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 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27.1K+ 104184.62% |
$2.78M - $3.25M
|
27.1K
$2.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
26.8KNew |
$2.75M - $3.22M
|
26.8K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
26.4K+ 23.96% |
$2.7M - $3.16M
|
136K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26.2K+ 32.68% |
$2.69M - $3.15M
|
107K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.4K+ 6.61% |
$2.6M - $3.04M
|
409K
$41M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25.1K+ 29.65% |
$2.57M - $3.01M
|
110K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
25.1K+ 160.85% |
$2.57M - $3.01M
|
40.6K
$4.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
23.6K+ 11.66% |
$2.42M - $2.83M
|
226K
$22.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
23.5K+ 38.27% |
$2.41M - $2.82M
|
84.9K
$8.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23.4K+ 6.66% |
$2.4M - $2.8M
|
374K
$37.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
23K+ 460580.0% |
$2.36M - $2.76M
|
23K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.2K+ 7.42% |
$2.27M - $2.66M
|
321K
$32.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21.8K+ 206.44% |
$2.24M - $2.62M
|
32.4K
$3.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
21.5K+ 108.56% |
$2.2M - $2.58M
|
41.3K
$4.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
21.1K+ 54.19% |
$2.16M - $2.53M
|
60K
$6.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.8K+ 40.19% |
$2.13M - $2.49M
|
72.4K
$7.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
20.7K+ 14.25% |
$2.13M - $2.49M
|
166K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
20.7K+ 18.16% |
$2.13M - $2.49M
|
135K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
20.6K+ 16.09% |
$2.11M - $2.47M
|
149K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
20.1K+ 5.75% |
$2.06M - $2.41M
|
369K
$37M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
19.8K+ 19.79% |
$2.03M - $2.37M
|
120K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
19.2K+ 78.95% |
$1.96M - $2.3M
|
43.4K
$4.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
18.8K+ 10.4% |
$1.93M - $2.26M
|
200K
$20M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
18.7K+ 2.07% |
$1.91M - $2.24M
|
919K
$92M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
18.7K+ 4.8% |
$1.91M - $2.24M
|
407K
$40.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
18.4KNew |
$1.89M - $2.21M
|
18.4K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
17.7K+ 8.76% |
$1.82M - $2.13M
|
220K
$22.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.7K+ 57.96% |
$1.81M - $2.12M
|
48.2K
$4.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
17.5K+ 1.24% |
$1.8M - $2.1M
|
1.43M
$143M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17K+ 21.72% |
$1.74M - $2.03M
|
95.1K
$9.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
16.9K+ 22.87% |
$1.73M - $2.02M
|
90.6K
$9.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
16.5K+ 328.83% |
$1.69M - $1.98M
|
21.5K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
16.4K+ 9.98% |
$1.68M - $1.96M
|
180K
$18.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
15.9K+ 2.11% |
$1.63M - $1.91M
|
769K
$77M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 2.16% |
$1.57M - $1.83M
|
721K
$72.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
14.9K+ 4.83% |
$1.52M - $1.78M
|
322K
$32.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
14.8K+ 49.14% |
$1.52M - $1.78M
|
45K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 14.96% |
$1.49M - $1.75M
|
112K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14.5K+ 7.68% |
$1.49M - $1.74M
|
203K
$20.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14.1K+ 7.9% |
$1.44M - $1.69M
|
193K
$19.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 1.47% |
$1.41M - $1.65M
|
949K
$95.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.5K+ 4.1% |
$1.38M - $1.62M
|
343K
$34.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.9KNew |
$1.32M - $1.55M
|
12.9K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12.8K+ 1.96% |
$1.31M - $1.54M
|
667K
$66.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
12.8K+ 22.86% |
$1.31M - $1.54M
|
69K
$6.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
12.5K+ 14.91% |
$1.28M - $1.5M
|
96.4K
$9.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12.2K+ 6.68% |
$1.26M - $1.47M
|
196K
$19.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
11.5K+ 470.05% |
$1.18M - $1.38M
|
13.9K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
11.4K+ 6.37% |
$1.16M - $1.36M
|
189K
$19M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11.2K+ 10.87% |
$1.15M - $1.34M
|
114K
$11.5M
|