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 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 0.27% |
$6.43K - $7.77K
|
26.6K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
71+ 16.14% |
$6.43K - $7.77K
|
511
$60.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
70+ 0.46% |
$6.34K - $7.66K
|
15.2K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
70+ 0.91% |
$6.34K - $7.66K
|
7.74K
$912K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
69+ 3.0% |
$6.25K - $7.55K
|
2.37K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
68+ 1.62% |
$6.16K - $7.45K
|
4.26K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
66+ 1.18% |
$5.98K - $7.23K
|
5.64K
$664K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
65+ 0.68% |
$5.89K - $7.12K
|
9.59K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
63+ 1.04% |
$5.71K - $6.9K
|
6.14K
$723K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
62+ 1.29% |
$5.61K - $6.79K
|
4.87K
$574K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
62New |
$5.61K - $6.79K
|
62
$7.3K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
61+ 1.72% |
$5.52K - $6.68K
|
3.61K
$426K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
60+ 3.05% |
$5.43K - $6.57K
|
2.03K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
59+ 0.18% |
$5.34K - $6.46K
|
32K
$3.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
59+ 9.59% |
$5.34K - $6.46K
|
674
$79.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
56+ 0.53% |
$5.07K - $6.13K
|
10.5K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
54+ 0.53% |
$4.89K - $5.91K
|
10.3K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
53+ 0.89% |
$4.8K - $5.8K
|
6.03K
$710K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
53+ 0.7% |
$4.8K - $5.8K
|
7.67K
$903K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
52+ 1.81% |
$4.71K - $5.69K
|
2.92K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
50+ 1.34% |
$4.53K - $5.47K
|
3.77K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
50+ 0.37% |
$4.53K - $5.47K
|
13.7K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
BUY
|
- |
48+ 0.62% |
$4.35K - $5.26K
|
7.85K
$924K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
48New |
$4.35K - $5.26K
|
48
$5.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
48+ 0.21% |
$4.35K - $5.26K
|
22.5K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
47+ 0.23% |
$4.26K - $5.15K
|
20.8K
$2.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
46+ 8.23% |
$4.17K - $5.04K
|
605
$71.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
45+ 0.4% |
$4.08K - $4.93K
|
11.4K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
45+ 0.12% |
$4.08K - $4.93K
|
36.9K
$4.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
45+ 36.0% |
$4.08K - $4.93K
|
170
$20K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
43+ 1.02% |
$3.89K - $4.71K
|
4.26K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
40+ 1.53% |
$3.62K - $4.38K
|
2.66K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
40+ 0.23% |
$3.62K - $4.38K
|
17.1K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
40+ 0.35% |
$3.62K - $4.38K
|
11.5K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
40+ 1.43% |
$3.62K - $4.38K
|
2.84K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39+ 0.16% |
$3.53K - $4.27K
|
24.3K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
38+ 0.2% |
$3.44K - $4.16K
|
18.9K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
38+ 1.73% |
$3.44K - $4.16K
|
2.23K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
37+ 1.64% |
$3.35K - $4.05K
|
2.29K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
35+ 15.56% |
$3.17K - $3.83K
|
260
$30.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
34+ 0.76% |
$3.08K - $3.72K
|
4.53K
$534K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
34+ 1.58% |
$3.08K - $3.72K
|
2.19K
$258K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
34+ 0.15% |
$3.08K - $3.72K
|
23.5K
$2.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
33+ 0.24% |
$2.99K - $3.61K
|
13.7K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
33+ 0.47% |
$2.99K - $3.61K
|
6.99K
$824K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
32+ 8.49% |
$2.9K - $3.5K
|
409
$48.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
32+ 0.34% |
$2.9K - $3.5K
|
9.46K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
31+ 41.33% |
$2.81K - $3.39K
|
106
$12.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 25.64% |
$2.72K - $3.28K
|
147
$17.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.98% |
$2.72K - $3.28K
|
3.09K
$364K
|