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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-16.5K- 6.64% |
$1.49M - $1.8M
|
231K
$25.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-16.9K- 4.63% |
$1.53M - $1.85M
|
348K
$38.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-16.9K- 47.98% |
$1.53M - $1.85M
|
18.3K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.9K- 2.97% |
$1.53M - $1.85M
|
553K
$61.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-17.1K- 23.44% |
$1.55M - $1.87M
|
55.8K
$6.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17.1K- 32.31% |
$1.55M - $1.87M
|
35.8K
$3.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-17.3K- 88.21% |
$1.57M - $1.9M
|
2.31K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-17.6K- 56.71% |
$1.59M - $1.92M
|
13.4K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17.8K- 2.32% |
$1.61M - $1.95M
|
750K
$83.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-17.9K- 29.83% |
$1.62M - $1.96M
|
42.1K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-18.2K- 32.58% |
$1.65M - $2M
|
37.8K
$4.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18.7K- 13.09% |
$1.69M - $2.05M
|
124K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-18.7K- 94.78% |
$1.69M - $2.05M
|
1.03K
$114K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-18.8K- 14.31% |
$1.7M - $2.06M
|
112K
$12.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-19.1K- 27.86% |
$1.73M - $2.09M
|
49.4K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-19.1K- 5.94% |
$1.73M - $2.09M
|
302K
$33.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-19.2K- 29.89% |
$1.74M - $2.1M
|
45K
$5M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-19.3K- 23.23% |
$1.75M - $2.12M
|
63.9K
$7.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.6K- 1.13% |
$1.77M - $2.14M
|
1.71M
$189M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-19.8K- 3.47% |
$1.8M - $2.17M
|
551K
$61.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-20.2K- 33.03% |
$1.83M - $2.22M
|
41K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-20.5K- 41.08% |
$1.85M - $2.24M
|
29.4K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20.6K- 59.57% |
$1.87M - $2.26M
|
14K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-21.1K- 8.47% |
$1.91M - $2.31M
|
228K
$25.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-22.2K- 48.98% |
$2.01M - $2.44M
|
23.2K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.4K- 2.6% |
$2.03M - $2.45M
|
839K
$93M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-22.5K- 15.75% |
$2.03M - $2.46M
|
120K
$13.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-23.4K- 51.75% |
$2.12M - $2.56M
|
21.8K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-24.3K- 17.3% |
$2.2M - $2.66M
|
116K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-25K- 3.85% |
$2.26M - $2.74M
|
625K
$69.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 97.56% |
$2.39M - $2.89M
|
661
$73.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-26.4K- 84.38% |
$2.39M - $2.89M
|
4.88K
$542K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26.4K- 86.23% |
$2.39M - $2.89M
|
4.22K
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-26.6K- 38.63% |
$2.41M - $2.92M
|
42.3K
$4.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-26.7K- 5.94% |
$2.42M - $2.93M
|
424K
$47M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-26.9K- 10.05% |
$2.43M - $2.94M
|
240K
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-27.3K- 30.92% |
$2.48M - $2.99M
|
61.1K
$6.77M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-28.5K- 9.24% |
$2.58M - $3.12M
|
279K
$31M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-29K- 10.48% |
$2.63M - $3.18M
|
248K
$27.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-29.2K- 51.36% |
$2.65M - $3.2M
|
27.7K
$3.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.4K- 55.93% |
$2.66M - $3.21M
|
23.1K
$2.57M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-29.8K- 26.85% |
$2.7M - $3.27M
|
81.3K
$9.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-30.1K- 14.38% |
$2.73M - $3.3M
|
179K
$19.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-30.2K- 31.31% |
$2.74M - $3.31M
|
66.3K
$7.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-31.6K- 16.63% |
$2.87M - $3.46M
|
159K
$17.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-32K- 3.64% |
$2.89M - $3.5M
|
846K
$93.8M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-32K- 18.01% |
$2.9M - $3.5M
|
146K
$16.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-32.5K- 10.44% |
$2.94M - $3.55M
|
278K
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-33.7K- 5.93% |
$3.05M - $3.69M
|
535K
$59.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-34.5K- 2.35% |
$3.13M - $3.78M
|
1.44M
$159M
|