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 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-706- 11.81% |
$63.9K - $77.3K
|
5.27K
$585K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-707- 0.18% |
$64K - $77.4K
|
394K
$43.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-707- 11.83% |
$64K - $77.4K
|
5.27K
$584K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-714- 15.45% |
$64.7K - $78.2K
|
3.91K
$433K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-715- 9.4% |
$64.8K - $78.3K
|
6.89K
$764K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-718- 19.82% |
$65K - $78.6K
|
2.91K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-720- 1.96% |
$65.2K - $78.8K
|
36.1K
$4M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-723- 9.17% |
$65.5K - $79.2K
|
7.17K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-729- 15.37% |
$66K - $79.8K
|
4.02K
$445K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-733- 6.15% |
$66.4K - $80.3K
|
11.2K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-736- 1.17% |
$66.7K - $80.6K
|
62K
$6.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-740- 2.13% |
$67K - $81K
|
33.9K
$3.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-749- 6.84% |
$67.8K - $82K
|
10.2K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-750- 13.85% |
$67.9K - $82.1K
|
4.67K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-750- 4.08% |
$67.9K - $82.1K
|
17.6K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-760- 0.54% |
$68.8K - $83.2K
|
140K
$15.5M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-766- 1.19% |
$69.4K - $83.9K
|
63.6K
$7.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-776- 38.28% |
$70.3K - $85K
|
1.25K
$139K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-781- 16.44% |
$70.7K - $85.5K
|
3.97K
$440K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-784- 1.27% |
$71K - $85.8K
|
60.8K
$6.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-785- 11.35% |
$71.1K - $85.9K
|
6.13K
$680K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-788- 4.07% |
$71.4K - $86.3K
|
18.6K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-791- 14.79% |
$71.6K - $86.6K
|
4.56K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-794- 8.66% |
$71.9K - $86.9K
|
8.38K
$929K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-811- 8.72% |
$73.4K - $88.8K
|
8.49K
$942K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-816- 17.41% |
$73.9K - $89.3K
|
3.87K
$429K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-828- 1.45% |
$75K - $90.7K
|
56.4K
$6.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-835- 22.15% |
$75.6K - $91.4K
|
2.93K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-838- 4.1% |
$75.9K - $91.8K
|
19.6K
$2.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-838- 0.37% |
$75.9K - $91.8K
|
224K
$24.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-842- 4.17% |
$76.3K - $92.2K
|
19.3K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-844- 15.46% |
$76.4K - $92.4K
|
4.62K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-844- 7.99% |
$76.4K - $92.4K
|
9.71K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-846- 2.13% |
$76.6K - $92.6K
|
38.8K
$4.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-860- 20.09% |
$77.9K - $94.2K
|
3.42K
$379K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-865- 5.79% |
$78.3K - $94.7K
|
14.1K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-866- 12.33% |
$78.4K - $94.8K
|
6.16K
$683K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-868- 6.42% |
$78.6K - $95K
|
12.7K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-868- 31.3% |
$78.6K - $95K
|
1.91K
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-874- 15.99% |
$79.1K - $95.7K
|
4.59K
$509K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-875- 4.95% |
$79.2K - $95.8K
|
16.8K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-879- 20.07% |
$79.6K - $96.2K
|
3.5K
$388K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-884- 4.01% |
$80.1K - $96.8K
|
21.2K
$2.35M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-887- 10.9% |
$80.3K - $97.1K
|
7.25K
$804K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-894- 6.14% |
$81K - $97.9K
|
13.7K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-896- 5.59% |
$81.1K - $98.1K
|
15.1K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-897- 13.37% |
$81.2K - $98.2K
|
5.81K
$645K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-901- 11.94% |
$81.6K - $98.7K
|
6.65K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-919- 2.14% |
$83.2K - $101K
|
42K
$4.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-927- 0.61% |
$83.9K - $101K
|
151K
$16.8M
|