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 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
810+ 8.54% |
$73.4K - $88.7K
|
10.3K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
807+ 4.15% |
$73.1K - $88.4K
|
20.3K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
799+ 31.73% |
$72.4K - $87.5K
|
3.32K
$368K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
793+ 3.56% |
$71.8K - $86.8K
|
23K
$2.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
789+ 9.48% |
$71.5K - $86.4K
|
9.11K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
789+ 3.65% |
$71.5K - $86.4K
|
22.4K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
761+ 3.08% |
$68.9K - $83.3K
|
25.5K
$2.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
747+ 0.77% |
$67.6K - $81.8K
|
98.4K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
746+ 29.15% |
$67.6K - $81.7K
|
3.31K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
745+ 5.06% |
$67.5K - $81.6K
|
15.5K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
742+ 24.97% |
$67.2K - $81.2K
|
3.71K
$412K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730+ 7.0% |
$66.1K - $79.9K
|
11.2K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
720New |
$65.2K - $78.8K
|
720
$79.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
712+ 1.87% |
$64.5K - $78K
|
38.9K
$4.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
708+ 23.66% |
$64.1K - $77.5K
|
3.7K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
706+ 4.95% |
$63.9K - $77.3K
|
15K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
700+ 3.44% |
$63.4K - $76.6K
|
21K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
690+ 1.34% |
$62.5K - $75.5K
|
52K
$5.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
690+ 2.37% |
$62.5K - $75.5K
|
29.8K
$3.3M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
689+ 4.85% |
$62.4K - $75.4K
|
14.9K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
689+ 2.63% |
$62.4K - $75.4K
|
26.9K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
683+ 0.95% |
$61.9K - $74.8K
|
72.5K
$8.04M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
682+ 8.73% |
$61.8K - $74.7K
|
8.49K
$941K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
680+ 18.45% |
$61.6K - $74.5K
|
4.37K
$484K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
670+ 1.42% |
$60.7K - $73.4K
|
47.8K
$5.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
668+ 6.69% |
$60.5K - $73.1K
|
10.6K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
665+ 11.16% |
$60.2K - $72.8K
|
6.63K
$735K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
665+ 2.85% |
$60.2K - $72.8K
|
24K
$2.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
658+ 21.5% |
$59.6K - $72K
|
3.72K
$412K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
650+ 14.13% |
$58.9K - $71.2K
|
5.25K
$582K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
648+ 2.38% |
$58.7K - $70.9K
|
27.9K
$3.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
643+ 8.51% |
$58.2K - $70.4K
|
8.2K
$910K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
640+ 0.31% |
$58K - $70.1K
|
205K
$22.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
638New |
$57.8K - $69.9K
|
638
$70.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
635+ 9.32% |
$57.5K - $69.5K
|
7.45K
$826K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
631+ 8.68% |
$57.1K - $69.1K
|
7.9K
$876K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
629+ 1.52% |
$57K - $68.9K
|
42.1K
$4.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
623+ 16.05% |
$56.4K - $68.2K
|
4.5K
$499K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
617+ 3.44% |
$55.9K - $67.6K
|
18.5K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
604+ 6.84% |
$54.7K - $66.1K
|
9.44K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
604+ 544.14% |
$54.7K - $66.1K
|
715
$79.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
603+ 4.26% |
$54.6K - $66K
|
14.8K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
598+ 8.94% |
$54.2K - $65.5K
|
7.29K
$808K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
591+ 25.44% |
$53.5K - $64.7K
|
2.91K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
586+ 7.63% |
$53.1K - $64.2K
|
8.27K
$917K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
582+ 11.06% |
$52.7K - $63.7K
|
5.85K
$648K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
578+ 8.98% |
$52.3K - $63.3K
|
7.02K
$778K
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
574+ 5.15% |
$52K - $62.8K
|
11.7K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
570+ 0.66% |
$51.6K - $62.4K
|
87.4K
$9.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
549+ 94.01% |
$49.7K - $60.1K
|
1.13K
$126K
|