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
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.07K- 2.22% |
$97.1K - $117K
|
47.3K
$5.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 0.65% |
$97.3K - $118K
|
165K
$19.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.07K- 2.0% |
$97.3K - $118K
|
52.7K
$6.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.09K- 0.96% |
$98.8K - $119K
|
112K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.1K- 10.63% |
$99.5K - $120K
|
9.24K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.1K- 19.85% |
$99.6K - $120K
|
4.44K
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.1K- 15.66% |
$100K - $121K
|
5.94K
$700K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 8.84% |
$100K - $121K
|
11.4K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 1.34% |
$101K - $122K
|
81.6K
$9.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.12K- 4.92% |
$101K - $122K
|
21.6K
$2.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.12K- 5.5% |
$101K - $122K
|
19.2K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.12K- 6.63% |
$101K - $123K
|
15.8K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.12K- 0.67% |
$101K - $123K
|
166K
$19.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.12K- 17.21% |
$102K - $123K
|
5.4K
$637K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 12.96% |
$103K - $124K
|
7.61K
$896K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.13K- 9.27% |
$103K - $124K
|
11.1K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.15K- 1.51% |
$104K - $125K
|
74.7K
$8.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.15K- 0.67% |
$104K - $125K
|
169K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.16K- 0.92% |
$105K - $127K
|
124K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.16K- 55.58% |
$105K - $127K
|
927
$109K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.16K- 8.84% |
$105K - $127K
|
12K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.17K- 14.3% |
$106K - $128K
|
7.01K
$825K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.17K- 10.55% |
$106K - $129K
|
9.95K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 39.03% |
$107K - $129K
|
1.84K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.19K- 5.26% |
$107K - $130K
|
21.3K
$2.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.2K- 8.22% |
$108K - $131K
|
13.4K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.21K- 13.37% |
$109K - $132K
|
7.81K
$920K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.21K- 7.94% |
$110K - $133K
|
14K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.22K- 33.93% |
$110K - $133K
|
2.37K
$279K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.24K- 5.55% |
$113K - $136K
|
21.2K
$2.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.27K- 23.54% |
$115K - $139K
|
4.14K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.27K- 37.5% |
$115K - $139K
|
2.12K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.28K- 2.95% |
$116K - $140K
|
42K
$4.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.28K- 2.96% |
$116K - $141K
|
42.1K
$4.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.3K- 7.36% |
$117K - $142K
|
16.3K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.3K- 2.59% |
$118K - $142K
|
48.8K
$5.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.3K- 15.58% |
$118K - $142K
|
7.04K
$829K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.3K- 2.69% |
$118K - $142K
|
47.1K
$5.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.3K- 4.86% |
$118K - $143K
|
25.5K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.33K- 12.15% |
$121K - $146K
|
9.64K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.34K- 24.4% |
$121K - $147K
|
4.15K
$489K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.35K- 11.56% |
$122K - $148K
|
10.3K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-1.35K- 3.27% |
$123K - $148K
|
40K
$4.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.36K- 4.77% |
$123K - $148K
|
27.1K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.36K- 1.51% |
$123K - $149K
|
88.4K
$10.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.36K- 37.87% |
$123K - $149K
|
2.23K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.37K- 0.65% |
$124K - $150K
|
208K
$24.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.38K- 2.74% |
$125K - $151K
|
49K
$5.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.39K- 19.4% |
$126K - $153K
|
5.79K
$682K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.4K- 96.34% |
$127K - $153K
|
53
$6.24K
|