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 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
138+ 1.85% |
$12.5K - $15.1K
|
7.62K
$897K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
135+ 1.98% |
$12.2K - $14.8K
|
6.94K
$818K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
134+ 3.61% |
$12.1K - $14.7K
|
3.85K
$454K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
132+ 5.8% |
$12K - $14.5K
|
2.41K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
132+ 0.54% |
$12K - $14.5K
|
24.4K
$2.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
130New |
$11.8K - $14.2K
|
130
$15.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
128+ 5.62% |
$11.6K - $14K
|
2.41K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
128+ 1.73% |
$11.6K - $14K
|
7.55K
$889K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
127+ 4.4% |
$11.5K - $13.9K
|
3.01K
$355K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
127+ 92.03% |
$11.5K - $13.9K
|
265
$31.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
124+ 1.22% |
$11.2K - $13.6K
|
10.3K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
123+ 0.61% |
$11.1K - $13.5K
|
20.3K
$2.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
123+ 3.46% |
$11.1K - $13.5K
|
3.68K
$434K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
122+ 1.43% |
$11K - $13.4K
|
8.67K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
121+ 121.0% |
$11K - $13.2K
|
221
$26K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
119+ 1.53% |
$10.8K - $13K
|
7.91K
$932K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
117+ 2.6% |
$10.6K - $12.8K
|
4.61K
$543K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
109+ 0.78% |
$9.87K - $11.9K
|
14.2K
$1.67M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 4.54% |
$9.78K - $11.8K
|
2.49K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
108+ 9.87% |
$9.78K - $11.8K
|
1.2K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
108New |
$9.78K - $11.8K
|
108
$12.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
106+ 4.45% |
$9.6K - $11.6K
|
2.49K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
103+ 0.31% |
$9.33K - $11.3K
|
33.6K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
103+ 0.55% |
$9.33K - $11.3K
|
19K
$2.24M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
103New |
$9.33K - $11.3K
|
103
$12.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
102+ 1.03% |
$9.24K - $11.2K
|
10K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
100+ 2.04% |
$9.06K - $10.9K
|
5.01K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100+ 1.37% |
$9.06K - $10.9K
|
7.41K
$873K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
97+ 0.14% |
$8.78K - $10.6K
|
71.9K
$8.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
97+ 3.62% |
$8.78K - $10.6K
|
2.77K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
96+ 0.19% |
$8.69K - $10.5K
|
51.5K
$6.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
95+ 1.07% |
$8.6K - $10.4K
|
8.98K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
93+ 2.75% |
$8.42K - $10.2K
|
3.48K
$409K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
89+ 4.47% |
$8.06K - $9.74K
|
2.08K
$245K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
87+ 2.51% |
$7.88K - $9.53K
|
3.55K
$419K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
86+ 1.62% |
$7.79K - $9.42K
|
5.39K
$635K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
86+ 30.07% |
$7.79K - $9.42K
|
372
$43.8K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
85+ 2.12% |
$7.7K - $9.31K
|
4.1K
$483K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
85+ 0.13% |
$7.7K - $9.31K
|
64.9K
$7.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
81+ 1.78% |
$7.34K - $8.87K
|
4.63K
$545K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
80+ 2.76% |
$7.24K - $8.76K
|
2.98K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
80+ 0.76% |
$7.24K - $8.76K
|
10.5K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
79+ 0.47% |
$7.15K - $8.65K
|
16.8K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
77+ 0.29% |
$6.97K - $8.43K
|
26.8K
$3.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
74+ 0.04% |
$6.7K - $8.1K
|
202K
$23.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
73+ 114.06% |
$6.61K - $7.99K
|
137
$16.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
73+ 9.62% |
$6.61K - $7.99K
|
832
$98K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
73+ 2.79% |
$6.61K - $7.99K
|
2.69K
$317K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
72+ 0.11% |
$6.52K - $7.88K
|
64.1K
$7.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
71+ 1.29% |
$6.43K - $7.77K
|
5.57K
$656K
|