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 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-7.87K- 18.94% |
$806K - $943K
|
33.7K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.3K- 33.78% |
$851K - $996K
|
16.3K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.37K- 79.27% |
$960K - $1.12M
|
2.45K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-9.53K- 78.08% |
$977K - $1.14M
|
2.68K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.89K- 15.8% |
$1.01M - $1.19M
|
52.7K
$5.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.98K- 8.08% |
$1.02M - $1.2M
|
114K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-10.1K- 52.72% |
$1.04M - $1.21M
|
9.07K
$908K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 6.67% |
$1.05M - $1.23M
|
144K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.4K- 72.08% |
$1.06M - $1.24M
|
4.01K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-10.5K- 55.69% |
$1.07M - $1.25M
|
8.32K
$833K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.2K- 21.16% |
$1.25M - $1.46M
|
45.3K
$4.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 7.06% |
$1.25M - $1.46M
|
161K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12.4K- 5.49% |
$1.27M - $1.49M
|
214K
$21.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-13.5K- 6.49% |
$1.38M - $1.62M
|
194K
$19.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-13.6K- 52.72% |
$1.4M - $1.63M
|
12.2K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.7K- 29.36% |
$1.41M - $1.65M
|
33K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 34.31% |
$1.43M - $1.67M
|
26.6K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-14K- 4.41% |
$1.44M - $1.68M
|
304K
$30.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-15.4K- 18.37% |
$1.58M - $1.85M
|
68.5K
$6.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-15.7K- 70.23% |
$1.61M - $1.88M
|
6.66K
$666K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-16K- 47.84% |
$1.64M - $1.92M
|
17.4K
$1.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-16.2K- 20.03% |
$1.66M - $1.94M
|
64.6K
$6.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.8K- 11.12% |
$1.92M - $2.25M
|
150K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-19.2K- 87.99% |
$1.97M - $2.31M
|
2.63K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-19.3K- 50.61% |
$1.98M - $2.32M
|
18.9K
$1.89M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-20.1K- 25.87% |
$2.06M - $2.42M
|
57.7K
$5.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-21.2K- 87.33% |
$2.18M - $2.55M
|
3.08K
$308K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 22.76% |
$2.21M - $2.58M
|
73.1K
$7.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-21.7K- 51.68% |
$2.23M - $2.61M
|
20.3K
$2.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-21.9K- 14.03% |
$2.24M - $2.62M
|
134K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21.9K- 3.68% |
$2.24M - $2.62M
|
573K
$57.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-22K- 55.45% |
$2.25M - $2.64M
|
17.7K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.8K- 76.96% |
$2.34M - $2.73M
|
6.82K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-23.8K- 71.25% |
$2.44M - $2.86M
|
9.61K
$962K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-24.1K- 54.63% |
$2.47M - $2.89M
|
20K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-24.3K- 15.94% |
$2.49M - $2.92M
|
128K
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24.8K- 33.02% |
$2.54M - $2.97M
|
50.2K
$5.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-25K- 16.53% |
$2.56M - $2.99M
|
126K
$12.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25.8K- 3.69% |
$2.64M - $3.09M
|
672K
$67.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27.6K- 9.99% |
$2.83M - $3.31M
|
249K
$24.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-28.2K- 50.17% |
$2.89M - $3.38M
|
28K
$2.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-29.2K- 27.17% |
$2.99M - $3.5M
|
78.2K
$7.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-31.2K- 13.1% |
$3.2M - $3.75M
|
207K
$20.7M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-31.9K- 11.34% |
$3.27M - $3.82M
|
249K
$24.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-32.4K- 82.69% |
$3.32M - $3.89M
|
6.79K
$680K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-32.6K- 57.95% |
$3.35M - $3.92M
|
23.7K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-34.9K- 44.87% |
$3.58M - $4.19M
|
42.9K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36K- 4.48% |
$3.69M - $4.32M
|
768K
$76.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-38.1K- 88.12% |
$3.9M - $4.57M
|
5.14K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-38.1K- 20.27% |
$3.91M - $4.58M
|
150K
$15M
|