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
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.14K+ 0.71% |
$103K - $125K
|
162K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.12K+ 3.52% |
$101K - $122K
|
32.9K
$3.64M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.12K+ 9.01% |
$101K - $122K
|
13.5K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.11K+ 56.89% |
$100K - $121K
|
3.05K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.11K+ 3.49% |
$100K - $121K
|
32.8K
$3.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.1KNew |
$99.9K - $121K
|
1.1K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.1K+ 0.65% |
$99.7K - $121K
|
170K
$18.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.08K+ 0.41% |
$98.1K - $119K
|
264K
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.08K+ 95.57% |
$97.6K - $118K
|
2.21K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.04K+ 1.53% |
$93.8K - $113K
|
68.8K
$7.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.02K+ 17.05% |
$92.5K - $112K
|
7.01K
$777K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.02K+ 0.63% |
$92.4K - $112K
|
162K
$18M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1K+ 19.07% |
$90.9K - $110K
|
6.27K
$695K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
983+ 110.57% |
$89K - $108K
|
1.87K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
980+ 10.28% |
$88.7K - $107K
|
10.5K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
957+ 4.57% |
$86.7K - $105K
|
21.9K
$2.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
956+ 11.36% |
$86.6K - $105K
|
9.37K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
954+ 1.98% |
$86.4K - $104K
|
49.2K
$5.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
952+ 7.74% |
$86.2K - $104K
|
13.2K
$1.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
952+ 2.61% |
$86.2K - $104K
|
37.4K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
945+ 3.83% |
$85.6K - $103K
|
25.6K
$2.84M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
940+ 1.85% |
$85.1K - $103K
|
51.9K
$5.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
924+ 9.08% |
$83.7K - $101K
|
11.1K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
923+ 29.75% |
$83.6K - $101K
|
4.03K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
920New |
$83.3K - $101K
|
920
$102K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
918+ 4.37% |
$83.1K - $101K
|
21.9K
$2.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
915+ 2.41% |
$82.9K - $100K
|
38.8K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
906+ 18.28% |
$82K - $99.2K
|
5.86K
$650K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
897+ 9.36% |
$81.2K - $98.2K
|
10.5K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
895+ 1.41% |
$81.1K - $98K
|
64.4K
$7.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
874+ 7.81% |
$79.1K - $95.7K
|
12.1K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
870+ 32.52% |
$78.8K - $95.3K
|
3.55K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
868+ 0.65% |
$78.6K - $95K
|
134K
$14.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
862+ 2.48% |
$78.1K - $94.4K
|
35.6K
$3.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
850+ 32.29% |
$77K - $93.1K
|
3.48K
$386K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
845+ 2.07% |
$76.5K - $92.5K
|
41.7K
$4.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
845+ 3.03% |
$76.5K - $92.5K
|
28.8K
$3.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
844+ 16.56% |
$76.4K - $92.4K
|
5.94K
$659K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
841+ 16.02% |
$76.2K - $92.1K
|
6.09K
$675K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
841+ 0.49% |
$76.2K - $92.1K
|
173K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
840New |
$76.1K - $92K
|
840
$93.1K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
831+ 13.06% |
$75.3K - $91K
|
7.2K
$798K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
825+ 0.55% |
$74.7K - $90.3K
|
150K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
822+ 1.42% |
$74.4K - $90K
|
58.9K
$6.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
822+ 14.76% |
$74.4K - $90K
|
6.39K
$709K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
815+ 1.17% |
$73.8K - $89.2K
|
70.3K
$7.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
812+ 25.68% |
$73.5K - $88.9K
|
3.97K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
811+ 6.31% |
$73.4K - $88.8K
|
13.7K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
811+ 52.22% |
$73.4K - $88.8K
|
2.36K
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
810+ 0.35% |
$73.4K - $88.7K
|
235K
$26.1M
|