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 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-150- 0.43% |
$13.6K - $16.4K
|
34.4K
$3.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-152- 2.44% |
$13.8K - $16.6K
|
6.09K
$675K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-155- 0.77% |
$14K - $17K
|
19.9K
$2.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-156- 2.54% |
$14.1K - $17.1K
|
5.99K
$664K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-158- 0.78% |
$14.3K - $17.3K
|
20.2K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-161- 3.5% |
$14.6K - $17.6K
|
4.44K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-162- 6.51% |
$14.7K - $17.7K
|
2.33K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-162- 0.99% |
$14.7K - $17.7K
|
16.2K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-163- 2.31% |
$14.8K - $17.8K
|
6.88K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-165- 4.91% |
$14.9K - $18.1K
|
3.19K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-166- 6.76% |
$15K - $18.2K
|
2.29K
$254K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-167- 3.2% |
$15.1K - $18.3K
|
5.06K
$561K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-168- 0.14% |
$15.2K - $18.4K
|
118K
$13M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-168- 1.69% |
$15.2K - $18.4K
|
9.77K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-168- 28.57% |
$15.2K - $18.4K
|
420
$46.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-169- 2.27% |
$15.3K - $18.5K
|
7.28K
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-169- 1.48% |
$15.3K - $18.5K
|
11.3K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-171- 4.48% |
$15.5K - $18.7K
|
3.65K
$404K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-171- 0.83% |
$15.5K - $18.7K
|
20.3K
$2.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-176- 1.12% |
$15.9K - $19.3K
|
15.5K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-176- 7.15% |
$15.9K - $19.3K
|
2.29K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-180- 85.71% |
$16.3K - $19.7K
|
30
$3.33K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-182- 6.9% |
$16.5K - $19.9K
|
2.45K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-183- 4.4% |
$16.6K - $20K
|
3.98K
$441K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-185- 3.23% |
$16.8K - $20.3K
|
5.55K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-188- 6.28% |
$17K - $20.6K
|
2.81K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-190- 3.14% |
$17.2K - $20.8K
|
5.87K
$651K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-192- 3.17% |
$17.4K - $21K
|
5.86K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-192- 95.05% |
$17.4K - $21K
|
10
$1.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-193- 29.29% |
$17.5K - $21.1K
|
466
$51.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-195- 2.01% |
$17.7K - $21.4K
|
9.51K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-195- 6.43% |
$17.7K - $21.4K
|
2.84K
$315K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-196- 27.11% |
$17.7K - $21.5K
|
527
$58.4K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-197- 4.11% |
$17.8K - $21.6K
|
4.6K
$510K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-200- 1.64% |
$18.1K - $21.9K
|
12K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-200- 2.26% |
$18.1K - $21.9K
|
8.66K
$961K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-201- 3.04% |
$18.2K - $22K
|
6.42K
$712K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-203- 8.51% |
$18.4K - $22.2K
|
2.18K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-205- 4.32% |
$18.6K - $22.4K
|
4.54K
$503K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-210- 10.1% |
$19K - $23K
|
1.87K
$207K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-212- 1.85% |
$19.2K - $23.2K
|
11.2K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-213- 9.81% |
$19.3K - $23.3K
|
1.96K
$217K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-214- 0.68% |
$19.4K - $23.4K
|
31.3K
$3.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-215- 0.38% |
$19.5K - $23.5K
|
56.4K
$6.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-221- 0.32% |
$20K - $24.2K
|
67.8K
$7.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-223- 6.53% |
$20.2K - $24.4K
|
3.19K
$354K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-225- 3.59% |
$20.4K - $24.6K
|
6.04K
$670K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-226- 0.42% |
$20.5K - $24.7K
|
54.2K
$6.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-228- 1.12% |
$20.6K - $25K
|
20.1K
$2.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-228- 3.08% |
$20.6K - $25K
|
7.18K
$796K
|