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 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-6.77K- 1.19% |
$613K - $741K
|
563K
$62.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-6.82K- 36.67% |
$618K - $747K
|
11.8K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.84K- 21.48% |
$619K - $749K
|
25K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.01K- 4.66% |
$635K - $768K
|
143K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.05K- 1.27% |
$639K - $772K
|
548K
$60.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-7.17K- 3.09% |
$649K - $785K
|
224K
$24.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-7.38K- 24.12% |
$668K - $808K
|
23.2K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-7.45K- 79.03% |
$674K - $815K
|
1.98K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.6K- 26.82% |
$688K - $832K
|
20.7K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7.63K- 69.61% |
$691K - $835K
|
3.33K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.65K- 1.66% |
$693K - $837K
|
452K
$50.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.65K- 14.68% |
$693K - $838K
|
44.4K
$4.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.74K- 13.17% |
$701K - $848K
|
51.1K
$5.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-7.77K- 47.55% |
$703K - $851K
|
8.57K
$950K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.85K- 7.22% |
$711K - $859K
|
101K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-7.93K- 47.15% |
$718K - $869K
|
8.89K
$986K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-7.94K- 2.81% |
$719K - $869K
|
275K
$30.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.95K- 1.52% |
$720K - $871K
|
516K
$57.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-7.98K- 33.71% |
$723K - $874K
|
15.7K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.05K- 33.81% |
$729K - $882K
|
15.8K
$1.75M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-8.07K- 79.46% |
$730K - $883K
|
2.09K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-8.13K- 3.29% |
$736K - $890K
|
239K
$26.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8.32K- 75.07% |
$753K - $911K
|
2.76K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-8.42K- 4.51% |
$762K - $922K
|
178K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.43K- 42.3% |
$764K - $923K
|
11.5K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8.48K- 10.67% |
$768K - $928K
|
70.9K
$7.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-8.48K- 39.43% |
$768K - $929K
|
13K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-8.6K- 11.77% |
$778K - $941K
|
64.4K
$7.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8.6K- 7.43% |
$779K - $942K
|
107K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-8.8K- 6.37% |
$797K - $964K
|
129K
$14.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-8.83K- 10.92% |
$800K - $967K
|
72.1K
$7.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-8.94K- 64.21% |
$809K - $978K
|
4.98K
$552K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.96K- 13.97% |
$811K - $981K
|
55.2K
$6.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-9K- 17.44% |
$815K - $985K
|
42.6K
$4.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-9.1K- 7.93% |
$824K - $997K
|
106K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.26K- 17.27% |
$839K - $1.01M
|
44.4K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.27K- 18.46% |
$840K - $1.02M
|
41K
$4.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.31K- 23.78% |
$843K - $1.02M
|
29.8K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-9.32K- 40.6% |
$844K - $1.02M
|
13.6K
$1.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-9.43K- 8.92% |
$854K - $1.03M
|
96.3K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-9.49K- 28.19% |
$859K - $1.04M
|
24.2K
$2.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9.54K- 73.45% |
$864K - $1.04M
|
3.45K
$382K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-9.64K- 9.92% |
$873K - $1.06M
|
87.5K
$9.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-9.74K- 2.84% |
$882K - $1.07M
|
334K
$37M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.82K- 11.81% |
$889K - $1.08M
|
73.3K
$8.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.87K- 0.68% |
$894K - $1.08M
|
1.43M
$159M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.9K- 4.38% |
$896K - $1.08M
|
216K
$24M
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-10K- 20.09% |
$906K - $1.09M
|
39.8K
$4.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10.1K- 6.27% |
$911K - $1.1M
|
150K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 19.93% |
$915K - $1.11M
|
40.6K
$4.5M
|