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 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-2.05K- 34.2% |
$185K - $224K
|
3.94K
$437K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.05K- 11.74% |
$185K - $224K
|
15.4K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.06K- 0.75% |
$187K - $226K
|
274K
$30.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.07K- 9.07% |
$187K - $226K
|
20.7K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.07K- 6.9% |
$187K - $227K
|
27.9K
$3.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-2.07KClosed |
$188K - $227K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.11K- 29.53% |
$191K - $231K
|
5.04K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.11K- 46.85% |
$191K - $231K
|
2.4K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 5.65% |
$191K - $231K
|
35.3K
$3.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-2.16K- 46.86% |
$195K - $236K
|
2.45K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.17K- 6.41% |
$197K - $238K
|
31.7K
$3.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.18K- 18.16% |
$197K - $238K
|
9.8K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.18K- 3.83% |
$198K - $239K
|
54.8K
$6.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.2K- 11.82% |
$199K - $241K
|
16.4K
$1.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.2K- 8.19% |
$200K - $241K
|
24.7K
$2.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.22K- 8.54% |
$201K - $243K
|
23.7K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-2.23K- 14.52% |
$202K - $244K
|
13.1K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.24K- 4.38% |
$202K - $245K
|
48.8K
$5.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.25K- 31.78% |
$203K - $246K
|
4.82K
$535K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.27K- 18.78% |
$205K - $248K
|
9.79K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.29K- 25.09% |
$208K - $251K
|
6.85K
$759K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.3K- 41.12% |
$208K - $251K
|
3.29K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.3K- 35.84% |
$208K - $252K
|
4.12K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.31K- 0.13% |
$209K - $253K
|
1.71M
$190M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.32K- 2.41% |
$210K - $254K
|
93.9K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.33K- 10.03% |
$211K - $255K
|
20.9K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.33K- 8.31% |
$211K - $255K
|
25.7K
$2.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.33K- 9.29% |
$211K - $255K
|
22.8K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.33K- 6.63% |
$211K - $255K
|
32.9K
$3.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-2.34K- 14.92% |
$212K - $256K
|
13.3K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.36K- 1.28% |
$213K - $258K
|
182K
$20.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.36K- 11.89% |
$214K - $259K
|
17.5K
$1.94M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-2.36KClosed |
$214K - $259K
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.37K- 2.32% |
$214K - $259K
|
99.6K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.37K- 4.46% |
$215K - $259K
|
50.7K
$5.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.38K- 3.34% |
$215K - $260K
|
68.8K
$7.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-2.4K- 64.99% |
$217K - $262K
|
1.29K
$143K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 25.38% |
$218K - $263K
|
7.06K
$783K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.4K- 45.52% |
$218K - $263K
|
2.88K
$319K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.42K- 36.64% |
$219K - $265K
|
4.18K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-2.42K- 51.81% |
$219K - $265K
|
2.25K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.42K- 1.46% |
$219K - $265K
|
163K
$18M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-2.43K- 1.23% |
$220K - $266K
|
195K
$21.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.46K- 43.54% |
$223K - $270K
|
3.19K
$354K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.47K- 14.84% |
$223K - $270K
|
14.1K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-2.48K- 23.45% |
$224K - $271K
|
8.09K
$897K
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.48K- 6.75% |
$225K - $272K
|
34.3K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.52K- 8.97% |
$228K - $276K
|
25.5K
$2.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.53K- 2.05% |
$229K - $277K
|
120K
$13.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.59K- 23.21% |
$234K - $283K
|
8.56K
$949K
|