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 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.08K- 3.16% |
$278K - $337K
|
94.2K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.08K- 9.0% |
$279K - $337K
|
31.1K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.09K- 19.03% |
$280K - $338K
|
13.1K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.1K- 8.11% |
$281K - $339K
|
35.1K
$4.14M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.12K- 6.3% |
$283K - $342K
|
46.4K
$5.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.16K- 29.04% |
$286K - $346K
|
7.72K
$909K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.17K- 2.45% |
$287K - $347K
|
126K
$14.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.17K- 20.05% |
$287K - $347K
|
12.6K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.25K- 42.43% |
$294K - $356K
|
4.41K
$519K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.26K- 2.03% |
$295K - $356K
|
158K
$18.6M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 56.87% |
$295K - $357K
|
2.47K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.28K- 37.1% |
$297K - $359K
|
5.56K
$655K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 7.5% |
$299K - $362K
|
40.7K
$4.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.31K- 13.31% |
$299K - $362K
|
21.5K
$2.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.31K- 61.38% |
$300K - $363K
|
2.08K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.31K- 1.85% |
$300K - $363K
|
176K
$20.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3.33K- 34.48% |
$302K - $365K
|
6.33K
$746K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-3.36K- 11.13% |
$304K - $368K
|
26.8K
$3.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.4K- 26.39% |
$308K - $372K
|
9.48K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.41K- 30.91% |
$309K - $373K
|
7.62K
$897K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.43K- 8.09% |
$311K - $376K
|
39K
$4.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.48K- 12.76% |
$315K - $381K
|
23.8K
$2.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-3.49K- 15.2% |
$316K - $382K
|
19.4K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.51K- 29.71% |
$318K - $384K
|
8.3K
$978K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.56K- 4.56% |
$323K - $390K
|
74.6K
$8.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.59K- 5.32% |
$325K - $393K
|
63.8K
$7.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.6K- 5.02% |
$326K - $394K
|
68.1K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.63K- 5.0% |
$329K - $397K
|
69K
$8.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.63K- 2.16% |
$329K - $398K
|
165K
$19.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-3.66K- 8.81% |
$331K - $400K
|
37.8K
$4.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.67K- 9.07% |
$332K - $401K
|
36.8K
$4.33M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.67K- 17.53% |
$333K - $402K
|
17.3K
$2.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-3.71K- 6.25% |
$336K - $406K
|
55.6K
$6.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.72K- 26.99% |
$337K - $408K
|
10.1K
$1.19M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.76K- 13.68% |
$340K - $411K
|
23.7K
$2.79M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.78K- 50.11% |
$342K - $414K
|
3.77K
$443K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.78K- 9.84% |
$343K - $414K
|
34.7K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.8K- 36.59% |
$344K - $416K
|
6.58K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.81K- 30.33% |
$345K - $417K
|
8.75K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-3.81K- 12.36% |
$345K - $417K
|
27K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.82K- 24.64% |
$346K - $418K
|
11.7K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.84K- 8.79% |
$348K - $420K
|
39.8K
$4.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.85K- 17.47% |
$348K - $421K
|
18.2K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-3.89K- 4.24% |
$352K - $426K
|
87.8K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.91K- 13.44% |
$354K - $428K
|
25.2K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-3.92K- 9.1% |
$355K - $430K
|
39.2K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.93K- 17.06% |
$356K - $430K
|
19.1K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.94K- 76.7% |
$357K - $432K
|
1.2K
$141K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-3.95K- 4.39% |
$357K - $432K
|
85.9K
$10.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-3.95K- 35.97% |
$358K - $433K
|
7.04K
$829K
|