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
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.2K- 0.23% |
$4.02M - $4.7M
|
17.1M
$1.9B
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-39.3K- 16.36% |
$4.03M - $4.72M
|
201K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-40K- 42.43% |
$4.1M - $4.8M
|
54.3K
$6.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.1K- 35.47% |
$4.11M - $4.81M
|
72.9K
$8.08M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 63.52% |
$4.11M - $4.81M
|
23K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-40.2K- 75.58% |
$4.12M - $4.82M
|
13K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-42.5K- 82.85% |
$4.35M - $5.1M
|
8.79K
$975K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-44.3K- 77.44% |
$4.54M - $5.32M
|
12.9K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-45K- 79.64% |
$4.61M - $5.4M
|
11.5K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-46.9K- 39.08% |
$4.8M - $5.62M
|
73K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-46.9K- 14.48% |
$4.81M - $5.63M
|
277K
$30.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-47.3K- 65.53% |
$4.85M - $5.67M
|
24.9K
$2.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-47.9K- 2.2% |
$4.91M - $5.74M
|
2.13M
$236M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-48.3K- 72.82% |
$4.95M - $5.79M
|
18K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-48.4K- 4.17% |
$4.96M - $5.8M
|
1.11M
$123M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.4K- 11.39% |
$4.96M - $5.81M
|
377K
$41.8M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-48.4K- 92.02% |
$4.96M - $5.81M
|
4.2K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-50.2K- 48.13% |
$5.15M - $6.03M
|
54.1K
$6M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-51.2K- 62.89% |
$5.24M - $6.14M
|
30.2K
$3.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-51.9K- 34.69% |
$5.31M - $6.22M
|
97.6K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-52.1K- 84.58% |
$5.34M - $6.25M
|
9.5K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-53.5K- 15.03% |
$5.48M - $6.42M
|
302K
$33.5M
|
|
|
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
$7.11M
|
|
|
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
$50.4M
|
|
|
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
$581K
|
|
|
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
$421M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-98.9K- 5.42% |
$10.1M - $11.9M
|
1.72M
$191M
|