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 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-131- 5.71% |
$11.9K - $14.3K
|
2.16K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-133- 5.5% |
$12K - $14.6K
|
2.29K
$269K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-133- 0.41% |
$12K - $14.6K
|
31.9K
$3.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-135- 5.15% |
$12.2K - $14.8K
|
2.49K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-136- 54.62% |
$12.3K - $14.9K
|
113
$13.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-136- 2.64% |
$12.3K - $14.9K
|
5.01K
$590K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-136- 1.14% |
$12.3K - $14.9K
|
11.8K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-138- 13.11% |
$12.5K - $15.1K
|
915
$108K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-139- 1.73% |
$12.6K - $15.2K
|
7.88K
$928K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-140- 8.06% |
$12.7K - $15.3K
|
1.6K
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
SELL
|
- |
-140- 4.0% |
$12.7K - $15.3K
|
3.36K
$396K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-141- 3.54% |
$12.8K - $15.4K
|
3.84K
$453K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-141- 2.94% |
$12.8K - $15.4K
|
4.65K
$548K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-144- 1.2% |
$13K - $15.8K
|
11.8K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-144- 2.24% |
$13K - $15.8K
|
6.27K
$739K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-147- 2.76% |
$13.3K - $16.1K
|
5.18K
$610K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-149- 5.35% |
$13.5K - $16.3K
|
2.64K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-150- 3.36% |
$13.6K - $16.4K
|
4.32K
$509K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-150- 21.74% |
$13.6K - $16.4K
|
540
$63.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-150- 2.51% |
$13.6K - $16.4K
|
5.82K
$686K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-150- 0.43% |
$13.6K - $16.4K
|
34.4K
$4.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-152- 2.44% |
$13.8K - $16.6K
|
6.09K
$717K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-155- 0.77% |
$14K - $17K
|
19.9K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-156- 2.54% |
$14.1K - $17.1K
|
5.99K
$706K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-158- 0.78% |
$14.3K - $17.3K
|
20.2K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-161- 3.5% |
$14.6K - $17.6K
|
4.44K
$523K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-162- 6.51% |
$14.7K - $17.7K
|
2.33K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-162- 0.99% |
$14.7K - $17.7K
|
16.2K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-163- 2.31% |
$14.8K - $17.8K
|
6.88K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-165- 4.91% |
$14.9K - $18.1K
|
3.19K
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-166- 6.76% |
$15K - $18.2K
|
2.29K
$270K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-167- 3.2% |
$15.1K - $18.3K
|
5.06K
$596K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-168- 0.14% |
$15.2K - $18.4K
|
118K
$13.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-168- 1.69% |
$15.2K - $18.4K
|
9.77K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-168- 28.57% |
$15.2K - $18.4K
|
420
$49.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-169- 2.27% |
$15.3K - $18.5K
|
7.28K
$857K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-169- 1.48% |
$15.3K - $18.5K
|
11.3K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-171- 4.48% |
$15.5K - $18.7K
|
3.65K
$429K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-171- 0.83% |
$15.5K - $18.7K
|
20.3K
$2.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-176- 1.12% |
$15.9K - $19.3K
|
15.5K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-176- 7.15% |
$15.9K - $19.3K
|
2.29K
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-180- 85.71% |
$16.3K - $19.7K
|
30
$3.53K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-182- 6.9% |
$16.5K - $19.9K
|
2.45K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-183- 4.4% |
$16.6K - $20K
|
3.98K
$469K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-185- 3.23% |
$16.8K - $20.3K
|
5.55K
$653K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-186- 2.27% |
$16.8K - $20.4K
|
8.02K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-188- 6.28% |
$17K - $20.6K
|
2.81K
$331K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-190- 3.14% |
$17.2K - $20.8K
|
5.87K
$691K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-192- 3.17% |
$17.4K - $21K
|
5.86K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-192- 95.05% |
$17.4K - $21K
|
10
$1.18K
|