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
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250+ 3.48% |
$25.6K - $30K
|
7.43K
$744K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
247+ 3.18% |
$25.3K - $29.6K
|
8.02K
$803K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
245+ 2.25% |
$25.1K - $29.4K
|
11.1K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
245+ 3.08% |
$25.1K - $29.4K
|
8.21K
$822K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
239+ 6.06% |
$24.5K - $28.7K
|
4.18K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
235+ 11.83% |
$24.1K - $28.2K
|
2.22K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
234+ 0.82% |
$24K - $28.1K
|
28.7K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
231+ 12.45% |
$23.7K - $27.7K
|
2.09K
$209K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
227+ 4.97% |
$23.3K - $27.2K
|
4.8K
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
224+ 2.34% |
$23K - $26.9K
|
9.79K
$980K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
222+ 3.26% |
$22.8K - $26.6K
|
7.02K
$703K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
220+ 1.91% |
$22.5K - $26.4K
|
11.7K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
220+ 1.16% |
$22.5K - $26.4K
|
19.2K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
215+ 4.0% |
$22K - $25.8K
|
5.59K
$560K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
212+ 0.51% |
$21.7K - $25.4K
|
42K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
211+ 5.53% |
$21.6K - $25.3K
|
4.03K
$403K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
211+ 7.27% |
$21.6K - $25.3K
|
3.11K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
208+ 8.5% |
$21.3K - $25K
|
2.66K
$266K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
206+ 4.48% |
$21.1K - $24.7K
|
4.81K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
206+ 1.22% |
$21.1K - $24.7K
|
17.1K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
205+ 11.54% |
$21K - $24.6K
|
1.98K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
201+ 3.8% |
$20.6K - $24.1K
|
5.5K
$550K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200+ 3.09% |
$20.5K - $24K
|
6.67K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
198+ 3.53% |
$20.3K - $23.8K
|
5.8K
$581K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
196+ 1.68% |
$20.1K - $23.5K
|
11.9K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
194+ 7.46% |
$19.9K - $23.3K
|
2.8K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
192+ 1.25% |
$19.7K - $23K
|
15.6K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
192+ 3.27% |
$19.7K - $23K
|
6.07K
$607K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
192+ 1.72% |
$19.7K - $23K
|
11.4K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
185+ 0.09% |
$19K - $22.2K
|
207K
$20.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
183+ 8.75% |
$18.8K - $22K
|
2.27K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
182+ 1.0% |
$18.7K - $21.8K
|
18.4K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
156+ 2.25% |
$16K - $18.7K
|
7.08K
$709K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
154+ 1.4% |
$15.8K - $18.5K
|
11.1K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
153+ 2.38% |
$15.7K - $18.4K
|
6.58K
$659K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
151+ 8.3% |
$15.5K - $18.1K
|
1.97K
$197K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
149+ 4.19% |
$15.3K - $17.9K
|
3.7K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
148+ 0.05% |
$15.2K - $17.8K
|
276K
$27.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
145+ 1.1% |
$14.9K - $17.4K
|
13.3K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
134+ 4.1% |
$13.7K - $16.1K
|
3.4K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
131+ 0.18% |
$13.4K - $15.7K
|
74K
$7.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
128+ 105.79% |
$13.1K - $15.4K
|
249
$24.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
128+ 4.33% |
$13.1K - $15.4K
|
3.08K
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
125New |
$12.8K - $15K
|
125
$12.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
121+ 0.89% |
$12.4K - $14.5K
|
13.7K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
115+ 5.02% |
$11.8K - $13.8K
|
2.4K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
112+ 6.07% |
$11.5K - $13.4K
|
1.96K
$196K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
105+ 0.88% |
$10.8K - $12.6K
|
12.1K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
102+ 1.81% |
$10.5K - $12.2K
|
5.73K
$574K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
100+ 2.08% |
$10.2K - $12K
|
4.9K
$490K
|