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
|
Legacy Advisors, LLC
|
BUY
|
- |
11.1K+ 5.42% |
$1.14M - $1.33M
|
216K
$21.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.6K+ 17.8% |
$1.08M - $1.27M
|
70K
$7M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 11.59% |
$1.04M - $1.21M
|
97.4K
$9.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
10K+ 25.13% |
$1.02M - $1.2M
|
49.8K
$4.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9.84K+ 10.65% |
$1.01M - $1.18M
|
102K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
9.58KNew |
$982K - $1.15M
|
9.58K
$960K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
9.53K+ 9.91% |
$976K - $1.14M
|
106K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
9.36K+ 8.16% |
$960K - $1.12M
|
124K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.33K+ 417.5% |
$956K - $1.12M
|
11.6K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.3K+ 7.1% |
$954K - $1.12M
|
140K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9.03K+ 13.64% |
$926K - $1.08M
|
75.2K
$7.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.01K+ 5.99% |
$924K - $1.08M
|
159K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.97K+ 0.67% |
$920K - $1.08M
|
1.36M
$136M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8.95K+ 20.36% |
$917K - $1.07M
|
52.9K
$5.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.95K+ 14.81% |
$917K - $1.07M
|
69.3K
$6.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.95K+ 91.79% |
$917K - $1.07M
|
18.7K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
8.6K+ 14.08% |
$881K - $1.03M
|
69.7K
$6.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.5K+ 7.83% |
$871K - $1.02M
|
117K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
8.38K+ 20.53% |
$859K - $1.01M
|
49.2K
$4.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.09K+ 1.66% |
$829K - $970K
|
496K
$49.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
7.95K+ 64.22% |
$815K - $954K
|
20.3K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7.89K+ 3.29% |
$808K - $946K
|
247K
$24.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
7.58KNew |
$777K - $910K
|
7.58K
$759K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.18K+ 21.05% |
$735K - $861K
|
41.3K
$4.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.13K+ 26.72% |
$731K - $855K
|
33.8K
$3.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.13K+ 6.08% |
$730K - $855K
|
124K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.12K+ 2.71% |
$730K - $854K
|
270K
$27M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.04K+ 148.3% |
$722K - $845K
|
11.8K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6.96KNew |
$713K - $835K
|
6.96K
$697K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.85K+ 28.39% |
$702K - $821K
|
31K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
6.74K+ 3.65% |
$691K - $809K
|
191K
$19.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.69K+ 4.05% |
$686K - $802K
|
172K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.68K+ 3.74% |
$685K - $801K
|
185K
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6.56KNew |
$672K - $787K
|
6.56K
$657K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.47K+ 2.68% |
$663K - $776K
|
248K
$24.9M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.46K+ 15.3% |
$662K - $775K
|
48.7K
$4.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.28K+ 9.6% |
$644K - $753K
|
71.7K
$7.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.1K+ 56.88% |
$625K - $732K
|
16.8K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.87K+ 1.16% |
$602K - $704K
|
511K
$51.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.83KNew |
$598K - $700K
|
5.83K
$584K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.75K+ 2.52% |
$590K - $690K
|
235K
$23.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.67K+ 4.82% |
$581K - $680K
|
123K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.67K+ 125.55% |
$581K - $680K
|
10.2K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.47K+ 11.96% |
$561K - $657K
|
51.2K
$5.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.39KNew |
$553K - $647K
|
5.39K
$540K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.34K+ 50.52% |
$548K - $641K
|
15.9K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.2KNew |
$533K - $624K
|
5.2K
$521K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.15K+ 3.31% |
$528K - $618K
|
161K
$16.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.06K+ 9.53% |
$518K - $606K
|
58.1K
$5.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5.03K+ 15.8% |
$515K - $603K
|
36.8K
$3.69M
|