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 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 1.83% |
$4.98K - $6.02K
|
2.95K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-55- 0.78% |
$4.98K - $6.02K
|
7.02K
$826K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-56- 0.27% |
$5.07K - $6.13K
|
20.7K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-58- 2.04% |
$5.25K - $6.35K
|
2.79K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-58- 0.25% |
$5.25K - $6.35K
|
23.2K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-59- 0.2% |
$5.34K - $6.46K
|
30K
$3.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-59- 1.97% |
$5.34K - $6.46K
|
2.93K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.21% |
$5.43K - $6.57K
|
2.66K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-60- 1.81% |
$5.43K - $6.57K
|
3.26K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-60- 1.06% |
$5.43K - $6.57K
|
5.58K
$657K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-60- 0.16% |
$5.43K - $6.57K
|
36.6K
$4.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-61- 0.13% |
$5.52K - $6.68K
|
45.9K
$5.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-62- 0.31% |
$5.61K - $6.79K
|
19.9K
$2.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-64- 0.89% |
$5.8K - $7.01K
|
7.13K
$840K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-64- 0.38% |
$5.8K - $7.01K
|
16.7K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-65- 1.26% |
$5.89K - $7.12K
|
5.11K
$602K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-65- 2.8% |
$5.89K - $7.12K
|
2.26K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-66- 0.76% |
$5.98K - $7.23K
|
8.59K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-67- 0.25% |
$6.07K - $7.34K
|
26.9K
$3.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-67- 0.66% |
$6.07K - $7.34K
|
10.1K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-67- 0.32% |
$6.07K - $7.34K
|
20.6K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-67- 0.62% |
$6.07K - $7.34K
|
10.8K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-68- 2.32% |
$6.16K - $7.45K
|
2.87K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-69- 7.42% |
$6.25K - $7.55K
|
861
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-69- 3.26% |
$6.25K - $7.55K
|
2.05K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-70- 2.12% |
$6.34K - $7.66K
|
3.23K
$380K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-70- 3.01% |
$6.34K - $7.66K
|
2.25K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-71- 0.3% |
$6.43K - $7.77K
|
23.8K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-71- 2.66% |
$6.43K - $7.77K
|
2.6K
$306K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-71- 1.09% |
$6.43K - $7.77K
|
6.44K
$759K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-73- 0.56% |
$6.61K - $7.99K
|
13K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-73- 0.77% |
$6.61K - $7.99K
|
9.43K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-74- 0.27% |
$6.7K - $8.1K
|
27.5K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-74- 3.74% |
$6.7K - $8.1K
|
1.91K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-75- 3.67% |
$6.79K - $8.21K
|
1.97K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-75- 0.64% |
$6.79K - $8.21K
|
11.7K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-75- 1.37% |
$6.79K - $8.21K
|
5.41K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-75- 0.61% |
$6.79K - $8.21K
|
12.2K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-78- 2.19% |
$7.06K - $8.54K
|
3.49K
$411K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-78- 2.89% |
$7.06K - $8.54K
|
2.62K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-78- 2.14% |
$7.06K - $8.54K
|
3.56K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-78- 17.22% |
$7.06K - $8.54K
|
375
$44.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-79- 1.23% |
$7.15K - $8.65K
|
6.33K
$745K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-81- 1.37% |
$7.34K - $8.87K
|
5.82K
$686K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-82- 1.52% |
$7.43K - $8.98K
|
5.3K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-82- 0.15% |
$7.43K - $8.98K
|
54.1K
$6.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-83- 6.82% |
$7.52K - $9.09K
|
1.13K
$134K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-83- 2.91% |
$7.52K - $9.09K
|
2.77K
$327K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-84- 0.9% |
$7.61K - $9.2K
|
9.22K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-85- 3.79% |
$7.7K - $9.31K
|
2.16K
$254K
|