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
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
506+ 4.9% |
$51.9K - $60.7K
|
10.8K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
506+ 1.25% |
$51.9K - $60.7K
|
40.9K
$4.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
499+ 4.33% |
$51.1K - $59.9K
|
12K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
492+ 1.41% |
$50.4K - $59K
|
35.5K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
490+ 8.02% |
$50.2K - $58.8K
|
6.6K
$660K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
486+ 15.81% |
$49.8K - $58.3K
|
3.56K
$356K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
485+ 8.19% |
$49.7K - $58.2K
|
6.41K
$642K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
480+ 5.44% |
$49.2K - $57.6K
|
9.3K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
480+ 18.38% |
$49.2K - $57.6K
|
3.09K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
479+ 5.07% |
$49.1K - $57.5K
|
9.93K
$995K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
471+ 2.74% |
$48.3K - $56.5K
|
17.6K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
468+ 0.66% |
$48K - $56.1K
|
71.8K
$7.19M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
467+ 11.64% |
$47.9K - $56K
|
4.48K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
452+ 8.9% |
$46.3K - $54.2K
|
5.53K
$554K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
440+ 0.09% |
$45.1K - $52.8K
|
490K
$49.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
427+ 2.94% |
$43.8K - $51.2K
|
14.9K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
427+ 0.63% |
$43.8K - $51.2K
|
68K
$6.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
415+ 1.92% |
$42.5K - $49.8K
|
22.1K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
412+ 1.99% |
$42.2K - $49.4K
|
21.1K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
409+ 12.22% |
$41.9K - $49.1K
|
3.76K
$376K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
400+ 31.37% |
$41K - $48K
|
1.68K
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
392+ 2.12% |
$40.2K - $47K
|
18.9K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
391+ 0.46% |
$40.1K - $46.9K
|
84.6K
$8.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
389+ 0.77% |
$39.9K - $46.7K
|
51.2K
$5.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
385+ 19.85% |
$39.5K - $46.2K
|
2.33K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
366+ 20.48% |
$37.5K - $43.9K
|
2.15K
$216K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
366+ 0.43% |
$37.5K - $43.9K
|
85.3K
$8.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
364+ 6.99% |
$37.3K - $43.7K
|
5.57K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
363+ 19.59% |
$37.2K - $43.5K
|
2.22K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
360+ 0.33% |
$36.9K - $43.2K
|
109K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
350+ 3.86% |
$35.9K - $42K
|
9.43K
$944K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
339+ 1.5% |
$34.7K - $40.7K
|
23K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
327+ 13.53% |
$33.5K - $39.2K
|
2.74K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
319+ 3.18% |
$32.7K - $38.3K
|
10.3K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
314+ 22.61% |
$32.2K - $37.7K
|
1.7K
$171K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
302+ 66.96% |
$31K - $36.2K
|
753
$75.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
289+ 13.89% |
$29.6K - $34.7K
|
2.37K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
289+ 2.06% |
$29.6K - $34.7K
|
14.3K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
288+ 1.41% |
$29.5K - $34.5K
|
20.8K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
286+ 1.37% |
$29.3K - $34.3K
|
21.2K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
283+ 10.21% |
$29K - $33.9K
|
3.05K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
281+ 0.63% |
$28.8K - $33.7K
|
44.7K
$4.48M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
275+ 1.58% |
$28.2K - $33K
|
17.7K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
273+ 5.73% |
$28K - $32.7K
|
5.04K
$505K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
272+ 8.74% |
$27.9K - $32.6K
|
3.38K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
268New |
$27.5K - $32.1K
|
268
$26.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
265+ 1.54% |
$27.2K - $31.8K
|
17.5K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
262+ 7.77% |
$26.9K - $31.4K
|
3.63K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 0.45% |
$26.7K - $31.3K
|
58.2K
$5.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
251+ 1.71% |
$25.7K - $30.1K
|
14.9K
$1.5M
|