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 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-21.1K- 8.47% |
$1.91M - $2.31M
|
228K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-22.2K- 48.98% |
$2.01M - $2.44M
|
23.2K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.4K- 2.6% |
$2.03M - $2.45M
|
839K
$98.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-22.5K- 15.75% |
$2.03M - $2.46M
|
120K
$14.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-23.4K- 51.75% |
$2.12M - $2.56M
|
21.8K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-24.3K- 17.3% |
$2.2M - $2.66M
|
116K
$13.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-25K- 3.85% |
$2.26M - $2.74M
|
625K
$73.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 97.56% |
$2.39M - $2.89M
|
661
$77.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-26.4K- 84.38% |
$2.39M - $2.89M
|
4.88K
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26.4K- 86.23% |
$2.39M - $2.89M
|
4.22K
$497K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-26.6K- 38.63% |
$2.41M - $2.92M
|
42.3K
$4.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-26.7K- 5.94% |
$2.42M - $2.93M
|
424K
$49.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-26.9K- 10.05% |
$2.43M - $2.94M
|
240K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-27.3K- 30.92% |
$2.48M - $2.99M
|
61.1K
$7.19M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-28.5K- 9.24% |
$2.58M - $3.12M
|
279K
$32.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-29K- 10.48% |
$2.63M - $3.18M
|
248K
$29.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-29.2K- 51.36% |
$2.65M - $3.2M
|
27.7K
$3.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.4K- 55.93% |
$2.66M - $3.21M
|
23.1K
$2.72M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-29.8K- 26.85% |
$2.7M - $3.27M
|
81.3K
$9.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-30.1K- 14.38% |
$2.73M - $3.3M
|
179K
$21.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-30.2K- 31.31% |
$2.74M - $3.31M
|
66.3K
$7.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-31.6K- 16.63% |
$2.87M - $3.46M
|
159K
$18.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-32K- 3.64% |
$2.89M - $3.5M
|
846K
$99.7M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-32K- 18.01% |
$2.9M - $3.5M
|
146K
$17.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-32.5K- 10.44% |
$2.94M - $3.55M
|
278K
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-33.7K- 5.93% |
$3.05M - $3.69M
|
535K
$63M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-34.5K- 2.35% |
$3.13M - $3.78M
|
1.44M
$169M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-36.4K- 91.5% |
$3.3M - $3.99M
|
3.38K
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-36.9K- 11.46% |
$3.34M - $4.04M
|
285K
$33.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-37.1K- 89.11% |
$3.36M - $4.06M
|
4.53K
$533K
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-37.5K- 31.76% |
$3.4M - $4.11M
|
80.7K
$9.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-37.6K- 67.78% |
$3.4M - $4.12M
|
17.9K
$2.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-38.1K- 85.25% |
$3.45M - $4.17M
|
6.58K
$775K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-38.1K- 15.84% |
$3.45M - $4.17M
|
202K
$23.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-38.7K- 19.75% |
$3.51M - $4.24M
|
157K
$18.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-39.9K- 26.64% |
$3.61M - $4.37M
|
110K
$12.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-40.2K- 25.42% |
$3.64M - $4.41M
|
118K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-41.6K- 19.37% |
$3.77M - $4.55M
|
173K
$20.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-42K- 21.68% |
$3.81M - $4.6M
|
152K
$17.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-42.3K- 32.92% |
$3.83M - $4.63M
|
86.2K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-42.8K- 34.29% |
$3.88M - $4.69M
|
82K
$9.66M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-43.5K- 14.67% |
$3.94M - $4.77M
|
253K
$29.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-43.8K- 14.65% |
$3.97M - $4.8M
|
255K
$30.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-44.5K- 60.21% |
$4.03M - $4.87M
|
29.4K
$3.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-45.2K- 51.15% |
$4.09M - $4.94M
|
43.1K
$5.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-45.7K- 13.92% |
$4.14M - $5.01M
|
283K
$33.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-46K- 55.98% |
$4.17M - $5.04M
|
36.2K
$4.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-47K- 95.17% |
$4.26M - $5.15M
|
2.38K
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-49.4K- 13.95% |
$4.47M - $5.41M
|
305K
$35.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-49.9K- 38.8% |
$4.51M - $5.46M
|
78.6K
$9.26M
|