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 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
20+ 0.3% |
$1.81K - $2.19K
|
6.68K
$740K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
19+ 0.39% |
$1.72K - $2.08K
|
4.95K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19+ 0.33% |
$1.72K - $2.08K
|
5.81K
$644K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
18+ 0.43% |
$1.63K - $1.97K
|
4.18K
$464K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18+ 0.83% |
$1.63K - $1.97K
|
2.18K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
17+ 0.21% |
$1.54K - $1.86K
|
8.04K
$891K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 0.74% |
$1.45K - $1.75K
|
2.18K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
16+ 0.42% |
$1.45K - $1.75K
|
3.81K
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
15+ 0.06% |
$1.36K - $1.64K
|
24.4K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
15+ 0.65% |
$1.36K - $1.64K
|
2.34K
$259K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14+ 0.47% |
$1.27K - $1.53K
|
3.01K
$334K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.2% |
$1.27K - $1.53K
|
7.06K
$783K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
14+ 0.44% |
$1.27K - $1.53K
|
3.22K
$357K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
14+ 0.17% |
$1.27K - $1.53K
|
8.34K
$925K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.19% |
$1.18K - $1.42K
|
6.72K
$745K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
13+ 0.66% |
$1.18K - $1.42K
|
1.97K
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
12+ 0.57% |
$1.09K - $1.31K
|
2.11K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12+ 0.35% |
$1.09K - $1.31K
|
3.44K
$382K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 0.63% |
$1.09K - $1.31K
|
1.92K
$213K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
11+ 0.2% |
$996 - $1.2K
|
5.61K
$622K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11+ 0.32% |
$996 - $1.2K
|
3.47K
$385K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11+ 0.35% |
$996 - $1.2K
|
3.18K
$353K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
11New |
$996 - $1.2K
|
11
$1.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
11+ 0.36% |
$996 - $1.2K
|
3.07K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
11+ 0.26% |
$996 - $1.2K
|
4.3K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.25% |
$996 - $1.2K
|
4.34K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.37% |
$996 - $1.2K
|
2.99K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
11+ 2.76% |
$996 - $1.2K
|
409
$45.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
10+ 0.13% |
$906 - $1.09K
|
7.59K
$842K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.26% |
$906 - $1.09K
|
3.9K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$906 - $1.09K
|
5.75K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.39% |
$906 - $1.09K
|
2.55K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.23% |
$815 - $985
|
3.95K
$438K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.17% |
$815 - $985
|
5.28K
$585K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$815 - $985
|
2.42K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.24% |
$815 - $985
|
3.72K
$413K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8+ 0.14% |
$724 - $876
|
5.81K
$644K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
8+ 0.24% |
$724 - $876
|
3.32K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.2% |
$724 - $876
|
3.92K
$435K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8+ 8.42% |
$724 - $876
|
103
$11.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
8+ 0.2% |
$724 - $876
|
3.92K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.33% |
$724 - $876
|
2.4K
$266K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 0.11% |
$634 - $766
|
6.11K
$677K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7+ 0.03% |
$634 - $766
|
27.2K
$3.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7+ 0.03% |
$634 - $766
|
26.1K
$2.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.17% |
$634 - $766
|
4.11K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7+ 0.11% |
$634 - $766
|
6.16K
$683K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6+ 0.25% |
$543 - $657
|
2.4K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
6+ 0.11% |
$543 - $657
|
5.31K
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5+ 0.08% |
$453 - $547
|
6.04K
$670K
|