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
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.3K- 35.84% |
$208K - $252K
|
4.12K
$457K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.46K- 43.54% |
$223K - $270K
|
3.19K
$354K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.59K- 23.21% |
$234K - $283K
|
8.56K
$950K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.6K- 54.84% |
$235K - $284K
|
2.14K
$237K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.12K- 6.3% |
$283K - $342K
|
46.4K
$5.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-3.66K- 8.81% |
$331K - $400K
|
37.8K
$4.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.67K- 17.53% |
$333K - $402K
|
17.3K
$1.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-3.95K- 4.39% |
$357K - $432K
|
85.9K
$9.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-4K- 7.14% |
$362K - $438K
|
52K
$5.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 19.59% |
$422K - $511K
|
19.1K
$2.12M
|
|
|
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
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.87K- 8.44% |
$441K - $533K
|
52.8K
$5.86M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.59K- 21.0% |
$507K - $612K
|
21K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.06K- 63.04% |
$548K - $663K
|
3.55K
$394K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-6.14K- 34.02% |
$556K - $672K
|
11.9K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-6.48K- 34.31% |
$587K - $710K
|
12.4K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-7.38K- 24.12% |
$668K - $808K
|
23.2K
$2.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-8.83K- 10.92% |
$800K - $967K
|
72.1K
$8M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.2K- 10.71% |
$922K - $1.11M
|
84.9K
$9.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.5K- 9.18% |
$1.13M - $1.37M
|
124K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-14.6K- 3.94% |
$1.33M - $1.6M
|
357K
$39.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-15.2K- 6.62% |
$1.37M - $1.66M
|
214K
$23.7M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-28.5K- 9.24% |
$2.58M - $3.12M
|
279K
$31M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-53.8K- 95.22% |
$4.87M - $5.89M
|
2.7K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-92.7K- 37.7% |
$8.39M - $10.1M
|
153K
$17M
|