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 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-424- 2.98% |
$38.4K - $46.4K
|
13.8K
$1.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-425- 15.54% |
$38.5K - $46.5K
|
2.31K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-428- 2.95% |
$38.8K - $46.9K
|
14.1K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-430- 1.42% |
$38.9K - $47.1K
|
29.9K
$3.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-432- 5.41% |
$39.1K - $47.3K
|
7.55K
$838K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-434- 9.23% |
$39.3K - $47.5K
|
4.27K
$473K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-434- 4.43% |
$39.3K - $47.5K
|
9.37K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-437- 1.92% |
$39.6K - $47.8K
|
22.4K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-437- 2.48% |
$39.6K - $47.8K
|
17.2K
$1.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-437- 2.63% |
$39.6K - $47.8K
|
16.2K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-442- 3.1% |
$40K - $48.4K
|
13.8K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-443- 11.26% |
$40.1K - $48.5K
|
3.49K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-443- 1.54% |
$40.1K - $48.5K
|
28.3K
$3.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-447- 10.15% |
$40.5K - $48.9K
|
3.96K
$439K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-447- 1.75% |
$40.5K - $48.9K
|
25.1K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-450- 51.9% |
$40.8K - $49.3K
|
417
$46.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-451- 7.44% |
$40.8K - $49.4K
|
5.61K
$622K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-465- 14.64% |
$42.1K - $50.9K
|
2.71K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-470- 13.03% |
$42.6K - $51.5K
|
3.14K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-471- 18.82% |
$42.7K - $51.6K
|
2.03K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-475- 0.6% |
$43K - $52K
|
78.5K
$8.7M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-477- 4.12% |
$43.2K - $52.2K
|
11.1K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-486- 1.37% |
$44K - $53.2K
|
34.9K
$3.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-487- 2.78% |
$44.1K - $53.3K
|
17K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-492- 4.08% |
$44.6K - $53.9K
|
11.6K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-495- 1.71% |
$44.8K - $54.2K
|
28.4K
$3.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-499- 21.8% |
$45.2K - $54.6K
|
1.79K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-500- 16.09% |
$45.3K - $54.7K
|
2.61K
$289K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-502- 1.41% |
$45.5K - $55K
|
35.1K
$3.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-503- 2.74% |
$45.6K - $55.1K
|
17.9K
$1.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-510- 1.39% |
$46.2K - $55.8K
|
36.2K
$4.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-510- 9.94% |
$46.2K - $55.8K
|
4.62K
$513K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-512- 7.32% |
$46.4K - $56.1K
|
6.48K
$718K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-515- 6.42% |
$46.6K - $56.4K
|
7.51K
$832K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-517- 6.28% |
$46.8K - $56.6K
|
7.72K
$856K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-520- 7.0% |
$47.1K - $56.9K
|
6.91K
$767K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-521- 3.19% |
$47.2K - $57K
|
15.8K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-521- 22.43% |
$47.2K - $57K
|
1.8K
$200K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-521- 3.53% |
$47.2K - $57K
|
14.3K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-522- 4.27% |
$47.3K - $57.2K
|
11.7K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-525- 5.82% |
$47.5K - $57.5K
|
8.5K
$943K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-525- 9.45% |
$47.5K - $57.5K
|
5.03K
$558K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-534- 17.14% |
$48.4K - $58.5K
|
2.58K
$286K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-535- 5.93% |
$48.4K - $58.6K
|
8.48K
$941K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-536- 1.86% |
$48.5K - $58.7K
|
28.3K
$3.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-536- 19.14% |
$48.5K - $58.7K
|
2.26K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-537- 7.14% |
$48.6K - $58.8K
|
6.98K
$774K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-537- 20.05% |
$48.6K - $58.8K
|
2.14K
$237K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-542- 8.11% |
$49.1K - $59.3K
|
6.14K
$681K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-545- 52.15% |
$49.4K - $59.7K
|
500
$55.4K
|