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 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.18K- 38.02% |
$531K - $621K
|
8.44K
$937K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-5.25K- 5.04% |
$538K - $629K
|
98.9K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.28K- 5.64% |
$541K - $634K
|
88.3K
$9.8M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.28K- 12.48% |
$542K - $634K
|
37K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.32K- 16.62% |
$545K - $638K
|
26.7K
$2.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-5.33K- 15.55% |
$547K - $640K
|
29K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.39K- 13.09% |
$553K - $647K
|
35.8K
$3.97M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.45K- 9.69% |
$559K - $654K
|
50.8K
$5.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.55K- 8.13% |
$569K - $666K
|
62.7K
$6.96M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.56K- 16.83% |
$570K - $667K
|
27.5K
$3.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 6.26% |
$570K - $667K
|
83.2K
$9.24M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5.57K- 25.36% |
$571K - $668K
|
16.4K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5.59K- 16.57% |
$573K - $670K
|
28.1K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.6K- 0.49% |
$574K - $672K
|
1.14M
$126M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.66K- 1.5% |
$580K - $679K
|
371K
$41.2M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-5.78K- 25.0% |
$593K - $694K
|
17.3K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.85K- 5.76% |
$599K - $702K
|
95.7K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-5.92K- 4.67% |
$606K - $710K
|
121K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-5.99K- 1.21% |
$614K - $718K
|
490K
$54.4M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6KClosed |
$615K - $720K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-6.11K- 46.13% |
$626K - $733K
|
7.14K
$792K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-6.31K- 5.03% |
$647K - $757K
|
119K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.42K- 27.19% |
$658K - $770K
|
17.2K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.42K- 11.01% |
$658K - $770K
|
51.9K
$5.76M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-6.55K- 21.16% |
$671K - $786K
|
24.4K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-6.56K- 93.92% |
$673K - $787K
|
425
$47.2K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.56K- 67.61% |
$673K - $787K
|
3.14K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.64K- 59.86% |
$680K - $796K
|
4.45K
$494K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.65K- 18.15% |
$681K - $797K
|
30K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.77K- 4.06% |
$694K - $813K
|
160K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-6.79K- 3.94% |
$696K - $815K
|
165K
$18.4M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-6.82K- 19.19% |
$699K - $818K
|
28.7K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.95K- 23.37% |
$713K - $834K
|
22.8K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.22K- 31.85% |
$740K - $866K
|
15.5K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7.24K- 3.56% |
$742K - $868K
|
196K
$21.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.28K- 3.78% |
$746K - $873K
|
185K
$20.5M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.34K- 5.41% |
$753K - $881K
|
128K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-7.49K- 17.1% |
$767K - $898K
|
36.3K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-7.53K- 55.41% |
$771K - $903K
|
6.06K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-7.54K- 66.39% |
$773K - $904K
|
3.82K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-7.56K- 43.89% |
$775K - $907K
|
9.66K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-7.63K- 7.68% |
$782K - $916K
|
91.7K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.75K- 16.2% |
$795K - $930K
|
40.1K
$4.45M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.77K- 12.89% |
$796K - $931K
|
52.5K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.78K- 2.7% |
$797K - $933K
|
280K
$31M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.8K- 0.8% |
$799K - $935K
|
970K
$108M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.82K- 37.46% |
$802K - $938K
|
13.1K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-7.87K- 18.94% |
$806K - $943K
|
33.7K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.9K- 22.21% |
$810K - $948K
|
27.7K
$3.07M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-8.05K- 23.33% |
$825K - $966K
|
26.5K
$2.94M
|