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 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-545- 15.43% |
$49.4K - $59.7K
|
2.99K
$331K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-548- 6.52% |
$49.6K - $60K
|
7.86K
$872K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-550- 1.64% |
$49.8K - $60.2K
|
32.9K
$3.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-550- 19.34% |
$49.8K - $60.2K
|
2.29K
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-551- 1.3% |
$49.9K - $60.3K
|
41.9K
$4.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-567- 2.47% |
$51.3K - $62.1K
|
22.4K
$2.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-570- 1.74% |
$51.6K - $62.4K
|
32.1K
$3.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-573- 1.6% |
$51.9K - $62.7K
|
35.2K
$3.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-577- 21.59% |
$52.3K - $63.2K
|
2.1K
$232K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-578- 45.58% |
$52.3K - $63.3K
|
690
$76.5K
|
|
|
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 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-584- 2.2% |
$52.9K - $63.9K
|
26K
$2.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-587- 1.59% |
$53.2K - $64.3K
|
36.4K
$4.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-587Closed |
$53.2K - $64.3K
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-591- 9.95% |
$53.5K - $64.7K
|
5.35K
$593K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-594- 3.21% |
$53.8K - $65K
|
17.9K
$1.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 6.25% |
$54.3K - $65.7K
|
9K
$998K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-604- 6.81% |
$54.7K - $66.1K
|
8.26K
$916K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-620- 17.36% |
$56.1K - $67.9K
|
2.95K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-621- 14.79% |
$56.2K - $68K
|
3.58K
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-635- 9.91% |
$57.5K - $69.5K
|
5.78K
$640K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-638- 10.21% |
$57.8K - $69.9K
|
5.61K
$622K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-640- 5.66% |
$58K - $70.1K
|
10.7K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-641- 0.31% |
$58K - $70.2K
|
207K
$22.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-643- 6.71% |
$58.2K - $70.4K
|
8.94K
$991K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-643- 6.98% |
$58.2K - $70.4K
|
8.57K
$950K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-645- 0.92% |
$58.4K - $70.6K
|
69.3K
$7.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-647- 6.1% |
$58.6K - $70.8K
|
9.97K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-650- 2.39% |
$58.9K - $71.2K
|
26.6K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-651- 1.99% |
$59K - $71.3K
|
32K
$3.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-655- 7.56% |
$59.3K - $71.7K
|
8.01K
$888K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-658- 1.84% |
$59.6K - $72K
|
35.1K
$3.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-659- 4.01% |
$59.7K - $72.2K
|
15.8K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-660- 11.37% |
$59.8K - $72.3K
|
5.15K
$571K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-663- 8.74% |
$60K - $72.6K
|
6.92K
$768K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-663- 4.62% |
$60K - $72.6K
|
13.7K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-663- 5.24% |
$60K - $72.6K
|
12K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-663- 15.01% |
$60K - $72.6K
|
3.75K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-664- 9.63% |
$60.1K - $72.7K
|
6.23K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-669- 25.25% |
$60.6K - $73.2K
|
1.98K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-673- 7.36% |
$60.9K - $73.7K
|
8.47K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-676- 29.9% |
$61.2K - $74K
|
1.59K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-677- 13.18% |
$61.3K - $74.1K
|
4.46K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-679- 4.34% |
$61.5K - $74.3K
|
15K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-679- 2.86% |
$61.5K - $74.3K
|
23K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-691- 7.87% |
$62.6K - $75.7K
|
8.09K
$897K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-693- 7.69% |
$62.8K - $75.9K
|
8.32K
$922K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-701- 12.29% |
$63.5K - $76.8K
|
5K
$555K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-702- 93.23% |
$63.6K - $76.9K
|
51
$5.66K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-704- 3.82% |
$63.8K - $77.1K
|
17.7K
$1.96M
|