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 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.82K- 7.03% |
$165K - $199K
|
24.1K
$2.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.82K- 1.02% |
$165K - $200K
|
177K
$20.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.83K- 1.31% |
$166K - $201K
|
138K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.84K- 19.55% |
$167K - $201K
|
7.57K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.85K- 28.26% |
$168K - $203K
|
4.7K
$553K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.86K- 3.16% |
$168K - $203K
|
57K
$6.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.86K- 2.46% |
$169K - $204K
|
73.7K
$8.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.86K- 35.55% |
$169K - $204K
|
3.38K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.87K- 14.23% |
$169K - $204K
|
11.3K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 32.57% |
$170K - $205K
|
3.88K
$457K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 2.05% |
$171K - $206K
|
90.2K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.89K- 33.88% |
$172K - $207K
|
3.7K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.92K- 12.31% |
$174K - $210K
|
13.7K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.92K- 12.14% |
$174K - $210K
|
13.9K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 9.17% |
$174K - $210K
|
19K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.93K- 24.53% |
$175K - $212K
|
5.95K
$701K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-1.95K- 17.98% |
$177K - $213K
|
8.89K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.99K- 7.47% |
$180K - $218K
|
24.7K
$2.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-2K- 0.99% |
$181K - $219K
|
200K
$23.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-2K- 16.61% |
$181K - $219K
|
10.1K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 25.42% |
$182K - $220K
|
5.88K
$693K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.01K- 76.55% |
$182K - $220K
|
616
$72.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.02K- 6.39% |
$183K - $221K
|
29.6K
$3.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2.02K- 4.27% |
$183K - $221K
|
45.3K
$5.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-2.05K- 34.2% |
$185K - $224K
|
3.94K
$464K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.05K- 11.74% |
$185K - $224K
|
15.4K
$1.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.06K- 0.75% |
$187K - $226K
|
274K
$32.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.07K- 9.07% |
$187K - $226K
|
20.7K
$2.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.07K- 6.9% |
$187K - $227K
|
27.9K
$3.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-2.07KClosed |
$188K - $227K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.11K- 29.53% |
$191K - $231K
|
5.04K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.11K- 46.85% |
$191K - $231K
|
2.4K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 5.65% |
$191K - $231K
|
35.3K
$4.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-2.16K- 46.86% |
$195K - $236K
|
2.45K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.17K- 6.41% |
$197K - $238K
|
31.7K
$3.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.18K- 18.16% |
$197K - $238K
|
9.8K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.18K- 3.83% |
$198K - $239K
|
54.8K
$6.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.2K- 11.82% |
$199K - $241K
|
16.4K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.2K- 8.19% |
$200K - $241K
|
24.7K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.22K- 8.54% |
$201K - $243K
|
23.7K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-2.23K- 14.52% |
$202K - $244K
|
13.1K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.24K- 4.38% |
$202K - $245K
|
48.8K
$5.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.25K- 31.78% |
$203K - $246K
|
4.82K
$568K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.27K- 18.78% |
$205K - $248K
|
9.79K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.29K- 25.09% |
$208K - $251K
|
6.85K
$807K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.3K- 41.12% |
$208K - $251K
|
3.29K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.3K- 35.84% |
$208K - $252K
|
4.12K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.31K- 0.13% |
$209K - $253K
|
1.71M
$202M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.32K- 2.41% |
$210K - $254K
|
93.9K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.33K- 10.03% |
$211K - $255K
|
20.9K
$2.46M
|