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 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-38- 1.3% |
$3.44K - $4.16K
|
2.89K
$321K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-53- 0.75% |
$4.8K - $5.8K
|
7.03K
$779K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.21% |
$5.43K - $6.57K
|
2.66K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-64- 0.89% |
$5.8K - $7.01K
|
7.13K
$791K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-67- 0.25% |
$6.07K - $7.34K
|
26.9K
$2.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-74- 0.27% |
$6.7K - $8.1K
|
27.5K
$3.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-84- 0.9% |
$7.61K - $9.2K
|
9.22K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 2.6% |
$8.97K - $10.8K
|
3.71K
$412K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-105- 23.03% |
$9.51K - $11.5K
|
351
$38.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-110- 57.29% |
$9.96K - $12K
|
82
$9.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-111- 0.07% |
$10.1K - $12.2K
|
165K
$18.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-144- 1.2% |
$13K - $15.8K
|
11.8K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-167- 3.2% |
$15.1K - $18.3K
|
5.06K
$561K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-197- 4.11% |
$17.8K - $21.6K
|
4.6K
$511K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-215- 0.38% |
$19.5K - $23.5K
|
56.4K
$6.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-225- 3.59% |
$20.4K - $24.6K
|
6.04K
$671K
|
|
|
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 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-275- 4.32% |
$24.9K - $30.1K
|
6.09K
$676K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-277- 1.56% |
$25.1K - $30.3K
|
17.5K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-282- 9.05% |
$25.5K - $30.9K
|
2.84K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-288- 2.51% |
$26.1K - $31.5K
|
11.2K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-290- 0.06% |
$26.3K - $31.8K
|
490K
$54.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-318- 5.89% |
$28.8K - $34.8K
|
5.08K
$564K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-339- 9.1% |
$30.7K - $37.1K
|
3.39K
$376K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-356- 7.42% |
$32.2K - $39K
|
4.45K
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-372- 0.31% |
$33.7K - $40.7K
|
118K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-434- 9.23% |
$39.3K - $47.5K
|
4.27K
$474K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-477- 4.12% |
$43.2K - $52.2K
|
11.1K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-512- 7.32% |
$46.4K - $56.1K
|
6.48K
$719K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-534- 17.14% |
$48.4K - $58.5K
|
2.58K
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-578- 45.58% |
$52.3K - $63.3K
|
690
$76.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-580- 3.17% |
$52.5K - $63.5K
|
17.7K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 6.25% |
$54.3K - $65.7K
|
9K
$999K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-604- 6.81% |
$54.7K - $66.1K
|
8.26K
$917K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-704- 3.82% |
$63.8K - $77.1K
|
17.7K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-718- 19.82% |
$65K - $78.6K
|
2.91K
$322K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-723- 9.17% |
$65.5K - $79.2K
|
7.17K
$795K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-740- 2.13% |
$67K - $81K
|
33.9K
$3.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-866- 12.33% |
$78.4K - $94.8K
|
6.16K
$683K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-894- 6.14% |
$81K - $97.9K
|
13.7K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-901- 11.94% |
$81.6K - $98.7K
|
6.65K
$737K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 14.96% |
$94.7K - $115K
|
5.95K
$660K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.09K- 0.96% |
$98.8K - $119K
|
112K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.28K- 2.96% |
$116K - $141K
|
42.1K
$4.67M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.36K- 37.87% |
$123K - $149K
|
2.23K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.56K- 23.87% |
$141K - $171K
|
4.98K
$552K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
SELL
|
- |
-1.66K- 3.75% |
$151K - $182K
|
42.8K
$4.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.76K- 35.44% |
$159K - $192K
|
3.2K
$355K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 5.65% |
$191K - $231K
|
35.3K
$3.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.3K- 41.12% |
$208K - $251K
|
3.29K
$365K
|