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 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-881- 3.09% |
$90.3K - $106K
|
27.6K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-881- 0.77% |
$90.3K - $106K
|
114K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-882- 10.06% |
$90.4K - $106K
|
7.89K
$790K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-893- 31.07% |
$91.5K - $107K
|
1.98K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-898- 13.2% |
$92K - $108K
|
5.9K
$591K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-907- 0.63% |
$93K - $109K
|
143K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-913- 10.47% |
$93.6K - $110K
|
7.8K
$781K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-914- 16.98% |
$93.7K - $110K
|
4.47K
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-920- 21.21% |
$94.3K - $110K
|
3.42K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-923- 4.8% |
$94.6K - $111K
|
18.3K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-927- 22.42% |
$95K - $111K
|
3.21K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-937- 2.72% |
$96K - $112K
|
33.5K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-953- 1.29% |
$97.7K - $114K
|
72.9K
$7.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-960- 13.61% |
$98.4K - $115K
|
6.09K
$610K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-964- 4.26% |
$98.8K - $116K
|
21.7K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-966- 16.77% |
$99K - $116K
|
4.8K
$480K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-991- 0.61% |
$102K - $119K
|
160K
$16.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-994- 9.64% |
$102K - $119K
|
9.32K
$933K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1K- 6.19% |
$102K - $120K
|
15.2K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1K- 0.44% |
$103K - $120K
|
226K
$22.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.01K- 1.47% |
$104K - $121K
|
67.6K
$6.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.04K- 11.83% |
$107K - $125K
|
7.77K
$778K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.07K- 6.97% |
$109K - $128K
|
14.2K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.07K- 7.19% |
$110K - $129K
|
13.8K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-1.12K- 11.94% |
$114K - $134K
|
8.24K
$825K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.15K- 3.85% |
$118K - $138K
|
28.8K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.19K- 22.82% |
$122K - $143K
|
4.04K
$404K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.2K- 36.19% |
$123K - $144K
|
2.11K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1.21K- 3.85% |
$124K - $145K
|
30.1K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.27K- 7.75% |
$130K - $152K
|
15.1K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.28K- 2.4% |
$131K - $153K
|
51.9K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 5.58% |
$134K - $157K
|
22.2K
$2.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 15.69% |
$134K - $157K
|
7.05K
$706K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.32K- 1.24% |
$135K - $159K
|
106K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.37K- 0.77% |
$140K - $164K
|
177K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.37K- 11.8% |
$141K - $165K
|
10.3K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-1.38K- 4.32% |
$142K - $166K
|
30.6K
$3.07M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-1.39K- 5.51% |
$142K - $167K
|
23.8K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.39K- 10.8% |
$142K - $167K
|
11.5K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-1.4K- 30.98% |
$143K - $168K
|
3.12K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.41K- 19.02% |
$144K - $169K
|
5.99K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.41K- 3.79% |
$145K - $170K
|
35.9K
$3.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.48K- 4.4% |
$151K - $177K
|
32.1K
$3.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.48K- 22.43% |
$152K - $178K
|
5.12K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.49K- 3.34% |
$153K - $179K
|
43.1K
$4.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.5K- 8.63% |
$154K - $180K
|
15.9K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.51K- 8.58% |
$154K - $181K
|
16K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.55K- 4.27% |
$158K - $185K
|
34.6K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.55K- 0.44% |
$159K - $186K
|
349K
$34.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.6K- 9.89% |
$164K - $192K
|
14.6K
$1.46M
|