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 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-146- 0.99% |
$15.8K - $17.6K
|
14.6K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-148- 4.98% |
$16.1K - $17.9K
|
2.83K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-151- 7.35% |
$16.4K - $18.2K
|
1.9K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-156- 0.55% |
$16.9K - $18.8K
|
28.1K
$3.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-165- 5.07% |
$17.9K - $19.9K
|
3.09K
$364K
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-169- 5.17% |
$18.3K - $20.4K
|
3.1K
$365K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-169- 4.56% |
$18.3K - $20.4K
|
3.54K
$417K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-170- 0.68% |
$18.4K - $20.5K
|
24.9K
$2.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-174- 5.25% |
$18.9K - $21K
|
3.14K
$370K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-175- 2.67% |
$19K - $21.1K
|
6.38K
$751K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-180- 3.47% |
$19.5K - $21.7K
|
5K
$589K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-186- 1.2% |
$20.2K - $22.4K
|
15.3K
$1.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-188- 0.25% |
$20.4K - $22.7K
|
76K
$8.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-188- 3.74% |
$20.4K - $22.7K
|
4.84K
$571K
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-195- 1.4% |
$21.1K - $23.5K
|
13.8K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-200- 0.62% |
$21.7K - $24.1K
|
32.1K
$3.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-200- 8.8% |
$21.7K - $24.1K
|
2.07K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-204- 1.84% |
$22.1K - $24.6K
|
10.9K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-210- 1.27% |
$22.8K - $25.3K
|
16.4K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-210- 10.79% |
$22.8K - $25.3K
|
1.74K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-216- 5.0% |
$23.4K - $26.1K
|
4.11K
$484K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-220- 3.65% |
$23.9K - $26.5K
|
5.81K
$684K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-220- 0.69% |
$23.9K - $26.5K
|
31.8K
$3.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-221- 6.78% |
$24K - $26.7K
|
3.04K
$358K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-224- 2.61% |
$24.3K - $27K
|
8.35K
$983K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-226- 0.92% |
$24.5K - $27.3K
|
24.3K
$2.86M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-229- 0.85% |
$24.8K - $27.6K
|
26.7K
$3.14M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-232- 6.85% |
$25.2K - $28K
|
3.16K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-235- 8.09% |
$25.5K - $28.3K
|
2.67K
$314K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-250- 9.34% |
$27.1K - $30.2K
|
2.43K
$286K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-253- 1.17% |
$27.4K - $30.5K
|
21.4K
$2.52M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-253- 1.06% |
$27.4K - $30.5K
|
23.5K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-254- 4.17% |
$27.5K - $30.6K
|
5.83K
$687K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-254- 0.57% |
$27.5K - $30.6K
|
44.1K
$5.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-260- 23.81% |
$28.2K - $31.4K
|
832
$98K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-263- 8.32% |
$28.5K - $31.7K
|
2.9K
$341K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-265- 1.22% |
$28.7K - $32K
|
21.4K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-266- 1.58% |
$28.9K - $32.1K
|
16.6K
$1.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-267- 3.67% |
$29K - $32.2K
|
7.01K
$826K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-272- 5.36% |
$29.5K - $32.8K
|
4.81K
$566K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-275- 2.06% |
$29.8K - $33.2K
|
13.1K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-280- 4.06% |
$30.4K - $33.8K
|
6.61K
$779K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-282- 0.25% |
$30.6K - $34K
|
112K
$13.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-283- 2.07% |
$30.7K - $34.1K
|
13.4K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-292- 2.69% |
$31.7K - $35.2K
|
10.6K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-293- 12.91% |
$31.8K - $35.3K
|
1.98K
$233K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-295- 0.52% |
$32K - $35.6K
|
56.1K
$6.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-296- 0.7% |
$32.1K - $35.7K
|
42.1K
$4.95M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-299- 0.41% |
$32.4K - $36.1K
|
72.2K
$8.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-300- 7.03% |
$32.5K - $36.2K
|
3.97K
$467K
|