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 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-50.1K- 69.51% |
$4.54M - $5.48M
|
22K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51.1K- 9.86% |
$4.63M - $5.6M
|
467K
$55.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-51.9K- 90.42% |
$4.7M - $5.68M
|
5.5K
$648K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-53.4K- 53.14% |
$4.84M - $5.85M
|
47.1K
$5.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-53.5K- 96.18% |
$4.84M - $5.86M
|
2.12K
$250K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-53.8K- 95.22% |
$4.87M - $5.89M
|
2.7K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-54.7K- 36.43% |
$4.95M - $5.98M
|
95.4K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-55.6K- 29.93% |
$5.04M - $6.09M
|
130K
$15.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-55.9K- 31.61% |
$5.07M - $6.13M
|
121K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-56.5K- 70.96% |
$5.12M - $6.19M
|
23.1K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-56.8K- 85.16% |
$5.15M - $6.22M
|
9.9K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-57.8K- 47.61% |
$5.24M - $6.33M
|
63.6K
$7.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-58.2K- 6.48% |
$5.27M - $6.38M
|
841K
$99.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58.5K- 12.65% |
$5.29M - $6.4M
|
404K
$47.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-59.3K- 19.6% |
$5.37M - $6.49M
|
243K
$28.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-59.7K- 18.19% |
$5.41M - $6.54M
|
268K
$31.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-59.8K- 50.23% |
$5.42M - $6.55M
|
59.3K
$6.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-60.2K- 31.77% |
$5.45M - $6.59M
|
129K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-62.3K- 17.92% |
$5.64M - $6.82M
|
285K
$33.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-64.7K- 28.27% |
$5.86M - $7.08M
|
164K
$19.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-65.9K- 66.55% |
$5.97M - $7.21M
|
33.1K
$3.9M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-66.4K- 5.6% |
$6.01M - $7.27M
|
1.12M
$132M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-68.8K- 14.62% |
$6.23M - $7.53M
|
402K
$47.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-69.9K- 35.5% |
$6.33M - $7.66M
|
127K
$15M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-71.3K- 34.21% |
$6.45M - $7.8M
|
137K
$16.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-73.2K- 8.78% |
$6.63M - $8.02M
|
761K
$89.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-73.8K- 93.56% |
$6.69M - $8.09M
|
5.08K
$599K
|
|
|
Jul 23, 2025
Q2 2025
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-75.4K- 30.16% |
$6.83M - $8.26M
|
175K
$20.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-75.4K- 29.82% |
$6.83M - $8.26M
|
177K
$20.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-75.7K- 0.93% |
$6.86M - $8.29M
|
8.02M
$945M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-77K- 90.73% |
$6.98M - $8.43M
|
7.87K
$927K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-82.5K- 91.41% |
$7.47M - $9.03M
|
7.75K
$913K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-83K- 35.8% |
$7.52M - $9.09M
|
149K
$17.5M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-84.6K- 17.27% |
$7.66M - $9.26M
|
405K
$47.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-85.3K- 6.23% |
$7.73M - $9.34M
|
1.28M
$151M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-85.7K- 75.43% |
$7.76M - $9.38M
|
27.9K
$3.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-87K- 66.23% |
$7.88M - $9.52M
|
44.4K
$5.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-87.7K- 35.96% |
$7.94M - $9.6M
|
156K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-88.4K- 19.53% |
$8.01M - $9.68M
|
364K
$42.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-89.3K- 97.69% |
$8.09M - $9.78M
|
2.11K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-91K- 8.01% |
$8.25M - $9.97M
|
1.04M
$123M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-91.1K- 73.56% |
$8.25M - $9.97M
|
32.7K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-92.7K- 37.7% |
$8.39M - $10.1M
|
153K
$18M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-93.4K- 37.86% |
$8.46M - $10.2M
|
153K
$18.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-97.7K- 39.9% |
$8.85M - $10.7M
|
147K
$17.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-98.8K- 13.51% |
$8.95M - $10.8M
|
632K
$74.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-101K- 12.99% |
$9.14M - $11.1M
|
676K
$79.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-102K- 51.36% |
$9.27M - $11.2M
|
96.9K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-104K- 66.3% |
$9.42M - $11.4M
|
52.9K
$6.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-106K- 13.41% |
$9.59M - $11.6M
|
684K
$80.6M
|