Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
295K+ 7.84% |
$31.9M - $35.5M
|
4.05M
$477M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
100KNew |
$10.8M - $12.1M
|
100K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
91.6K+ 12.04% |
$9.93M - $11M
|
852K
$100M
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
67.6KNew |
$7.33M - $8.15M
|
67.6K
$7.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
62.2KNew |
$6.74M - $7.5M
|
62.2K
$7.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
57.8K+ 6.26% |
$6.26M - $6.97M
|
980K
$115M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
46.2K+ 5.49% |
$5.01M - $5.57M
|
888K
$105M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
36.3K+ 12.83% |
$3.94M - $4.38M
|
319K
$37.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.9K+ 10.07% |
$3.79M - $4.21M
|
382K
$45M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
31.5K+ 17.75% |
$3.41M - $3.79M
|
209K
$24.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
30.9K+ 19.34% |
$3.35M - $3.73M
|
191K
$22.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
30.8KNew |
$3.34M - $3.72M
|
30.8K
$3.63M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
30K+ 225.59% |
$3.26M - $3.62M
|
43.4K
$5.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
27K+ 2.4% |
$2.92M - $3.25M
|
1.15M
$136M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
26.8KNew |
$2.91M - $3.23M
|
26.8K
$3.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
25.7K+ 482.72% |
$2.79M - $3.1M
|
31K
$3.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.9K+ 4.78% |
$2.49M - $2.77M
|
502K
$59.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
22.3K+ 52.92% |
$2.42M - $2.69M
|
64.4K
$7.59M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
21.5KNew |
$2.33M - $2.59M
|
21.5K
$2.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
21.2K+ 8.31% |
$2.3M - $2.56M
|
276K
$32.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
21K+ 5.61% |
$2.28M - $2.54M
|
396K
$46.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21K+ 8.83% |
$2.27M - $2.53M
|
259K
$30.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20.9K+ 5.39% |
$2.26M - $2.52M
|
408K
$48.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.8K+ 4.9% |
$2.15M - $2.39M
|
425K
$50M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
19.5K+ 17.82% |
$2.11M - $2.35M
|
129K
$15.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19K+ 13.6% |
$2.06M - $2.29M
|
158K
$18.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
18.9K+ 15.51% |
$2.05M - $2.28M
|
141K
$16.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
17.4K+ 11.31% |
$1.89M - $2.1M
|
172K
$20.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
16.9K+ 4.02% |
$1.83M - $2.03M
|
436K
$51.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
16.6K+ 30.55% |
$1.81M - $2.01M
|
71.1K
$8.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.5K+ 19.23% |
$1.79M - $1.99M
|
102K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16.1K+ 6.7% |
$1.75M - $1.95M
|
257K
$30.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16.1K+ 3.79% |
$1.74M - $1.94M
|
440K
$51.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
14.1K+ 5.17% |
$1.53M - $1.71M
|
288K
$33.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.4K+ 7.17% |
$1.45M - $1.61M
|
200K
$23.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
11.5K+ 11.09% |
$1.25M - $1.39M
|
116K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.5K+ 16.95% |
$1.24M - $1.38M
|
79.2K
$9.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
11.4KNew |
$1.24M - $1.37M
|
11.4K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 2.43% |
$1.22M - $1.36M
|
476K
$56M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.1K+ 8.5% |
$1.21M - $1.34M
|
142K
$16.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
11K+ 22.99% |
$1.19M - $1.33M
|
58.8K
$6.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.1K+ 285.02% |
$1.1M - $1.22M
|
13.6K
$1.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.96K+ 1.82% |
$1.08M - $1.2M
|
558K
$65.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
9.57K+ 9.49% |
$1.04M - $1.15M
|
110K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.15K+ 7.05% |
$992K - $1.1M
|
139K
$16.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.03K+ 48.06% |
$979K - $1.09M
|
27.8K
$3.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.67K+ 4.21% |
$940K - $1.05M
|
215K
$25.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.17KNew |
$886K - $985K
|
8.17K
$962K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8K+ 5.15% |
$867K - $965K
|
163K
$19.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.24K+ 184.94% |
$786K - $874K
|
11.2K
$1.31M
|