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 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-8- 0.16% |
$724 - $876
|
4.96K
$550K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8- 0.09% |
$724 - $876
|
8.56K
$949K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-8- 24.24% |
$724 - $876
|
25
$2.77K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9- 0.3% |
$815 - $985
|
2.96K
$328K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-9- 0.24% |
$815 - $985
|
3.75K
$415K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-10- 0.01% |
$906 - $1.09K
|
116K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.31% |
$906 - $1.09K
|
3.24K
$360K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-11- 0.41% |
$996 - $1.2K
|
2.69K
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-11- 0.1% |
$996 - $1.2K
|
11.4K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-11- 0.27% |
$996 - $1.2K
|
4.05K
$449K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12- 0.22% |
$1.09K - $1.31K
|
5.37K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-12- 0.61% |
$1.09K - $1.31K
|
1.97K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-13- 0.11% |
$1.18K - $1.42K
|
11.4K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-13- 0.36% |
$1.18K - $1.42K
|
3.65K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-13- 0.48% |
$1.18K - $1.42K
|
2.69K
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-13- 0.13% |
$1.18K - $1.42K
|
9.83K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-13- 0.08% |
$1.18K - $1.42K
|
16.6K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14- 2.15% |
$1.27K - $1.53K
|
636
$70.5K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-14- 0.64% |
$1.27K - $1.53K
|
2.17K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-15- 0.1% |
$1.36K - $1.64K
|
14.7K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-15- 0.28% |
$1.36K - $1.64K
|
5.34K
$592K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-15- 10.87% |
$1.36K - $1.64K
|
123
$13.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15- 0.37% |
$1.36K - $1.64K
|
4K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-16- 0.08% |
$1.45K - $1.75K
|
20.8K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-16- 3.76% |
$1.45K - $1.75K
|
410
$45.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-17- 0.82% |
$1.54K - $1.86K
|
2.06K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-17- 0.58% |
$1.54K - $1.86K
|
2.91K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-18- 0.32% |
$1.63K - $1.97K
|
5.54K
$614K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-18- 0.53% |
$1.63K - $1.97K
|
3.4K
$377K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.29% |
$1.72K - $2.08K
|
6.59K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19- 0.01% |
$1.72K - $2.08K
|
175K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.9% |
$1.72K - $2.08K
|
2.1K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 29.41% |
$1.81K - $2.19K
|
48
$5.32K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-20- 0.36% |
$1.81K - $2.19K
|
5.51K
$611K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-20- 7.84% |
$1.81K - $2.19K
|
235
$26.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-21- 0.62% |
$1.9K - $2.3K
|
3.37K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21- 8.43% |
$1.9K - $2.3K
|
228
$25.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-21- 0.95% |
$1.9K - $2.3K
|
2.2K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-21- 2.75% |
$1.9K - $2.3K
|
744
$82.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-23- 0.02% |
$2.08K - $2.52K
|
92.6K
$10.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-24- 15.89% |
$2.17K - $2.63K
|
127
$14.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-24- 0.22% |
$2.17K - $2.63K
|
11.1K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-24- 0.1% |
$2.17K - $2.63K
|
24.9K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-25- 0.02% |
$2.26K - $2.74K
|
127K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 1.14% |
$2.26K - $2.74K
|
2.16K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-25- 1.19% |
$2.26K - $2.74K
|
2.08K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-26- 1.12% |
$2.35K - $2.85K
|
2.3K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-27- 0.77% |
$2.45K - $2.96K
|
3.5K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-28- 0.62% |
$2.54K - $3.07K
|
4.48K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-28- 6.95% |
$2.54K - $3.07K
|
375
$41.6K
|