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 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-651- 1.99% |
$59K - $71.3K
|
32K
$3.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-655- 7.56% |
$59.3K - $71.7K
|
8.01K
$943K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-658- 1.84% |
$59.6K - $72K
|
35.1K
$4.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-659- 4.01% |
$59.7K - $72.2K
|
15.8K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-660- 11.37% |
$59.8K - $72.3K
|
5.15K
$606K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-663- 8.74% |
$60K - $72.6K
|
6.92K
$815K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-663- 4.62% |
$60K - $72.6K
|
13.7K
$1.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-663- 5.24% |
$60K - $72.6K
|
12K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-663- 15.01% |
$60K - $72.6K
|
3.75K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-664- 9.63% |
$60.1K - $72.7K
|
6.23K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-669- 25.25% |
$60.6K - $73.2K
|
1.98K
$233K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-670- 13.42% |
$60.7K - $73.4K
|
4.32K
$509K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-673- 7.36% |
$60.9K - $73.7K
|
8.47K
$998K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-676- 29.9% |
$61.2K - $74K
|
1.59K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-677- 13.18% |
$61.3K - $74.1K
|
4.46K
$525K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-679- 4.34% |
$61.5K - $74.3K
|
15K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-679- 2.86% |
$61.5K - $74.3K
|
23K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-691- 7.87% |
$62.6K - $75.7K
|
8.09K
$952K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-693- 7.69% |
$62.8K - $75.9K
|
8.32K
$980K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-701- 12.29% |
$63.5K - $76.8K
|
5K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-702- 93.23% |
$63.6K - $76.9K
|
51
$6.01K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-704- 3.82% |
$63.8K - $77.1K
|
17.7K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-706- 11.81% |
$63.9K - $77.3K
|
5.27K
$621K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-707- 0.18% |
$64K - $77.4K
|
394K
$46.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-707- 11.83% |
$64K - $77.4K
|
5.27K
$621K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-714- 15.45% |
$64.7K - $78.2K
|
3.91K
$460K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-715- 9.4% |
$64.8K - $78.3K
|
6.89K
$812K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-718- 19.82% |
$65K - $78.6K
|
2.91K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-720- 1.96% |
$65.2K - $78.8K
|
36.1K
$4.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-723- 9.17% |
$65.5K - $79.2K
|
7.17K
$844K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-729- 15.37% |
$66K - $79.8K
|
4.02K
$473K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-733- 6.15% |
$66.4K - $80.3K
|
11.2K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-736- 1.17% |
$66.7K - $80.6K
|
62K
$7.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-740- 2.13% |
$67K - $81K
|
33.9K
$4M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-749- 6.84% |
$67.8K - $82K
|
10.2K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-750- 13.85% |
$67.9K - $82.1K
|
4.67K
$550K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-750- 4.08% |
$67.9K - $82.1K
|
17.6K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-760- 0.54% |
$68.8K - $83.2K
|
140K
$16.5M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-766- 1.19% |
$69.4K - $83.9K
|
63.6K
$7.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-776- 38.28% |
$70.3K - $85K
|
1.25K
$147K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-781- 16.44% |
$70.7K - $85.5K
|
3.97K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-784- 1.27% |
$71K - $85.8K
|
60.8K
$7.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-785- 11.35% |
$71.1K - $85.9K
|
6.13K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-788- 4.07% |
$71.4K - $86.3K
|
18.6K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-791- 14.79% |
$71.6K - $86.6K
|
4.56K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-794- 8.66% |
$71.9K - $86.9K
|
8.38K
$987K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-797- 1.11% |
$72.2K - $87.3K
|
70.8K
$8.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-811- 8.72% |
$73.4K - $88.8K
|
8.49K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-816- 17.41% |
$73.9K - $89.3K
|
3.87K
$456K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-828- 1.45% |
$75K - $90.7K
|
56.4K
$6.64M
|