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 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
227+ 0.38% |
$20.6K - $24.9K
|
60.6K
$6.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
224+ 1.46% |
$20.3K - $24.5K
|
15.6K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
222+ 1.92% |
$20.1K - $24.3K
|
11.8K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
216+ 9.93% |
$19.6K - $23.6K
|
2.39K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
215+ 3.08% |
$19.5K - $23.5K
|
7.2K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
212+ 5.14% |
$19.2K - $23.2K
|
4.34K
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
210+ 4.05% |
$19K - $23K
|
5.39K
$598K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
204+ 6.08% |
$18.5K - $22.3K
|
3.56K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
204+ 0.48% |
$18.5K - $22.3K
|
42.7K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
201+ 5.52% |
$18.2K - $22K
|
3.84K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
200+ 0.72% |
$18.1K - $21.9K
|
28.1K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
200+ 1.46% |
$18.1K - $21.9K
|
13.9K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
197+ 3.17% |
$17.8K - $21.6K
|
6.42K
$712K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
195+ 5.16% |
$17.7K - $21.4K
|
3.97K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
192+ 1.49% |
$17.4K - $21K
|
13.1K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
192+ 0.52% |
$17.4K - $21K
|
37.3K
$4.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
190+ 8.2% |
$17.2K - $20.8K
|
2.51K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
189+ 2.2% |
$17.1K - $20.7K
|
8.79K
$975K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
183+ 5.92% |
$16.6K - $20K
|
3.27K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
182+ 0.51% |
$16.5K - $19.9K
|
36.1K
$4M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
182+ 5.91% |
$16.5K - $19.9K
|
3.26K
$362K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
181+ 0.09% |
$16.4K - $19.8K
|
207K
$22.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
180+ 4.47% |
$16.3K - $19.7K
|
4.21K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
178New |
$16.1K - $19.5K
|
178
$19.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
176+ 4.21% |
$15.9K - $19.3K
|
4.36K
$484K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
171+ 1.7% |
$15.5K - $18.7K
|
10.2K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
167+ 2.87% |
$15.1K - $18.3K
|
5.99K
$664K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
164+ 3.72% |
$14.9K - $18K
|
4.57K
$507K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
164+ 3.92% |
$14.9K - $18K
|
4.35K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
164+ 38.59% |
$14.9K - $18K
|
589
$65.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
162New |
$14.7K - $17.7K
|
162
$18K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
160+ 11.96% |
$14.5K - $17.5K
|
1.5K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
158+ 4.96% |
$14.3K - $17.3K
|
3.34K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
156+ 1.96% |
$14.1K - $17.1K
|
8.13K
$902K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
155+ 4.58% |
$14K - $17K
|
3.54K
$393K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
151+ 1.94% |
$13.7K - $16.5K
|
7.92K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
150+ 5.84% |
$13.6K - $16.4K
|
2.72K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
150New |
$13.6K - $16.4K
|
150
$16.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
138+ 1.85% |
$12.5K - $15.1K
|
7.62K
$844K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
135+ 1.98% |
$12.2K - $14.8K
|
6.94K
$770K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
134+ 3.61% |
$12.1K - $14.7K
|
3.85K
$427K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
132+ 5.8% |
$12K - $14.5K
|
2.41K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
132+ 0.54% |
$12K - $14.5K
|
24.4K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
130New |
$11.8K - $14.2K
|
130
$14.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
128+ 5.62% |
$11.6K - $14K
|
2.41K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
128+ 1.73% |
$11.6K - $14K
|
7.55K
$837K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
127+ 4.4% |
$11.5K - $13.9K
|
3.01K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
127+ 92.03% |
$11.5K - $13.9K
|
265
$29.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
124+ 1.22% |
$11.2K - $13.6K
|
10.3K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
123+ 0.61% |
$11.1K - $13.5K
|
20.3K
$2.25M
|