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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14M+ 83.76% |
$103M - $124M
|
2.49M
$277M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
136K+ 423471.88% |
$12.3M - $14.8M
|
136K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
120K+ 5.33% |
$10.8M - $13.1M
|
2.36M
$262M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
39.6K+ 61.3% |
$3.58M - $4.33M
|
104K
$11.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
37.2K+ 1924.34% |
$3.37M - $4.08M
|
39.2K
$4.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.1K+ 12.57% |
$2.27M - $2.75M
|
225K
$25M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.6K+ 7.33% |
$1.78M - $2.15M
|
287K
$31.9M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
19.2KNew |
$1.74M - $2.11M
|
19.2K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 188.1% |
$1.53M - $1.86M
|
26K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15K+ 6.64% |
$1.36M - $1.64M
|
241K
$26.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.5K+ 8.66% |
$1.31M - $1.59M
|
182K
$20.2M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
11.3K+ 144.35% |
$1.02M - $1.23M
|
19.1K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
11.2K+ 6.11% |
$1.02M - $1.23M
|
195K
$21.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 7.48% |
$973K - $1.18M
|
154K
$17.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
8.89K+ 12.77% |
$805K - $974K
|
78.6K
$8.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.5K+ 2.51% |
$769K - $930K
|
347K
$38.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.15K+ 23.41% |
$738K - $892K
|
42.9K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
6.44K+ 8.78% |
$583K - $705K
|
79.8K
$8.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
6.39K+ 9.27% |
$579K - $700K
|
75.3K
$8.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.26K+ 5.03% |
$567K - $686K
|
131K
$14.5M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.44KNew |
$492K - $595K
|
5.44K
$603K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.27KNew |
$477K - $577K
|
5.27K
$585K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.16KNew |
$467K - $565K
|
5.16K
$572K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.9K+ 1.73% |
$444K - $536K
|
288K
$32M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.89K+ 88.45% |
$443K - $536K
|
10.4K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.61K+ 17.01% |
$418K - $505K
|
31.7K
$3.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.07K+ 12.47% |
$368K - $445K
|
36.7K
$4.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.67K+ 5.71% |
$333K - $402K
|
68K
$7.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.64K+ 104.33% |
$329K - $398K
|
7.12K
$790K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.49K+ 2.31% |
$316K - $382K
|
155K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.48K+ 5.24% |
$315K - $381K
|
69.8K
$7.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 5.86% |
$287K - $347K
|
57.3K
$6.36M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
3.06K+ 2.47% |
$277K - $335K
|
127K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3K+ 13.91% |
$271K - $328K
|
24.5K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.94K+ 12.75% |
$266K - $321K
|
26K
$2.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.76KNew |
$250K - $302K
|
2.76K
$306K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.38K+ 10.03% |
$215K - $260K
|
26.1K
$2.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.31K+ 3.59% |
$209K - $253K
|
66.6K
$7.39M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
2.3KNew |
$208K - $252K
|
2.3K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.17K+ 9.45% |
$197K - $238K
|
25.2K
$2.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 3.17% |
$195K - $236K
|
70.1K
$7.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$187K - $226K
|
2.06K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.05K+ 7.55% |
$186K - $224K
|
29.2K
$3.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.98K+ 4.31% |
$179K - $216K
|
47.8K
$5.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.95KNew |
$176K - $213K
|
1.95K
$216K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.89KNew |
$171K - $207K
|
1.89K
$209K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
1.84KNew |
$166K - $201K
|
1.84K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.76K+ 31.57% |
$159K - $193K
|
7.33K
$813K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.75K+ 5.72% |
$159K - $192K
|
32.4K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.75K+ 13.11% |
$158K - $191K
|
15.1K
$1.67M
|