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 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.85KNew |
$168K - $203K
|
1.85K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.85KNew |
$167K - $202K
|
1.85K
$205K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.84KNew |
$167K - $201K
|
1.84K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.84KNew |
$167K - $201K
|
1.84K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.84KNew |
$167K - $201K
|
1.84K
$204K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.84KNew |
$166K - $201K
|
1.84K
$204K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
1.84KNew |
$166K - $201K
|
1.84K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
1.84KNew |
$166K - $201K
|
1.84K
$203K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.83KNew |
$166K - $201K
|
1.83K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.76K+ 31.57% |
$159K - $193K
|
7.33K
$813K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.76K+ 0.47% |
$159K - $192K
|
379K
$42M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.76K+ 19.78% |
$159K - $192K
|
10.6K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.75K+ 4.94% |
$159K - $192K
|
37.3K
$4.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.75K+ 5.72% |
$159K - $192K
|
32.4K
$3.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.75K+ 6.1% |
$159K - $192K
|
30.5K
$3.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.75K+ 6.84% |
$159K - $192K
|
27.4K
$3.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.75K+ 13.11% |
$158K - $191K
|
15.1K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
1.74K+ 4.67% |
$158K - $191K
|
39K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.71K+ 49.32% |
$155K - $188K
|
5.19K
$575K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.7K+ 4.72% |
$154K - $186K
|
37.8K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.7KNew |
$154K - $186K
|
1.7K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.69K+ 1.82% |
$153K - $185K
|
94.3K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.69K+ 85.17% |
$153K - $185K
|
3.67K
$407K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.69K+ 0.3% |
$153K - $185K
|
561K
$62.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.68K+ 1.08% |
$152K - $184K
|
158K
$17.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.67K+ 4.74% |
$151K - $183K
|
36.9K
$4.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.66K+ 4.76% |
$150K - $182K
|
36.6K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.66K+ 6.43% |
$150K - $182K
|
27.5K
$3.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.65K+ 3.07% |
$149K - $180K
|
55.2K
$6.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.64K+ 10.97% |
$148K - $179K
|
16.6K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.62K+ 12.16% |
$147K - $177K
|
15K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.62K+ 7.18% |
$147K - $177K
|
24.2K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.62K+ 0.31% |
$147K - $177K
|
517K
$57.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 1.66% |
$146K - $177K
|
99K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.61K+ 3.3% |
$146K - $176K
|
50.4K
$5.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.61KNew |
$145K - $176K
|
1.61K
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.61K+ 2.98% |
$145K - $176K
|
55.5K
$6.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.6K+ 7.89% |
$145K - $175K
|
21.8K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.59K+ 55.96% |
$144K - $174K
|
4.44K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.59K+ 2.0% |
$144K - $174K
|
81.2K
$9M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.57K+ 8.06% |
$143K - $172K
|
21.1K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.57K+ 18.64% |
$143K - $172K
|
10K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.56K+ 2.6% |
$141K - $171K
|
61.5K
$6.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.56K+ 8.85% |
$141K - $170K
|
19.2K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
1.53K+ 3.23% |
$139K - $168K
|
48.9K
$5.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.52K+ 3.51% |
$138K - $167K
|
45K
$4.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.52K+ 1.13% |
$138K - $167K
|
136K
$15M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
1.51K+ 3.11% |
$137K - $166K
|
50.2K
$5.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.51K+ 11.95% |
$137K - $165K
|
14.2K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
1.5K+ 4.76% |
$135K - $164K
|
32.9K
$3.65M
|