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 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.48K+ 14.85% |
$134K - $162K
|
11.5K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.47K+ 1.72% |
$133K - $161K
|
86.7K
$9.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
1.46K+ 5.09% |
$133K - $160K
|
30.2K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 7.35% |
$131K - $158K
|
21.1K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.44K+ 4.22% |
$130K - $158K
|
35.5K
$3.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.43K+ 3.72% |
$129K - $156K
|
39.8K
$4.41M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.42K+ 8.93% |
$129K - $156K
|
17.4K
$1.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.42K+ 3.16% |
$129K - $156K
|
46.5K
$5.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.42K+ 2.48% |
$128K - $155K
|
58.6K
$6.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.41K+ 6.43% |
$127K - $154K
|
23.3K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.38K+ 47.68% |
$125K - $151K
|
4.27K
$473K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 5.97% |
$125K - $151K
|
24.5K
$2.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.37K+ 3.76% |
$124K - $149K
|
37.7K
$4.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.35K+ 2.54% |
$122K - $148K
|
54.4K
$6.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.35K+ 4.53% |
$122K - $148K
|
31.1K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
1.35K+ 2.12% |
$122K - $148K
|
64.9K
$7.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.34K+ 2.29% |
$121K - $147K
|
59.8K
$6.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.34K+ 1.31% |
$121K - $147K
|
104K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 1.82% |
$120K - $146K
|
74.4K
$8.25M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.32K+ 2.75% |
$120K - $145K
|
49.4K
$5.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.32K+ 10.54% |
$120K - $145K
|
13.9K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.32K+ 3.46% |
$120K - $145K
|
39.5K
$4.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.32K+ 4.14% |
$119K - $144K
|
33.1K
$3.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.3K+ 12.47% |
$118K - $142K
|
11.7K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.3K+ 34.91% |
$118K - $142K
|
5.03K
$558K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.3K+ 8666.67% |
$118K - $142K
|
1.32K
$146K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.3K+ 11.58% |
$117K - $142K
|
12.5K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.29K+ 6.13% |
$117K - $141K
|
22.4K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.29K+ 2.09% |
$116K - $141K
|
62.7K
$6.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 6.87% |
$116K - $141K
|
20K
$2.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 4.12% |
$115K - $139K
|
32.1K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.27K+ 7464.71% |
$115K - $139K
|
1.29K
$143K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.26K+ 11.49% |
$114K - $138K
|
12.2K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.25K+ 581.86% |
$113K - $137K
|
1.47K
$163K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.25K+ 1596.15% |
$113K - $136K
|
1.32K
$147K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 17.11% |
$112K - $136K
|
8.48K
$940K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.24K+ 5.66% |
$112K - $135K
|
23.1K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.23K+ 48.66% |
$112K - $135K
|
3.77K
$418K
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.23K+ 31.57% |
$111K - $134K
|
5.12K
$568K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.89% |
$111K - $134K
|
32.8K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.22K+ 6.09% |
$111K - $134K
|
21.3K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.22K+ 22.57% |
$111K - $134K
|
6.63K
$735K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.21K+ 62.42% |
$110K - $133K
|
3.15K
$349K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.2K+ 6.82% |
$109K - $132K
|
18.9K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
1.2K+ 7.02% |
$109K - $131K
|
18.3K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.2K+ 2.34% |
$109K - $131K
|
52.4K
$5.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 20.49% |
$107K - $130K
|
6.97K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.17K+ 7.81% |
$106K - $128K
|
16.2K
$1.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.16K+ 8.75% |
$105K - $127K
|
14.4K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 3.4% |
$104K - $126K
|
35K
$3.88M
|