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 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-835- 22.15% |
$75.6K - $91.4K
|
2.93K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-838- 4.1% |
$75.9K - $91.8K
|
19.6K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-838- 0.37% |
$75.9K - $91.8K
|
224K
$26.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-842- 4.17% |
$76.3K - $92.2K
|
19.3K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-844- 15.46% |
$76.4K - $92.4K
|
4.62K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-844- 7.99% |
$76.4K - $92.4K
|
9.71K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-846- 2.13% |
$76.6K - $92.6K
|
38.8K
$4.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-860- 20.09% |
$77.9K - $94.2K
|
3.42K
$403K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-865- 5.79% |
$78.3K - $94.7K
|
14.1K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-866- 12.33% |
$78.4K - $94.8K
|
6.16K
$725K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-868- 6.42% |
$78.6K - $95K
|
12.7K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-868- 31.3% |
$78.6K - $95K
|
1.91K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-874- 15.99% |
$79.1K - $95.7K
|
4.59K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-875- 4.95% |
$79.2K - $95.8K
|
16.8K
$1.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-879- 20.07% |
$79.6K - $96.2K
|
3.5K
$412K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-884- 4.01% |
$80.1K - $96.8K
|
21.2K
$2.49M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-887- 10.9% |
$80.3K - $97.1K
|
7.25K
$854K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-894- 6.14% |
$81K - $97.9K
|
13.7K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-896- 5.59% |
$81.1K - $98.1K
|
15.1K
$1.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-897- 13.37% |
$81.2K - $98.2K
|
5.81K
$685K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-901- 11.94% |
$81.6K - $98.7K
|
6.65K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-919- 2.14% |
$83.2K - $101K
|
42K
$4.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-927- 0.61% |
$83.9K - $101K
|
151K
$17.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-934- 23.15% |
$84.6K - $102K
|
3.1K
$365K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-940- 0.62% |
$85.1K - $103K
|
152K
$17.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-945- 30.48% |
$85.6K - $103K
|
2.16K
$254K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-967- 58.04% |
$87.6K - $106K
|
699
$82.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-970- 30.78% |
$87.8K - $106K
|
2.18K
$257K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-982- 21.45% |
$88.9K - $108K
|
3.6K
$424K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-991- 5.7% |
$89.7K - $109K
|
16.4K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-992- 2.98% |
$89.8K - $109K
|
32.3K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-995- 3.28% |
$90.1K - $109K
|
29.3K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-996- 8.23% |
$90.2K - $109K
|
11.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-997- 16.43% |
$90.3K - $109K
|
5.07K
$598K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1K- 5.22% |
$90.6K - $109K
|
18.2K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1K- 23.53% |
$90.6K - $109K
|
3.25K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1K- 0.85% |
$90.6K - $109K
|
116K
$13.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1K- 13.06% |
$90.7K - $110K
|
6.66K
$785K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.01K- 9.34% |
$91.4K - $110K
|
9.79K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.02K- 4.69% |
$92.6K - $112K
|
20.7K
$2.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.03K- 77.5% |
$93.3K - $113K
|
299
$35.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.05K- 9.51% |
$94.6K - $114K
|
9.94K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 14.96% |
$94.7K - $115K
|
5.95K
$700K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-1.05K- 5.55% |
$95K - $115K
|
17.9K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-1.05K- 0.68% |
$95.3K - $115K
|
153K
$18M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 12.16% |
$95.7K - $116K
|
7.63K
$899K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.06K- 2.97% |
$95.8K - $116K
|
34.6K
$4.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.06K- 2.53% |
$96K - $116K
|
40.9K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.07K- 1.67% |
$96.7K - $117K
|
62.7K
$7.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.07K- 0.35% |
$97.1K - $117K
|
305K
$35.9M
|