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 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4K- 22.17% |
$362K - $438K
|
14K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-4K- 7.14% |
$362K - $438K
|
52K
$6.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-4.08K- 10.63% |
$369K - $446K
|
34.3K
$4.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-4.11K- 21.16% |
$372K - $450K
|
15.3K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4.22K- 3.49% |
$382K - $462K
|
117K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.25K- 25.57% |
$385K - $465K
|
12.4K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-4.28K- 27.48% |
$388K - $469K
|
11.3K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.31K- 26.5% |
$390K - $472K
|
12K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.32K- 33.81% |
$392K - $473K
|
8.47K
$997K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.33K- 3.86% |
$392K - $474K
|
108K
$12.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.41K- 18.75% |
$399K - $483K
|
19.1K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.41K- 14.12% |
$400K - $483K
|
26.8K
$3.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-4.42K- 14.09% |
$400K - $483K
|
26.9K
$3.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-4.45K- 65.57% |
$403K - $487K
|
2.34K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.48K- 6.62% |
$406K - $490K
|
63.1K
$7.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.52K- 18.91% |
$409K - $495K
|
19.4K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.54K- 19.4% |
$411K - $497K
|
18.9K
$2.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 1.47% |
$412K - $498K
|
305K
$36M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.55K- 1.29% |
$412K - $498K
|
348K
$41M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.55K- 5.04% |
$412K - $499K
|
85.8K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.58K- 9.07% |
$415K - $501K
|
45.9K
$5.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.58K- 21.72% |
$415K - $502K
|
16.5K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-4.59K- 39.88% |
$416K - $502K
|
6.92K
$815K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.62K- 28.22% |
$418K - $505K
|
11.7K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.66K- 4.78% |
$422K - $510K
|
92.8K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 19.59% |
$422K - $511K
|
19.1K
$2.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.68K- 4.62% |
$424K - $512K
|
96.6K
$11.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.71K- 32.68% |
$426K - $515K
|
9.7K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.75K- 6.56% |
$430K - $520K
|
67.7K
$7.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-4.75K- 24.45% |
$430K - $520K
|
14.7K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.76K- 11.27% |
$431K - $521K
|
37.5K
$4.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-4.76K- 2.51% |
$431K - $521K
|
185K
$21.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.77K- 60.9% |
$432K - $522K
|
3.06K
$360K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.87K- 8.44% |
$441K - $533K
|
52.8K
$6.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.92K- 12.36% |
$445K - $538K
|
34.8K
$4.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.99K- 2.9% |
$452K - $546K
|
167K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.03K- 6.65% |
$455K - $551K
|
70.6K
$8.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-5.05K- 20.74% |
$457K - $553K
|
19.3K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.07K- 8.19% |
$459K - $555K
|
56.8K
$6.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.09K- 8.46% |
$461K - $557K
|
55.1K
$6.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.12K- 25.81% |
$464K - $561K
|
14.7K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.26K- 16.99% |
$477K - $576K
|
25.7K
$3.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-5.27K- 2.54% |
$477K - $577K
|
202K
$23.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.27K- 3.94% |
$478K - $577K
|
128K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5.32K- 5.4% |
$482K - $582K
|
93.2K
$11M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5.34K- 78.35% |
$483K - $584K
|
1.48K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-5.36K- 26.59% |
$486K - $587K
|
14.8K
$1.74M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-5.4K- 1.14% |
$489K - $591K
|
468K
$55.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.49K- 2.88% |
$497K - $601K
|
185K
$21.8M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.56K- 0.5% |
$504K - $609K
|
1.1M
$129M
|