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
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
19.3MNew |
$1.74B - $2.11B
|
19.3M
$2.14B
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.6M+ 11144.76% |
$1.23B - $1.49B
|
13.7M
$1.52B
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.01MNew |
$453M - $548M
|
5.01M
$555M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.25M+ 5.77% |
$204M - $247M
|
41.3M
$4.58B
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27M+ 50.84% |
$115M - $139M
|
3.75M
$416M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14M+ 83.76% |
$103M - $124M
|
2.49M
$276M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
930K+ 10.66% |
$84.2M - $102M
|
9.66M
$1.07B
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
877K+ 7143.62% |
$79.4M - $96M
|
890K
$98.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
729K+ 10869.88% |
$66M - $79.8M
|
735K
$81.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
615K+ 264.35% |
$55.7M - $67.3M
|
847K
$94M
|
|
|
Aug 06, 2025
Q2 2025
|
Swf LLC
Omaha, NE |
BUY
|
- |
590K+ 6382.52% |
$53.4M - $64.6M
|
599K
$66.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
553K+ 408.63% |
$50.1M - $60.5M
|
688K
$76.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
461K+ 15.97% |
$41.8M - $50.5M
|
3.35M
$371M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
393KNew |
$35.6M - $43.1M
|
393K
$43.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
367K+ 2.31% |
$33.2M - $40.2M
|
16.3M
$1.8B
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
329K+ 61.26% |
$29.8M - $36M
|
866K
$96M
|
|
|
Aug 08, 2025
Q2 2025
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
321KNew |
$29.1M - $35.1M
|
321K
$35.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
283KNew |
$25.6M - $31M
|
283K
$31.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
249KNew |
$22.6M - $27.3M
|
249K
$27.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
248KNew |
$22.4M - $27.1M
|
248K
$27.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
242K+ 9.89% |
$21.9M - $26.5M
|
2.69M
$298M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
232KNew |
$21M - $25.4M
|
232K
$25.7M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
213K+ 2.38% |
$19.3M - $23.3M
|
9.17M
$1.02B
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
211K+ 15.49% |
$19.1M - $23.2M
|
1.58M
$175M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207K+ 75.91% |
$18.7M - $22.7M
|
480K
$53.2M
|
|
|
Aug 08, 2025
Q2 2025
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
200KNew |
$18.2M - $21.9M
|
200K
$22.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
200K+ 5.56% |
$18.1M - $21.9M
|
3.8M
$421M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
170K+ 8.01% |
$15.4M - $18.6M
|
2.29M
$254M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
169K+ 156.4% |
$15.3M - $18.5M
|
276K
$30.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
166KNew |
$15M - $18.2M
|
166K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
147KNew |
$13.3M - $16.1M
|
147K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
145K+ 75.47% |
$13.1M - $15.9M
|
337K
$37.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
136K+ 423471.88% |
$12.3M - $14.8M
|
136K
$15M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
135K+ 489.84% |
$12.3M - $14.8M
|
163K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
135K+ 27.37% |
$12.2M - $14.8M
|
628K
$69.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
133K+ 17.14% |
$12M - $14.5M
|
907K
$101M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
130KNew |
$11.8M - $14.2M
|
130K
$14.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
120K+ 5.33% |
$10.8M - $13.1M
|
2.36M
$262M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
120KNew |
$10.8M - $13.1M
|
120K
$13.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
113K+ 63.48% |
$10.2M - $12.4M
|
291K
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 2.09% |
$10.2M - $12.3M
|
5.51M
$611M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
112K+ 235.7% |
$10.1M - $12.3M
|
160K
$17.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111K+ 432.63% |
$10.1M - $12.2M
|
137K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
107KNew |
$9.72M - $11.8M
|
107K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
107K+ 2914.07% |
$9.68M - $11.7M
|
111K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
106KNew |
$9.59M - $11.6M
|
106K
$11.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
100K+ 242.93% |
$9.09M - $11M
|
142K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
94.2KNew |
$8.53M - $10.3M
|
94.2K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
91.4K+ 262.49% |
$8.27M - $10M
|
126K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86.5K+ 8.34% |
$7.84M - $9.48M
|
1.12M
$125M
|