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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.57K+ 18.64% |
$143K - $172K
|
10K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.56K+ 2.6% |
$141K - $171K
|
61.5K
$7.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.56K+ 8.85% |
$141K - $170K
|
19.2K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
1.53K+ 3.23% |
$139K - $168K
|
48.9K
$5.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.52K+ 3.51% |
$138K - $167K
|
45K
$5.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.52K+ 1.13% |
$138K - $167K
|
136K
$16M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.51K+ 3.11% |
$137K - $166K
|
50.2K
$5.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.51K+ 11.95% |
$137K - $165K
|
14.2K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
1.5K+ 4.76% |
$135K - $164K
|
32.9K
$3.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.48K+ 14.85% |
$134K - $162K
|
11.5K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.47K+ 1.72% |
$133K - $161K
|
86.7K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
1.46K+ 5.09% |
$133K - $160K
|
30.2K
$3.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 7.35% |
$131K - $158K
|
21.1K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.44K+ 4.22% |
$130K - $158K
|
35.5K
$4.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.43K+ 3.72% |
$129K - $156K
|
39.8K
$4.68M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.42K+ 8.93% |
$129K - $156K
|
17.4K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.42K+ 3.16% |
$129K - $156K
|
46.5K
$5.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.42K+ 2.48% |
$128K - $155K
|
58.6K
$6.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.41K+ 6.43% |
$127K - $154K
|
23.3K
$2.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.38K+ 47.68% |
$125K - $151K
|
4.27K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 5.97% |
$125K - $151K
|
24.5K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.37K+ 3.76% |
$124K - $149K
|
37.7K
$4.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.35K+ 2.54% |
$122K - $148K
|
54.4K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.35K+ 4.53% |
$122K - $148K
|
31.1K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
1.35K+ 2.12% |
$122K - $148K
|
64.9K
$7.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.34K+ 2.29% |
$121K - $147K
|
59.8K
$7.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.34K+ 1.31% |
$121K - $147K
|
104K
$12.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 1.82% |
$120K - $146K
|
74.4K
$8.76M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.32K+ 2.75% |
$120K - $145K
|
49.4K
$5.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.32K+ 10.54% |
$120K - $145K
|
13.9K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.32K+ 3.46% |
$120K - $145K
|
39.5K
$4.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.32K+ 4.14% |
$119K - $144K
|
33.1K
$3.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.3K+ 12.47% |
$118K - $142K
|
11.7K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.3K+ 34.91% |
$118K - $142K
|
5.03K
$592K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.3K+ 8666.67% |
$118K - $142K
|
1.32K
$155K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.3K+ 11.58% |
$117K - $142K
|
12.5K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.29K+ 6.13% |
$117K - $141K
|
22.4K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.29K+ 2.09% |
$116K - $141K
|
62.7K
$7.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 6.87% |
$116K - $141K
|
20K
$2.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 4.12% |
$115K - $139K
|
32.1K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.27K+ 7464.71% |
$115K - $139K
|
1.29K
$151K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.26K+ 11.49% |
$114K - $138K
|
12.2K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.25K+ 581.86% |
$113K - $137K
|
1.47K
$173K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.25K+ 1596.15% |
$113K - $136K
|
1.32K
$156K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 17.11% |
$112K - $136K
|
8.48K
$999K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.24K+ 5.66% |
$112K - $135K
|
23.1K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.23K+ 48.66% |
$112K - $135K
|
3.77K
$444K
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.23K+ 31.57% |
$111K - $134K
|
5.12K
$603K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.89% |
$111K - $134K
|
32.8K
$3.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.22K+ 6.09% |
$111K - $134K
|
21.3K
$2.51M
|