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
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-193- 29.29% |
$17.5K - $21.1K
|
466
$54.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-195- 2.01% |
$17.7K - $21.4K
|
9.51K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-195- 6.43% |
$17.7K - $21.4K
|
2.84K
$334K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-196- 27.11% |
$17.7K - $21.5K
|
527
$62.1K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-197- 4.11% |
$17.8K - $21.6K
|
4.6K
$542K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-200- 1.64% |
$18.1K - $21.9K
|
12K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-200- 2.26% |
$18.1K - $21.9K
|
8.66K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-201- 3.04% |
$18.2K - $22K
|
6.42K
$756K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-203- 8.51% |
$18.4K - $22.2K
|
2.18K
$257K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-204- 0.59% |
$18.5K - $22.3K
|
34.5K
$4.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-205- 4.32% |
$18.6K - $22.4K
|
4.54K
$534K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-210- 10.1% |
$19K - $23K
|
1.87K
$220K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-212- 1.85% |
$19.2K - $23.2K
|
11.2K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-213- 9.81% |
$19.3K - $23.3K
|
1.96K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-214- 0.68% |
$19.4K - $23.4K
|
31.3K
$3.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-215- 0.38% |
$19.5K - $23.5K
|
56.4K
$6.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-221- 0.32% |
$20K - $24.2K
|
67.8K
$7.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-223- 6.53% |
$20.2K - $24.4K
|
3.19K
$376K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-225- 3.59% |
$20.4K - $24.6K
|
6.04K
$712K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-226- 0.42% |
$20.5K - $24.7K
|
54.2K
$6.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-228- 1.12% |
$20.6K - $25K
|
20.1K
$2.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-228- 3.08% |
$20.6K - $25K
|
7.18K
$846K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-230- 1.78% |
$20.8K - $25.2K
|
12.7K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-231- 1.27% |
$20.9K - $25.3K
|
18K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-233- 1.51% |
$21.1K - $25.5K
|
15.2K
$1.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-234- 0.16% |
$21.2K - $25.6K
|
146K
$17.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-234- 0.51% |
$21.2K - $25.6K
|
45.2K
$5.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-235- 1.22% |
$21.3K - $25.7K
|
19K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-242- 7.11% |
$21.9K - $26.5K
|
3.16K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-245- 7.91% |
$22.2K - $26.8K
|
2.85K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-246- 3.01% |
$22.3K - $26.9K
|
7.92K
$932K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-248- 8.93% |
$22.5K - $27.2K
|
2.53K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-250- 7.36% |
$22.6K - $27.4K
|
3.15K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-251- 1.49% |
$22.7K - $27.5K
|
16.6K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-253- 2.99% |
$22.9K - $27.7K
|
8.22K
$968K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-254- 0.32% |
$23K - $27.8K
|
79.1K
$9.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-255- 9.99% |
$23.1K - $27.9K
|
2.3K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-255- 17.16% |
$23.1K - $27.9K
|
1.23K
$145K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-256- 4.05% |
$23.2K - $28K
|
6.06K
$714K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-257- 8.38% |
$23.3K - $28.1K
|
2.81K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-257- 3.77% |
$23.3K - $28.1K
|
6.56K
$772K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-259- 10.75% |
$23.5K - $28.4K
|
2.15K
$253K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-259- 1.75% |
$23.5K - $28.4K
|
14.5K
$1.71M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-265- 1.13% |
$24K - $29K
|
23.1K
$2.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-268- 1.0% |
$24.3K - $29.3K
|
26.5K
$3.13M
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-273- 1.41% |
$24.7K - $29.9K
|
19.1K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-274- 6.6% |
$24.8K - $30K
|
3.88K
$457K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-275- 4.32% |
$24.9K - $30.1K
|
6.09K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-276- 14.33% |
$25K - $30.2K
|
1.65K
$194K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-277- 1.56% |
$25.1K - $30.3K
|
17.5K
$2.06M
|