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 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-10.1K- 15.69% |
$918K - $1.11M
|
54.5K
$6.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
SELL
|
- |
-10.2K- 6.38% |
$919K - $1.11M
|
149K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10.2K- 1.49% |
$921K - $1.11M
|
674K
$74.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.2K- 10.71% |
$922K - $1.11M
|
84.9K
$9.41M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10.2K- 4.77% |
$922K - $1.12M
|
203K
$22.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-10.6K- 8.21% |
$957K - $1.16M
|
118K
$13.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-10.6K- 8.28% |
$961K - $1.16M
|
118K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-10.7K- 65.43% |
$972K - $1.18M
|
5.67K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-10.7K- 11.06% |
$972K - $1.18M
|
86.3K
$9.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-10.8K- 26.51% |
$980K - $1.18M
|
30K
$3.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.9K- 11.24% |
$986K - $1.19M
|
85.9K
$9.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-11.2K- 6.03% |
$1.01M - $1.22M
|
174K
$19.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.2K- 59.95% |
$1.01M - $1.23M
|
7.49K
$830K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-11.4K- 83.3% |
$1.03M - $1.25M
|
2.28K
$253K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-11.5K- 20.51% |
$1.04M - $1.25M
|
44.4K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.5K- 6.23% |
$1.04M - $1.26M
|
173K
$19.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-11.5K- 82.8% |
$1.04M - $1.26M
|
2.4K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-11.6K- 21.68% |
$1.05M - $1.27M
|
41.9K
$4.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.6K- 7.74% |
$1.05M - $1.27M
|
139K
$15.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-11.7K- 6.01% |
$1.06M - $1.28M
|
183K
$20.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-11.8K- 31.78% |
$1.07M - $1.29M
|
25.3K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-11.8K- 32.5% |
$1.07M - $1.29M
|
24.5K
$2.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-11.8K- 50.05% |
$1.07M - $1.3M
|
11.8K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.9K- 2.54% |
$1.08M - $1.31M
|
457K
$50.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-12K- 17.38% |
$1.09M - $1.31M
|
57K
$6.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12K- 7.49% |
$1.09M - $1.31M
|
148K
$16.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-12K- 25.62% |
$1.09M - $1.31M
|
34.9K
$3.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-12K- 9.67% |
$1.09M - $1.31M
|
112K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-12.4K- 62.07% |
$1.12M - $1.36M
|
7.59K
$841K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.5K- 9.18% |
$1.13M - $1.37M
|
124K
$13.7M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.6K- 6.31% |
$1.14M - $1.37M
|
186K
$20.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-12.9K- 19.74% |
$1.17M - $1.41M
|
52.5K
$5.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-13K- 72.82% |
$1.18M - $1.42M
|
4.85K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13.1K- 2.36% |
$1.19M - $1.43M
|
542K
$60.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.4K- 9.32% |
$1.21M - $1.46M
|
130K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.4K- 17.01% |
$1.22M - $1.47M
|
65.4K
$7.26M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-13.5K- 76.97% |
$1.23M - $1.48M
|
4.05K
$449K
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-13.7K- 57.34% |
$1.24M - $1.5M
|
10.2K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-13.9K- 49.83% |
$1.26M - $1.52M
|
14K
$1.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14.2K- 99.43% |
$1.29M - $1.56M
|
81
$8.98K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-14.6K- 3.94% |
$1.33M - $1.6M
|
357K
$39.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-14.8K- 2.21% |
$1.34M - $1.62M
|
657K
$72.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15K- 5.34% |
$1.35M - $1.64M
|
265K
$29.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-15.2K- 6.62% |
$1.37M - $1.66M
|
214K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.2K- 15.84% |
$1.37M - $1.66M
|
80.6K
$8.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-15.4K- 2.79% |
$1.39M - $1.68M
|
535K
$59.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-15.4K- 31.2% |
$1.4M - $1.69M
|
34K
$3.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15.7K- 17.62% |
$1.42M - $1.72M
|
73.2K
$8.12M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.9K- 34.48% |
$1.44M - $1.74M
|
30.2K
$3.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-16.1K- 14.19% |
$1.46M - $1.76M
|
97.5K
$10.8M
|