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
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-36.4K- 91.5% |
$3.3M - $3.99M
|
3.38K
$375K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-36.9K- 11.46% |
$3.34M - $4.04M
|
285K
$31.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-37.1K- 89.11% |
$3.36M - $4.06M
|
4.53K
$502K
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-37.5K- 31.76% |
$3.4M - $4.11M
|
80.7K
$8.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-37.6K- 67.78% |
$3.4M - $4.12M
|
17.9K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-38.1K- 85.25% |
$3.45M - $4.17M
|
6.58K
$730K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-38.1K- 15.84% |
$3.45M - $4.17M
|
202K
$22.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-38.7K- 19.75% |
$3.51M - $4.24M
|
157K
$17.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-39.9K- 26.64% |
$3.61M - $4.37M
|
110K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-40.2K- 25.42% |
$3.64M - $4.41M
|
118K
$13.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-41.6K- 19.37% |
$3.77M - $4.55M
|
173K
$19.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-42K- 21.68% |
$3.81M - $4.6M
|
152K
$16.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-42.3K- 32.92% |
$3.83M - $4.63M
|
86.2K
$9.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-42.8K- 34.29% |
$3.88M - $4.69M
|
82K
$9.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-43.5K- 14.67% |
$3.94M - $4.77M
|
253K
$28.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-43.8K- 14.65% |
$3.97M - $4.8M
|
255K
$28.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-44.5K- 60.21% |
$4.03M - $4.87M
|
29.4K
$3.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-45.2K- 51.15% |
$4.09M - $4.94M
|
43.1K
$4.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-45.7K- 13.92% |
$4.14M - $5.01M
|
283K
$31.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-46K- 55.98% |
$4.17M - $5.04M
|
36.2K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-47K- 95.17% |
$4.26M - $5.15M
|
2.38K
$264K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-49.4K- 13.95% |
$4.47M - $5.41M
|
305K
$33.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-49.9K- 38.8% |
$4.51M - $5.46M
|
78.6K
$8.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-50.1K- 69.51% |
$4.54M - $5.48M
|
22K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51.1K- 9.86% |
$4.63M - $5.6M
|
467K
$51.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-51.9K- 90.42% |
$4.7M - $5.68M
|
5.5K
$610K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-53.4K- 53.14% |
$4.84M - $5.85M
|
47.1K
$5.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-53.5K- 96.18% |
$4.84M - $5.86M
|
2.12K
$235K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-53.8K- 95.22% |
$4.87M - $5.89M
|
2.7K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-54.7K- 36.43% |
$4.95M - $5.98M
|
95.4K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-55.6K- 29.93% |
$5.04M - $6.09M
|
130K
$14.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-55.9K- 31.61% |
$5.07M - $6.13M
|
121K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-56.5K- 70.96% |
$5.12M - $6.19M
|
23.1K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-56.8K- 85.16% |
$5.15M - $6.22M
|
9.9K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-57.8K- 47.61% |
$5.24M - $6.33M
|
63.6K
$7.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-58.2K- 6.48% |
$5.27M - $6.38M
|
841K
$93.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-58.5K- 12.65% |
$5.29M - $6.4M
|
404K
$44.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-59.3K- 19.6% |
$5.37M - $6.49M
|
243K
$27M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-59.7K- 18.19% |
$5.41M - $6.54M
|
268K
$29.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-59.8K- 50.23% |
$5.42M - $6.55M
|
59.3K
$6.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-60.2K- 31.77% |
$5.45M - $6.59M
|
129K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-62.3K- 17.92% |
$5.64M - $6.82M
|
285K
$31.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-64.7K- 28.27% |
$5.86M - $7.08M
|
164K
$18.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-65.9K- 66.55% |
$5.97M - $7.21M
|
33.1K
$3.67M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-66.4K- 5.6% |
$6.01M - $7.27M
|
1.12M
$124M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-68.8K- 14.62% |
$6.23M - $7.53M
|
402K
$44.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-69.9K- 35.5% |
$6.33M - $7.66M
|
127K
$14.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-71.3K- 34.21% |
$6.45M - $7.8M
|
137K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-73.2K- 8.78% |
$6.63M - $8.02M
|
761K
$84.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-73.8K- 93.56% |
$6.69M - $8.09M
|
5.08K
$564K
|