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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.56K- 5.02% |
$504K - $609K
|
105K
$12.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.59K- 21.0% |
$507K - $612K
|
21K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-5.65K- 1.39% |
$511K - $618K
|
400K
$47.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.65K- 30.54% |
$512K - $619K
|
12.9K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-5.72K- 53.08% |
$518K - $626K
|
5.06K
$595K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.79K- 19.33% |
$525K - $634K
|
24.2K
$2.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.83K- 53.32% |
$528K - $639K
|
5.11K
$602K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.87K- 6.11% |
$531K - $643K
|
90.3K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6K- 22.46% |
$543K - $657K
|
20.7K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-6.04K- 13.8% |
$547K - $661K
|
37.7K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.06K- 63.04% |
$548K - $663K
|
3.55K
$418K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-6.06K- 14.91% |
$549K - $664K
|
34.6K
$4.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-6.14K- 34.02% |
$556K - $672K
|
11.9K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-6.14K- 3.19% |
$556K - $673K
|
186K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.22K- 14.65% |
$563K - $681K
|
36.2K
$4.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-6.24K- 9.22% |
$565K - $683K
|
61.4K
$7.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.26K- 36.41% |
$567K - $685K
|
10.9K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.29K- 8.76% |
$569K - $688K
|
65.5K
$7.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-6.34K- 4.38% |
$574K - $694K
|
138K
$16.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.36K- 13.42% |
$576K - $697K
|
41.1K
$4.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6.36K- 12.07% |
$576K - $697K
|
46.3K
$5.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-6.43K- 28.98% |
$582K - $704K
|
15.7K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-6.48K- 34.31% |
$587K - $710K
|
12.4K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.62K- 0.78% |
$600K - $725K
|
837K
$98.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.66K- 74.06% |
$603K - $729K
|
2.33K
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.72K- 5.41% |
$609K - $736K
|
118K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.75K- 22.48% |
$611K - $739K
|
23.3K
$2.74M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-6.77K- 1.19% |
$613K - $741K
|
563K
$66.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-6.82K- 36.67% |
$618K - $747K
|
11.8K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.84K- 21.48% |
$619K - $749K
|
25K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.01K- 4.66% |
$635K - $768K
|
143K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.05K- 1.27% |
$639K - $772K
|
548K
$64.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-7.17K- 3.09% |
$649K - $785K
|
224K
$26.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-7.38K- 24.12% |
$668K - $808K
|
23.2K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-7.45K- 79.03% |
$674K - $815K
|
1.98K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.6K- 26.82% |
$688K - $832K
|
20.7K
$2.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7.63K- 69.61% |
$691K - $835K
|
3.33K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.65K- 1.66% |
$693K - $837K
|
452K
$53.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.65K- 14.68% |
$693K - $838K
|
44.4K
$5.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.74K- 13.17% |
$701K - $848K
|
51.1K
$6.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-7.77K- 47.55% |
$703K - $851K
|
8.57K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.85K- 7.22% |
$711K - $859K
|
101K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-7.93K- 47.15% |
$718K - $869K
|
8.89K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-7.94K- 2.81% |
$719K - $869K
|
275K
$32.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.95K- 1.52% |
$720K - $871K
|
516K
$60.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-7.98K- 33.71% |
$723K - $874K
|
15.7K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.05K- 33.81% |
$729K - $882K
|
15.8K
$1.86M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-8.07K- 79.46% |
$730K - $883K
|
2.09K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-8.13K- 3.29% |
$736K - $890K
|
239K
$28.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8.32K- 75.07% |
$753K - $911K
|
2.76K
$325K
|