Purchases and Sales Made in Q2 2025 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 11, 2025 Q2 2025
Trust CO Of Virginia

BUY
 -
56
+ 0.53%
$5.07K - $6.13K
10.5K $1.17M
Jul 25, 2025 Q2 2025
Index Fund Advisors, Inc.

BUY
 -
54
+ 0.53%
$4.89K - $5.91K
10.3K $1.14M
Jul 22, 2025 Q2 2025
Steel Peak Wealth Management LLC

BUY
 -
53
+ 0.89%
$4.8K - $5.8K
6.03K $668K
Jul 29, 2025 Q2 2025
First Bancorp, Inc

BUY
 -
53
+ 0.7%
$4.8K - $5.8K
7.67K $850K
Jul 15, 2025 Q2 2025
Norden Group LLC

Provo, UT
BUY
 -
52
+ 1.81%
$4.71K - $5.69K
2.92K $324K
Jul 21, 2025 Q2 2025
F&V Capital Management, LLC

BUY
 -
50
+ 1.34%
$4.53K - $5.47K
3.77K $418K
Aug 08, 2025 Q2 2025
Wp Advisors, LLC

BUY
 -
50
+ 0.37%
$4.53K - $5.47K
13.7K $1.51M
Aug 05, 2025 Q2 2025
Tufton Capital Management

BUY
 -
48
+ 0.62%
$4.35K - $5.26K
7.85K $870K
Aug 13, 2025 Q2 2025
Kilter Group LLC

Rhinebeck, NY
BUY
 -
48
New
$4.35K - $5.26K
48 $5.32K
Aug 14, 2025 Q2 2025
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
48
+ 0.21%
$4.35K - $5.26K
22.5K $2.49M
Jul 23, 2025 Q2 2025
Reap Financial Group, LLC

Austin, TX
BUY
 -
46
+ 8.23%
$4.17K - $5.04K
605 $67.1K
Jul 10, 2025 Q2 2025
Rockland Trust CO

BUY
 -
45
+ 0.4%
$4.08K - $4.93K
11.4K $1.27M
Jul 17, 2025 Q2 2025
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
45
+ 0.12%
$4.08K - $4.93K
36.9K $4.09M
Jul 29, 2025 Q2 2025
Tradewinds Capital Management, LLC

BUY
 -
45
+ 36.0%
$4.08K - $4.93K
170 $18.9K
Jul 21, 2025 Q2 2025
Hudson Valley Investment Advisors Inc

BUY
 -
43
+ 1.02%
$3.89K - $4.71K
4.26K $473K
Jul 09, 2025 Q2 2025
Radnor Capital Management, LLC

BUY
 -
40
+ 1.53%
$3.62K - $4.38K
2.66K $295K
Jul 09, 2025 Q2 2025
Camelot Technology Advisors, Inc.

San Francisco, CA
BUY
 -
40
+ 0.23%
$3.62K - $4.38K
17.1K $1.9M
Jul 11, 2025 Q2 2025
Compass Ion Advisors, LLC

BUY
 -
40
+ 0.35%
$3.62K - $4.38K
11.5K $1.28M
Jul 30, 2025 Q2 2025
Sanders Morris Harris LLC

BUY
 -
40
+ 1.43%
$3.62K - $4.38K
2.84K $314K
Aug 11, 2025 Q2 2025
Pinnacle Wealth Planning Services, Inc.

BUY
 -
39
+ 0.16%
$3.53K - $4.27K
24.3K $2.69M
Jul 15, 2025 Q2 2025
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
38
+ 0.2%
$3.44K - $4.16K
18.9K $2.1M
Jul 29, 2025 Q2 2025
Schnieders Capital Management LLC

BUY
 -
38
+ 1.73%
$3.44K - $4.16K
2.23K $248K
Jul 10, 2025 Q2 2025
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
37
+ 1.64%
$3.35K - $4.05K
2.29K $254K
Aug 11, 2025 Q2 2025
Tidemark, LLC

San Diego, CA
BUY
 -
35
+ 15.56%
$3.17K - $3.83K
260 $28.8K
Jul 11, 2025 Q2 2025
Thomasville National Bank

BUY
 -
34
+ 0.76%
$3.08K - $3.72K
4.53K $503K
Aug 07, 2025 Q2 2025
Everhart Financial Group, Inc.

BUY
 -
34
+ 1.58%
$3.08K - $3.72K
2.19K $243K
Jul 16, 2025 Q2 2025
Cambridge Advisors Inc.

BUY
 -
33
+ 0.24%
$2.99K - $3.61K
13.7K $1.52M
Aug 13, 2025 Q2 2025
Balance Wealth, LLC

Delaware, OH
BUY
 -
33
+ 0.47%
$2.99K - $3.61K
6.99K $775K
Jul 14, 2025 Q2 2025
Toth Financial Advisory Corp

BUY
 -
32
+ 8.49%
$2.9K - $3.5K
409 $45.4K
Jul 16, 2025 Q2 2025
Ipswich Investment Management Co., Inc.

BUY
 -
32
+ 0.34%
$2.9K - $3.5K
9.46K $1.05M
Aug 11, 2025 Q2 2025
Wpg Advisers, LLC

Baltimore, MD
BUY
 -
31
+ 41.33%
$2.81K - $3.39K
106 $11.8K
Jul 28, 2025 Q2 2025
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
30
+ 25.64%
$2.72K - $3.28K
147 $16.3K
Aug 07, 2025 Q2 2025
Clarity Wealth Advisors, LLC

BUY
 -
30
+ 0.98%
$2.72K - $3.28K
3.09K $343K
Jul 16, 2025 Q2 2025
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
29
+ 0.26%
$2.63K - $3.18K
11.2K $1.25M
Jul 17, 2025 Q2 2025
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
29
+ 0.68%
$2.63K - $3.18K
4.29K $476K
Jul 18, 2025 Q2 2025
Brookmont Capital Management

Dallas, TX
BUY
 -
28
+ 0.37%
$2.54K - $3.07K
7.63K $847K
Jul 29, 2025 Q2 2025
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
28
+ 1.02%
$2.54K - $3.07K
2.76K $306K
Aug 06, 2025 Q2 2025
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
28
+ 0.11%
$2.54K - $3.07K
25.6K $2.84M
Aug 05, 2025 Q2 2025
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
27
+ 1.04%
$2.45K - $2.96K
2.63K $292K
Jul 14, 2025 Q2 2025
Alpha Omega Wealth Management LLC

BUY
 -
26
+ 0.27%
$2.35K - $2.85K
9.82K $1.09M
Jul 23, 2025 Q2 2025
Life Steps Financial, Inc.

BUY
 -
25
+ 0.65%
$2.26K - $2.74K
3.87K $429K
Aug 12, 2025 Q2 2025
Viawealth, LLC

Overland Park, KS
BUY
 -
25
+ 0.12%
$2.26K - $2.74K
20.8K $2.3M
Jul 29, 2025 Q2 2025
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
24
+ 0.5%
$2.17K - $2.63K
4.83K $536K
Aug 04, 2025 Q2 2025
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
24
+ 0.26%
$2.17K - $2.63K
9.34K $1.04M
Aug 12, 2025 Q2 2025
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
BUY
 -
24
+ 0.02%
$2.17K - $2.63K
98.9K $11M
Aug 14, 2025 Q2 2025
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
23
+ 9.27%
$2.08K - $2.52K
271 $30.1K
Jul 08, 2025 Q2 2025
Northstar Advisory Group, LLC

BUY
 -
22
+ 0.41%
$1.99K - $2.41K
5.4K $598K
Jul 14, 2025 Q2 2025
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
21
+ 0.1%
$1.9K - $2.3K
21.7K $2.4M
Aug 14, 2025 Q2 2025
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
21
+ 0.27%
$1.9K - $2.3K
7.83K $868K

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