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 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.83K+ 3.51% |
$347K - $419K
|
113K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.82K+ 8.73% |
$346K - $418K
|
47.6K
$5.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.82K+ 92.36% |
$346K - $418K
|
7.96K
$882K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.8K+ 1.78% |
$344K - $416K
|
218K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.72K+ 12.68% |
$337K - $407K
|
33K
$3.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.71K+ 20.91% |
$336K - $406K
|
21.4K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.68K+ 1.67% |
$333K - $402K
|
224K
$24.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.67K+ 5.71% |
$333K - $402K
|
68K
$7.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.64K+ 104.33% |
$329K - $398K
|
7.12K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.63K+ 10.23% |
$329K - $397K
|
39.1K
$4.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.6K+ 5.35% |
$326K - $394K
|
70.9K
$7.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.56K+ 20.76% |
$322K - $390K
|
20.7K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.54K+ 3.76% |
$321K - $388K
|
97.7K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.54K+ 8.32% |
$321K - $388K
|
46.1K
$5.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.54KNew |
$320K - $387K
|
3.54K
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.53K+ 4.13% |
$320K - $387K
|
89.2K
$9.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.53K+ 12.29% |
$319K - $386K
|
32.2K
$3.57M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.49K+ 2.31% |
$316K - $382K
|
155K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.48K+ 5.24% |
$315K - $381K
|
69.8K
$7.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.48K+ 3.4% |
$315K - $381K
|
106K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
3.46K+ 24.07% |
$314K - $379K
|
17.8K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.46KNew |
$314K - $379K
|
3.46K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.42KNew |
$310K - $375K
|
3.42K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.41K+ 4.01% |
$309K - $373K
|
88.4K
$9.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.41K+ 2.79% |
$308K - $373K
|
125K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
3.39K+ 16.36% |
$307K - $371K
|
24.1K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.38K+ 13.3% |
$306K - $371K
|
28.8K
$3.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.38K+ 3.25% |
$306K - $370K
|
107K
$11.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
3.38K+ 31.81% |
$306K - $370K
|
14K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3.37K+ 2.23% |
$305K - $369K
|
155K
$17.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.37K+ 13.79% |
$305K - $369K
|
27.8K
$3.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.35K+ 0.36% |
$303K - $367K
|
922K
$102M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
3.35K+ 143.9% |
$303K - $367K
|
5.68K
$630K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.33K+ 3.39% |
$302K - $365K
|
102K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.31K+ 7.21% |
$299K - $362K
|
49.2K
$5.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.31K+ 13.36% |
$299K - $362K
|
28K
$3.11M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.3KNew |
$299K - $362K
|
3.3K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
3.3K+ 25.11% |
$299K - $361K
|
16.4K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.28K+ 13.56% |
$297K - $359K
|
27.5K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.28K+ 6.31% |
$297K - $359K
|
55.2K
$6.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.27K+ 3.36% |
$296K - $358K
|
101K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.26KNew |
$295K - $357K
|
3.26K
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.23K+ 3.21% |
$293K - $354K
|
104K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.23K+ 3.46% |
$293K - $354K
|
96.5K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.19K+ 34.26% |
$289K - $350K
|
12.5K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 5.86% |
$287K - $347K
|
57.3K
$6.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.16K+ 4.53% |
$286K - $346K
|
73K
$8.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
3.16KNew |
$286K - $346K
|
3.16K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.14K+ 4.34% |
$284K - $343K
|
75.4K
$8.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3.13KNew |
$283K - $342K
|
3.13K
$347K
|