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
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.9K- 2.54% |
$1.08M - $1.31M
|
457K
$53.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-12K- 17.38% |
$1.09M - $1.31M
|
57K
$6.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12K- 7.49% |
$1.09M - $1.31M
|
148K
$17.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-12K- 25.62% |
$1.09M - $1.31M
|
34.9K
$4.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-12K- 9.67% |
$1.09M - $1.31M
|
112K
$13.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-12.4K- 62.07% |
$1.12M - $1.36M
|
7.59K
$893K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.5K- 9.18% |
$1.13M - $1.37M
|
124K
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.6K- 6.31% |
$1.14M - $1.37M
|
186K
$22M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-12.9K- 19.74% |
$1.17M - $1.41M
|
52.5K
$6.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-13K- 72.82% |
$1.18M - $1.42M
|
4.85K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13.1K- 2.36% |
$1.19M - $1.43M
|
542K
$63.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.4K- 9.32% |
$1.21M - $1.46M
|
130K
$15.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.4K- 17.01% |
$1.22M - $1.47M
|
65.4K
$7.71M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-13.5K- 76.97% |
$1.23M - $1.48M
|
4.05K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-13.7K- 57.34% |
$1.24M - $1.5M
|
10.2K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-13.9K- 49.83% |
$1.26M - $1.52M
|
14K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14.2K- 99.43% |
$1.29M - $1.56M
|
81
$9.54K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-14.6K- 3.94% |
$1.33M - $1.6M
|
357K
$42M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-14.8K- 2.21% |
$1.34M - $1.62M
|
657K
$77.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15K- 5.34% |
$1.35M - $1.64M
|
265K
$31.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-15.2K- 6.62% |
$1.37M - $1.66M
|
214K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.2K- 15.84% |
$1.37M - $1.66M
|
80.6K
$9.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-15.4K- 2.79% |
$1.39M - $1.68M
|
535K
$63M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-15.4K- 31.2% |
$1.4M - $1.69M
|
34K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15.7K- 17.62% |
$1.42M - $1.72M
|
73.2K
$8.63M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.9K- 34.48% |
$1.44M - $1.74M
|
30.2K
$3.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-16.1K- 14.19% |
$1.46M - $1.76M
|
97.5K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-16.5K- 6.64% |
$1.49M - $1.8M
|
231K
$27.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-16.9K- 4.63% |
$1.53M - $1.85M
|
348K
$41M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-16.9K- 47.98% |
$1.53M - $1.85M
|
18.3K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.9K- 2.97% |
$1.53M - $1.85M
|
553K
$65.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-17.1K- 23.44% |
$1.55M - $1.87M
|
55.8K
$6.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17.1K- 32.31% |
$1.55M - $1.87M
|
35.8K
$4.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-17.3K- 88.21% |
$1.57M - $1.9M
|
2.31K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-17.6K- 56.71% |
$1.59M - $1.92M
|
13.4K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17.8K- 2.32% |
$1.61M - $1.95M
|
750K
$88.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-17.9K- 29.83% |
$1.62M - $1.96M
|
42.1K
$4.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-18.2K- 32.58% |
$1.65M - $2M
|
37.8K
$4.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18.7K- 13.09% |
$1.69M - $2.05M
|
124K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-18.7K- 94.78% |
$1.69M - $2.05M
|
1.03K
$121K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-18.8K- 14.31% |
$1.7M - $2.06M
|
112K
$13.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-19.1K- 27.86% |
$1.73M - $2.09M
|
49.4K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-19.1K- 5.94% |
$1.73M - $2.09M
|
302K
$35.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-19.2K- 29.89% |
$1.74M - $2.1M
|
45K
$5.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-19.3K- 23.23% |
$1.75M - $2.12M
|
63.9K
$7.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.6K- 1.13% |
$1.77M - $2.14M
|
1.71M
$201M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-19.8K- 3.47% |
$1.8M - $2.17M
|
551K
$64.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-20.2K- 33.03% |
$1.83M - $2.22M
|
41K
$4.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-20.5K- 41.08% |
$1.85M - $2.24M
|
29.4K
$3.46M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20.6K- 59.57% |
$1.87M - $2.26M
|
14K
$1.65M
|