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 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.68K- 4.62% |
$424K - $512K
|
96.6K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.71K- 32.68% |
$426K - $515K
|
9.7K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.75K- 6.56% |
$430K - $520K
|
67.7K
$7.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-4.75K- 24.45% |
$430K - $520K
|
14.7K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.76K- 11.27% |
$431K - $521K
|
37.5K
$4.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-4.76K- 2.51% |
$431K - $521K
|
185K
$20.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.77K- 60.9% |
$432K - $522K
|
3.06K
$339K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.87K- 8.44% |
$441K - $533K
|
52.8K
$5.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.92K- 12.36% |
$445K - $538K
|
34.8K
$3.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.99K- 2.9% |
$452K - $546K
|
167K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.03K- 6.65% |
$455K - $551K
|
70.6K
$7.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-5.05K- 20.74% |
$457K - $553K
|
19.3K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.07K- 8.19% |
$459K - $555K
|
56.8K
$6.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.09K- 8.46% |
$461K - $557K
|
55.1K
$6.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.12K- 25.81% |
$464K - $561K
|
14.7K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.26K- 16.99% |
$477K - $576K
|
25.7K
$2.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-5.27K- 2.54% |
$477K - $577K
|
202K
$22.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.27K- 3.94% |
$478K - $577K
|
128K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5.32K- 5.4% |
$482K - $582K
|
93.2K
$10.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5.34K- 78.35% |
$483K - $584K
|
1.48K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-5.36K- 26.59% |
$486K - $587K
|
14.8K
$1.64M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-5.4K- 1.14% |
$489K - $591K
|
468K
$51.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.49K- 2.88% |
$497K - $601K
|
185K
$20.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.56K- 5.02% |
$504K - $609K
|
105K
$11.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.59K- 21.0% |
$507K - $612K
|
21K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-5.65K- 1.39% |
$511K - $618K
|
400K
$44.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.65K- 30.54% |
$512K - $619K
|
12.9K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-5.72K- 53.08% |
$518K - $626K
|
5.06K
$561K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.79K- 19.33% |
$525K - $634K
|
24.2K
$2.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.83K- 53.32% |
$528K - $639K
|
5.11K
$566K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.87K- 6.11% |
$531K - $643K
|
90.3K
$10M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6K- 22.46% |
$543K - $657K
|
20.7K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-6.04K- 13.8% |
$547K - $661K
|
37.7K
$4.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.06K- 63.04% |
$548K - $663K
|
3.55K
$394K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-6.06K- 14.91% |
$549K - $664K
|
34.6K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-6.14K- 34.02% |
$556K - $672K
|
11.9K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-6.14K- 3.19% |
$556K - $673K
|
186K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.22K- 14.65% |
$563K - $681K
|
36.2K
$4.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-6.24K- 9.22% |
$565K - $683K
|
61.4K
$6.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.26K- 36.41% |
$567K - $685K
|
10.9K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.29K- 8.76% |
$569K - $688K
|
65.5K
$7.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-6.34K- 4.38% |
$574K - $694K
|
138K
$15.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.36K- 13.42% |
$576K - $697K
|
41.1K
$4.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-6.36K- 12.07% |
$576K - $697K
|
46.3K
$5.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-6.43K- 28.98% |
$582K - $704K
|
15.7K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-6.48K- 34.31% |
$587K - $710K
|
12.4K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.62K- 0.78% |
$600K - $725K
|
837K
$92.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.66K- 74.06% |
$603K - $729K
|
2.33K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.72K- 5.41% |
$609K - $736K
|
118K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.75K- 22.48% |
$611K - $739K
|
23.3K
$2.58M
|