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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$90.6 - $109
|
4.75K
$559K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1- 0.35% |
$90.6 - $109
|
282
$33.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.01% |
$90.6 - $109
|
9.99K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1- -0.0% |
$90.6 - $109
|
72.9K
$8.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3- 0.07% |
$272 - $328
|
4.13K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-3- 0.01% |
$272 - $328
|
22.1K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3- 0.15% |
$272 - $328
|
1.96K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3- 0.1% |
$272 - $328
|
3.14K
$370K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-4- 1.49% |
$362 - $438
|
264
$31.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-5- 0.07% |
$453 - $547
|
7.33K
$864K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-6- 2.86% |
$543 - $657
|
204
$24K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-7- 0.06% |
$634 - $766
|
10.9K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7- 0.21% |
$634 - $766
|
3.29K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-7- 0.05% |
$634 - $766
|
14.9K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-7- 36.84% |
$634 - $766
|
12
$1.41K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-8- 0.16% |
$724 - $876
|
4.96K
$585K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8- 0.09% |
$724 - $876
|
8.56K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-8- 24.24% |
$724 - $876
|
25
$2.94K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9- 0.3% |
$815 - $985
|
2.96K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-9- 0.24% |
$815 - $985
|
3.75K
$441K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-10- 0.01% |
$906 - $1.09K
|
116K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.31% |
$906 - $1.09K
|
3.24K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-11- 0.41% |
$996 - $1.2K
|
2.69K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-11- 0.1% |
$996 - $1.2K
|
11.4K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-11- 0.27% |
$996 - $1.2K
|
4.05K
$477K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12- 0.22% |
$1.09K - $1.31K
|
5.37K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-12- 0.61% |
$1.09K - $1.31K
|
1.97K
$232K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-13- 0.11% |
$1.18K - $1.42K
|
11.4K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-13- 0.36% |
$1.18K - $1.42K
|
3.65K
$430K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-13- 0.48% |
$1.18K - $1.42K
|
2.69K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-13- 0.13% |
$1.18K - $1.42K
|
9.83K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-13- 0.08% |
$1.18K - $1.42K
|
16.6K
$1.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14- 2.15% |
$1.27K - $1.53K
|
636
$74.9K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-14- 0.64% |
$1.27K - $1.53K
|
2.17K
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-15- 0.1% |
$1.36K - $1.64K
|
14.7K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-15- 0.28% |
$1.36K - $1.64K
|
5.34K
$629K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-15- 10.87% |
$1.36K - $1.64K
|
123
$14.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15- 0.37% |
$1.36K - $1.64K
|
4K
$471K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-16- 0.08% |
$1.45K - $1.75K
|
20.8K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-16- 3.76% |
$1.45K - $1.75K
|
410
$48.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-17- 0.82% |
$1.54K - $1.86K
|
2.06K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-17- 0.58% |
$1.54K - $1.86K
|
2.91K
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-18- 0.32% |
$1.63K - $1.97K
|
5.54K
$652K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-18- 0.53% |
$1.63K - $1.97K
|
3.4K
$401K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.29% |
$1.72K - $2.08K
|
6.59K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19- 0.01% |
$1.72K - $2.08K
|
175K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.9% |
$1.72K - $2.08K
|
2.1K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 29.41% |
$1.81K - $2.19K
|
48
$5.65K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-20- 0.36% |
$1.81K - $2.19K
|
5.51K
$649K
|