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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 31.54% |
$447K - $523K
|
9.46K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 13.3% |
$456K - $534K
|
29K
$3.21M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-4.47K- 13.73% |
$459K - $537K
|
28.1K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-4.51K- 41.63% |
$462K - $541K
|
6.33K
$701K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.51K- 17.62% |
$462K - $541K
|
21.1K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.52K- 7.17% |
$463K - $542K
|
58.4K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-4.56K- 18.77% |
$468K - $547K
|
19.7K
$2.19M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.72K- 11.37% |
$483K - $566K
|
36.8K
$4.08M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.73K- 8.63% |
$484K - $567K
|
50.1K
$5.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-4.75K- 1.45% |
$486K - $569K
|
322K
$35.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.83K- 1.55% |
$495K - $579K
|
306K
$33.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.85K- 3.92% |
$497K - $581K
|
119K
$13.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.93K- 16.02% |
$505K - $591K
|
25.8K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.96K- 37.65% |
$508K - $595K
|
8.21K
$911K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 27.99% |
$512K - $600K
|
12.9K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-5.01K- 5.23% |
$514K - $601K
|
90.8K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.07K- 5.01% |
$520K - $609K
|
96.1K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-5.1K- 53.38% |
$522K - $611K
|
4.45K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.15K- 13.19% |
$528K - $618K
|
33.9K
$3.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 15.24% |
$530K - $620K
|
28.7K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.18K- 38.02% |
$531K - $621K
|
8.44K
$936K
|
|
|
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
$9.79M
|
|
|
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
$9.23M
|
|
|
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
$54.3M
|
|
|
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
$791K
|
|
|
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
$47.1K
|
|
|
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
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.65K- 18.15% |
$681K - $797K
|
30K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.77K- 4.06% |
$694K - $813K
|
160K
$17.8M
|