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
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.61K- 6.39% |
$164K - $193K
|
23.5K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.61K- 6.65% |
$165K - $193K
|
22.6K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.63K- 3.39% |
$167K - $195K
|
46.3K
$4.63M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.63K- 2.49% |
$167K - $196K
|
63.8K
$6.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.64K- 8.08% |
$168K - $196K
|
18.6K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.64K- 6.24% |
$168K - $197K
|
24.7K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.65K- 5.16% |
$169K - $198K
|
30.3K
$3.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.65K- 0.61% |
$170K - $198K
|
270K
$27.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.66K- 7.56% |
$170K - $199K
|
20.3K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 7.39% |
$174K - $204K
|
21.3K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.7K- 1.72% |
$175K - $204K
|
97.4K
$9.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.73K- 2.2% |
$177K - $207K
|
76.7K
$7.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.76K- 33.94% |
$181K - $212K
|
3.43K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-1.78K- 15.04% |
$182K - $213K
|
10K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.79K- 1.53% |
$183K - $214K
|
115K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.85K- 17.02% |
$189K - $222K
|
9.01K
$902K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.85K- 23.0% |
$190K - $222K
|
6.19K
$620K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.86K- 10.77% |
$190K - $223K
|
15.4K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.9K- 18.61% |
$195K - $228K
|
8.33K
$834K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-1.92K- 21.62% |
$197K - $230K
|
6.96K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.98K- 10.5% |
$203K - $238K
|
16.9K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.99K- 34.85% |
$204K - $238K
|
3.71K
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2K- 1.99% |
$205K - $240K
|
98.6K
$9.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.01K- 7.77% |
$206K - $241K
|
23.9K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.02K- 1.6% |
$207K - $242K
|
124K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 13.4% |
$208K - $244K
|
13.1K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.07K- 6.33% |
$212K - $248K
|
30.6K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.12K- 7.47% |
$217K - $254K
|
26.2K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.14K- 4.41% |
$219K - $257K
|
46.4K
$4.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.17K- 4.3% |
$222K - $260K
|
48.4K
$4.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.2K- 1.77% |
$225K - $264K
|
122K
$12.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.26K- 1.21% |
$232K - $271K
|
184K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.28K- 7.27% |
$234K - $274K
|
29.1K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 0.87% |
$234K - $274K
|
260K
$26.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-2.32K- 23.45% |
$238K - $279K
|
7.59K
$759K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-2.34K- 36.01% |
$239K - $280K
|
4.15K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.35K- 1.94% |
$241K - $282K
|
119K
$11.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.38K- 31.69% |
$244K - $286K
|
5.13K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-2.42K- 2.09% |
$248K - $291K
|
113K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.44K- 4.61% |
$250K - $292K
|
50.5K
$5.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.5K- 1.83% |
$256K - $300K
|
134K
$13.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.52K- 7.43% |
$258K - $302K
|
31.3K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 12.13% |
$266K - $311K
|
18.8K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.66K- 33.06% |
$272K - $318K
|
5.38K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.67K- 6.98% |
$273K - $320K
|
35.6K
$3.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-2.68K- 6.53% |
$275K - $321K
|
38.3K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.78K- 16.64% |
$285K - $334K
|
13.9K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.8K- 43.7% |
$287K - $336K
|
3.61K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.93K- 24.5% |
$300K - $351K
|
9.02K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.94K- 46.2% |
$301K - $352K
|
3.42K
$342K
|