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 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.6K- 54.84% |
$235K - $284K
|
2.14K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.6K- 16.34% |
$236K - $285K
|
13.3K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.63K- 2.78% |
$238K - $288K
|
91.9K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.65K- 2.51% |
$240K - $290K
|
103K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.71K- 4.46% |
$246K - $297K
|
58.1K
$6.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-2.72K- 13.29% |
$246K - $297K
|
17.7K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.73K- 6.65% |
$247K - $298K
|
38.3K
$4.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.76K- 1.4% |
$250K - $302K
|
194K
$21.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.76K- 9.03% |
$250K - $302K
|
27.8K
$3.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.76K- 47.36% |
$250K - $303K
|
3.07K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.77K- 26.07% |
$251K - $304K
|
7.86K
$872K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.8K- 3.06% |
$253K - $306K
|
88.6K
$9.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.8K- 2.94% |
$254K - $307K
|
92.6K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.82K- 7.04% |
$255K - $309K
|
37.3K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.86K- 10.93% |
$259K - $313K
|
23.3K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 2.04% |
$260K - $314K
|
138K
$15.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 4.74% |
$260K - $314K
|
57.6K
$6.39M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.96K- 13.28% |
$268K - $324K
|
19.3K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.98K- 6.56% |
$270K - $326K
|
42.4K
$4.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.98K- 5.45% |
$270K - $326K
|
51.7K
$5.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-3K- 12.73% |
$272K - $328K
|
20.6K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-3.01K- 9.02% |
$273K - $330K
|
30.3K
$3.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.04K- 6.46% |
$275K - $333K
|
44.1K
$4.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.05K- 2.73% |
$276K - $334K
|
109K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.07K- 0.18% |
$278K - $336K
|
1.75M
$194M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.08K- 3.16% |
$278K - $337K
|
94.2K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3.08K- 9.0% |
$279K - $337K
|
31.1K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.09K- 19.03% |
$280K - $338K
|
13.1K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.1K- 8.11% |
$281K - $339K
|
35.1K
$3.89M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.12K- 6.3% |
$283K - $342K
|
46.4K
$5.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.16K- 29.04% |
$286K - $346K
|
7.72K
$856K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.17K- 2.45% |
$287K - $347K
|
126K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.17K- 20.05% |
$287K - $347K
|
12.6K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.25K- 42.43% |
$294K - $356K
|
4.41K
$489K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.26K- 2.03% |
$295K - $356K
|
158K
$17.5M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 56.87% |
$295K - $357K
|
2.47K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.28K- 37.1% |
$297K - $359K
|
5.56K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.3K- 7.5% |
$299K - $362K
|
40.7K
$4.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.31K- 13.31% |
$299K - $362K
|
21.5K
$2.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.31K- 61.38% |
$300K - $363K
|
2.08K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.31K- 1.85% |
$300K - $363K
|
176K
$19.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3.33K- 34.48% |
$302K - $365K
|
6.33K
$702K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-3.36K- 11.13% |
$304K - $368K
|
26.8K
$2.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.4K- 26.39% |
$308K - $372K
|
9.48K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.41K- 30.91% |
$309K - $373K
|
7.62K
$845K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.43K- 8.09% |
$311K - $376K
|
39K
$4.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.48K- 12.76% |
$315K - $381K
|
23.8K
$2.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-3.49K- 15.2% |
$316K - $382K
|
19.4K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.51K- 29.71% |
$318K - $384K
|
8.3K
$921K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.56K- 4.56% |
$323K - $390K
|
74.6K
$8.27M
|