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 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.33K- 8.31% |
$211K - $255K
|
25.7K
$3.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.33K- 9.29% |
$211K - $255K
|
22.8K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.33K- 6.63% |
$211K - $255K
|
32.9K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-2.34K- 14.92% |
$212K - $256K
|
13.3K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.36K- 1.28% |
$213K - $258K
|
182K
$21.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.36K- 11.89% |
$214K - $259K
|
17.5K
$2.06M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-2.36KClosed |
$214K - $259K
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.37K- 2.32% |
$214K - $259K
|
99.6K
$11.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.37K- 4.46% |
$215K - $259K
|
50.7K
$5.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.38K- 3.34% |
$215K - $260K
|
68.8K
$8.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.4K- 64.99% |
$217K - $262K
|
1.29K
$152K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 25.38% |
$218K - $263K
|
7.06K
$832K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.4K- 45.52% |
$218K - $263K
|
2.88K
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.42K- 36.64% |
$219K - $265K
|
4.18K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-2.42K- 51.81% |
$219K - $265K
|
2.25K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.42K- 1.46% |
$219K - $265K
|
163K
$19.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-2.43K- 1.23% |
$220K - $266K
|
195K
$23M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.46K- 43.54% |
$223K - $270K
|
3.19K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.47K- 14.84% |
$223K - $270K
|
14.1K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-2.48K- 23.45% |
$224K - $271K
|
8.09K
$953K
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.48K- 6.75% |
$225K - $272K
|
34.3K
$4.04M
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.51K- 49.17% |
$227K - $275K
|
2.6K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.52K- 8.97% |
$228K - $276K
|
25.5K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.53K- 2.05% |
$229K - $277K
|
120K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.59K- 23.21% |
$234K - $283K
|
8.56K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.6K- 54.84% |
$235K - $284K
|
2.14K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.6K- 16.34% |
$236K - $285K
|
13.3K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.63K- 2.78% |
$238K - $288K
|
91.9K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.65K- 2.51% |
$240K - $290K
|
103K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.71K- 4.46% |
$246K - $297K
|
58.1K
$6.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-2.72K- 13.29% |
$246K - $297K
|
17.7K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.73K- 6.65% |
$247K - $298K
|
38.3K
$4.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.76K- 1.4% |
$250K - $302K
|
194K
$22.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.76K- 9.03% |
$250K - $302K
|
27.8K
$3.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.76K- 47.36% |
$250K - $303K
|
3.07K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.77K- 26.07% |
$251K - $304K
|
7.86K
$926K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.8K- 3.06% |
$253K - $306K
|
88.6K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.8K- 2.94% |
$254K - $307K
|
92.6K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.82K- 7.04% |
$255K - $309K
|
37.3K
$4.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.86K- 10.93% |
$259K - $313K
|
23.3K
$2.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 2.04% |
$260K - $314K
|
138K
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 4.74% |
$260K - $314K
|
57.6K
$6.79M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.96K- 13.28% |
$268K - $324K
|
19.3K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.98K- 6.56% |
$270K - $326K
|
42.4K
$4.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.98K- 5.45% |
$270K - $326K
|
51.7K
$6.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-3K- 12.73% |
$272K - $328K
|
20.6K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-3.01K- 9.02% |
$273K - $330K
|
30.3K
$3.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.04K- 6.46% |
$275K - $333K
|
44.1K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.05K- 2.73% |
$276K - $334K
|
109K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.07K- 0.18% |
$278K - $336K
|
1.75M
$206M
|