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 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-307- 0.62% |
$33.3K - $37K
|
48.9K
$5.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-307- 4.68% |
$33.3K - $37K
|
6.25K
$737K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-307- 7.47% |
$33.3K - $37K
|
3.8K
$448K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-311- 1.97% |
$33.7K - $37.5K
|
15.5K
$1.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-313- 5.08% |
$33.9K - $37.8K
|
5.85K
$688K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-315- 0.66% |
$34.2K - $38K
|
47.3K
$5.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-318- 4.41% |
$34.5K - $38.4K
|
6.89K
$811K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-318- 2.42% |
$34.5K - $38.4K
|
12.8K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-328- 8.26% |
$35.6K - $39.6K
|
3.64K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-332- 6.57% |
$36K - $40K
|
4.72K
$556K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-334- 11.37% |
$36.2K - $40.3K
|
2.6K
$307K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-337- 0.72% |
$36.6K - $40.7K
|
46.4K
$5.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-350- 7.72% |
$38K - $42.2K
|
4.18K
$493K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-364- 1.34% |
$39.5K - $43.9K
|
26.9K
$3.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-376- 0.17% |
$40.8K - $45.4K
|
223K
$26.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-385- 2.05% |
$41.8K - $46.4K
|
18.4K
$2.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-393- 9.31% |
$42.6K - $47.4K
|
3.83K
$451K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-395- 0.83% |
$42.8K - $47.6K
|
47.4K
$5.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-400- 6.72% |
$43.4K - $48.3K
|
5.55K
$654K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-404- 4.38% |
$43.8K - $48.7K
|
8.81K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-412- 1.19% |
$44.7K - $49.7K
|
34.2K
$4.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-416- 3.05% |
$45.1K - $50.2K
|
13.2K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-422- 44.14% |
$45.8K - $50.9K
|
534
$62.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-424- 2.82% |
$46K - $51.1K
|
14.6K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-427- 1.48% |
$46.3K - $51.5K
|
28.4K
$3.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-434- 2.76% |
$47.1K - $52.4K
|
15.3K
$1.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-445- 7.31% |
$48.3K - $53.7K
|
5.65K
$665K
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-446- 1.61% |
$48.4K - $53.8K
|
27.3K
$3.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-448- 7.9% |
$48.6K - $54K
|
5.22K
$615K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-460- 12.78% |
$49.9K - $55.5K
|
3.14K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-467- 2.09% |
$50.7K - $56.3K
|
21.9K
$2.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-467- 3.12% |
$50.7K - $56.3K
|
14.5K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-489- 0.54% |
$53K - $59K
|
89.3K
$10.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-491- 1.45% |
$53.3K - $59.2K
|
33.5K
$3.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-492- 1.4% |
$53.4K - $59.3K
|
34.6K
$4.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-496- 7.66% |
$53.8K - $59.8K
|
5.98K
$705K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-500- 6.35% |
$54.2K - $60.3K
|
7.37K
$869K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-502- 2.03% |
$54.4K - $60.6K
|
24.2K
$2.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-504- 1.91% |
$54.7K - $60.8K
|
25.9K
$3.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-505- 2.25% |
$54.8K - $60.9K
|
21.9K
$2.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-506- 4.32% |
$54.9K - $61K
|
11.2K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-511- 1.83% |
$55.4K - $61.6K
|
27.4K
$3.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-515- 1.35% |
$55.9K - $62.1K
|
37.6K
$4.43M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-528- 12.62% |
$57.3K - $63.7K
|
3.66K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-529- 7.47% |
$57.4K - $63.8K
|
6.56K
$772K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-532- 19.37% |
$57.7K - $64.2K
|
2.21K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-533- 1.37% |
$57.8K - $64.3K
|
38.5K
$4.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-558- 2.35% |
$60.5K - $67.3K
|
23.2K
$2.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-561- 4.43% |
$60.8K - $67.7K
|
12.1K
$1.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-580- 14.72% |
$62.9K - $70K
|
3.36K
$396K
|