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 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-571- 3.14% |
$58.5K - $68.5K
|
17.6K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-590- 18.69% |
$60.5K - $70.8K
|
2.57K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-598- 11.98% |
$61.3K - $71.7K
|
4.39K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-604- 12.74% |
$61.9K - $72.5K
|
4.14K
$414K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-604- 6.2% |
$61.9K - $72.5K
|
9.14K
$915K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-607- 7.35% |
$62.2K - $72.8K
|
7.66K
$767K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-610- 5.44% |
$62.5K - $73.2K
|
10.6K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-614- 5.04% |
$62.9K - $73.7K
|
11.6K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-614- 6.86% |
$62.9K - $73.7K
|
8.33K
$834K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-615- 6.38% |
$63K - $73.8K
|
9.03K
$904K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-638- 0.54% |
$65.4K - $76.5K
|
118K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-647- 11.99% |
$66.3K - $77.6K
|
4.75K
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-654- 0.72% |
$67K - $78.5K
|
89.8K
$8.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-654- 6.26% |
$67K - $78.5K
|
9.8K
$981K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-655- 6.43% |
$67.1K - $78.6K
|
9.52K
$954K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-658- 2.63% |
$67.4K - $78.9K
|
24.4K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-660- 13.44% |
$67.6K - $79.2K
|
4.25K
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-660- 2.82% |
$67.6K - $79.2K
|
22.8K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-670- 7.71% |
$68.7K - $80.4K
|
8.02K
$803K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-675- 11.08% |
$69.2K - $81K
|
5.42K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-678- 3.48% |
$69.5K - $81.3K
|
18.8K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-685- 5.96% |
$70.2K - $82.2K
|
10.8K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-687- 2.49% |
$70.4K - $82.4K
|
26.9K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-712- 16.58% |
$73K - $85.4K
|
3.58K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-721- 6.11% |
$73.9K - $86.5K
|
11.1K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-731- 4.75% |
$74.9K - $87.7K
|
14.7K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-741- 13.51% |
$75.9K - $88.9K
|
4.74K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-752- 3.14% |
$77.1K - $90.2K
|
23.2K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-758- 1.24% |
$77.7K - $90.9K
|
60.2K
$6.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-765- 3.21% |
$78.4K - $91.8K
|
23.1K
$2.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-770- 7.33% |
$78.9K - $92.4K
|
9.74K
$975K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-777- 10.62% |
$79.6K - $93.2K
|
6.54K
$655K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-782- 2.51% |
$80.1K - $93.8K
|
30.4K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-788- 18.73% |
$80.8K - $94.5K
|
3.42K
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-789- 5.51% |
$80.9K - $94.6K
|
13.5K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-797- 2.88% |
$81.7K - $95.6K
|
26.9K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-805- 7.73% |
$82.5K - $96.6K
|
9.61K
$962K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-807- 2.87% |
$82.7K - $96.8K
|
27.3K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-810- 4.18% |
$83K - $97.2K
|
18.6K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-815- 15.53% |
$83.5K - $97.8K
|
4.43K
$444K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-830- 1.38% |
$85.1K - $99.6K
|
59.3K
$5.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-832- 4.85% |
$85.3K - $99.8K
|
16.3K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-836- 1.63% |
$85.7K - $100K
|
50.3K
$5.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-839- 0.51% |
$86K - $101K
|
164K
$16.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-845- 4.22% |
$86.6K - $101K
|
19.2K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-854- 9.9% |
$87.5K - $102K
|
7.77K
$778K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-857- 5.04% |
$87.8K - $103K
|
16.1K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-860- 14.08% |
$88.1K - $103K
|
5.25K
$526K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-863- 16.37% |
$88.4K - $104K
|
4.41K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-876- 17.84% |
$89.8K - $105K
|
4.03K
$404K
|