Purchases and Sales Made in Q1 2025 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 06, 2025 Q1 2025
Advisor Os, LLC

BUY
 -
173
+ 1.31%
$17.7K - $20.8K
13.4K $1.49M
May 06, 2025 Q1 2025
Anb Bank

Denver, CO
BUY
 -
172
+ 0.36%
$17.6K - $20.6K
47.3K $5.25M
May 01, 2025 Q1 2025
Key F Inancial Inc

BUY
 -
169
+ 2.01%
$17.3K - $20.3K
8.57K $951K
May 14, 2025 Q1 2025
Main Street Group, LTD

Glen Allen, VA
BUY
 -
164
+ 3.34%
$16.8K - $19.7K
5.08K $564K
Apr 30, 2025 Q1 2025
Rik Saylor Financial, Inc.

Fairfield, OH
BUY
 -
164
+ 1.23%
$16.8K - $19.7K
13.5K $1.5M
May 15, 2025 Q1 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
158
+ 32.92%
$16.2K - $19K
638 $70.8K
Apr 23, 2025 Q1 2025
Security National Bank

BUY
 -
156
+ 2.25%
$16K - $18.7K
7.08K $785K
Apr 16, 2025 Q1 2025
Defined Wealth Management, LLC

BUY
 -
154
+ 1.4%
$15.8K - $18.5K
11.1K $1.24M
Apr 18, 2025 Q1 2025
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
153
+ 2.38%
$15.7K - $18.4K
6.58K $730K
May 14, 2025 Q1 2025
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
153
+ 6.16%
$15.7K - $18.4K
2.64K $292K
May 07, 2025 Q1 2025
One8zero8, LLC

Greensboro, NC
BUY
 -
150
+ 10.69%
$15.4K - $18K
1.55K $172K
Apr 24, 2025 Q1 2025
Cfm Wealth Partners LLC

BUY
 -
149
+ 4.19%
$15.3K - $17.9K
3.7K $411K
May 02, 2025 Q1 2025
Opulen Financial Group LLC

Arlington, VA
BUY
 -
149
+ 2.2%
$15.3K - $17.9K
6.93K $769K
Apr 16, 2025 Q1 2025
Rtd Financial Advisors, Inc.

BUY
 -
148
+ 0.05%
$15.2K - $17.8K
276K $30.6M
May 02, 2025 Q1 2025
Kooman & Associates

Altoona, PA
BUY
 -
148
+ 3.66%
$15.2K - $17.8K
4.19K $465K
May 06, 2025 Q1 2025
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
148
+ 7.31%
$15.2K - $17.8K
2.17K $241K
May 13, 2025 Q1 2025
Sterling Capital Management LLC

Charlotte, NC
BUY
 -
148
+ 2.61%
$15.2K - $17.8K
5.82K $646K
May 15, 2025 Q1 2025
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
146
+ 3.28%
$15K - $17.5K
4.6K $510K
Apr 10, 2025 Q1 2025
Thrive Wealth Management, LLC

BUY
 -
145
+ 1.1%
$14.9K - $17.4K
13.3K $1.48M
May 15, 2025 Q1 2025
Texas Bank & Trust CO

Longview, TX
BUY
 -
141
+ 1.68%
$14.5K - $16.9K
8.55K $948K
Apr 11, 2025 Q1 2025
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
134
+ 4.1%
$13.7K - $16.1K
3.4K $377K
Apr 16, 2025 Q1 2025
Legacy Trust

Grand Rapids, MI
BUY
 -
131
+ 0.18%
$13.4K - $15.7K
74K $8.21M
May 09, 2025 Q1 2025
Vanguard Group Inc

Valley Forge, PA
BUY
 -
131
+ 0.46%
$13.4K - $15.7K
28.8K $3.19M
May 15, 2025 Q1 2025
Goodman Advisory Group, LLC

BUY
 -
129
New
$13.2K - $15.5K
129 $14.3K
Apr 16, 2025 Q1 2025
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
128
+ 105.79%
$13.1K - $15.4K
249 $27.6K
Apr 22, 2025 Q1 2025
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
128
+ 4.33%
$13.1K - $15.4K
3.08K $342K
May 12, 2025 Q1 2025
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
128
+ 3.78%
$13.1K - $15.4K
3.52K $390K
May 15, 2025 Q1 2025
Newbridge Financial Services Group, Inc.

BUY
 -
127
+ 21.31%
$13K - $15.2K
723 $80.2K
Apr 25, 2025 Q1 2025
Tradewinds Capital Management, LLC

BUY
 -
125
New
$12.8K - $15K
125 $13.9K
May 16, 2025 Q1 2025
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
125
+ 3.94%
$12.8K - $15K
3.3K $366K
May 09, 2025 Q1 2025
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
123
+ 14.82%
$12.6K - $14.8K
953 $106K
Apr 24, 2025 Q1 2025
Cambridge Advisors Inc.

BUY
 -
121
+ 0.89%
$12.4K - $14.5K
13.7K $1.52M
May 12, 2025 Q1 2025
Kohmann Bosshard Financial Services, LLC

BUY
 -
119
+ 0.65%
$12.2K - $14.3K
18.4K $2.04M
May 09, 2025 Q1 2025
Delta Asset Management LLC

Memphis, TN
BUY
 -
117
+ 212.73%
$12K - $14K
172 $19.1K
Apr 17, 2025 Q1 2025
Copia Wealth Management

Bend, OR
BUY
 -
115
+ 5.02%
$11.8K - $13.8K
2.4K $267K
May 02, 2025 Q1 2025
Hardy Reed LLC

BUY
 -
115
+ 0.09%
$11.8K - $13.8K
132K $14.7M
May 15, 2025 Q1 2025
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
113
+ 0.49%
$11.6K - $13.6K
23.2K $2.57M
Apr 11, 2025 Q1 2025
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
112
+ 6.07%
$11.5K - $13.4K
1.96K $217K
May 09, 2025 Q1 2025
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
107
+ 4.41%
$11K - $12.8K
2.53K $281K
May 14, 2025 Q1 2025
Summit Financial Wealth Advisors, LLC

BUY
 -
107
+ 0.07%
$11K - $12.8K
156K $17.4M
Apr 29, 2025 Q1 2025
Liberty Square Wealth Partners LLC

Bethlehem, PA
BUY
 -
105
+ 0.88%
$10.8K - $12.6K
12.1K $1.34M
May 12, 2025 Q1 2025
Spurstone Advisory Services, LLC

Higganum, CT
BUY
 -
105
New
$10.8K - $12.6K
105 $11.7K
May 02, 2025 Q1 2025
Summit X, LLC

Chesterfield, MO
BUY
 -
104
+ 0.88%
$10.7K - $12.5K
11.9K $1.32M
May 14, 2025 Q1 2025
South Plains Financial, Inc.

Lubbock, TX
BUY
 -
104
+ 0.71%
$10.7K - $12.5K
14.7K $1.63M
Apr 30, 2025 Q1 2025
Ade, LLC

BUY
 -
103
+ 1.11%
$10.6K - $12.4K
9.37K $1.04M
Apr 24, 2025 Q1 2025
Tsfg, LLC

BUY
 -
102
+ 1.81%
$10.5K - $12.2K
5.73K $636K
May 14, 2025 Q1 2025
Gds Wealth Management

BUY
 -
101
+ 2.85%
$10.4K - $12.1K
3.65K $405K
May 14, 2025 Q1 2025
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
101
+ 4.68%
$10.4K - $12.1K
2.26K $251K
Apr 16, 2025 Q1 2025
Grant Private Wealth Management Inc

Pleasanton, CA
BUY
 -
100
+ 2.08%
$10.2K - $12K
4.9K $543K

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