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 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4K- 4.6% |
$127K - $153K
|
29K
$3.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.4K- 2.4% |
$127K - $153K
|
57K
$6.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.44K- 14.43% |
$130K - $158K
|
8.53K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.45K- 4.98% |
$131K - $158K
|
27.6K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-1.45K- 12.57% |
$132K - $159K
|
10.1K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.46K- 17.03% |
$132K - $160K
|
7.11K
$838K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 1.14% |
$132K - $160K
|
127K
$15M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.47K- 42.69% |
$133K - $161K
|
1.97K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 1.63% |
$133K - $161K
|
88.8K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.47K- 2.14% |
$133K - $161K
|
67.3K
$7.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.48K- 25.46% |
$134K - $162K
|
4.33K
$510K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.48K- 2.94% |
$134K - $162K
|
48.8K
$5.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.49K- 9.32% |
$135K - $163K
|
14.5K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-1.49K- 17.79% |
$135K - $163K
|
6.88K
$810K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.49K- 2.3% |
$135K - $164K
|
63.5K
$7.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.5K- 3.32% |
$136K - $164K
|
43.7K
$5.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.51K- 4.97% |
$137K - $165K
|
28.9K
$3.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-1.52K- 16.43% |
$138K - $166K
|
7.73K
$911K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.52K- 19.55% |
$138K - $166K
|
6.25K
$737K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.55K- 14.33% |
$140K - $170K
|
9.27K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.56K- 23.87% |
$141K - $171K
|
4.98K
$586K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 1.01% |
$143K - $173K
|
155K
$18.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.59K- 2.51% |
$144K - $174K
|
61.8K
$7.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.6K- 29.4% |
$145K - $175K
|
3.83K
$451K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.6K- 4.53% |
$145K - $175K
|
33.7K
$3.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.61K- 8.02% |
$146K - $176K
|
18.5K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.61K- 0.28% |
$146K - $177K
|
571K
$67.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.63K- 3.46% |
$147K - $178K
|
45.4K
$5.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.63K- 8.96% |
$148K - $179K
|
16.6K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.65K- 4.36% |
$150K - $181K
|
36.3K
$4.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
SELL
|
- |
-1.66K- 3.75% |
$151K - $182K
|
42.8K
$5.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.67K- 21.12% |
$151K - $183K
|
6.23K
$734K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.67K- 10.18% |
$151K - $183K
|
14.7K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.67K- 2.18% |
$151K - $183K
|
75.1K
$8.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.68K- 12.51% |
$152K - $184K
|
11.7K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.68K- 1.25% |
$152K - $184K
|
133K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.7K- 7.95% |
$153K - $186K
|
19.6K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.7K- 13.54% |
$154K - $186K
|
10.9K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.7K- 5.84% |
$154K - $186K
|
27.4K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 10.38% |
$155K - $187K
|
14.8K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.72K- 26.1% |
$156K - $188K
|
4.86K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.73K- 7.87% |
$157K - $190K
|
20.3K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-1.75K- 7.01% |
$158K - $192K
|
23.2K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.75K- 2.04% |
$159K - $192K
|
84.1K
$9.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.76K- 35.44% |
$159K - $192K
|
3.2K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.77K- 4.33% |
$160K - $194K
|
39.1K
$4.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-1.78K- 0.55% |
$161K - $195K
|
320K
$37.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.78K- 7.11% |
$161K - $195K
|
23.3K
$2.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-1.8K- 25.88% |
$163K - $197K
|
5.15K
$606K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.82K- 0.27% |
$165K - $199K
|
665K
$78.3M
|