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 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
888+ 3.41% |
$91K - $107K
|
26.9K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
881+ 13.59% |
$90.3K - $106K
|
7.36K
$737K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
877+ 1.37% |
$89.9K - $105K
|
65K
$6.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
877+ 5.31% |
$89.9K - $105K
|
17.4K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
875+ 11.64% |
$89.7K - $105K
|
8.39K
$840K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
871+ 0.66% |
$89.3K - $104K
|
133K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
852+ 3.59% |
$87.3K - $102K
|
24.6K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
851+ 1.07% |
$87.2K - $102K
|
80.3K
$8.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
844+ 2.66% |
$86.5K - $101K
|
32.6K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
809+ 13.77% |
$82.9K - $97K
|
6.69K
$669K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
758+ 6.43% |
$77.7K - $90.9K
|
12.6K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
743+ 4.89% |
$76.2K - $89.1K
|
15.9K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
743+ 0.45% |
$76.2K - $89.1K
|
165K
$16.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
742New |
$76K - $89K
|
742
$74.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
733+ 0.22% |
$75.1K - $87.9K
|
328K
$32.9M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
728+ 10.68% |
$74.6K - $87.3K
|
7.55K
$756K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
717+ 3.81% |
$73.5K - $86K
|
19.5K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
709+ 23.97% |
$72.7K - $85.1K
|
3.67K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
690+ 6.25% |
$70.7K - $82.8K
|
11.7K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
688+ 2.1% |
$70.5K - $82.5K
|
33.4K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
686+ 7.87% |
$70.3K - $82.3K
|
9.4K
$941K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
679+ 0.72% |
$69.6K - $81.5K
|
94.8K
$9.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
677New |
$69.4K - $81.2K
|
677
$67.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
665+ 355.61% |
$68.2K - $79.8K
|
852
$85.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
663+ 28.58% |
$68K - $79.5K
|
2.98K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
661New |
$67.7K - $79.3K
|
661
$66.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
651+ 2.29% |
$66.7K - $78.1K
|
29K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
628+ 4.92% |
$64.4K - $75.3K
|
13.4K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
622+ 4.6% |
$63.7K - $74.6K
|
14.2K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
620+ 12.98% |
$63.5K - $74.4K
|
5.4K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
602+ 0.05% |
$61.7K - $72.2K
|
1.17M
$117M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
599+ 3.46% |
$61.4K - $71.9K
|
17.9K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
593+ 4.34% |
$60.8K - $71.1K
|
14.3K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
593+ 5.11% |
$60.8K - $71.1K
|
12.2K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
580+ 1.03% |
$59.4K - $69.6K
|
56.6K
$5.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
574+ 10.31% |
$58.8K - $68.9K
|
6.14K
$615K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
571+ 0.71% |
$58.5K - $68.5K
|
80.9K
$8.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
570+ 6.06% |
$58.4K - $68.4K
|
9.98K
$999K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
567+ 2.74% |
$58.1K - $68K
|
21.3K
$2.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
561+ 6.21% |
$57.5K - $67.3K
|
9.6K
$961K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
560+ 2.07% |
$57.4K - $67.2K
|
27.6K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
558+ 30.68% |
$57.2K - $66.9K
|
2.38K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
558+ 13.58% |
$57.2K - $66.9K
|
4.67K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
553+ 18.13% |
$56.7K - $66.3K
|
3.6K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
550+ 0.39% |
$56.4K - $66K
|
143K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
545+ 0.75% |
$55.9K - $65.4K
|
73.4K
$7.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
531+ 1.68% |
$54.4K - $63.7K
|
32.1K
$3.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
531+ 10.76% |
$54.4K - $63.7K
|
5.47K
$547K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
522+ 4.07% |
$53.5K - $62.6K
|
13.3K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
519+ 2.03% |
$53.2K - $62.3K
|
26.1K
$2.61M
|