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
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-113K- 94.8% |
$10.2M - $12.4M
|
6.19K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-115K- 0.82% |
$10.4M - $12.6M
|
14M
$1.64B
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-120K- 33.58% |
$10.9M - $13.2M
|
238K
$28M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-121K- 84.49% |
$11M - $13.2M
|
22.2K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-124K- 39.47% |
$11.3M - $13.6M
|
191K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-132K- 17.02% |
$11.9M - $14.4M
|
641K
$75.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-132K- 2.56% |
$11.9M - $14.4M
|
5.02M
$592M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-134K- 6.71% |
$12.1M - $14.6M
|
1.86M
$219M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-137K- 42.16% |
$12.4M - $15M
|
188K
$22.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-138K- 6.46% |
$12.5M - $15.1M
|
1.99M
$234M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-139K- 5.53% |
$12.6M - $15.3M
|
2.38M
$280M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-139K- 5.53% |
$12.6M - $15.3M
|
2.38M
$280M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-139K- 70.47% |
$12.6M - $15.3M
|
58.4K
$6.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-147K- 7.7% |
$13.3M - $16.1M
|
1.76M
$207M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-149K- 19.34% |
$13.5M - $16.3M
|
620K
$73.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-153K- 19.73% |
$13.8M - $16.7M
|
622K
$73.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-154K- 27.14% |
$14M - $16.9M
|
415K
$48.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-157K- 5.22% |
$14.2M - $17.2M
|
2.85M
$336M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-159K- 49.29% |
$14.4M - $17.4M
|
164K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-161K- 84.2% |
$14.6M - $17.7M
|
30.3K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-177K- 17.84% |
$16M - $19.4M
|
815K
$96M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-185K- 4.77% |
$16.8M - $20.3M
|
3.7M
$436M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-186K- 3.29% |
$16.9M - $20.4M
|
5.48M
$645M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-189K- 16.66% |
$17.1M - $20.6M
|
943K
$111M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-191K- 88.74% |
$17.3M - $21M
|
24.3K
$2.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-194K- 11.79% |
$17.6M - $21.3M
|
1.45M
$171M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-199K- 2.75% |
$18.1M - $21.8M
|
7.05M
$830M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-214K- 48.91% |
$19.4M - $23.4M
|
224K
$26.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-214K- 2.23% |
$19.4M - $23.5M
|
9.42M
$1.11B
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-221K- 58.82% |
$20.1M - $24.2M
|
155K
$18.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-249K- 66.62% |
$22.5M - $27.2M
|
125K
$14.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-251K- 92.71% |
$22.7M - $27.4M
|
19.7K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-260KClosed |
$23.6M - $28.5M
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-275K- 96.39% |
$24.9M - $30.1M
|
10.3K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-283K- 53.25% |
$25.7M - $31M
|
249K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-286K- 35.27% |
$25.9M - $31.3M
|
525K
$61.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-338K- 90.44% |
$30.6M - $37M
|
35.8K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-380K- 5.92% |
$34.4M - $41.6M
|
6.04M
$711M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-393K- 86.43% |
$35.6M - $43M
|
61.6K
$7.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-459K- 10.97% |
$41.6M - $50.3M
|
3.73M
$439M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-482K- 13.33% |
$43.7M - $52.8M
|
3.13M
$369M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-501K- 68.89% |
$45.4M - $54.9M
|
226K
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-561K- 31.05% |
$50.8M - $61.5M
|
1.25M
$147M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-562K- 81.69% |
$50.9M - $61.5M
|
126K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-567K- 15.26% |
$51.3M - $62.1M
|
3.15M
$371M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-568K- 3.04% |
$51.4M - $62.2M
|
18.1M
$2.14B
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-580K- 98.84% |
$52.5M - $63.5M
|
6.78K
$798K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-601K- 5.66% |
$54.4M - $65.8M
|
10M
$1.18B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-695K- 4.05% |
$62.9M - $76M
|
16.4M
$1.94B
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-729K- 99.09% |
$66M - $79.8M
|
6.73K
$792K
|