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 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.18K+ 17.71% |
$469K - $567K
|
34.4K
$3.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.16KNew |
$467K - $565K
|
5.16K
$572K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.14KNew |
$465K - $563K
|
5.14K
$570K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.12K+ 29.87% |
$464K - $560K
|
22.3K
$2.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.12K+ 5.39% |
$463K - $560K
|
100K
$11.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5.11K+ 1.59% |
$463K - $559K
|
328K
$36.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.1K+ 30.59% |
$462K - $558K
|
21.8K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.08K+ 52.29% |
$460K - $557K
|
14.8K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.05K+ 6.99% |
$458K - $553K
|
77.3K
$8.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.01K+ 15.47% |
$454K - $549K
|
37.4K
$4.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.01K+ 46.3% |
$454K - $549K
|
15.8K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.01K+ 3.71% |
$453K - $548K
|
140K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.92K+ 17.41% |
$446K - $539K
|
33.2K
$3.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.92K+ 39.89% |
$446K - $539K
|
17.3K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.9K+ 1.73% |
$444K - $536K
|
288K
$32M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.89K+ 88.45% |
$443K - $536K
|
10.4K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.85K+ 2.2% |
$439K - $531K
|
225K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.83KNew |
$438K - $529K
|
4.83K
$536K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.76KNew |
$431K - $521K
|
4.76K
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.74K+ 2.94% |
$429K - $519K
|
166K
$18.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
4.68K+ 9.47% |
$424K - $512K
|
54.1K
$6M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.67K+ 12.41% |
$423K - $511K
|
42.3K
$4.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.62KNew |
$418K - $506K
|
4.62K
$512K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.61K+ 17.01% |
$418K - $505K
|
31.7K
$3.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.58K+ 1.31% |
$415K - $502K
|
353K
$39.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.54K+ 4.8% |
$411K - $497K
|
99.2K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.51KNew |
$409K - $494K
|
4.51K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
4.5K+ 49.95% |
$407K - $492K
|
13.5K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.5K+ 47.58% |
$407K - $492K
|
13.9K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
4.41K+ 2.51% |
$400K - $483K
|
180K
$20M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.4K+ 5.62% |
$399K - $482K
|
82.7K
$9.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
4.4K+ 2.3% |
$399K - $482K
|
196K
$21.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 6.02% |
$398K - $481K
|
77.3K
$8.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
4.35K+ 3.7% |
$394K - $477K
|
122K
$13.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
4.29K+ 7.24% |
$389K - $470K
|
63.6K
$7.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.28K+ 33.29% |
$388K - $469K
|
17.1K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.26KNew |
$385K - $466K
|
4.26K
$472K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.23K+ 1.85% |
$383K - $464K
|
233K
$25.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.2K+ 12.32% |
$380K - $460K
|
38.3K
$4.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.18K+ 8.3% |
$379K - $458K
|
54.6K
$6.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.12K+ 66.66% |
$373K - $452K
|
10.3K
$1.14M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
4.12KNew |
$373K - $451K
|
4.12K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.09K+ 7.98% |
$370K - $448K
|
55.3K
$6.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.08K+ 3.01% |
$369K - $447K
|
140K
$15.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.07K+ 12.47% |
$368K - $445K
|
36.7K
$4.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.99KNew |
$361K - $437K
|
3.99K
$442K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.92K+ 141.26% |
$355K - $429K
|
6.7K
$742K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.91K+ 10.56% |
$354K - $428K
|
40.9K
$4.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
3.85K+ 2.4% |
$348K - $421K
|
164K
$18.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.85K+ 38.23% |
$348K - $421K
|
13.9K
$1.54M
|