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 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
545+ 0.52% |
$49.4K - $59.7K
|
105K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
543+ 0.6% |
$49.2K - $59.5K
|
90.6K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
542+ 11.83% |
$49.1K - $59.3K
|
5.12K
$568K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
539+ 0.14% |
$48.8K - $59K
|
384K
$42.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
537+ 7.6% |
$48.6K - $58.8K
|
7.61K
$844K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
533+ 95.35% |
$48.3K - $58.4K
|
1.09K
$121K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
528+ 22.01% |
$47.8K - $57.8K
|
2.93K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
527+ 2635.0% |
$47.7K - $57.7K
|
547
$60.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
519+ 2.67% |
$47K - $56.8K
|
20K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
508+ 7.95% |
$46K - $55.6K
|
6.89K
$764K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
505+ 1.34% |
$45.7K - $55.3K
|
38.2K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
503+ 5.98% |
$45.6K - $55.1K
|
8.91K
$988K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
500+ 61.05% |
$45.3K - $54.7K
|
1.32K
$146K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
490+ 6.65% |
$44.4K - $53.7K
|
7.85K
$871K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
489+ 1.15% |
$44.3K - $53.5K
|
42.9K
$4.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
486+ 0.91% |
$44K - $53.2K
|
54.2K
$6.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
482+ 0.46% |
$43.6K - $52.8K
|
104K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
474+ 74.29% |
$42.9K - $51.9K
|
1.11K
$123K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
469+ 1.01% |
$42.5K - $51.4K
|
46.7K
$5.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
465+ 22.36% |
$42.1K - $50.9K
|
2.55K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
461+ 0.57% |
$41.7K - $50.5K
|
80.7K
$8.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
460+ 21.23% |
$41.7K - $50.4K
|
2.63K
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
460+ 8.89% |
$41.7K - $50.4K
|
5.64K
$625K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
460+ 21.23% |
$41.7K - $50.4K
|
2.63K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
459+ 2.53% |
$41.6K - $50.3K
|
18.6K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
455+ 2.0% |
$41.2K - $49.8K
|
23.2K
$2.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
452New |
$40.9K - $49.5K
|
452
$50.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
449+ 0.76% |
$40.7K - $49.2K
|
59.4K
$6.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
442+ 2.92% |
$40K - $48.4K
|
15.6K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
430+ 3.67% |
$38.9K - $47.1K
|
12.2K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
421+ 1.25% |
$38.1K - $46.1K
|
34.1K
$3.78M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
414+ 17.48% |
$37.5K - $45.3K
|
2.78K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
413+ 4.49% |
$37.4K - $45.2K
|
9.62K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
409+ 2.23% |
$37K - $44.8K
|
18.8K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
400+ 23.49% |
$36.2K - $43.8K
|
2.1K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
399+ 6.52% |
$36.1K - $43.7K
|
6.52K
$723K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
398+ 9.52% |
$36K - $43.6K
|
4.58K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
395+ 0.36% |
$35.8K - $43.2K
|
111K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
391+ 7.64% |
$35.4K - $42.8K
|
5.51K
$611K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
390+ 11.45% |
$35.3K - $42.7K
|
3.8K
$421K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
390+ 2.66% |
$35.3K - $42.7K
|
15.1K
$1.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
383+ 2.38% |
$34.7K - $41.9K
|
16.5K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
382+ 5.65% |
$34.6K - $41.8K
|
7.15K
$792K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
380+ 3.86% |
$34.4K - $41.6K
|
10.2K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
371+ 2.47% |
$33.6K - $40.6K
|
15.4K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
370+ 0.03% |
$33.5K - $40.5K
|
1.23M
$137M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
367+ 0.41% |
$33.2K - $40.2K
|
89.5K
$9.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
367+ 10.04% |
$33.2K - $40.2K
|
4.02K
$446K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
362+ 22.17% |
$32.8K - $39.6K
|
2K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
359+ 1.21% |
$32.5K - $39.3K
|
30.1K
$3.34M
|