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 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-8.42K- 4.51% |
$762K - $922K
|
178K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.43K- 42.3% |
$764K - $923K
|
11.5K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8.48K- 10.67% |
$768K - $928K
|
70.9K
$8.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-8.48K- 39.43% |
$768K - $929K
|
13K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-8.6K- 11.77% |
$778K - $941K
|
64.4K
$7.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8.6K- 7.43% |
$779K - $942K
|
107K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-8.8K- 6.37% |
$797K - $964K
|
129K
$15.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-8.83K- 10.92% |
$800K - $967K
|
72.1K
$8.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-8.94K- 64.21% |
$809K - $978K
|
4.98K
$587K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.96K- 13.97% |
$811K - $981K
|
55.2K
$6.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-9K- 17.44% |
$815K - $985K
|
42.6K
$5.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-9.1K- 7.93% |
$824K - $997K
|
106K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.26K- 17.27% |
$839K - $1.01M
|
44.4K
$5.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.27K- 18.46% |
$840K - $1.02M
|
41K
$4.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.31K- 23.78% |
$843K - $1.02M
|
29.8K
$3.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-9.32K- 40.6% |
$844K - $1.02M
|
13.6K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-9.43K- 8.92% |
$854K - $1.03M
|
96.3K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-9.49K- 28.19% |
$859K - $1.04M
|
24.2K
$2.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9.54K- 73.45% |
$864K - $1.04M
|
3.45K
$406K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-9.64K- 9.92% |
$873K - $1.06M
|
87.5K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-9.74K- 2.84% |
$882K - $1.07M
|
334K
$39.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.82K- 11.81% |
$889K - $1.08M
|
73.3K
$8.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.87K- 0.68% |
$894K - $1.08M
|
1.43M
$169M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.9K- 4.38% |
$896K - $1.08M
|
216K
$25.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-10K- 20.09% |
$906K - $1.09M
|
39.8K
$4.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10.1K- 6.27% |
$911K - $1.1M
|
150K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 19.93% |
$915K - $1.11M
|
40.6K
$4.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-10.1K- 15.69% |
$918K - $1.11M
|
54.5K
$6.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-10.2K- 6.38% |
$919K - $1.11M
|
149K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10.2K- 1.49% |
$921K - $1.11M
|
674K
$79.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.2K- 10.71% |
$922K - $1.11M
|
84.9K
$10M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10.2K- 4.77% |
$922K - $1.12M
|
203K
$24M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-10.6K- 8.21% |
$957K - $1.16M
|
118K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10.6K- 8.28% |
$961K - $1.16M
|
118K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-10.7K- 65.43% |
$972K - $1.18M
|
5.67K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-10.7K- 11.06% |
$972K - $1.18M
|
86.3K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-10.8K- 26.51% |
$980K - $1.18M
|
30K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.9K- 11.24% |
$986K - $1.19M
|
85.9K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-11.2K- 6.03% |
$1.01M - $1.22M
|
174K
$20.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.2K- 59.95% |
$1.01M - $1.23M
|
7.49K
$882K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-11.4K- 83.3% |
$1.03M - $1.25M
|
2.28K
$269K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-11.5K- 20.51% |
$1.04M - $1.25M
|
44.4K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.5K- 6.23% |
$1.04M - $1.26M
|
173K
$20.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-11.5K- 82.8% |
$1.04M - $1.26M
|
2.4K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-11.6K- 21.68% |
$1.05M - $1.27M
|
41.9K
$4.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.6K- 7.74% |
$1.05M - $1.27M
|
139K
$16.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-11.7K- 6.01% |
$1.06M - $1.28M
|
183K
$21.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-11.8K- 31.78% |
$1.07M - $1.29M
|
25.3K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-11.8K- 32.5% |
$1.07M - $1.29M
|
24.5K
$2.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-11.8K- 50.05% |
$1.07M - $1.3M
|
11.8K
$1.39M
|