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 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.94K- 6.3% |
$302K - $353K
|
43.7K
$4.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.98K- 2.26% |
$305K - $357K
|
129K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.01K- 5.29% |
$308K - $361K
|
53.8K
$5.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-3.06K- 9.99% |
$313K - $366K
|
27.5K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.18K- 7.78% |
$326K - $381K
|
37.7K
$3.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.24K- 17.31% |
$332K - $389K
|
15.5K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.4K- 29.49% |
$349K - $408K
|
8.14K
$815K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-3.52K- 3.5% |
$361K - $422K
|
97.1K
$9.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.66K- 24.99% |
$375K - $438K
|
11K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.69K- 3.22% |
$379K - $443K
|
111K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.77K- 33.74% |
$387K - $453K
|
7.41K
$742K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.92K- 10.01% |
$402K - $470K
|
35.2K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.97K- 26.59% |
$407K - $476K
|
11K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.04K- 67.45% |
$414K - $484K
|
1.95K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-4.1K- 2.62% |
$420K - $492K
|
152K
$15.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-4.12K- 8.49% |
$422K - $494K
|
44.4K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.15K- 0.39% |
$426K - $498K
|
1.05M
$105M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.26K- 1.19% |
$437K - $512K
|
353K
$35.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-4.51K- 41.63% |
$462K - $541K
|
6.33K
$633K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.51K- 17.62% |
$462K - $541K
|
21.1K
$2.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.72K- 11.37% |
$483K - $566K
|
36.8K
$3.68M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.73K- 8.63% |
$484K - $567K
|
50.1K
$5.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-4.75K- 1.45% |
$486K - $569K
|
322K
$32.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.83K- 1.55% |
$495K - $579K
|
306K
$30.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.85K- 3.92% |
$497K - $581K
|
119K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.96K- 37.65% |
$508K - $595K
|
8.21K
$822K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-5.01K- 5.23% |
$514K - $601K
|
90.8K
$9.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-5.1K- 53.38% |
$522K - $611K
|
4.45K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.15K- 13.19% |
$528K - $618K
|
33.9K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 15.24% |
$530K - $620K
|
28.7K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.18K- 38.02% |
$531K - $621K
|
8.44K
$845K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.28K- 5.64% |
$541K - $634K
|
88.3K
$8.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-5.33K- 15.55% |
$547K - $640K
|
29K
$2.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.39K- 13.09% |
$553K - $647K
|
35.8K
$3.58M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.45K- 9.69% |
$559K - $654K
|
50.8K
$5.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.55K- 8.13% |
$569K - $666K
|
62.7K
$6.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 6.26% |
$570K - $667K
|
83.2K
$8.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5.59K- 16.57% |
$573K - $670K
|
28.1K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.6K- 0.49% |
$574K - $672K
|
1.14M
$114M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.66K- 1.5% |
$580K - $679K
|
371K
$37.2M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-5.99K- 1.21% |
$614K - $718K
|
490K
$49.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.42K- 27.19% |
$658K - $770K
|
17.2K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.64K- 59.86% |
$680K - $796K
|
4.45K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.65K- 18.15% |
$681K - $797K
|
30K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.28K- 3.78% |
$746K - $873K
|
185K
$18.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-7.49K- 17.1% |
$767K - $898K
|
36.3K
$3.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-7.54K- 66.39% |
$773K - $904K
|
3.82K
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-7.56K- 43.89% |
$775K - $907K
|
9.66K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-7.63K- 7.68% |
$782K - $916K
|
91.7K
$9.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.75K- 16.2% |
$795K - $930K
|
40.1K
$4.02M
|