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 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-230- 1.78% |
$20.8K - $25.2K
|
12.7K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-231- 1.27% |
$20.9K - $25.3K
|
18K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-233- 1.51% |
$21.1K - $25.5K
|
15.2K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-234- 0.16% |
$21.2K - $25.6K
|
146K
$16.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-234- 0.51% |
$21.2K - $25.6K
|
45.2K
$5.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-235- 1.22% |
$21.3K - $25.7K
|
19K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-242- 7.11% |
$21.9K - $26.5K
|
3.16K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-245- 7.91% |
$22.2K - $26.8K
|
2.85K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-246- 3.01% |
$22.3K - $26.9K
|
7.92K
$878K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-248- 8.93% |
$22.5K - $27.2K
|
2.53K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-250- 7.36% |
$22.6K - $27.4K
|
3.15K
$349K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-251- 1.49% |
$22.7K - $27.5K
|
16.6K
$1.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-253- 2.99% |
$22.9K - $27.7K
|
8.22K
$911K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-254- 0.32% |
$23K - $27.8K
|
79.1K
$8.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-255- 9.99% |
$23.1K - $27.9K
|
2.3K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-255- 17.16% |
$23.1K - $27.9K
|
1.23K
$137K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-256- 4.05% |
$23.2K - $28K
|
6.06K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-257- 8.38% |
$23.3K - $28.1K
|
2.81K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-257- 3.77% |
$23.3K - $28.1K
|
6.56K
$727K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-259- 10.75% |
$23.5K - $28.4K
|
2.15K
$239K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-259- 1.75% |
$23.5K - $28.4K
|
14.5K
$1.61M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-265- 1.13% |
$24K - $29K
|
23.1K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-268- 1.0% |
$24.3K - $29.3K
|
26.5K
$2.94M
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-273- 1.41% |
$24.7K - $29.9K
|
19.1K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-274- 6.6% |
$24.8K - $30K
|
3.88K
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-275- 4.32% |
$24.9K - $30.1K
|
6.09K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-276- 14.33% |
$25K - $30.2K
|
1.65K
$183K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-277- 1.56% |
$25.1K - $30.3K
|
17.5K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-281- 0.3% |
$25.4K - $30.8K
|
94.5K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-282- 9.05% |
$25.5K - $30.9K
|
2.84K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-283- 1.34% |
$25.6K - $31K
|
20.8K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-285- 12.8% |
$25.8K - $31.2K
|
1.94K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-286- 1.48% |
$25.9K - $31.3K
|
19K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-288- 2.51% |
$26.1K - $31.5K
|
11.2K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-288- 1.81% |
$26.1K - $31.5K
|
15.6K
$1.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-290- 0.06% |
$26.3K - $31.8K
|
490K
$54.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-292- 7.1% |
$26.4K - $32K
|
3.82K
$423K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-292- 94.5% |
$26.4K - $32K
|
17
$1.89K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
SELL
|
- |
-292- 9.56% |
$26.4K - $32K
|
2.76K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-294- 8.93% |
$26.6K - $32.2K
|
3K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-298- 1.28% |
$27K - $32.6K
|
22.9K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-298- 1.03% |
$27K - $32.6K
|
28.7K
$3.18M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-302- 0.33% |
$27.3K - $33.1K
|
90.5K
$10M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-304- 0.97% |
$27.5K - $33.3K
|
30.9K
$3.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-307- 0.13% |
$27.8K - $33.6K
|
245K
$27.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-307- 0.36% |
$27.8K - $33.6K
|
84.3K
$9.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-309- 2.37% |
$28K - $33.8K
|
12.8K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-311- 3.48% |
$28.2K - $34.1K
|
8.64K
$958K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-314- 8.03% |
$28.4K - $34.4K
|
3.6K
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-315- 3.78% |
$28.5K - $34.5K
|
8.02K
$889K
|