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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-199K- 2.75% |
$18.1M - $21.8M
|
7.05M
$782M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-214K- 48.91% |
$19.4M - $23.4M
|
224K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-214K- 2.23% |
$19.4M - $23.5M
|
9.42M
$1.04B
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-221K- 58.82% |
$20.1M - $24.2M
|
155K
$17.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-249K- 66.62% |
$22.5M - $27.2M
|
125K
$13.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-251K- 92.71% |
$22.7M - $27.4M
|
19.7K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-260KClosed |
$23.6M - $28.5M
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-275K- 96.39% |
$24.9M - $30.1M
|
10.3K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-283K- 53.25% |
$25.7M - $31M
|
249K
$27.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-286K- 35.27% |
$25.9M - $31.3M
|
525K
$58.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-338K- 90.44% |
$30.6M - $37M
|
35.8K
$3.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-380K- 5.92% |
$34.4M - $41.6M
|
6.04M
$669M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-393K- 86.43% |
$35.6M - $43M
|
61.6K
$6.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-459K- 10.97% |
$41.6M - $50.3M
|
3.73M
$413M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-482K- 13.33% |
$43.7M - $52.8M
|
3.13M
$347M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-501K- 68.89% |
$45.4M - $54.9M
|
226K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-561K- 31.05% |
$50.8M - $61.5M
|
1.25M
$138M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-562K- 81.69% |
$50.9M - $61.5M
|
126K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-567K- 15.26% |
$51.3M - $62.1M
|
3.15M
$349M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-568K- 3.04% |
$51.4M - $62.2M
|
18.1M
$2.01B
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-580K- 98.84% |
$52.5M - $63.5M
|
6.78K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-601K- 5.66% |
$54.4M - $65.8M
|
10M
$1.11B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-695K- 4.05% |
$62.9M - $76M
|
16.4M
$1.82B
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-729K- 99.09% |
$66M - $79.8M
|
6.73K
$746K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-990K- 5.56% |
$89.7M - $108M
|
16.8M
$1.87B
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.03M- 3.11% |
$93M - $112M
|
32M
$3.55B
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.11M- 62.45% |
$100M - $121M
|
665K
$73.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.76M- 92.16% |
$160M - $193M
|
150K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.1M- 33.54% |
$281M - $340M
|
6.15M
$682M
|