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
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.4K+ 37.68% |
$945K - $1.14M
|
38.1K
$4.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 5.29% |
$938K - $1.13M
|
206K
$22.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
10.3K+ 13.13% |
$932K - $1.13M
|
88.7K
$9.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
10.3K+ 9.19% |
$930K - $1.12M
|
122K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.2KNew |
$925K - $1.12M
|
10.2K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
10.2K+ 13.05% |
$925K - $1.12M
|
88.5K
$9.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
10.1K+ 10.57% |
$915K - $1.11M
|
106K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.96KNew |
$902K - $1.09M
|
9.96K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.89K+ 35.93% |
$896K - $1.08M
|
37.4K
$4.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
9.88K+ 2.96% |
$894K - $1.08M
|
344K
$38.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
9.58K+ 4.29% |
$867K - $1.05M
|
233K
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9.48K+ 7.46% |
$858K - $1.04M
|
137K
$15.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.43K+ 7.26% |
$854K - $1.03M
|
139K
$15.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.4K+ 14.05% |
$851K - $1.03M
|
76.3K
$8.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9.37K+ 2.29% |
$848K - $1.03M
|
419K
$46.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
9.28KNew |
$840K - $1.02M
|
9.28K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.19K+ 2.26% |
$832K - $1.01M
|
416K
$46.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
9.12K+ 16.45% |
$825K - $998K
|
64.5K
$7.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
9.11K+ 6.33% |
$825K - $997K
|
153K
$17M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9.02K+ 7.53% |
$817K - $987K
|
129K
$14.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.96K+ 67.1% |
$812K - $981K
|
22.3K
$2.47M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
8.89K+ 12.77% |
$805K - $974K
|
78.6K
$8.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.85K+ 21.45% |
$801K - $969K
|
50.1K
$5.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.81K+ 47.26% |
$798K - $965K
|
27.5K
$3.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.69K+ 17.74% |
$787K - $952K
|
57.7K
$6.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
8.62K+ 12.58% |
$781K - $944K
|
77.2K
$8.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.5K+ 2.51% |
$769K - $930K
|
347K
$38.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.43K+ 73.32% |
$764K - $923K
|
19.9K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.25K+ 173.64% |
$747K - $903K
|
13K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.22K+ 124.59% |
$744K - $900K
|
14.8K
$1.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
8.2K+ 33.61% |
$742K - $898K
|
32.6K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.15K+ 23.41% |
$738K - $892K
|
42.9K
$4.76M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.08KNew |
$731K - $884K
|
8.08K
$896K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8.05K+ 3.96% |
$729K - $881K
|
211K
$23.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.04K+ 40.2% |
$728K - $881K
|
28.1K
$3.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.96K+ 8.0% |
$721K - $871K
|
107K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7.95K+ 29.41% |
$720K - $871K
|
35K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
7.67K+ 5.45% |
$695K - $840K
|
148K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.66K+ 6.06% |
$694K - $839K
|
134K
$14.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
7.64KNew |
$692K - $837K
|
7.64K
$847K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
7.59K+ 265.43% |
$687K - $831K
|
10.4K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
7.58K+ 5.06% |
$686K - $829K
|
157K
$17.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.56K+ 1.63% |
$684K - $827K
|
471K
$52.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.52K+ 8.75% |
$681K - $823K
|
93.4K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
7.47K+ 0.77% |
$677K - $818K
|
978K
$108M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.45K+ 5.91% |
$675K - $816K
|
134K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7.45KNew |
$674K - $815K
|
7.45K
$826K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.36K+ 3.02% |
$666K - $806K
|
251K
$27.9M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
7.09KNew |
$642K - $776K
|
7.09K
$786K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.02K+ 12.09% |
$636K - $769K
|
65.1K
$7.22M
|