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 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-392- 0.08% |
$35.5K - $42.9K
|
496K
$58.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-393- 1.18% |
$35.6K - $43K
|
33K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-394- 1.7% |
$35.7K - $43.1K
|
22.8K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-395- 1.2% |
$35.8K - $43.2K
|
32.5K
$3.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-395- 3.27% |
$35.8K - $43.2K
|
11.7K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-396- 8.63% |
$35.9K - $43.4K
|
4.19K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-400- 6.52% |
$36.2K - $43.8K
|
5.74K
$676K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-400- 23.88% |
$36.2K - $43.8K
|
1.28K
$150K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-400- 37.11% |
$36.2K - $43.8K
|
678
$79.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-400- 12.12% |
$36.2K - $43.8K
|
2.9K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-403- 38.05% |
$36.5K - $44.1K
|
656
$77.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-406- 0.61% |
$36.8K - $44.5K
|
66K
$7.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-407- 3.39% |
$36.9K - $44.6K
|
11.6K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-408- 4.67% |
$36.9K - $44.7K
|
8.34K
$982K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-408- 4.96% |
$36.9K - $44.7K
|
7.82K
$921K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-411- 1.54% |
$37.2K - $45K
|
26.4K
$3.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-413- 23.79% |
$37.4K - $45.2K
|
1.32K
$156K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-415- 9.33% |
$37.6K - $45.4K
|
4.03K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-417- 31.45% |
$37.8K - $45.7K
|
909
$107K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-421- 1.27% |
$38.1K - $46.1K
|
32.8K
$3.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-424- 15.74% |
$38.4K - $46.4K
|
2.27K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-424- 2.98% |
$38.4K - $46.4K
|
13.8K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-425- 15.54% |
$38.5K - $46.5K
|
2.31K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-428- 2.95% |
$38.8K - $46.9K
|
14.1K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-430- 1.42% |
$38.9K - $47.1K
|
29.9K
$3.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-432- 5.41% |
$39.1K - $47.3K
|
7.55K
$890K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-434- 9.23% |
$39.3K - $47.5K
|
4.27K
$503K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-434- 4.43% |
$39.3K - $47.5K
|
9.37K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-437- 1.92% |
$39.6K - $47.8K
|
22.4K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-437- 2.48% |
$39.6K - $47.8K
|
17.2K
$2.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-437- 2.63% |
$39.6K - $47.8K
|
16.2K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-442- 3.1% |
$40K - $48.4K
|
13.8K
$1.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-443- 11.26% |
$40.1K - $48.5K
|
3.49K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-443- 1.54% |
$40.1K - $48.5K
|
28.3K
$3.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-447- 10.15% |
$40.5K - $48.9K
|
3.96K
$466K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-447- 1.75% |
$40.5K - $48.9K
|
25.1K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-450- 51.9% |
$40.8K - $49.3K
|
417
$49.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-451- 7.44% |
$40.8K - $49.4K
|
5.61K
$661K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-465- 14.64% |
$42.1K - $50.9K
|
2.71K
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-470- 13.03% |
$42.6K - $51.5K
|
3.14K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-471- 18.82% |
$42.7K - $51.6K
|
2.03K
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-475- 0.6% |
$43K - $52K
|
78.5K
$9.24M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-477- 4.12% |
$43.2K - $52.2K
|
11.1K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-486- 1.37% |
$44K - $53.2K
|
34.9K
$4.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-487- 2.78% |
$44.1K - $53.3K
|
17K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-492- 4.08% |
$44.6K - $53.9K
|
11.6K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-495- 1.71% |
$44.8K - $54.2K
|
28.4K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-499- 21.8% |
$45.2K - $54.6K
|
1.79K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-500- 16.09% |
$45.3K - $54.7K
|
2.61K
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-502- 1.41% |
$45.5K - $55K
|
35.1K
$4.13M
|