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 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-294- 5.77% |
$30.1K - $35.3K
|
4.8K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-294- 7.26% |
$30.1K - $35.3K
|
3.75K
$376K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-294- 1.55% |
$30.1K - $35.3K
|
18.7K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-294- 7.91% |
$30.1K - $35.3K
|
3.42K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-297- 7.0% |
$30.4K - $35.6K
|
3.94K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-299- 0.97% |
$30.6K - $35.9K
|
30.6K
$3.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-311- 7.98% |
$31.9K - $37.3K
|
3.59K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-324- 2.08% |
$33.2K - $38.9K
|
15.3K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-326- 3.35% |
$33.4K - $39.1K
|
9.41K
$942K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-328- 6.48% |
$33.6K - $39.3K
|
4.74K
$474K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-331- 4.52% |
$33.9K - $39.7K
|
6.99K
$700K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-337- 1.08% |
$34.5K - $40.4K
|
30.8K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-340- 10.94% |
$34.8K - $40.8K
|
2.77K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-343- 4.98% |
$35.2K - $41.1K
|
6.55K
$656K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-344- 12.69% |
$35.3K - $41.3K
|
2.37K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-345- 3.21% |
$35.4K - $41.4K
|
10.4K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-348- 1.51% |
$35.7K - $41.7K
|
22.7K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-353- 1.3% |
$36.2K - $42.3K
|
26.8K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-359- 1.91% |
$36.8K - $43.1K
|
18.4K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-369- 6.38% |
$37.8K - $44.3K
|
5.41K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-369- 13.71% |
$37.8K - $44.3K
|
2.32K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-372- 2.0% |
$38.1K - $44.6K
|
18.2K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-374- 12.27% |
$38.3K - $44.9K
|
2.67K
$268K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-375- 10.66% |
$38.4K - $45K
|
3.14K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-379- 0.35% |
$38.8K - $45.5K
|
109K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-387- 16.67% |
$39.7K - $46.4K
|
1.94K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-387- 2.74% |
$39.7K - $46.4K
|
13.7K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-391- 6.68% |
$40.1K - $46.9K
|
5.46K
$547K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-394- 0.78% |
$40.4K - $47.3K
|
50.4K
$5.05M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-398- 2.47% |
$40.8K - $47.7K
|
15.7K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-405- 9.82% |
$41.5K - $48.6K
|
3.72K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-413- 2.0% |
$42.3K - $49.5K
|
20.2K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-415- 0.8% |
$42.5K - $49.8K
|
51.4K
$5.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-417- 8.25% |
$42.7K - $50K
|
4.64K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-431- 71.36% |
$44.2K - $51.7K
|
173
$17.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-450- 1.58% |
$46.1K - $54K
|
28K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-468- 2.94% |
$48K - $56.1K
|
15.4K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-468- 4.54% |
$48K - $56.1K
|
9.85K
$986K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-469- 11.63% |
$48.1K - $56.3K
|
3.57K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-480- 1.67% |
$49.2K - $57.6K
|
28.3K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-483- 1.17% |
$49.5K - $57.9K
|
40.9K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-505- 14.7% |
$51.8K - $60.6K
|
2.93K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-524- 1.89% |
$53.7K - $62.9K
|
27.3K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-535- 8.22% |
$54.8K - $64.2K
|
5.97K
$598K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-551- 18.55% |
$56.5K - $66.1K
|
2.42K
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-553- 6.94% |
$56.7K - $66.3K
|
7.42K
$743K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-560- 1.59% |
$57.4K - $67.2K
|
34.7K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-562- 8.39% |
$57.6K - $67.4K
|
6.14K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-564- 0.71% |
$57.8K - $67.7K
|
78.9K
$7.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-566- 14.45% |
$58K - $67.9K
|
3.35K
$335K
|