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 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-934- 23.15% |
$84.6K - $102K
|
3.1K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-940- 0.62% |
$85.1K - $103K
|
152K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-945- 30.48% |
$85.6K - $103K
|
2.16K
$239K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-967- 58.04% |
$87.6K - $106K
|
699
$77.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-970- 30.78% |
$87.8K - $106K
|
2.18K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-982- 21.45% |
$88.9K - $108K
|
3.6K
$399K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-991- 5.7% |
$89.7K - $109K
|
16.4K
$1.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-992- 2.98% |
$89.8K - $109K
|
32.3K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-995- 3.28% |
$90.1K - $109K
|
29.3K
$3.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-996- 8.23% |
$90.2K - $109K
|
11.1K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-997- 16.43% |
$90.3K - $109K
|
5.07K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1K- 5.22% |
$90.6K - $109K
|
18.2K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1K- 23.53% |
$90.6K - $109K
|
3.25K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1K- 0.85% |
$90.6K - $109K
|
116K
$12.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1K- 13.06% |
$90.7K - $110K
|
6.66K
$739K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.01K- 9.34% |
$91.4K - $110K
|
9.79K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.02K- 4.69% |
$92.6K - $112K
|
20.7K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.03K- 77.5% |
$93.3K - $113K
|
299
$33.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.05K- 9.51% |
$94.6K - $114K
|
9.94K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 14.96% |
$94.7K - $115K
|
5.95K
$659K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-1.05K- 5.55% |
$95K - $115K
|
17.9K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-1.05K- 0.68% |
$95.3K - $115K
|
153K
$17M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 12.16% |
$95.7K - $116K
|
7.63K
$847K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.06K- 2.97% |
$95.8K - $116K
|
34.6K
$3.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.06K- 2.53% |
$96K - $116K
|
40.9K
$4.53M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.07K- 1.67% |
$96.7K - $117K
|
62.7K
$6.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.07K- 0.35% |
$97.1K - $117K
|
305K
$33.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.07K- 2.22% |
$97.1K - $117K
|
47.3K
$5.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 0.65% |
$97.3K - $118K
|
165K
$18.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.07K- 2.0% |
$97.3K - $118K
|
52.7K
$5.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.09K- 0.96% |
$98.8K - $119K
|
112K
$12.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.1K- 10.63% |
$99.5K - $120K
|
9.24K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.1K- 19.85% |
$99.6K - $120K
|
4.44K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.1K- 15.66% |
$100K - $121K
|
5.94K
$659K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 8.84% |
$100K - $121K
|
11.4K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 1.34% |
$101K - $122K
|
81.6K
$9.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.12K- 4.92% |
$101K - $122K
|
21.6K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.12K- 5.5% |
$101K - $122K
|
19.2K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.12K- 6.63% |
$101K - $123K
|
15.8K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.12K- 0.67% |
$101K - $123K
|
166K
$18.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.12K- 17.21% |
$102K - $123K
|
5.4K
$599K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 12.96% |
$103K - $124K
|
7.61K
$844K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.13K- 9.27% |
$103K - $124K
|
11.1K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.15K- 1.51% |
$104K - $125K
|
74.7K
$8.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.15K- 0.67% |
$104K - $125K
|
169K
$18.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.16K- 0.92% |
$105K - $127K
|
124K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.16K- 55.58% |
$105K - $127K
|
927
$103K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.16K- 8.84% |
$105K - $127K
|
12K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.17K- 14.3% |
$106K - $128K
|
7.01K
$777K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.17K- 10.55% |
$106K - $129K
|
9.95K
$1.1M
|