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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
237+ 4.84% |
$24.3K - $28.4K
|
5.13K
$569K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
235+ 11.83% |
$24.1K - $28.2K
|
2.22K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
234+ 0.82% |
$24K - $28.1K
|
28.7K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
231+ 12.45% |
$23.7K - $27.7K
|
2.09K
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
227+ 4.97% |
$23.3K - $27.2K
|
4.8K
$532K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
227+ 2.93% |
$23.3K - $27.2K
|
7.99K
$886K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
224+ 2.34% |
$23K - $26.9K
|
9.79K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
223+ 1.32% |
$22.9K - $26.8K
|
17.1K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
223+ 0.54% |
$22.9K - $26.8K
|
41.3K
$4.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
222+ 3.26% |
$22.8K - $26.6K
|
7.02K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
222+ 9.91% |
$22.8K - $26.6K
|
2.46K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
220+ 1.91% |
$22.5K - $26.4K
|
11.7K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
220+ 1.16% |
$22.5K - $26.4K
|
19.2K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
215+ 4.0% |
$22K - $25.8K
|
5.59K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
215New |
$22K - $25.8K
|
215
$23.9K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
213+ 2.15% |
$21.8K - $25.6K
|
10.1K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
213+ 0.3% |
$21.8K - $25.6K
|
71.6K
$7.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
212+ 0.51% |
$21.7K - $25.4K
|
42K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
211+ 5.53% |
$21.6K - $25.3K
|
4.03K
$447K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
211+ 7.27% |
$21.6K - $25.3K
|
3.11K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
208+ 8.5% |
$21.3K - $25K
|
2.66K
$295K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
206+ 4.48% |
$21.1K - $24.7K
|
4.81K
$533K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
206+ 1.22% |
$21.1K - $24.7K
|
17.1K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
205+ 11.54% |
$21K - $24.6K
|
1.98K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
205+ 0.81% |
$21K - $24.6K
|
25.6K
$2.84M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
202+ 11.07% |
$20.7K - $24.2K
|
2.03K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
201+ 3.8% |
$20.6K - $24.1K
|
5.5K
$610K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200+ 3.09% |
$20.5K - $24K
|
6.67K
$740K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
200+ 0.44% |
$20.5K - $24K
|
45.5K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 4.73% |
$20.5K - $24K
|
4.43K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
198+ 3.53% |
$20.3K - $23.8K
|
5.8K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
198+ 2.04% |
$20.3K - $23.8K
|
9.93K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
197+ 9.24% |
$20.2K - $23.6K
|
2.33K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
196+ 1.68% |
$20.1K - $23.5K
|
11.9K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
194+ 7.46% |
$19.9K - $23.3K
|
2.8K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
194+ 95.1% |
$19.9K - $23.3K
|
398
$44.2K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
193+ 74.23% |
$19.8K - $23.2K
|
453
$50.3K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
193+ 2.97% |
$19.8K - $23.2K
|
6.69K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
193+ 0.55% |
$19.8K - $23.2K
|
35.4K
$3.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
192+ 1.25% |
$19.7K - $23K
|
15.6K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
192+ 3.27% |
$19.7K - $23K
|
6.07K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
192+ 1.72% |
$19.7K - $23K
|
11.4K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
191+ 2.84% |
$19.6K - $22.9K
|
6.92K
$768K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
187+ 0.65% |
$19.2K - $22.4K
|
29.1K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
185+ 0.09% |
$19K - $22.2K
|
207K
$22.9M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
185+ 2.47% |
$19K - $22.2K
|
7.67K
$851K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
183+ 8.75% |
$18.8K - $22K
|
2.27K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
183+ 3.22% |
$18.8K - $22K
|
5.86K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
182+ 1.0% |
$18.7K - $21.8K
|
18.4K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 7.55% |
$17.9K - $21K
|
2.49K
$277K
|