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 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
840New |
$76.1K - $92K
|
840
$98.9K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
831+ 13.06% |
$75.3K - $91K
|
7.2K
$847K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
825+ 0.55% |
$74.7K - $90.3K
|
150K
$17.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
822+ 1.42% |
$74.4K - $90K
|
58.9K
$6.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
822+ 14.76% |
$74.4K - $90K
|
6.39K
$753K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
815+ 1.17% |
$73.8K - $89.2K
|
70.3K
$8.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
812+ 25.68% |
$73.5K - $88.9K
|
3.97K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
811+ 6.31% |
$73.4K - $88.8K
|
13.7K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
811+ 52.22% |
$73.4K - $88.8K
|
2.36K
$278K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
810+ 0.35% |
$73.4K - $88.7K
|
235K
$27.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
810+ 8.54% |
$73.4K - $88.7K
|
10.3K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
807+ 4.15% |
$73.1K - $88.4K
|
20.3K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
799+ 31.73% |
$72.4K - $87.5K
|
3.32K
$391K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
793+ 3.56% |
$71.8K - $86.8K
|
23K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
789+ 9.48% |
$71.5K - $86.4K
|
9.11K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
789+ 3.65% |
$71.5K - $86.4K
|
22.4K
$2.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
761+ 3.08% |
$68.9K - $83.3K
|
25.5K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
747+ 0.77% |
$67.6K - $81.8K
|
98.4K
$11.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
746+ 29.15% |
$67.6K - $81.7K
|
3.31K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
745+ 5.06% |
$67.5K - $81.6K
|
15.5K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
742+ 24.97% |
$67.2K - $81.2K
|
3.71K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730+ 7.0% |
$66.1K - $79.9K
|
11.2K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
720New |
$65.2K - $78.8K
|
720
$84.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
712+ 1.87% |
$64.5K - $78K
|
38.9K
$4.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
708+ 23.66% |
$64.1K - $77.5K
|
3.7K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
706+ 4.95% |
$63.9K - $77.3K
|
15K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
700+ 3.44% |
$63.4K - $76.6K
|
21K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
690+ 1.34% |
$62.5K - $75.5K
|
52K
$6.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
690+ 2.37% |
$62.5K - $75.5K
|
29.8K
$3.5M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
689+ 4.85% |
$62.4K - $75.4K
|
14.9K
$1.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
689+ 2.63% |
$62.4K - $75.4K
|
26.9K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
683+ 0.95% |
$61.9K - $74.8K
|
72.5K
$8.54M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
682+ 8.73% |
$61.8K - $74.7K
|
8.49K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
680+ 18.45% |
$61.6K - $74.5K
|
4.37K
$514K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
670+ 1.42% |
$60.7K - $73.4K
|
47.8K
$5.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
668+ 6.69% |
$60.5K - $73.1K
|
10.6K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
665+ 11.16% |
$60.2K - $72.8K
|
6.63K
$780K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
665+ 2.85% |
$60.2K - $72.8K
|
24K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
658+ 21.5% |
$59.6K - $72K
|
3.72K
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
650+ 14.13% |
$58.9K - $71.2K
|
5.25K
$618K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
648+ 2.38% |
$58.7K - $70.9K
|
27.9K
$3.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
643+ 8.51% |
$58.2K - $70.4K
|
8.2K
$966K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
640+ 0.31% |
$58K - $70.1K
|
205K
$24.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
638New |
$57.8K - $69.9K
|
638
$75.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
635+ 9.32% |
$57.5K - $69.5K
|
7.45K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
631+ 8.68% |
$57.1K - $69.1K
|
7.9K
$930K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
629+ 1.52% |
$57K - $68.9K
|
42.1K
$4.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
623+ 16.05% |
$56.4K - $68.2K
|
4.5K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
617+ 3.44% |
$55.9K - $67.6K
|
18.5K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
604+ 6.84% |
$54.7K - $66.1K
|
9.44K
$1.11M
|