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 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
19+ 0.84% |
$1.95K - $2.28K
|
2.28K
$253K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
19+ 0.51% |
$1.95K - $2.28K
|
3.78K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
18+ 24.0% |
$1.84K - $2.16K
|
93
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.23% |
$1.84K - $2.16K
|
7.8K
$866K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$1.64K - $1.92K
|
5.31K
$589K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16+ 3.9% |
$1.64K - $1.92K
|
426
$47.3K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
16+ 0.3% |
$1.64K - $1.92K
|
5.39K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
15+ 0.77% |
$1.54K - $1.8K
|
1.97K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
15+ 0.26% |
$1.54K - $1.8K
|
5.88K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
15+ 0.01% |
$1.54K - $1.8K
|
101K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.26% |
$1.33K - $1.56K
|
4.97K
$552K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 10.4% |
$1.33K - $1.56K
|
138
$15.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
12+ 0.5% |
$1.23K - $1.44K
|
2.4K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11+ 0.15% |
$1.13K - $1.32K
|
7.45K
$826K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
11+ 0.32% |
$1.13K - $1.32K
|
3.43K
$381K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
11+ 0.06% |
$1.13K - $1.32K
|
19.1K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
11New |
$1.13K - $1.32K
|
11
$1.22K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$1.02K - $1.2K
|
3.61K
$400K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 0.3% |
$1.02K - $1.2K
|
3.36K
$373K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
10+ 0.29% |
$1.02K - $1.2K
|
3.45K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
10+ 0.32% |
$1.02K - $1.2K
|
3.17K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.13% |
$1.02K - $1.2K
|
7.68K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.3% |
$922 - $1.08K
|
2.98K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.16% |
$922 - $1.08K
|
5.59K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9+ 0.09% |
$922 - $1.08K
|
9.59K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
9New |
$922 - $1.08K
|
9
$999
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.22% |
$820 - $960
|
3.56K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.27% |
$820 - $960
|
3.01K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8+ 0.03% |
$820 - $960
|
24.4K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.34% |
$820 - $960
|
2.39K
$265K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.05% |
$717 - $840
|
12.9K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.28% |
$717 - $840
|
2.49K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.25% |
$717 - $840
|
2.85K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 0.18% |
$717 - $840
|
3.92K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.28% |
$717 - $840
|
2.54K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6+ 0.11% |
$615 - $720
|
5.35K
$594K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6+ 0.29% |
$615 - $720
|
2.04K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6+ 0.15% |
$615 - $720
|
3.91K
$434K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.03% |
$512 - $600
|
15.4K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5+ 0.02% |
$512 - $600
|
30.8K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5+ 0.19% |
$512 - $600
|
2.59K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.21% |
$512 - $600
|
2.39K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.12% |
$512 - $600
|
4.03K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
5+ 0.15% |
$512 - $600
|
3.31K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5+ 0.11% |
$512 - $600
|
4.55K
$505K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.12% |
$410 - $480
|
3.36K
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4+ 0.2% |
$410 - $480
|
1.98K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4+ 0.07% |
$410 - $480
|
6.04K
$670K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4+ 0.02% |
$410 - $480
|
25.6K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.17% |
$410 - $480
|
2.33K
$258K
|