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 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
30.7K+ 7.06% |
$2.78M - $3.36M
|
466K
$51.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.7K+ 1.97% |
$2.78M - $3.36M
|
1.59M
$176M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
30.3K+ 13.6% |
$2.74M - $3.32M
|
253K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
30.2KNew |
$2.73M - $3.3M
|
30.2K
$3.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
29.6K+ 8.94% |
$2.68M - $3.24M
|
361K
$40M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
29.5K+ 13.93% |
$2.67M - $3.23M
|
241K
$26.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
29.4K+ 13.63% |
$2.66M - $3.22M
|
245K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
28.5K+ 8.12% |
$2.58M - $3.12M
|
379K
$42M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
27.7K+ 5.43% |
$2.51M - $3.03M
|
538K
$59.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27.7K+ 46.7% |
$2.51M - $3.03M
|
87K
$9.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
27.6K+ 48.67% |
$2.5M - $3.02M
|
84.2K
$9.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
27.6K+ 48.49% |
$2.5M - $3.02M
|
84.4K
$9.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26.7K+ 6.1% |
$2.42M - $2.92M
|
464K
$51.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
26.4K+ 91.85% |
$2.39M - $2.89M
|
55.2K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.9K+ 1.81% |
$2.34M - $2.83M
|
1.46M
$162M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.7K+ 49.51% |
$2.33M - $2.81M
|
77.6K
$8.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
25.1K+ 2.16% |
$2.28M - $2.75M
|
1.19M
$132M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.1K+ 12.57% |
$2.27M - $2.75M
|
225K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
24.3K+ 7.24% |
$2.2M - $2.66M
|
360K
$39.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.3K+ 1.69% |
$2.2M - $2.66M
|
1.46M
$162M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
24K+ 725.06% |
$2.17M - $2.63M
|
27.3K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
24KNew |
$2.17M - $2.62M
|
24K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
23.9K+ 29.78% |
$2.17M - $2.62M
|
104K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
23.4K+ 11.63% |
$2.12M - $2.56M
|
224K
$24.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
22.8K+ 12.53% |
$2.06M - $2.49M
|
205K
$22.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
22.5K+ 75.91% |
$2.04M - $2.47M
|
52.2K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
22.3K+ 49.29% |
$2.02M - $2.44M
|
67.6K
$7.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
22.3K+ 19.49% |
$2.02M - $2.44M
|
137K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22.1K+ 3.97% |
$2M - $2.42M
|
579K
$64.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
22K+ 22.78% |
$1.99M - $2.4M
|
118K
$13.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
21.8K+ 99.95% |
$1.97M - $2.38M
|
43.5K
$4.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
21K+ 23.22% |
$1.91M - $2.3M
|
112K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 2.83% |
$1.85M - $2.24M
|
742K
$82.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20K+ 9.2% |
$1.81M - $2.19M
|
238K
$26.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.8K+ 2.61% |
$1.8M - $2.17M
|
780K
$86.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19.7K+ 6.37% |
$1.78M - $2.16M
|
329K
$36.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.6K+ 7.33% |
$1.78M - $2.15M
|
287K
$31.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 80.25% |
$1.77M - $2.14M
|
43.9K
$4.87M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
19.2KNew |
$1.74M - $2.11M
|
19.2K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.2K+ 5.98% |
$1.74M - $2.1M
|
340K
$37.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
19K+ 18.02% |
$1.72M - $2.08M
|
124K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
19K+ 9.45% |
$1.72M - $2.08M
|
219K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.7KNew |
$1.69M - $2.05M
|
18.7K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
18.4K+ 11.7% |
$1.67M - $2.01M
|
176K
$19.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18.1K+ 31.16% |
$1.64M - $1.99M
|
76.3K
$8.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
18.1K+ 241.28% |
$1.64M - $1.98M
|
25.6K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
18KNew |
$1.63M - $1.98M
|
18K
$2M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17.8K+ 3.11% |
$1.61M - $1.95M
|
591K
$65.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
17.8KNew |
$1.61M - $1.95M
|
17.8K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17.5K+ 42.54% |
$1.58M - $1.91M
|
58.5K
$6.49M
|