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
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.92K+ 30.69% |
$504K - $590K
|
21K
$2.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.68K+ 1.68% |
$480K - $562K
|
283K
$28.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.64K+ 26.95% |
$476K - $557K
|
21.9K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.62KNew |
$474K - $554K
|
4.62K
$463K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.54K+ 1.36% |
$465K - $544K
|
338K
$33.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.52K+ 17.18% |
$463K - $542K
|
30.8K
$3.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.38K+ 11.12% |
$449K - $526K
|
43.8K
$4.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.36K+ 43.71% |
$447K - $524K
|
14.3K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 3.31% |
$447K - $524K
|
136K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.33K+ 153.4% |
$444K - $519K
|
7.15K
$716K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.27K+ 6.78% |
$438K - $513K
|
67.3K
$6.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.27K+ 10.28% |
$438K - $512K
|
45.8K
$4.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.24K+ 9.2% |
$435K - $509K
|
50.4K
$5.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.13K+ 4.1% |
$423K - $495K
|
105K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.03K+ 9.73% |
$413K - $483K
|
45.4K
$4.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.01K+ 7.8% |
$411K - $481K
|
55.4K
$5.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.99K+ 8.11% |
$408K - $478K
|
53.1K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.94K+ 5.71% |
$404K - $472K
|
72.9K
$7.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.93K+ 2.96% |
$403K - $472K
|
137K
$13.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.88K+ 6.51% |
$398K - $466K
|
63.5K
$6.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
3.85K+ 5.08% |
$394K - $462K
|
79.6K
$7.97M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
3.81K+ 2.58% |
$390K - $457K
|
151K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.81K+ 5.65% |
$390K - $457K
|
71.2K
$7.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.8K+ 3.4% |
$390K - $456K
|
116K
$11.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.74K+ 21.75% |
$384K - $449K
|
20.9K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
3.69KNew |
$378K - $442K
|
3.69K
$369K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3.68K+ 3.21% |
$377K - $442K
|
118K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.62K+ 12.87% |
$371K - $434K
|
31.7K
$3.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.59K+ 4.96% |
$368K - $430K
|
75.9K
$7.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.58K+ 8.22% |
$367K - $429K
|
47.1K
$4.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.55K+ 40.62% |
$364K - $426K
|
12.3K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.47K+ 2.34% |
$355K - $416K
|
151K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
3.46K+ 7.88% |
$355K - $415K
|
47.4K
$4.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.44K+ 98.79% |
$352K - $412K
|
6.91K
$692K
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
3.4K+ 1.89% |
$348K - $408K
|
184K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.4K+ 10.41% |
$348K - $408K
|
36.1K
$3.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.32K+ 6.96% |
$340K - $398K
|
51K
$5.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.15K+ 12.69% |
$322K - $377K
|
27.9K
$2.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
3.1K+ 5.95% |
$318K - $372K
|
55.1K
$5.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.09K+ 18.23% |
$317K - $371K
|
20.1K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
2.97K+ 5.27% |
$304K - $356K
|
59.3K
$5.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.93K+ 4.44% |
$301K - $352K
|
69K
$6.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.92K+ 15.68% |
$299K - $350K
|
21.5K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.91K+ 0.32% |
$298K - $349K
|
899K
$90M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.9K+ 6.03% |
$297K - $348K
|
50.9K
$5.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.89K+ 5.16% |
$297K - $347K
|
59K
$5.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.89KNew |
$296K - $347K
|
2.89K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.89K+ 4.33% |
$296K - $347K
|
69.7K
$6.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.85K+ 1.17% |
$292K - $342K
|
246K
$24.6M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.85K+ 4.63% |
$292K - $342K
|
64.4K
$6.44M
|