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 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-53.9K- 6.86% |
$5.52M - $6.46M
|
731K
$81.1M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-54K- 22.16% |
$5.53M - $6.47M
|
190K
$21M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-54.2K- 9.99% |
$5.55M - $6.5M
|
488K
$54.2M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-54.5K- 80.7% |
$5.59M - $6.54M
|
13K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-56K- 3.1% |
$5.73M - $6.71M
|
1.75M
$194M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-58.7K- 22.63% |
$6.02M - $7.05M
|
201K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-59.9K- 21.6% |
$6.14M - $7.19M
|
218K
$24.1M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-60.1K- 48.39% |
$6.16M - $7.21M
|
64.1K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-61.4K- 34.19% |
$6.3M - $7.37M
|
118K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-63.8K- 3.48% |
$6.54M - $7.66M
|
1.77M
$196M
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-64.6K- 12.44% |
$6.62M - $7.75M
|
455K
$50.5M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-65.3K- 82.68% |
$6.69M - $7.83M
|
13.7K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-68.4K- 28.01% |
$7.01M - $8.21M
|
176K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-68.6K- 4.0% |
$7.03M - $8.22M
|
1.65M
$183M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-69.3K- 60.67% |
$7.1M - $8.31M
|
44.9K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-69.4K- 50.67% |
$7.12M - $8.33M
|
67.6K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-70.2K- 56.74% |
$7.2M - $8.42M
|
53.5K
$5.94M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-71.1K- 9.86% |
$7.29M - $8.53M
|
650K
$72.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-75.5K- 1.03% |
$7.74M - $9.06M
|
7.25M
$804M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-76.4K- 14.01% |
$7.83M - $9.17M
|
469K
$52M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-77.5K- 93.67% |
$7.95M - $9.3M
|
5.24K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-80.2K- 8.68% |
$8.22M - $9.62M
|
844K
$93.6M
|
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82.6K- 10.2% |
$8.46M - $9.9M
|
727K
$80.6M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-82.9K- 36.63% |
$8.49M - $9.94M
|
143K
$15.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-86.1K- 96.64% |
$8.82M - $10.3M
|
3K
$332K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-88K- 62.12% |
$9.02M - $10.6M
|
53.6K
$5.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-89K- 2.29% |
$9.12M - $10.7M
|
3.8M
$422M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-98.9K- 5.42% |
$10.1M - $11.9M
|
1.72M
$191M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-100K- 94.02% |
$10.3M - $12M
|
6.37K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-104K- 95.74% |
$10.7M - $12.5M
|
4.64K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105KClosed |
$10.8M - $12.6M
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-112K- 39.49% |
$11.5M - $13.5M
|
172K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-113K- 94.15% |
$11.5M - $13.5M
|
6.99K
$776K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-114K- 25.02% |
$11.7M - $13.7M
|
342K
$38M
|
|
|
May 13, 2025
Q1 2025
|
Bronte Capital Management Pty Ltd.
|
SELL
|
- |
-115K- 8.14% |
$11.8M - $13.8M
|
1.3M
$144M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-116K- 21.85% |
$11.9M - $13.9M
|
415K
$46.1M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-118K- 21.27% |
$12.1M - $14.2M
|
438K
$48.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-123K- 3.92% |
$12.6M - $14.7M
|
3.01M
$334M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-130K- 50.58% |
$13.3M - $15.6M
|
127K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-131K- 40.03% |
$13.4M - $15.7M
|
196K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-131K- 0.92% |
$13.5M - $15.8M
|
14.1M
$1.56B
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-140K- 98.73% |
$14.3M - $16.8M
|
1.8K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-149K- 58.04% |
$15.3M - $17.9M
|
108K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-150K- 84.32% |
$15.3M - $18M
|
27.8K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-150K- 39.25% |
$15.4M - $18M
|
232K
$25.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-166K- 89.92% |
$17M - $19.9M
|
18.6K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-166K- 2.99% |
$17M - $19.9M
|
5.39M
$599M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-171K- 21.5% |
$17.5M - $20.5M
|
623K
$69.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-174K- 18.06% |
$17.8M - $20.9M
|
790K
$87.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-175K- 78.64% |
$17.9M - $20.9M
|
47.4K
$5.26M
|