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 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
123+ 3.46% |
$11.1K - $13.5K
|
3.68K
$408K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
122+ 1.43% |
$11K - $13.4K
|
8.67K
$961K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
121+ 121.0% |
$11K - $13.2K
|
221
$24.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
117+ 2.6% |
$10.6K - $12.8K
|
4.61K
$511K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
109+ 0.78% |
$9.87K - $11.9K
|
14.2K
$1.57M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 4.54% |
$9.78K - $11.8K
|
2.49K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
108+ 9.87% |
$9.78K - $11.8K
|
1.2K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
108New |
$9.78K - $11.8K
|
108
$12K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
106+ 4.45% |
$9.6K - $11.6K
|
2.49K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
103+ 0.31% |
$9.33K - $11.3K
|
33.6K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
103+ 0.55% |
$9.33K - $11.3K
|
19K
$2.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
102+ 1.03% |
$9.24K - $11.2K
|
10K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
100+ 2.04% |
$9.06K - $10.9K
|
5.01K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100+ 1.37% |
$9.06K - $10.9K
|
7.41K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
97+ 0.14% |
$8.78K - $10.6K
|
71.9K
$7.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
97+ 3.62% |
$8.78K - $10.6K
|
2.77K
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
96+ 0.19% |
$8.69K - $10.5K
|
51.5K
$5.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
95+ 1.07% |
$8.6K - $10.4K
|
8.98K
$995K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
93+ 2.75% |
$8.42K - $10.2K
|
3.48K
$385K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
89+ 4.47% |
$8.06K - $9.74K
|
2.08K
$231K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
87+ 2.51% |
$7.88K - $9.53K
|
3.55K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
86+ 1.62% |
$7.79K - $9.42K
|
5.39K
$598K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
86+ 30.07% |
$7.79K - $9.42K
|
372
$41.3K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
85+ 2.12% |
$7.7K - $9.31K
|
4.1K
$454K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
85+ 0.13% |
$7.7K - $9.31K
|
64.9K
$7.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
81+ 1.78% |
$7.34K - $8.87K
|
4.63K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
80+ 2.76% |
$7.24K - $8.76K
|
2.98K
$330K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
80+ 0.76% |
$7.24K - $8.76K
|
10.5K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
79+ 0.47% |
$7.15K - $8.65K
|
16.8K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
77+ 0.29% |
$6.97K - $8.43K
|
26.8K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
74+ 0.04% |
$6.7K - $8.1K
|
202K
$22.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
73+ 114.06% |
$6.61K - $7.99K
|
137
$15.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
73+ 9.62% |
$6.61K - $7.99K
|
832
$92.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
73+ 2.79% |
$6.61K - $7.99K
|
2.69K
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
72+ 0.11% |
$6.52K - $7.88K
|
64.1K
$7.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
71+ 1.29% |
$6.43K - $7.77K
|
5.57K
$617K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 0.27% |
$6.43K - $7.77K
|
26.6K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
71+ 16.14% |
$6.43K - $7.77K
|
511
$56.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
70+ 0.46% |
$6.34K - $7.66K
|
15.2K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
70+ 0.91% |
$6.34K - $7.66K
|
7.74K
$859K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
69+ 3.0% |
$6.25K - $7.55K
|
2.37K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
68+ 1.62% |
$6.16K - $7.45K
|
4.26K
$472K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
66+ 1.18% |
$5.98K - $7.23K
|
5.64K
$625K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
65+ 0.68% |
$5.89K - $7.12K
|
9.59K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
63+ 1.04% |
$5.71K - $6.9K
|
6.14K
$681K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
62+ 1.29% |
$5.61K - $6.79K
|
4.87K
$540K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
61+ 1.72% |
$5.52K - $6.68K
|
3.61K
$401K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
60+ 3.05% |
$5.43K - $6.57K
|
2.03K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
59+ 0.18% |
$5.34K - $6.46K
|
32K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
59+ 9.59% |
$5.34K - $6.46K
|
674
$74.7K
|