Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
19.3MNew |
$1.74B - $2.11B
|
19.3M
$2.14B
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14M+ 83.76% |
$103M - $124M
|
2.49M
$276M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
877K+ 7143.62% |
$79.4M - $96M
|
890K
$98.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Swf LLC
Omaha, NE |
BUY
|
- |
590K+ 6382.52% |
$53.4M - $64.6M
|
599K
$66.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
321KNew |
$29.1M - $35.1M
|
321K
$35.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
283KNew |
$25.6M - $31M
|
283K
$31.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
249KNew |
$22.6M - $27.3M
|
249K
$27.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
248KNew |
$22.4M - $27.1M
|
248K
$27.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
232KNew |
$21M - $25.4M
|
232K
$25.7M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
213K+ 2.38% |
$19.3M - $23.3M
|
9.17M
$1.02B
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207K+ 75.91% |
$18.7M - $22.7M
|
480K
$53.2M
|
|
|
Aug 08, 2025
Q2 2025
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
200KNew |
$18.2M - $21.9M
|
200K
$22.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
200K+ 5.56% |
$18.1M - $21.9M
|
3.8M
$421M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
166KNew |
$15M - $18.2M
|
166K
$18.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
136K+ 423471.88% |
$12.3M - $14.8M
|
136K
$15M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
135K+ 489.84% |
$12.3M - $14.8M
|
163K
$18.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
130KNew |
$11.8M - $14.2M
|
130K
$14.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
120K+ 5.33% |
$10.8M - $13.1M
|
2.36M
$262M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
113K+ 63.48% |
$10.2M - $12.4M
|
291K
$32.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
112K+ 235.7% |
$10.1M - $12.3M
|
160K
$17.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111K+ 432.63% |
$10.1M - $12.2M
|
137K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
107KNew |
$9.72M - $11.8M
|
107K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
107K+ 2914.07% |
$9.68M - $11.7M
|
111K
$12.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
100K+ 242.93% |
$9.09M - $11M
|
142K
$15.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86.5K+ 8.34% |
$7.84M - $9.48M
|
1.12M
$125M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
78.6K+ 8.28% |
$7.12M - $8.61M
|
1.03M
$114M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
73K+ 23.44% |
$6.61M - $7.99M
|
384K
$42.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
71.4K+ 13.39% |
$6.46M - $7.82M
|
605K
$67.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
57.4K+ 17.64% |
$5.2M - $6.28M
|
383K
$42.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
56KNew |
$5.07M - $6.13M
|
56K
$6.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
55.3K+ 18.93% |
$5M - $6.05M
|
347K
$38.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
52.3K+ 27.14% |
$4.74M - $5.73M
|
245K
$27.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
51.5K+ 11.75% |
$4.66M - $5.63M
|
490K
$54.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
50K+ 45.55% |
$4.53M - $5.48M
|
160K
$17.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
50K+ 4.77% |
$4.53M - $5.47M
|
1.1M
$122M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
50K+ 5.41% |
$4.53M - $5.47M
|
974K
$108M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.7K+ 233.1% |
$4.5M - $5.44M
|
71K
$7.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
49.4K+ 99.22% |
$4.48M - $5.41M
|
99.3K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
47.6K+ 112.26% |
$4.31M - $5.21M
|
90K
$9.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
44.1K+ 1.98% |
$3.99M - $4.83M
|
2.27M
$251M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
43.9K+ 37.16% |
$3.98M - $4.81M
|
162K
$18M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43.8K+ 17.6% |
$3.96M - $4.79M
|
292K
$32.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
43K+ 14.11% |
$3.89M - $4.7M
|
347K
$38.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
39.6K+ 61.3% |
$3.58M - $4.33M
|
104K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.4K+ 19.61% |
$3.57M - $4.31M
|
240K
$26.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
38.5K+ 20.52% |
$3.48M - $4.21M
|
226K
$25.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
38KNew |
$3.44M - $4.16M
|
38K
$4.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
37.2K+ 1924.34% |
$3.37M - $4.08M
|
39.2K
$4.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
35.9K+ 9.42% |
$3.25M - $3.93M
|
417K
$46.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
35.7K+ 10.43% |
$3.24M - $3.91M
|
378K
$42M
|