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 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-10- 0.13% |
$1.02K - $1.2K
|
7.64K
$847K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-10- 1.15% |
$1.02K - $1.2K
|
856
$95K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 7.94% |
$1.02K - $1.2K
|
116
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-10- 0.16% |
$1.02K - $1.2K
|
6.08K
$674K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-11- 4.89% |
$1.13K - $1.32K
|
214
$23.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-12- 3.08% |
$1.23K - $1.44K
|
377
$41.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 0.98% |
$1.23K - $1.44K
|
1.22K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-12- 0.38% |
$1.23K - $1.44K
|
3.15K
$350K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-12- 0.02% |
$1.23K - $1.44K
|
73.3K
$8.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-13- 0.1% |
$1.33K - $1.56K
|
13.1K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-13- 7.98% |
$1.33K - $1.56K
|
150
$16.6K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-13- 0.35% |
$1.33K - $1.56K
|
3.72K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-14- 0.24% |
$1.43K - $1.68K
|
5.94K
$659K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-16- 0.08% |
$1.64K - $1.92K
|
20.1K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16- 0.1% |
$1.64K - $1.92K
|
16.6K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16- 0.16% |
$1.64K - $1.92K
|
9.99K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-17- 0.24% |
$1.74K - $2.04K
|
7.07K
$784K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-17- 0.16% |
$1.74K - $2.04K
|
10.9K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-17- 0.09% |
$1.74K - $2.04K
|
18.2K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-18- 3.12% |
$1.84K - $2.16K
|
559
$62K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-18- 0.23% |
$1.84K - $2.16K
|
7.81K
$866K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-19- 0.63% |
$1.95K - $2.28K
|
3.01K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-19- 0.83% |
$1.95K - $2.28K
|
2.28K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-19- 0.04% |
$1.95K - $2.28K
|
43.5K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-19- 0.58% |
$1.95K - $2.28K
|
3.24K
$359K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-20- 0.55% |
$2.05K - $2.4K
|
3.62K
$402K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-20- 0.85% |
$2.05K - $2.4K
|
2.34K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-20- 1.81% |
$2.05K - $2.4K
|
1.09K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-20- 0.33% |
$2.05K - $2.4K
|
5.98K
$663K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-21- 0.67% |
$2.15K - $2.52K
|
3.12K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-23- 0.05% |
$2.36K - $2.76K
|
49.9K
$5.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-24- 0.83% |
$2.46K - $2.88K
|
2.86K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-24- 0.28% |
$2.46K - $2.88K
|
8.57K
$950K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-24- 0.08% |
$2.46K - $2.88K
|
29.7K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-25- 0.53% |
$2.56K - $3K
|
4.68K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-26- 0.67% |
$2.66K - $3.12K
|
3.85K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-26- 0.71% |
$2.66K - $3.12K
|
3.66K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-26- 0.03% |
$2.66K - $3.12K
|
82.7K
$9.18M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-27- 0.4% |
$2.77K - $3.24K
|
6.67K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-27- 0.03% |
$2.77K - $3.24K
|
91.4K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-27- 0.64% |
$2.77K - $3.24K
|
4.18K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-28- 0.35% |
$2.87K - $3.36K
|
7.89K
$875K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-28- 0.11% |
$2.87K - $3.36K
|
25.1K
$2.78M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-30- 2.31% |
$3.07K - $3.6K
|
1.27K
$141K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-31- 1.13% |
$3.18K - $3.72K
|
2.7K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-31- 1.36% |
$3.18K - $3.72K
|
2.25K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-31- 0.38% |
$3.18K - $3.72K
|
8.23K
$913K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-32- 1.26% |
$3.28K - $3.84K
|
2.5K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33- 1.23% |
$3.38K - $3.96K
|
2.64K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-34- 0.19% |
$3.48K - $4.08K
|
18K
$2M
|