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 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.8K+ 1.06% |
$287K - $336K
|
267K
$26.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.77K+ 5.46% |
$284K - $333K
|
53.6K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 0.9% |
$284K - $332K
|
310K
$31M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.77K+ 69.14% |
$283K - $332K
|
6.76K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.76K+ 13.59% |
$283K - $331K
|
23.1K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
2.71K+ 17.64% |
$277K - $324K
|
18K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.69KNew |
$276K - $323K
|
2.69K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 13.59% |
$273K - $319K
|
22.2K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.63K+ 18.73% |
$269K - $315K
|
16.7K
$1.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.62KNew |
$268K - $314K
|
2.62K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.6K+ 8.32% |
$267K - $312K
|
33.9K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.6K+ 1.2% |
$266K - $312K
|
220K
$22M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.6K+ 4.65% |
$266K - $312K
|
58.5K
$5.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.55K+ 3.65% |
$261K - $306K
|
72.3K
$7.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.5K+ 21.31% |
$256K - $300K
|
14.2K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.41K+ 12.93% |
$247K - $290K
|
21.1K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.37K+ 6.16% |
$243K - $284K
|
40.8K
$4.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.35K+ 2.31% |
$241K - $282K
|
104K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 4.54% |
$241K - $282K
|
54.1K
$5.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.33K+ 5.68% |
$239K - $280K
|
43.4K
$4.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2.33K+ 6.73% |
$239K - $279K
|
37K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.33K+ 5.5% |
$238K - $279K
|
44.6K
$4.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$236K - $276K
|
2.3K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 1.2% |
$232K - $271K
|
191K
$19.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.22K+ 53.01% |
$228K - $267K
|
6.41K
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.2K+ 20.5% |
$225K - $264K
|
12.9K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
2.2K+ 6.34% |
$225K - $264K
|
36.8K
$3.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.19K+ 5.03% |
$225K - $263K
|
45.8K
$4.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 3.33% |
$225K - $263K
|
68K
$6.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.18KNew |
$223K - $261K
|
2.18K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.18KNew |
$223K - $261K
|
2.18K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
2.16K+ 88.18% |
$221K - $259K
|
4.6K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.15K+ 88.86% |
$221K - $258K
|
4.58K
$458K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.12K+ 22.36% |
$217K - $254K
|
11.6K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
2.12K+ 1.08% |
$217K - $254K
|
198K
$19.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 1.58% |
$207K - $242K
|
130K
$13M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.01K+ 3.03% |
$206K - $242K
|
68.6K
$6.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2K+ 4.21% |
$205K - $240K
|
49.5K
$4.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.98KNew |
$203K - $237K
|
1.98K
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.96K+ 4.12% |
$200K - $235K
|
49.4K
$4.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.91K+ 10.75% |
$196K - $229K
|
19.7K
$1.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.9K+ 31.81% |
$195K - $228K
|
7.89K
$790K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.9K+ 95.57% |
$195K - $228K
|
3.89K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.89K+ 33.4% |
$194K - $227K
|
7.55K
$756K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.86K+ 5.62% |
$191K - $223K
|
34.9K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.85K+ 0.51% |
$189K - $221K
|
365K
$36.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.84K+ 11.91% |
$189K - $221K
|
17.3K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.82K+ 8.05% |
$186K - $218K
|
24.4K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.8K+ 5.72% |
$184K - $216K
|
33.3K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.78K+ 2.3% |
$183K - $214K
|
79.4K
$7.95M
|