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 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-67- 0.25% |
$6.07K - $7.34K
|
26.9K
$2.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-67- 0.66% |
$6.07K - $7.34K
|
10.1K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-67- 0.32% |
$6.07K - $7.34K
|
20.6K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-67- 0.62% |
$6.07K - $7.34K
|
10.8K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-68- 2.32% |
$6.16K - $7.45K
|
2.87K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-69- 7.42% |
$6.25K - $7.55K
|
861
$95.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-69- 3.26% |
$6.25K - $7.55K
|
2.05K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-70- 2.12% |
$6.34K - $7.66K
|
3.23K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-70- 3.01% |
$6.34K - $7.66K
|
2.25K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-71- 0.3% |
$6.43K - $7.77K
|
23.8K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-71- 2.66% |
$6.43K - $7.77K
|
2.6K
$288K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-71- 1.09% |
$6.43K - $7.77K
|
6.44K
$714K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-73- 0.56% |
$6.61K - $7.99K
|
13K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-73- 0.77% |
$6.61K - $7.99K
|
9.43K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-74- 0.27% |
$6.7K - $8.1K
|
27.5K
$3.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-74- 3.74% |
$6.7K - $8.1K
|
1.91K
$211K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-75- 3.67% |
$6.79K - $8.21K
|
1.97K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-75- 0.64% |
$6.79K - $8.21K
|
11.7K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-75- 1.37% |
$6.79K - $8.21K
|
5.41K
$600K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-75- 0.61% |
$6.79K - $8.21K
|
12.2K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-78- 2.19% |
$7.06K - $8.54K
|
3.49K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-78- 2.89% |
$7.06K - $8.54K
|
2.62K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-78- 2.14% |
$7.06K - $8.54K
|
3.56K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-78- 17.22% |
$7.06K - $8.54K
|
375
$41.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-79- 1.23% |
$7.15K - $8.65K
|
6.33K
$701K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-81- 1.37% |
$7.34K - $8.87K
|
5.82K
$646K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-82- 1.52% |
$7.43K - $8.98K
|
5.3K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-82- 0.15% |
$7.43K - $8.98K
|
54.1K
$6M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-83- 6.82% |
$7.52K - $9.09K
|
1.13K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-83- 2.91% |
$7.52K - $9.09K
|
2.77K
$308K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-84- 0.9% |
$7.61K - $9.2K
|
9.22K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-85- 3.79% |
$7.7K - $9.31K
|
2.16K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-85- 3.7% |
$7.7K - $9.31K
|
2.22K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-85- 4.36% |
$7.7K - $9.31K
|
1.87K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-87- 2.84% |
$7.88K - $9.53K
|
2.97K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-89- 1.98% |
$8.06K - $9.74K
|
4.41K
$489K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-91- 2.55% |
$8.24K - $9.96K
|
3.47K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-91- 2.52% |
$8.24K - $9.96K
|
3.52K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-92- 0.97% |
$8.33K - $10.1K
|
9.35K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-92- 3.71% |
$8.33K - $10.1K
|
2.39K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-92- 0.46% |
$8.33K - $10.1K
|
19.7K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-93- 4.79% |
$8.42K - $10.2K
|
1.85K
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-94- 0.05% |
$8.51K - $10.3K
|
180K
$20M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-94- 0.66% |
$8.51K - $10.3K
|
14K
$1.56M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-97- 3.76% |
$8.78K - $10.6K
|
2.49K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-98- 1.02% |
$8.87K - $10.7K
|
9.54K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 2.6% |
$8.97K - $10.8K
|
3.71K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-99- 32.78% |
$8.97K - $10.8K
|
203
$22.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 10.36% |
$9.06K - $10.9K
|
865
$95.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 0.67% |
$9.06K - $10.9K
|
14.9K
$1.66M
|