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
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
353+ 14.59% |
$32K - $38.6K
|
2.77K
$307K
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
351New |
$31.8K - $38.4K
|
351
$38.9K
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
348+ 7.92% |
$31.5K - $38.1K
|
4.74K
$526K
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
348+ 5.22% |
$31.5K - $38.1K
|
7.01K
$778K
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
347+ 0.19% |
$31.4K - $38K
|
183K
$20.3M
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
340+ 3.51% |
$30.8K - $37.2K
|
10K
$1.11M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
339+ 1.18% |
$30.7K - $37.1K
|
29.1K
$3.22M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
335+ 16.18% |
$30.3K - $36.7K
|
2.41K
$267K
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
334+ 0.73% |
$30.2K - $36.6K
|
45.8K
$5.08M
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
329+ 7.0% |
$29.8K - $36K
|
5.03K
$558K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
324+ 1.3% |
$29.3K - $35.5K
|
25.2K
$2.8M
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
320+ 1.67% |
$29K - $35K
|
19.4K
$2.15M
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
317+ 1.68% |
$28.7K - $34.7K
|
19.1K
$2.12M
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
312+ 2.84% |
$28.3K - $34.2K
|
11.3K
$1.25M
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
312+ 6.08% |
$28.3K - $34.2K
|
5.44K
$604K
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
312+ 0.16% |
$28.3K - $34.2K
|
189K
$21M
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
312+ 0.43% |
$28.3K - $34.2K
|
72.7K
$8.06M
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
308+ 12.88% |
$27.9K - $33.7K
|
2.7K
$299K
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
301+ 12.07% |
$27.3K - $33K
|
2.8K
$310K
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
300+ 1.62% |
$27.2K - $32.8K
|
18.9K
$2.09M
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
300+ 12.07% |
$27.2K - $32.8K
|
2.79K
$309K
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
300+ 1.36% |
$27.2K - $32.8K
|
22.3K
$2.47M
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
293+ 3.05% |
$26.5K - $32.1K
|
9.88K
$1.1M
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
287+ 0.3% |
$26K - $31.4K
|
97.5K
$10.8M
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
279+ 2.08% |
$25.3K - $30.5K
|
13.7K
$1.52M
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
277+ 12.18% |
$25.1K - $30.3K
|
2.55K
$283K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
277+ 0.79% |
$25.1K - $30.3K
|
35.3K
$3.92M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
275+ 7.91% |
$24.9K - $30.1K
|
3.75K
$416K
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
273+ 0.39% |
$24.7K - $29.9K
|
69.6K
$7.72M
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
273+ 0.92% |
$24.7K - $29.9K
|
29.9K
$3.32M
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
272New |
$24.6K - $29.8K
|
272
$30.2K
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
271+ 0.58% |
$24.5K - $29.7K
|
47.1K
$5.22M
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
269+ 26900.0% |
$24.4K - $29.5K
|
270
$29.9K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
258+ 0.22% |
$23.4K - $28.2K
|
119K
$13.2M
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
257+ 0.47% |
$23.3K - $28.1K
|
55.4K
$6.14M
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
256+ 12.49% |
$23.2K - $28K
|
2.31K
$256K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
251+ 4.66% |
$22.7K - $27.5K
|
5.64K
$626K
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 18.12% |
$22.6K - $27.4K
|
1.63K
$181K
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
249+ 8.0% |
$22.5K - $27.3K
|
3.36K
$373K
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
249+ 6.15% |
$22.5K - $27.3K
|
4.3K
$477K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
245New |
$22.2K - $26.8K
|
245
$27.2K
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
245+ 10.65% |
$22.2K - $26.8K
|
2.55K
$282K
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
243+ 10.83% |
$22K - $26.6K
|
2.49K
$276K
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
241+ 9.05% |
$21.8K - $26.4K
|
2.91K
$322K
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
240+ 1.53% |
$21.7K - $26.3K
|
16K
$1.77M
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
232+ 1.77% |
$21K - $25.4K
|
13.4K
$1.48M
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
230+ 4.27% |
$20.8K - $25.2K
|
5.61K
$622K
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
228+ 0.93% |
$20.6K - $25K
|
24.6K
$2.73M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
228+ 3.02% |
$20.6K - $25K
|
7.78K
$863K
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
227+ 6.63% |
$20.6K - $24.9K
|
3.65K
$405K
|