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 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.12K+ 9.45% |
$283K - $342K
|
36.2K
$4.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.11K+ 5.91% |
$282K - $340K
|
55.7K
$6.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.1K+ 35.26% |
$280K - $339K
|
11.9K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
3.08K+ 8.82% |
$279K - $337K
|
37.9K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$279K - $337K
|
3.08K
$341K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
3.08K+ 6.25% |
$278K - $337K
|
52.3K
$5.8M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
3.06K+ 2.47% |
$277K - $335K
|
127K
$14.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.05KNew |
$276K - $334K
|
3.05K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
3.02K+ 10.41% |
$273K - $330K
|
32K
$3.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3K+ 13.91% |
$271K - $328K
|
24.5K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.94K+ 12.75% |
$266K - $321K
|
26K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.91K+ 1.91% |
$264K - $319K
|
155K
$17.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
2.87K+ 48.19% |
$260K - $315K
|
8.84K
$980K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
2.85K+ 3.77% |
$258K - $312K
|
78.5K
$8.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.85K+ 7.12% |
$258K - $312K
|
42.8K
$4.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.84K+ 2.67% |
$258K - $311K
|
109K
$12.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.82K+ 66.47% |
$255K - $309K
|
7.06K
$783K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.8K+ 29.76% |
$254K - $307K
|
12.2K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.76K+ 16.87% |
$250K - $302K
|
19.1K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.76KNew |
$250K - $302K
|
2.76K
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.75KNew |
$249K - $301K
|
2.75K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.71K+ 18.53% |
$246K - $297K
|
17.3K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.7K+ 1.0% |
$245K - $296K
|
274K
$30.4M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
2.68K+ 0.68% |
$243K - $293K
|
398K
$44.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.67KNew |
$242K - $293K
|
2.67K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
2.65K+ 2.51% |
$240K - $290K
|
108K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.63K+ 3.49% |
$238K - $288K
|
78.2K
$8.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.61K+ 11.33% |
$237K - $286K
|
25.7K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 11.67% |
$235K - $284K
|
24.8K
$2.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.58K+ 105.27% |
$234K - $282K
|
5.03K
$558K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.57K+ 0.65% |
$233K - $282K
|
401K
$44.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
2.57K+ 3.08% |
$233K - $281K
|
86.1K
$9.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.54K+ 0.72% |
$230K - $278K
|
353K
$39.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.51K+ 15.42% |
$227K - $275K
|
18.8K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.45K+ 4.19% |
$222K - $268K
|
61K
$6.76M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$221K - $267K
|
2.44K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.43K+ 6.18% |
$220K - $266K
|
41.7K
$4.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
2.42KNew |
$220K - $265K
|
2.42K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.41K+ 0.89% |
$219K - $264K
|
272K
$30.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.4K+ 11.33% |
$217K - $263K
|
23.6K
$2.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.38K+ 10.03% |
$215K - $260K
|
26.1K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.34K+ 3.17% |
$212K - $256K
|
76.2K
$8.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.31K+ 3.59% |
$209K - $253K
|
66.6K
$7.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.31K+ 1.34% |
$209K - $252K
|
174K
$19.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
2.3KNew |
$208K - $252K
|
2.3K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.3KNew |
$208K - $251K
|
2.3K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.27KNew |
$206K - $249K
|
2.27K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 1.18% |
$204K - $246K
|
193K
$21.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.25K+ 24.77% |
$203K - $246K
|
11.3K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.22K+ 3.0% |
$201K - $243K
|
76.2K
$8.45M
|