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 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-100- 28.57% |
$9.06K - $10.9K
|
250
$27.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-101- 0.75% |
$9.15K - $11.1K
|
13.4K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-104- 2.05% |
$9.42K - $11.4K
|
4.98K
$552K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-105- 23.03% |
$9.51K - $11.5K
|
351
$38.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-105- 6.17% |
$9.51K - $11.5K
|
1.6K
$177K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-106- 9.04% |
$9.6K - $11.6K
|
1.07K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-106- 3.2% |
$9.6K - $11.6K
|
3.21K
$356K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-110- 57.29% |
$9.96K - $12K
|
82
$9.09K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-110- 1.22% |
$9.96K - $12K
|
8.91K
$988K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-111- 0.07% |
$10.1K - $12.2K
|
165K
$18.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-112- 0.23% |
$10.1K - $12.3K
|
48.1K
$5.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-112- 10.07% |
$10.1K - $12.3K
|
1K
$111K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-114- 0.63% |
$10.3K - $12.5K
|
17.9K
$1.98M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-114- 42.7% |
$10.3K - $12.5K
|
153
$17K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-115- 0.54% |
$10.4K - $12.6K
|
21.2K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-115- 3.72% |
$10.4K - $12.6K
|
2.97K
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-116- 0.32% |
$10.5K - $12.7K
|
36K
$4M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-117- 1.48% |
$10.6K - $12.8K
|
7.77K
$862K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-118- 0.73% |
$10.7K - $12.9K
|
16K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-118- 1.5% |
$10.7K - $12.9K
|
7.75K
$859K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-118- 88.06% |
$10.7K - $12.9K
|
16
$1.77K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-120- 1.28% |
$10.9K - $13.1K
|
9.28K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-122- 2.75% |
$11K - $13.4K
|
4.31K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-123- 2.26% |
$11.1K - $13.5K
|
5.32K
$590K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-124- 3.35% |
$11.2K - $13.6K
|
3.58K
$397K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-124- 0.84% |
$11.2K - $13.6K
|
14.6K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-128- 4.15% |
$11.6K - $14K
|
2.95K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-129- 1.1% |
$11.7K - $14.1K
|
11.6K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-129- 1.27% |
$11.7K - $14.1K
|
10K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-130- 1.05% |
$11.8K - $14.2K
|
12.3K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-131- 3.05% |
$11.9K - $14.3K
|
4.17K
$462K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-131- 5.71% |
$11.9K - $14.3K
|
2.16K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-133- 5.5% |
$12K - $14.6K
|
2.29K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-133- 0.41% |
$12K - $14.6K
|
31.9K
$3.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-135- 5.15% |
$12.2K - $14.8K
|
2.49K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-136- 54.62% |
$12.3K - $14.9K
|
113
$12.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-136- 2.64% |
$12.3K - $14.9K
|
5.01K
$555K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-138- 13.11% |
$12.5K - $15.1K
|
915
$101K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-139- 1.73% |
$12.6K - $15.2K
|
7.88K
$874K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-140- 8.06% |
$12.7K - $15.3K
|
1.6K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
SELL
|
- |
-140- 4.0% |
$12.7K - $15.3K
|
3.36K
$373K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-141- 3.54% |
$12.8K - $15.4K
|
3.84K
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-141- 2.94% |
$12.8K - $15.4K
|
4.65K
$516K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-144- 1.2% |
$13K - $15.8K
|
11.8K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-144- 2.24% |
$13K - $15.8K
|
6.27K
$696K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-147- 2.76% |
$13.3K - $16.1K
|
5.18K
$575K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-149- 5.35% |
$13.5K - $16.3K
|
2.64K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-150- 3.36% |
$13.6K - $16.4K
|
4.32K
$479K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-150- 21.74% |
$13.6K - $16.4K
|
540
$59.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-150- 2.51% |
$13.6K - $16.4K
|
5.82K
$645K
|