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 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
17.4K+ 3.7% |
$1.58M - $1.91M
|
488K
$54.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
17.3K+ 3.08% |
$1.57M - $1.9M
|
580K
$64.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 67.59% |
$1.56M - $1.88M
|
42.7K
$4.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 188.1% |
$1.53M - $1.86M
|
26K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
16.8K+ 8.47% |
$1.52M - $1.84M
|
215K
$23.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16.7K+ 511.05% |
$1.52M - $1.83M
|
20K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.5K+ 3.11% |
$1.5M - $1.81M
|
548K
$60.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
16.3K+ 147.24% |
$1.48M - $1.78M
|
27.4K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.7KNew |
$1.42M - $1.72M
|
15.7K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
15.3K+ 3.0% |
$1.38M - $1.67M
|
524K
$58.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.2KNew |
$1.38M - $1.67M
|
15.2K
$1.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 3.11% |
$1.37M - $1.66M
|
504K
$55.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
15.2K+ 85.7% |
$1.37M - $1.66M
|
32.8K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1K+ 337.1% |
$1.37M - $1.65M
|
19.6K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15K+ 6.64% |
$1.36M - $1.64M
|
241K
$26.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
15K+ 2.35% |
$1.36M - $1.64M
|
652K
$72.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
15K+ 44.25% |
$1.36M - $1.64M
|
48.8K
$5.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
14.9K+ 1.04% |
$1.35M - $1.63M
|
1.45M
$160M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.7K+ 18118.52% |
$1.33M - $1.61M
|
14.8K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.5K+ 8.66% |
$1.31M - $1.59M
|
182K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
13.9KNew |
$1.26M - $1.52M
|
13.9K
$1.54M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.4K+ 22.69% |
$1.22M - $1.47M
|
72.7K
$8.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 1.59% |
$1.2M - $1.45M
|
842K
$93.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.2K+ 35586.49% |
$1.19M - $1.44M
|
13.2K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13.1K+ 3.51% |
$1.19M - $1.44M
|
387K
$42.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.1K+ 9.71% |
$1.19M - $1.43M
|
148K
$16.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
12.4K+ 2.4% |
$1.13M - $1.36M
|
531K
$58.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
12.1KNew |
$1.1M - $1.33M
|
12.1K
$1.35M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
12.1KNew |
$1.1M - $1.33M
|
12.1K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
12.1K+ 3.62% |
$1.09M - $1.32M
|
345K
$38.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12K+ 5.51% |
$1.09M - $1.31M
|
230K
$25.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11.7K+ 18.72% |
$1.06M - $1.28M
|
74.1K
$8.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
11.7KNew |
$1.06M - $1.28M
|
11.7K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
11.6K+ 212.09% |
$1.05M - $1.27M
|
17.1K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 9.34% |
$1.04M - $1.26M
|
135K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.5K+ 2.46% |
$1.04M - $1.26M
|
479K
$53.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11.5KNew |
$1.04M - $1.25M
|
11.5K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
11.5K+ 9.9% |
$1.04M - $1.25M
|
127K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.4K+ 8.76% |
$1.04M - $1.25M
|
142K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
11.4K+ 1.02% |
$1.03M - $1.25M
|
1.12M
$124M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
11.3K+ 144.35% |
$1.02M - $1.23M
|
19.1K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
11.2K+ 6.11% |
$1.02M - $1.23M
|
195K
$21.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.2K+ 78.2% |
$1.02M - $1.23M
|
25.6K
$2.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.2KNew |
$1.01M - $1.22M
|
11.2K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 7.34% |
$1M - $1.21M
|
162K
$17.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
11K+ 393.03% |
$996K - $1.2M
|
13.8K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 7.48% |
$973K - $1.18M
|
154K
$17.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10.7K+ 10.82% |
$968K - $1.17M
|
109K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
10.7K+ 23.96% |
$967K - $1.17M
|
55.3K
$6.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
10.6K+ 13.56% |
$956K - $1.16M
|
88.4K
$9.81M
|