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
|
Global Retirement Partners, LLC
|
BUY
|
- |
83.7K+ 26.07% |
$7.58M - $9.17M
|
405K
$44.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
80.5K+ 35.37% |
$7.29M - $8.81M
|
308K
$34.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
78.6K+ 8.28% |
$7.12M - $8.61M
|
1.03M
$114M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78.3KNew |
$7.09M - $8.57M
|
78.3K
$8.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
78.2K+ 28.81% |
$7.09M - $8.57M
|
350K
$38.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
73K+ 23.44% |
$6.61M - $7.99M
|
384K
$42.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
71.4K+ 13.39% |
$6.46M - $7.82M
|
605K
$67.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.7K+ 5.93% |
$6.31M - $7.63M
|
1.24M
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
61.4KNew |
$5.56M - $6.73M
|
61.4K
$6.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
59.1K+ 44.37% |
$5.36M - $6.48M
|
192K
$21.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58K+ 8.97% |
$5.26M - $6.35M
|
705K
$78.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
57.4K+ 17.64% |
$5.2M - $6.28M
|
383K
$42.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
57K+ 50.55% |
$5.16M - $6.24M
|
170K
$18.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
56KNew |
$5.07M - $6.13M
|
56K
$6.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
55.3K+ 18.93% |
$5M - $6.05M
|
347K
$38.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
52.3K+ 27.14% |
$4.74M - $5.73M
|
245K
$27.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
51.5K+ 11.75% |
$4.66M - $5.63M
|
490K
$54.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
50K+ 45.55% |
$4.53M - $5.48M
|
160K
$17.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
50K+ 4.77% |
$4.53M - $5.47M
|
1.1M
$122M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
50K+ 5.41% |
$4.53M - $5.47M
|
974K
$108M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.7K+ 233.1% |
$4.5M - $5.44M
|
71K
$7.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
49.4K+ 99.22% |
$4.48M - $5.41M
|
99.3K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
47.6K+ 112.26% |
$4.31M - $5.21M
|
90K
$9.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.7K+ 203.6% |
$4.05M - $4.9M
|
66.7K
$7.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
44.1K+ 1.98% |
$3.99M - $4.83M
|
2.27M
$251M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
43.9K+ 37.16% |
$3.98M - $4.81M
|
162K
$18M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43.8K+ 17.6% |
$3.96M - $4.79M
|
292K
$32.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
43K+ 14.11% |
$3.89M - $4.7M
|
347K
$38.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.2K+ 3.78% |
$3.64M - $4.41M
|
1.1M
$122M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
39.6K+ 61.3% |
$3.58M - $4.33M
|
104K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.4K+ 19.61% |
$3.57M - $4.31M
|
240K
$26.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
38.5K+ 20.52% |
$3.48M - $4.21M
|
226K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
38K+ 15.74% |
$3.45M - $4.17M
|
280K
$31M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
38KNew |
$3.44M - $4.16M
|
38K
$4.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
37.2K+ 1924.34% |
$3.37M - $4.08M
|
39.2K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
36.4K+ 20.7% |
$3.3M - $3.99M
|
212K
$23.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
36.3KNew |
$3.29M - $3.97M
|
36.3K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
35.9K+ 9.42% |
$3.25M - $3.93M
|
417K
$46.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.7K+ 51.45% |
$3.24M - $3.91M
|
105K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
35.7K+ 10.43% |
$3.24M - $3.91M
|
378K
$42M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
35.4KNew |
$3.21M - $3.88M
|
35.4K
$3.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
35K+ 0.92% |
$3.17M - $3.83M
|
3.83M
$425M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
34.1K+ 64.79% |
$3.09M - $3.73M
|
86.7K
$9.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
33.5KNew |
$3.04M - $3.67M
|
33.5K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
33.4K+ 4.19% |
$3.02M - $3.65M
|
830K
$92.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
32.8K+ 13.17% |
$2.97M - $3.59M
|
282K
$31.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
32.8K+ 13.17% |
$2.97M - $3.59M
|
282K
$31.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
31.9KNew |
$2.89M - $3.49M
|
31.9K
$3.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
30.9K+ 25.54% |
$2.79M - $3.38M
|
152K
$16.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
30.8K+ 31.32% |
$2.79M - $3.38M
|
129K
$14.3M
|