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 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-20- 7.84% |
$1.81K - $2.19K
|
235
$27.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-21- 0.62% |
$1.9K - $2.3K
|
3.37K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21- 8.43% |
$1.9K - $2.3K
|
228
$26.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-21- 0.95% |
$1.9K - $2.3K
|
2.2K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-21- 2.75% |
$1.9K - $2.3K
|
744
$87.6K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-22- 0.1% |
$1.99K - $2.41K
|
21.7K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-23- 0.02% |
$2.08K - $2.52K
|
92.6K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 15.89% |
$2.17K - $2.63K
|
127
$15K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-24- 0.22% |
$2.17K - $2.63K
|
11.1K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-24- 0.1% |
$2.17K - $2.63K
|
24.9K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-25- 0.02% |
$2.26K - $2.74K
|
127K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 1.14% |
$2.26K - $2.74K
|
2.16K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-25- 1.19% |
$2.26K - $2.74K
|
2.08K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-26- 1.12% |
$2.35K - $2.85K
|
2.3K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-27- 0.77% |
$2.45K - $2.96K
|
3.5K
$412K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-28- 0.62% |
$2.54K - $3.07K
|
4.48K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-28- 6.95% |
$2.54K - $3.07K
|
375
$44.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-29- 26.13% |
$2.63K - $3.18K
|
82
$9.66K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-30- 0.22% |
$2.72K - $3.28K
|
13.6K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-32- 1.23% |
$2.9K - $3.5K
|
2.58K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-32- 3.74% |
$2.9K - $3.5K
|
824
$97.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-33- 0.36% |
$2.99K - $3.61K
|
9.09K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-33- 11.79% |
$2.99K - $3.61K
|
247
$29.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-33- 6.51% |
$2.99K - $3.61K
|
474
$55.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-34- 0.61% |
$3.08K - $3.72K
|
5.56K
$655K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-34- 1.73% |
$3.08K - $3.72K
|
1.94K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-35- 0.82% |
$3.17K - $3.83K
|
4.22K
$496K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-36- 0.53% |
$3.26K - $3.94K
|
6.72K
$791K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-37- 0.37% |
$3.35K - $4.05K
|
10.1K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-38- 1.3% |
$3.44K - $4.16K
|
2.89K
$341K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-38- 1.43% |
$3.44K - $4.16K
|
2.63K
$309K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-40- 1.58% |
$3.62K - $4.38K
|
2.49K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-40- 0.61% |
$3.62K - $4.38K
|
6.56K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-41- 35.34% |
$3.71K - $4.49K
|
75
$8.83K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-42- 0.91% |
$3.8K - $4.6K
|
4.59K
$541K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-43- 0.85% |
$3.89K - $4.71K
|
5K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-43- 0.07% |
$3.89K - $4.71K
|
58.2K
$6.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-45- 0.46% |
$4.08K - $4.93K
|
9.79K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-46- 0.2% |
$4.17K - $5.04K
|
23.1K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-47- 0.63% |
$4.26K - $5.15K
|
7.46K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-47- 0.7% |
$4.26K - $5.15K
|
6.64K
$783K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-48- 1.15% |
$4.35K - $5.26K
|
4.13K
$487K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-48- 1.67% |
$4.35K - $5.26K
|
2.83K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-50- 5.87% |
$4.53K - $5.47K
|
802
$94.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 1.37% |
$4.53K - $5.47K
|
3.59K
$423K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-51- 0.68% |
$4.62K - $5.58K
|
7.42K
$874K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-52- 1.51% |
$4.71K - $5.69K
|
3.4K
$401K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-53- 0.75% |
$4.8K - $5.8K
|
7.03K
$827K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-53- 0.81% |
$4.8K - $5.8K
|
6.51K
$766K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-54- 0.48% |
$4.89K - $5.91K
|
11.2K
$1.32M
|