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 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 39.03% |
$107K - $129K
|
1.84K
$204K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.19K- 5.26% |
$107K - $130K
|
21.3K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.2K- 8.22% |
$108K - $131K
|
13.4K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.21K- 13.37% |
$109K - $132K
|
7.81K
$866K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.21K- 7.94% |
$110K - $133K
|
14K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.22K- 33.93% |
$110K - $133K
|
2.37K
$263K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.24K- 5.55% |
$113K - $136K
|
21.2K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.27K- 23.54% |
$115K - $139K
|
4.14K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.27K- 37.5% |
$115K - $139K
|
2.12K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.28K- 2.95% |
$116K - $140K
|
42K
$4.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.28K- 2.96% |
$116K - $141K
|
42.1K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.3K- 7.36% |
$117K - $142K
|
16.3K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.3K- 2.59% |
$118K - $142K
|
48.8K
$5.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.3K- 15.58% |
$118K - $142K
|
7.04K
$780K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.3K- 2.69% |
$118K - $142K
|
47.1K
$5.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.3K- 4.86% |
$118K - $143K
|
25.5K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.33K- 12.15% |
$121K - $146K
|
9.64K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.34K- 24.4% |
$121K - $147K
|
4.15K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.35K- 11.56% |
$122K - $148K
|
10.3K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-1.35K- 3.27% |
$123K - $148K
|
40K
$4.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.36K- 4.77% |
$123K - $148K
|
27.1K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.36K- 1.51% |
$123K - $149K
|
88.4K
$9.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.36K- 37.87% |
$123K - $149K
|
2.23K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.37K- 0.65% |
$124K - $150K
|
208K
$23M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.38K- 2.74% |
$125K - $151K
|
49K
$5.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.39K- 19.4% |
$126K - $153K
|
5.79K
$642K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.4K- 96.34% |
$127K - $153K
|
53
$5.88K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4K- 4.6% |
$127K - $153K
|
29K
$3.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.4K- 2.4% |
$127K - $153K
|
57K
$6.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.44K- 14.43% |
$130K - $158K
|
8.53K
$946K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.45K- 4.98% |
$131K - $158K
|
27.6K
$3.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-1.45K- 12.57% |
$132K - $159K
|
10.1K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.46K- 17.03% |
$132K - $160K
|
7.11K
$789K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 1.14% |
$132K - $160K
|
127K
$14.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.47K- 42.69% |
$133K - $161K
|
1.97K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 1.63% |
$133K - $161K
|
88.8K
$9.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.47K- 2.14% |
$133K - $161K
|
67.3K
$7.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.48K- 25.46% |
$134K - $162K
|
4.33K
$480K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.48K- 2.94% |
$134K - $162K
|
48.8K
$5.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.49K- 9.32% |
$135K - $163K
|
14.5K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-1.49K- 17.79% |
$135K - $163K
|
6.88K
$762K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.49K- 2.3% |
$135K - $164K
|
63.5K
$7.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.5K- 3.32% |
$136K - $164K
|
43.7K
$4.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.51K- 4.97% |
$137K - $165K
|
28.9K
$3.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-1.52K- 16.43% |
$138K - $166K
|
7.73K
$857K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.52K- 19.55% |
$138K - $166K
|
6.25K
$693K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.55K- 14.33% |
$140K - $170K
|
9.27K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.56K- 23.87% |
$141K - $171K
|
4.98K
$552K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.59K- 2.51% |
$144K - $174K
|
61.8K
$6.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.6K- 29.4% |
$145K - $175K
|
3.83K
$425K
|