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 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 5.53% |
$182K - $213K
|
33.9K
$3.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.75K+ 10.99% |
$180K - $210K
|
17.7K
$1.77M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.75K+ 3.19% |
$179K - $210K
|
56.5K
$5.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.74K+ 3.84% |
$179K - $209K
|
47.1K
$4.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.73K+ 13.78% |
$177K - $207K
|
14.3K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.71K+ 1.43% |
$175K - $205K
|
121K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.64K+ 0.43% |
$168K - $196K
|
381K
$38.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.62K+ 52.3% |
$166K - $194K
|
4.7K
$471K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.61K+ 2.96% |
$165K - $193K
|
56K
$5.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.56K+ 19.5% |
$160K - $187K
|
9.56K
$957K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.5K+ 3.76% |
$154K - $180K
|
41.5K
$4.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
1.49K+ 21.59% |
$153K - $179K
|
8.41K
$842K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.49K+ 4.54% |
$152K - $178K
|
34.2K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.48K+ 2.36% |
$152K - $178K
|
64.3K
$6.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.47K+ 14.21% |
$151K - $176K
|
11.8K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.47K+ 4.13% |
$150K - $176K
|
37K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 33.77% |
$148K - $174K
|
5.73K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.43K+ 5.04% |
$147K - $172K
|
29.8K
$2.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.4K+ 3.65% |
$143K - $167K
|
39.7K
$3.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.39K+ 6.45% |
$143K - $167K
|
23K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
1.39K+ 0.35% |
$143K - $167K
|
395K
$39.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.38K+ 12.88% |
$142K - $166K
|
12.1K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.38K+ 0.68% |
$141K - $165K
|
205K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.35K+ 3.75% |
$139K - $162K
|
37.4K
$3.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.35K+ 73.06% |
$138K - $162K
|
3.19K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.31K+ 6.65% |
$134K - $157K
|
21K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.2K+ 4.06% |
$123K - $144K
|
30.7K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.18K+ 3.94% |
$121K - $142K
|
31.1K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.18K+ 2.31% |
$121K - $141K
|
52K
$5.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.16K+ 2.0% |
$118K - $139K
|
58.8K
$5.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 5.0% |
$116K - $136K
|
23.8K
$2.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.11K+ 3.29% |
$114K - $133K
|
34.8K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 4.74% |
$112K - $131K
|
24.2K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.09KNew |
$111K - $130K
|
1.09K
$109K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.07K+ 0.92% |
$110K - $129K
|
118K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.07K+ 6.15% |
$110K - $129K
|
18.5K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.07K+ 0.67% |
$109K - $128K
|
160K
$16.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.05K+ 26.93% |
$108K - $126K
|
4.96K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$107K - $125K
|
1.05K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.02K+ 3.16% |
$105K - $123K
|
33.4K
$3.34M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.01K+ 6.36% |
$103K - $121K
|
16.8K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.01K+ 4.51% |
$103K - $121K
|
23.3K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
995+ 3.81% |
$102K - $119K
|
27.1K
$2.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
993+ 9.78% |
$102K - $119K
|
11.1K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
978+ 2.87% |
$100K - $117K
|
35K
$3.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
968+ 8.36% |
$99.2K - $116K
|
12.6K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
961+ 0.64% |
$98.5K - $115K
|
150K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
926+ 0.47% |
$94.9K - $111K
|
199K
$19.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
902+ 16.45% |
$92.4K - $108K
|
6.39K
$639K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
899+ 21.02% |
$92.1K - $108K
|
5.18K
$518K
|