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 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.19KNew |
$198K - $240K
|
2.19K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.17K+ 9.45% |
$197K - $238K
|
25.2K
$2.79M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.16KNew |
$196K - $237K
|
2.16K
$240K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 3.17% |
$195K - $236K
|
70.1K
$7.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.15KNew |
$195K - $236K
|
2.15K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.13K+ 11.83% |
$192K - $233K
|
20.1K
$2.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.1KNew |
$190K - $230K
|
2.1K
$233K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$187K - $226K
|
2.06K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.06K+ 107.37% |
$186K - $225K
|
3.97K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.05KNew |
$186K - $225K
|
2.05K
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.05K+ 7.55% |
$186K - $224K
|
29.2K
$3.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.05K+ 2.06% |
$186K - $224K
|
101K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.04K+ 6.89% |
$185K - $224K
|
31.7K
$3.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.04KNew |
$185K - $224K
|
2.04K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.04K+ 8.09% |
$184K - $223K
|
27.2K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.02KNew |
$183K - $221K
|
2.02K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.01K+ 84.53% |
$182K - $220K
|
4.38K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.01K+ 5.92% |
$182K - $220K
|
35.9K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2K+ 5.85% |
$181K - $219K
|
36.2K
$4.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.99K+ 69.21% |
$180K - $218K
|
4.86K
$539K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.98KNew |
$179K - $217K
|
1.98K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.98K+ 4.31% |
$179K - $216K
|
47.8K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.97K+ 0.57% |
$178K - $215K
|
347K
$38.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.96KNew |
$177K - $214K
|
1.96K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.95KNew |
$176K - $213K
|
1.95K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.95K+ 1.42% |
$176K - $213K
|
139K
$15.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.94K+ 7.35% |
$176K - $213K
|
28.4K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.94K+ 3.14% |
$176K - $213K
|
63.9K
$7.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.94KNew |
$176K - $213K
|
1.94K
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 0.78% |
$176K - $213K
|
250K
$27.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.92K+ 16.08% |
$174K - $211K
|
13.9K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.92K+ 6.17% |
$174K - $210K
|
33K
$3.66M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.92K+ 32.57% |
$174K - $210K
|
7.8K
$865K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.91KNew |
$173K - $209K
|
1.91K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.9KNew |
$172K - $208K
|
1.9K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$172K - $208K
|
1.9K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.89KNew |
$171K - $207K
|
1.89K
$210K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.89KNew |
$171K - $207K
|
1.89K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$171K - $206K
|
1.89K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.89KNew |
$171K - $206K
|
1.89K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.88KNew |
$170K - $206K
|
1.88K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.88K+ 1.13% |
$170K - $206K
|
168K
$18.7M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.88K+ 3.51% |
$170K - $205K
|
55.4K
$6.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.87K+ 36.53% |
$169K - $205K
|
6.99K
$775K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.87KNew |
$169K - $205K
|
1.87K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.87KNew |
$169K - $205K
|
1.87K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.87KNew |
$169K - $204K
|
1.87K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.86KNew |
$169K - $204K
|
1.86K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.86K+ 3.58% |
$168K - $204K
|
53.8K
$5.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.86KNew |
$168K - $204K
|
1.86K
$206K
|