.4K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-187- 3.34% |
$19.2K - $22.4K
|
5.41K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-189- 8.36% |
$19.4K - $22.7K
|
2.07K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-190- 4.04% |
$19.5K - $22.8K
|
4.51K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-195- 22.03% |
$20K - $23.4K
|
690
$69.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-197- 3.41% |
$20.2K - $23.6K
|
5.59K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-201- 1.8% |
$20.6K - $24.1K
|
11K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-202- 0.74% |
$20.7K - $24.2K
|
27.2K
$2.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-205- 0.77% |
$21K - $24.6K
|
26.5K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-205- 69.26% |
$21K - $24.6K
|
91
$9.11K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-207- 0.68% |
$21.2K - $24.8K
|
30.4K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-211- 2.61% |
$21.6K - $25.3K
|
7.87K
$788K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-215- 0.8% |
$22K - $25.8K
|
26.5K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-217- 5.13% |
$22.2K - $26K
|
4.01K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-218- 1.11% |
$22.3K - $26.2K
|
19.5K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-220- 1.76% |
$22.5K - $26.4K
|
12.3K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-220- 0.73% |
$22.5K - $26.4K
|
30K
$3.01M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-221- 13.51% |
$22.7K - $26.5K
|
1.42K
$142K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-221- 0.55% |
$22.7K - $26.5K
|
39.8K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-221- 6.1% |
$22.7K - $26.5K
|
3.4K
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-226- 1.9% |
$23.2K - $27.1K
|
11.7K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-227- 60.05% |
$23.3K - $27.2K
|
151
$15.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-231- 0.36% |
$23.7K - $27.7K
|
64.3K
$6.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-235- 2.54% |
$24.1K - $28.2K
|
9K
$901K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-237- 2.04% |
$24.3K - $28.4K
|
11.4K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-239- 1.96% |
$24.5K - $28.7K
|
12K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-241- 2.31% |
$24.7K - $28.9K
|
10.2K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-242- 3.91% |
$24.8K - $29K
|
5.94K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-245- 7.92% |
$25.1K - $29.4K
|
2.85K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-250- 5.28% |
$25.6K - $30K
|
4.49K
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-256- 2.32% |
$26.2K - $30.7K
|
10.8K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-258- 5.42% |
$26.4K - $30.9K
|
4.5K
$450K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-267- 1.48% |
$27.4K - $32K
|
17.8K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-271- 8.29% |
$27.8K - $32.5K
|
3K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-271- 11.53% |
$27.8K - $32.5K
|
2.08K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-275- 1.91% |
$28.2K - $33K
|
14.1K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-276- 0.28% |
$28.3K - $33.1K
|
97.4K
$9.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-285- 0.67% |
$29.2K - $34.2K
|
42.2K
$4.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-286- 6.26% |
$29.3K - $34.3K
|
4.28K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-286- 1.23% |
$29.3K - $34.3K
|
23K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-291- 0.49% |
$29.8K - $34.9K
|
58.8K
$5.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-291- 1.72% |
$29.8K - $34.9K
|
16.6K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-294- 13.15% |
$30.1K - $35.3K
|
1.94K
$194K
|