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 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.6K- 4.53% |
$145K - $175K
|
33.7K
$3.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.61K- 8.02% |
$146K - $176K
|
18.5K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.61K- 0.28% |
$146K - $177K
|
571K
$63.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.63K- 3.46% |
$147K - $178K
|
45.4K
$5.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.63K- 8.96% |
$148K - $179K
|
16.6K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.65K- 4.36% |
$150K - $181K
|
36.3K
$4.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
SELL
|
- |
-1.66K- 3.75% |
$151K - $182K
|
42.8K
$4.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.67K- 21.12% |
$151K - $183K
|
6.23K
$691K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.67K- 10.18% |
$151K - $183K
|
14.7K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.67K- 2.18% |
$151K - $183K
|
75.1K
$8.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.68K- 12.51% |
$152K - $184K
|
11.7K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.68K- 1.25% |
$152K - $184K
|
133K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.7K- 7.95% |
$153K - $186K
|
19.6K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.7K- 13.54% |
$154K - $186K
|
10.9K
$1.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.7K- 5.84% |
$154K - $186K
|
27.4K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 10.38% |
$155K - $187K
|
14.8K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.72K- 26.1% |
$156K - $188K
|
4.86K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.73K- 7.87% |
$157K - $190K
|
20.3K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-1.75K- 7.01% |
$158K - $192K
|
23.2K
$2.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.75K- 2.04% |
$159K - $192K
|
84.1K
$9.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.76K- 35.44% |
$159K - $192K
|
3.2K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.77K- 4.33% |
$160K - $194K
|
39.1K
$4.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-1.78K- 0.55% |
$161K - $195K
|
320K
$35.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.78K- 7.11% |
$161K - $195K
|
23.3K
$2.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-1.8K- 25.88% |
$163K - $197K
|
5.15K
$571K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.82K- 0.27% |
$165K - $199K
|
665K
$73.7M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.82K- 7.03% |
$165K - $199K
|
24.1K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.82K- 1.02% |
$165K - $200K
|
177K
$19.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.83K- 1.31% |
$166K - $201K
|
138K
$15.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.84K- 19.55% |
$167K - $201K
|
7.57K
$839K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.85K- 28.26% |
$168K - $203K
|
4.7K
$521K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.86K- 3.16% |
$168K - $203K
|
57K
$6.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.86K- 2.46% |
$169K - $204K
|
73.7K
$8.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.86K- 35.55% |
$169K - $204K
|
3.38K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.87K- 14.23% |
$169K - $204K
|
11.3K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 32.57% |
$170K - $205K
|
3.88K
$431K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 2.05% |
$171K - $206K
|
90.2K
$10M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.89K- 33.88% |
$172K - $207K
|
3.7K
$410K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.92K- 12.31% |
$174K - $210K
|
13.7K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.92K- 12.14% |
$174K - $210K
|
13.9K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 9.17% |
$174K - $210K
|
19K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.93K- 24.53% |
$175K - $212K
|
5.95K
$660K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-1.95K- 17.98% |
$177K - $213K
|
8.89K
$986K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.99K- 7.47% |
$180K - $218K
|
24.7K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-2K- 0.99% |
$181K - $219K
|
200K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-2K- 16.61% |
$181K - $219K
|
10.1K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 25.42% |
$182K - $220K
|
5.88K
$652K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.01K- 76.55% |
$182K - $220K
|
616
$68.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.02K- 6.39% |
$183K - $221K
|
29.6K
$3.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2.02K- 4.27% |
$183K - $221K
|
45.3K
$5.02M
|