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
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-85- 3.7% |
$7.7K - $9.31K
|
2.22K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-85- 4.36% |
$7.7K - $9.31K
|
1.87K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-87- 2.84% |
$7.88K - $9.53K
|
2.97K
$350K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-89- 1.98% |
$8.06K - $9.74K
|
4.41K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-91- 2.55% |
$8.24K - $9.96K
|
3.47K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-91- 2.52% |
$8.24K - $9.96K
|
3.52K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-92- 0.97% |
$8.33K - $10.1K
|
9.35K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-92- 3.71% |
$8.33K - $10.1K
|
2.39K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-92- 0.46% |
$8.33K - $10.1K
|
19.7K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-93- 4.79% |
$8.42K - $10.2K
|
1.85K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-94- 0.05% |
$8.51K - $10.3K
|
180K
$21.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-94- 0.66% |
$8.51K - $10.3K
|
14K
$1.65M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-97- 3.76% |
$8.78K - $10.6K
|
2.49K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-98- 1.02% |
$8.87K - $10.7K
|
9.54K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 2.6% |
$8.97K - $10.8K
|
3.71K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-99- 32.78% |
$8.97K - $10.8K
|
203
$23.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 10.36% |
$9.06K - $10.9K
|
865
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 0.67% |
$9.06K - $10.9K
|
14.9K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-100- 28.57% |
$9.06K - $10.9K
|
250
$29.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-101- 0.75% |
$9.15K - $11.1K
|
13.4K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-104- 2.05% |
$9.42K - $11.4K
|
4.98K
$586K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-105- 23.03% |
$9.51K - $11.5K
|
351
$41.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-105- 6.17% |
$9.51K - $11.5K
|
1.6K
$188K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-106- 9.04% |
$9.6K - $11.6K
|
1.07K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-106- 3.2% |
$9.6K - $11.6K
|
3.21K
$378K
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-106- 3.2% |
$9.6K - $11.6K
|
3.21K
$378K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-110- 57.29% |
$9.96K - $12K
|
82
$9.66K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-110- 1.22% |
$9.96K - $12K
|
8.91K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-111- 0.07% |
$10.1K - $12.2K
|
165K
$19.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-112- 0.23% |
$10.1K - $12.3K
|
48.1K
$5.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-112- 10.07% |
$10.1K - $12.3K
|
1K
$118K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-114- 0.63% |
$10.3K - $12.5K
|
17.9K
$2.11M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-114- 42.7% |
$10.3K - $12.5K
|
153
$18K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-115- 0.54% |
$10.4K - $12.6K
|
21.2K
$2.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-115- 3.72% |
$10.4K - $12.6K
|
2.97K
$350K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-116- 0.32% |
$10.5K - $12.7K
|
36K
$4.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-117- 1.48% |
$10.6K - $12.8K
|
7.77K
$915K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-118- 0.73% |
$10.7K - $12.9K
|
16K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-118- 1.5% |
$10.7K - $12.9K
|
7.75K
$913K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-118- 88.06% |
$10.7K - $12.9K
|
16
$1.88K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-120- 1.28% |
$10.9K - $13.1K
|
9.28K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-122- 2.75% |
$11K - $13.4K
|
4.31K
$508K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-123- 2.26% |
$11.1K - $13.5K
|
5.32K
$627K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-124- 3.35% |
$11.2K - $13.6K
|
3.58K
$421K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-124- 0.84% |
$11.2K - $13.6K
|
14.6K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-128- 4.15% |
$11.6K - $14K
|
2.95K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-129- 1.1% |
$11.7K - $14.1K
|
11.6K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-129- 1.27% |
$11.7K - $14.1K
|
10K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-130- 1.05% |
$11.8K - $14.2K
|
12.3K
$1.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-131- 3.05% |
$11.9K - $14.3K
|
4.17K
$491K
|