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 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-562- 8.39% |
$57.6K - $67.4K
|
6.14K
$681K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-562- 2.52% |
$57.6K - $67.4K
|
21.7K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-564- 0.71% |
$57.8K - $67.7K
|
78.9K
$8.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-566- 14.45% |
$58K - $67.9K
|
3.35K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-566- 0.83% |
$58K - $67.9K
|
67.8K
$7.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-571- 3.14% |
$58.5K - $68.5K
|
17.6K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-579- 2.69% |
$59.3K - $69.5K
|
20.9K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-580- 3.94% |
$59.4K - $69.6K
|
14.1K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-586- 2.3% |
$60.1K - $70.3K
|
24.9K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-586- 13.63% |
$60.1K - $70.3K
|
3.71K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-590- 18.69% |
$60.5K - $70.8K
|
2.57K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-597- 16.3% |
$61.2K - $71.6K
|
3.07K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-598- 11.98% |
$61.3K - $71.7K
|
4.39K
$488K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-604- 12.74% |
$61.9K - $72.5K
|
4.14K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-604- 6.2% |
$61.9K - $72.5K
|
9.14K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-607- 7.35% |
$62.2K - $72.8K
|
7.66K
$850K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-610- 5.44% |
$62.5K - $73.2K
|
10.6K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-614- 5.04% |
$62.9K - $73.7K
|
11.6K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-614- 6.86% |
$62.9K - $73.7K
|
8.33K
$925K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-615- 6.38% |
$63K - $73.8K
|
9.03K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-620- 0.64% |
$63.5K - $74.4K
|
96.8K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-620- 9.69% |
$63.5K - $74.4K
|
5.78K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-624- 18.35% |
$64K - $74.9K
|
2.78K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-628- 6.61% |
$64.4K - $75.3K
|
8.87K
$984K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-638- 0.54% |
$65.4K - $76.5K
|
118K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-645- 10.1% |
$66.1K - $77.4K
|
5.74K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-647- 11.99% |
$66.3K - $77.6K
|
4.75K
$527K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-654- 0.72% |
$67K - $78.5K
|
89.8K
$9.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-654- 6.26% |
$67K - $78.5K
|
9.8K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-655- 6.43% |
$67.1K - $78.6K
|
9.52K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-657- 2.17% |
$67.3K - $78.8K
|
29.6K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-658- 2.63% |
$67.4K - $78.9K
|
24.4K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-659- 1.44% |
$67.5K - $79.1K
|
45.2K
$5.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-660- 13.44% |
$67.6K - $79.2K
|
4.25K
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-660- 2.82% |
$67.6K - $79.2K
|
22.8K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-665- 2.43% |
$68.2K - $79.8K
|
26.8K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-667- 3.91% |
$68.4K - $80K
|
16.4K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-669- 10.29% |
$68.6K - $80.3K
|
5.83K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-670- 7.71% |
$68.7K - $80.4K
|
8.02K
$890K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-670- 0.42% |
$68.7K - $80.4K
|
158K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-675- 11.08% |
$69.2K - $81K
|
5.42K
$601K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-678- 3.48% |
$69.5K - $81.3K
|
18.8K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-679- 20.23% |
$69.6K - $81.5K
|
2.68K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-680- 3.62% |
$69.7K - $81.6K
|
18.1K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-683- 0.56% |
$70K - $81.9K
|
122K
$13.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-685- 5.96% |
$70.2K - $82.2K
|
10.8K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-685- 50.97% |
$70.2K - $82.2K
|
659
$73.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-687- 2.49% |
$70.4K - $82.4K
|
26.9K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-692- 4.4% |
$70.9K - $83K
|
15K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-699- 23.49% |
$71.6K - $83.9K
|
2.28K
$253K
|