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 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-503- 2.74% |
$45.6K - $55.1K
|
17.9K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-510- 1.39% |
$46.2K - $55.8K
|
36.2K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-510- 9.94% |
$46.2K - $55.8K
|
4.62K
$544K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-512- 7.32% |
$46.4K - $56.1K
|
6.48K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-515- 6.42% |
$46.6K - $56.4K
|
7.51K
$884K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-517- 6.28% |
$46.8K - $56.6K
|
7.72K
$910K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-520- 7.0% |
$47.1K - $56.9K
|
6.91K
$814K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-521- 3.19% |
$47.2K - $57K
|
15.8K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-521- 22.43% |
$47.2K - $57K
|
1.8K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-521- 3.53% |
$47.2K - $57K
|
14.3K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-522- 4.27% |
$47.3K - $57.2K
|
11.7K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-525- 5.82% |
$47.5K - $57.5K
|
8.5K
$1M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-525- 9.45% |
$47.5K - $57.5K
|
5.03K
$593K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-534- 17.14% |
$48.4K - $58.5K
|
2.58K
$304K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-535- 5.93% |
$48.4K - $58.6K
|
8.48K
$999K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-536- 1.86% |
$48.5K - $58.7K
|
28.3K
$3.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-536- 19.14% |
$48.5K - $58.7K
|
2.26K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-537- 7.14% |
$48.6K - $58.8K
|
6.98K
$822K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-537- 20.05% |
$48.6K - $58.8K
|
2.14K
$252K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-542- 8.11% |
$49.1K - $59.3K
|
6.14K
$724K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-545- 52.15% |
$49.4K - $59.7K
|
500
$58.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-545- 15.43% |
$49.4K - $59.7K
|
2.99K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-548- 6.52% |
$49.6K - $60K
|
7.86K
$926K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-550- 1.64% |
$49.8K - $60.2K
|
32.9K
$3.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-550- 19.34% |
$49.8K - $60.2K
|
2.29K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-551- 1.3% |
$49.9K - $60.3K
|
41.9K
$4.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-567- 2.47% |
$51.3K - $62.1K
|
22.4K
$2.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-570- 1.74% |
$51.6K - $62.4K
|
32.1K
$3.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-573- 1.6% |
$51.9K - $62.7K
|
35.2K
$4.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-577- 21.59% |
$52.3K - $63.2K
|
2.1K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-578- 45.58% |
$52.3K - $63.3K
|
690
$81.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-580- 3.17% |
$52.5K - $63.5K
|
17.7K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-584- 2.2% |
$52.9K - $63.9K
|
26K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-587- 1.59% |
$53.2K - $64.3K
|
36.4K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-587Closed |
$53.2K - $64.3K
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-591- 9.95% |
$53.5K - $64.7K
|
5.35K
$630K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-594- 3.21% |
$53.8K - $65K
|
17.9K
$2.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 6.25% |
$54.3K - $65.7K
|
9K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-604- 6.81% |
$54.7K - $66.1K
|
8.26K
$973K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-620- 17.36% |
$56.1K - $67.9K
|
2.95K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-621- 14.79% |
$56.2K - $68K
|
3.58K
$421K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-635- 9.91% |
$57.5K - $69.5K
|
5.78K
$680K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-638- 10.21% |
$57.8K - $69.9K
|
5.61K
$661K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-640- 5.66% |
$58K - $70.1K
|
10.7K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-641- 0.31% |
$58K - $70.2K
|
207K
$24.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-643- 6.71% |
$58.2K - $70.4K
|
8.94K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-643- 6.98% |
$58.2K - $70.4K
|
8.57K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-645- 0.92% |
$58.4K - $70.6K
|
69.3K
$8.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-647- 6.1% |
$58.6K - $70.8K
|
9.97K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-650- 2.39% |
$58.9K - $71.2K
|
26.6K
$3.13M
|