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 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-281- 0.3% |
$25.4K - $30.8K
|
94.5K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-282- 9.05% |
$25.5K - $30.9K
|
2.84K
$334K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-283- 1.34% |
$25.6K - $31K
|
20.8K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-285- 12.8% |
$25.8K - $31.2K
|
1.94K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-286- 1.48% |
$25.9K - $31.3K
|
19K
$2.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-288- 2.51% |
$26.1K - $31.5K
|
11.2K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-288- 1.81% |
$26.1K - $31.5K
|
15.6K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-290- 0.06% |
$26.3K - $31.8K
|
490K
$57.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-292- 7.1% |
$26.4K - $32K
|
3.82K
$450K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-292- 94.5% |
$26.4K - $32K
|
17
$2K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-292- 9.56% |
$26.4K - $32K
|
2.76K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-294- 8.93% |
$26.6K - $32.2K
|
3K
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-298- 1.28% |
$27K - $32.6K
|
22.9K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-298- 1.03% |
$27K - $32.6K
|
28.7K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-302- 0.33% |
$27.3K - $33.1K
|
90.5K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-304- 0.97% |
$27.5K - $33.3K
|
30.9K
$3.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-307- 0.13% |
$27.8K - $33.6K
|
245K
$28.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-307- 0.36% |
$27.8K - $33.6K
|
84.3K
$9.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-309- 2.37% |
$28K - $33.8K
|
12.8K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-311- 3.48% |
$28.2K - $34.1K
|
8.64K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-314- 8.03% |
$28.4K - $34.4K
|
3.6K
$424K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-315- 3.78% |
$28.5K - $34.5K
|
8.02K
$945K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-318- 5.89% |
$28.8K - $34.8K
|
5.08K
$598K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-320- 8.81% |
$29K - $35K
|
3.31K
$390K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-323- 0.71% |
$29.3K - $35.4K
|
44.9K
$5.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-323- 6.29% |
$29.3K - $35.4K
|
4.81K
$567K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-326- 1.02% |
$29.5K - $35.7K
|
31.5K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-329- 11.01% |
$29.8K - $36K
|
2.66K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-335- 0.98% |
$30.3K - $36.7K
|
33.8K
$3.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-337- 2.46% |
$30.5K - $36.9K
|
13.4K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-337- 8.4% |
$30.5K - $36.9K
|
3.67K
$433K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-337- 8.36% |
$30.5K - $36.9K
|
3.7K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-339- 9.1% |
$30.7K - $37.1K
|
3.39K
$399K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-340- 14.88% |
$30.8K - $37.2K
|
1.95K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-342- 0.21% |
$31K - $37.4K
|
166K
$19.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-352- 9.09% |
$31.9K - $38.5K
|
3.52K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-356- 7.42% |
$32.2K - $39K
|
4.45K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-361- 1.2% |
$32.7K - $39.5K
|
29.7K
$3.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-363- 9.66% |
$32.9K - $39.7K
|
3.39K
$400K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-364- 1.06% |
$33K - $39.9K
|
34.1K
$4.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-364- 0.6% |
$33K - $39.9K
|
60.1K
$7.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-364- 5.26% |
$33K - $39.9K
|
6.55K
$772K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-365- 15.58% |
$33.1K - $40K
|
1.98K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-369- 9.07% |
$33.4K - $40.4K
|
3.7K
$436K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-372- 0.31% |
$33.7K - $40.7K
|
118K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-374- 0.4% |
$33.9K - $40.9K
|
93.8K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-375- 3.46% |
$34K - $41.1K
|
10.5K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-378- 15.45% |
$34.2K - $41.4K
|
2.07K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-383- 13.04% |
$34.7K - $41.9K
|
2.55K
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-386- 20.17% |
$35K - $42.3K
|
1.53K
$180K
|