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 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
29+ 0.26% |
$2.63K - $3.18K
|
11.2K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
29+ 0.68% |
$2.63K - $3.18K
|
4.29K
$506K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
28+ 0.37% |
$2.54K - $3.07K
|
7.63K
$899K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
28+ 1.02% |
$2.54K - $3.07K
|
2.76K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28+ 0.11% |
$2.54K - $3.07K
|
25.6K
$3.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
27+ 1.04% |
$2.45K - $2.96K
|
2.63K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
26+ 0.27% |
$2.35K - $2.85K
|
9.82K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
25+ 0.65% |
$2.26K - $2.74K
|
3.87K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.12% |
$2.26K - $2.74K
|
20.8K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.5% |
$2.17K - $2.63K
|
4.83K
$569K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
24+ 0.26% |
$2.17K - $2.63K
|
9.34K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
24+ 0.02% |
$2.17K - $2.63K
|
98.9K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
23+ 9.27% |
$2.08K - $2.52K
|
271
$31.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
22+ 0.41% |
$1.99K - $2.41K
|
5.4K
$636K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 0.1% |
$1.9K - $2.3K
|
21.7K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.27% |
$1.9K - $2.3K
|
7.83K
$922K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
20+ 0.3% |
$1.81K - $2.19K
|
6.68K
$786K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
19+ 0.39% |
$1.72K - $2.08K
|
4.95K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19+ 0.33% |
$1.72K - $2.08K
|
5.81K
$684K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
18+ 0.43% |
$1.63K - $1.97K
|
4.18K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18+ 0.83% |
$1.63K - $1.97K
|
2.18K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
17+ 0.21% |
$1.54K - $1.86K
|
8.04K
$946K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 0.74% |
$1.45K - $1.75K
|
2.18K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
16+ 0.42% |
$1.45K - $1.75K
|
3.81K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
15+ 0.06% |
$1.36K - $1.64K
|
24.4K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
15+ 0.65% |
$1.36K - $1.64K
|
2.34K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14+ 0.47% |
$1.27K - $1.53K
|
3.01K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.2% |
$1.27K - $1.53K
|
7.06K
$832K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
14+ 0.44% |
$1.27K - $1.53K
|
3.22K
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
14+ 0.17% |
$1.27K - $1.53K
|
8.34K
$982K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.19% |
$1.18K - $1.42K
|
6.72K
$792K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
13+ 0.66% |
$1.18K - $1.42K
|
1.97K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
12+ 0.57% |
$1.09K - $1.31K
|
2.11K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12+ 0.35% |
$1.09K - $1.31K
|
3.44K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 0.63% |
$1.09K - $1.31K
|
1.92K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
11+ 0.2% |
$996 - $1.2K
|
5.61K
$660K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11+ 0.32% |
$996 - $1.2K
|
3.47K
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11+ 0.35% |
$996 - $1.2K
|
3.18K
$375K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
11New |
$996 - $1.2K
|
11
$1.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
11+ 0.36% |
$996 - $1.2K
|
3.07K
$361K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
11+ 0.26% |
$996 - $1.2K
|
4.3K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.25% |
$996 - $1.2K
|
4.34K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.37% |
$996 - $1.2K
|
2.99K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
11+ 2.76% |
$996 - $1.2K
|
409
$48.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
10+ 0.13% |
$906 - $1.09K
|
7.59K
$894K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.26% |
$906 - $1.09K
|
3.9K
$459K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$906 - $1.09K
|
5.75K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.39% |
$906 - $1.09K
|
2.55K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.23% |
$815 - $985
|
3.95K
$466K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.17% |
$815 - $985
|
5.28K
$622K
|