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 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-29- 26.13% |
$2.63K - $3.18K
|
82
$9.09K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-30- 0.22% |
$2.72K - $3.28K
|
13.6K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-32- 1.23% |
$2.9K - $3.5K
|
2.58K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-32- 3.74% |
$2.9K - $3.5K
|
824
$91.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-33- 0.36% |
$2.99K - $3.61K
|
9.09K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-33- 11.79% |
$2.99K - $3.61K
|
247
$27.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-33- 6.51% |
$2.99K - $3.61K
|
474
$52.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-34- 0.61% |
$3.08K - $3.72K
|
5.56K
$616K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-34- 1.73% |
$3.08K - $3.72K
|
1.94K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-35- 0.82% |
$3.17K - $3.83K
|
4.22K
$467K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-36- 0.53% |
$3.26K - $3.94K
|
6.72K
$745K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-37- 0.37% |
$3.35K - $4.05K
|
10.1K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-38- 1.3% |
$3.44K - $4.16K
|
2.89K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-38- 1.43% |
$3.44K - $4.16K
|
2.63K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-40- 1.58% |
$3.62K - $4.38K
|
2.49K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-40- 0.61% |
$3.62K - $4.38K
|
6.56K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-41- 35.34% |
$3.71K - $4.49K
|
75
$8.32K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-42- 0.91% |
$3.8K - $4.6K
|
4.59K
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-43- 0.85% |
$3.89K - $4.71K
|
5K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-43- 0.07% |
$3.89K - $4.71K
|
58.2K
$6.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-45- 0.46% |
$4.08K - $4.93K
|
9.79K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-46- 0.2% |
$4.17K - $5.04K
|
23.1K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-47- 0.63% |
$4.26K - $5.15K
|
7.46K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-47- 0.7% |
$4.26K - $5.15K
|
6.64K
$737K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-48- 1.15% |
$4.35K - $5.26K
|
4.13K
$458K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-48- 1.67% |
$4.35K - $5.26K
|
2.83K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-50- 5.87% |
$4.53K - $5.47K
|
802
$88.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 1.37% |
$4.53K - $5.47K
|
3.59K
$398K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-51- 0.68% |
$4.62K - $5.58K
|
7.42K
$823K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-53- 0.75% |
$4.8K - $5.8K
|
7.03K
$779K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-53- 0.81% |
$4.8K - $5.8K
|
6.51K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-54- 0.48% |
$4.89K - $5.91K
|
11.2K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 1.83% |
$4.98K - $6.02K
|
2.95K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-55- 0.78% |
$4.98K - $6.02K
|
7.02K
$778K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-56- 0.27% |
$5.07K - $6.13K
|
20.7K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-58- 2.04% |
$5.25K - $6.35K
|
2.79K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-58- 0.25% |
$5.25K - $6.35K
|
23.2K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-59- 0.2% |
$5.34K - $6.46K
|
30K
$3.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-59- 1.97% |
$5.34K - $6.46K
|
2.93K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.21% |
$5.43K - $6.57K
|
2.66K
$295K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-60- 1.81% |
$5.43K - $6.57K
|
3.26K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-60- 1.06% |
$5.43K - $6.57K
|
5.58K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-60- 0.16% |
$5.43K - $6.57K
|
36.6K
$4.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-61- 0.13% |
$5.52K - $6.68K
|
45.9K
$5.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-62- 0.31% |
$5.61K - $6.79K
|
19.9K
$2.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-64- 0.89% |
$5.8K - $7.01K
|
7.13K
$791K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-64- 0.38% |
$5.8K - $7.01K
|
16.7K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-65- 1.26% |
$5.89K - $7.12K
|
5.11K
$567K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-65- 2.8% |
$5.89K - $7.12K
|
2.26K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-66- 0.76% |
$5.98K - $7.23K
|
8.59K
$953K
|