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 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.59K- 5.32% |
$325K - $393K
|
63.8K
$7.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.6K- 5.02% |
$326K - $394K
|
68.1K
$7.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.63K- 5.0% |
$329K - $397K
|
69K
$7.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.63K- 2.16% |
$329K - $398K
|
165K
$18.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-3.66K- 8.81% |
$331K - $400K
|
37.8K
$4.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.67K- 9.07% |
$332K - $401K
|
36.8K
$4.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.67K- 17.53% |
$333K - $402K
|
17.3K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-3.71K- 6.25% |
$336K - $406K
|
55.6K
$6.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.72K- 26.99% |
$337K - $408K
|
10.1K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.78K- 50.11% |
$342K - $414K
|
3.77K
$418K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.78K- 9.84% |
$343K - $414K
|
34.7K
$3.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.8K- 36.59% |
$344K - $416K
|
6.58K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.81K- 30.33% |
$345K - $417K
|
8.75K
$970K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-3.81K- 12.36% |
$345K - $417K
|
27K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.82K- 24.64% |
$346K - $418K
|
11.7K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.84K- 8.79% |
$348K - $420K
|
39.8K
$4.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.85K- 17.47% |
$348K - $421K
|
18.2K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-3.89K- 4.24% |
$352K - $426K
|
87.8K
$9.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.91K- 13.44% |
$354K - $428K
|
25.2K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-3.92K- 9.1% |
$355K - $430K
|
39.2K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.93K- 17.06% |
$356K - $430K
|
19.1K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.94K- 76.7% |
$357K - $432K
|
1.2K
$133K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-3.95K- 4.39% |
$357K - $432K
|
85.9K
$9.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-3.95K- 35.97% |
$358K - $433K
|
7.04K
$780K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4K- 22.17% |
$362K - $438K
|
14K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-4K- 7.14% |
$362K - $438K
|
52K
$5.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-4.08K- 10.63% |
$369K - $446K
|
34.3K
$3.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-4.11K- 21.16% |
$372K - $450K
|
15.3K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4.22K- 3.49% |
$382K - $462K
|
117K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.25K- 25.57% |
$385K - $465K
|
12.4K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-4.28K- 27.48% |
$388K - $469K
|
11.3K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.31K- 26.5% |
$390K - $472K
|
12K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.32K- 33.81% |
$392K - $473K
|
8.47K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.33K- 3.86% |
$392K - $474K
|
108K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.41K- 18.75% |
$399K - $483K
|
19.1K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.41K- 14.12% |
$400K - $483K
|
26.8K
$2.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-4.42K- 14.09% |
$400K - $483K
|
26.9K
$2.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-4.45K- 65.57% |
$403K - $487K
|
2.34K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.48K- 6.62% |
$406K - $490K
|
63.1K
$7M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.52K- 18.91% |
$409K - $495K
|
19.4K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.54K- 19.4% |
$411K - $497K
|
18.9K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 1.47% |
$412K - $498K
|
305K
$33.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.55K- 1.29% |
$412K - $498K
|
348K
$38.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.55K- 5.04% |
$412K - $499K
|
85.8K
$9.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.58K- 9.07% |
$415K - $501K
|
45.9K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.58K- 21.72% |
$415K - $502K
|
16.5K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-4.59K- 39.88% |
$416K - $502K
|
6.92K
$767K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.62K- 28.22% |
$418K - $505K
|
11.7K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.66K- 4.78% |
$422K - $510K
|
92.8K
$10.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 19.59% |
$422K - $511K
|
19.1K
$2.12M
|