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 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-318- 5.89% |
$28.8K - $34.8K
|
5.08K
$563K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-320- 8.81% |
$29K - $35K
|
3.31K
$367K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-323- 0.71% |
$29.3K - $35.4K
|
44.9K
$4.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-323- 6.29% |
$29.3K - $35.4K
|
4.81K
$534K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-326- 1.02% |
$29.5K - $35.7K
|
31.5K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-329- 11.01% |
$29.8K - $36K
|
2.66K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-335- 0.98% |
$30.3K - $36.7K
|
33.8K
$3.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-337- 2.46% |
$30.5K - $36.9K
|
13.4K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-337- 8.4% |
$30.5K - $36.9K
|
3.67K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-337- 8.36% |
$30.5K - $36.9K
|
3.7K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-339- 9.1% |
$30.7K - $37.1K
|
3.39K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-340- 14.88% |
$30.8K - $37.2K
|
1.95K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-342- 0.21% |
$31K - $37.4K
|
166K
$18.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-352- 9.09% |
$31.9K - $38.5K
|
3.52K
$390K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-356- 7.42% |
$32.2K - $39K
|
4.45K
$493K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-361- 1.2% |
$32.7K - $39.5K
|
29.7K
$3.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-363- 9.66% |
$32.9K - $39.7K
|
3.39K
$376K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-364- 1.06% |
$33K - $39.9K
|
34.1K
$3.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-364- 0.6% |
$33K - $39.9K
|
60.1K
$6.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-364- 5.26% |
$33K - $39.9K
|
6.55K
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-365- 15.58% |
$33.1K - $40K
|
1.98K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-369- 9.07% |
$33.4K - $40.4K
|
3.7K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-372- 0.31% |
$33.7K - $40.7K
|
118K
$13.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-374- 0.4% |
$33.9K - $40.9K
|
93.8K
$10.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-375- 3.46% |
$34K - $41.1K
|
10.5K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-378- 15.45% |
$34.2K - $41.4K
|
2.07K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-383- 13.04% |
$34.7K - $41.9K
|
2.55K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-386- 20.17% |
$35K - $42.3K
|
1.53K
$169K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-388- 0.65% |
$35.1K - $42.5K
|
59K
$6.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-392- 0.08% |
$35.5K - $42.9K
|
496K
$55M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-393- 1.18% |
$35.6K - $43K
|
33K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-394- 1.7% |
$35.7K - $43.1K
|
22.8K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-395- 1.2% |
$35.8K - $43.2K
|
32.5K
$3.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-395- 3.27% |
$35.8K - $43.2K
|
11.7K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-396- 8.63% |
$35.9K - $43.4K
|
4.19K
$465K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-400- 6.52% |
$36.2K - $43.8K
|
5.74K
$636K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-400- 23.88% |
$36.2K - $43.8K
|
1.28K
$141K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-400- 37.11% |
$36.2K - $43.8K
|
678
$75.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-400- 12.12% |
$36.2K - $43.8K
|
2.9K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-403- 38.05% |
$36.5K - $44.1K
|
656
$72.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-406- 0.61% |
$36.8K - $44.5K
|
66K
$7.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-407- 3.39% |
$36.9K - $44.6K
|
11.6K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-408- 4.67% |
$36.9K - $44.7K
|
8.34K
$924K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-408- 4.96% |
$36.9K - $44.7K
|
7.82K
$867K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-411- 1.54% |
$37.2K - $45K
|
26.4K
$2.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-413- 23.79% |
$37.4K - $45.2K
|
1.32K
$147K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-415- 9.33% |
$37.6K - $45.4K
|
4.03K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-417- 31.45% |
$37.8K - $45.7K
|
909
$101K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-421- 1.27% |
$38.1K - $46.1K
|
32.8K
$3.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-424- 15.74% |
$38.4K - $46.4K
|
2.27K
$252K
|