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 23, 2025
Q2 2025
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-75.4K- 30.16% |
$6.83M - $8.26M
|
175K
$19.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-75.4K- 29.82% |
$6.83M - $8.26M
|
177K
$19.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-75.7K- 0.93% |
$6.86M - $8.29M
|
8.02M
$890M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-77K- 90.73% |
$6.98M - $8.43M
|
7.87K
$873K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-82.5K- 91.41% |
$7.47M - $9.03M
|
7.75K
$859K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-83K- 35.8% |
$7.52M - $9.09M
|
149K
$16.5M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-84.6K- 17.27% |
$7.66M - $9.26M
|
405K
$45M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-85.3K- 6.23% |
$7.73M - $9.34M
|
1.28M
$142M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-85.7K- 75.43% |
$7.76M - $9.38M
|
27.9K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-87K- 66.23% |
$7.88M - $9.52M
|
44.4K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-87.7K- 35.96% |
$7.94M - $9.6M
|
156K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-88.4K- 19.53% |
$8.01M - $9.68M
|
364K
$40.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-89.3K- 97.69% |
$8.09M - $9.78M
|
2.11K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-91K- 8.01% |
$8.25M - $9.97M
|
1.04M
$116M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-91.1K- 73.56% |
$8.25M - $9.97M
|
32.7K
$3.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-92.7K- 37.7% |
$8.39M - $10.1M
|
153K
$17M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-93.4K- 37.86% |
$8.46M - $10.2M
|
153K
$17M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-97.7K- 39.9% |
$8.85M - $10.7M
|
147K
$16.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-98.8K- 13.51% |
$8.95M - $10.8M
|
632K
$70.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-101K- 12.99% |
$9.14M - $11.1M
|
676K
$74.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-102K- 51.36% |
$9.27M - $11.2M
|
96.9K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-104K- 66.3% |
$9.42M - $11.4M
|
52.9K
$5.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-106K- 13.41% |
$9.59M - $11.6M
|
684K
$75.8M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-112K- 50.89% |
$10.2M - $12.3M
|
108K
$12M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-113K- 94.8% |
$10.2M - $12.4M
|
6.19K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-115K- 0.82% |
$10.4M - $12.6M
|
14M
$1.55B
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-120K- 33.58% |
$10.9M - $13.2M
|
238K
$26.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-121K- 84.49% |
$11M - $13.2M
|
22.2K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-124K- 39.47% |
$11.3M - $13.6M
|
191K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-132K- 17.02% |
$11.9M - $14.4M
|
641K
$71.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-132K- 2.56% |
$11.9M - $14.4M
|
5.02M
$557M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-134K- 6.71% |
$12.1M - $14.6M
|
1.86M
$206M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-137K- 42.16% |
$12.4M - $15M
|
188K
$20.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-138K- 6.46% |
$12.5M - $15.1M
|
1.99M
$221M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-139K- 5.53% |
$12.6M - $15.3M
|
2.38M
$264M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-139K- 5.53% |
$12.6M - $15.3M
|
2.38M
$264M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-139K- 70.47% |
$12.6M - $15.3M
|
58.4K
$6.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-147K- 7.7% |
$13.3M - $16.1M
|
1.76M
$195M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-149K- 19.34% |
$13.5M - $16.3M
|
620K
$68.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-153K- 19.73% |
$13.8M - $16.7M
|
622K
$69M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-154K- 27.14% |
$14M - $16.9M
|
415K
$46M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-157K- 5.22% |
$14.2M - $17.2M
|
2.85M
$316M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-159K- 49.29% |
$14.4M - $17.4M
|
164K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-161K- 84.2% |
$14.6M - $17.7M
|
30.3K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-177K- 17.84% |
$16M - $19.4M
|
815K
$90.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-185K- 4.77% |
$16.8M - $20.3M
|
3.7M
$410M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-186K- 3.29% |
$16.9M - $20.4M
|
5.48M
$608M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-189K- 16.66% |
$17.1M - $20.6M
|
943K
$105M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-191K- 88.74% |
$17.3M - $21M
|
24.3K
$2.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-194K- 11.79% |
$17.6M - $21.3M
|
1.45M
$161M
|