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 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-581- 0.33% |
$63K - $70.1K
|
178K
$20.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-596- 3.08% |
$64.6K - $71.9K
|
18.8K
$2.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-631- 2.93% |
$68.4K - $76.1K
|
20.9K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-650- 10.58% |
$70.5K - $78.4K
|
5.49K
$647K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-656- 3.47% |
$71.1K - $79.1K
|
18.2K
$2.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-664- 3.6% |
$72K - $80.1K
|
17.8K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-691- 3.8% |
$74.9K - $83.4K
|
17.5K
$2.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-709- 2.02% |
$76.9K - $85.5K
|
34.4K
$4.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-716- 19.5% |
$77.7K - $86.4K
|
2.96K
$348K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-742- 8.15% |
$80.5K - $89.5K
|
8.37K
$985K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-750- 7.88% |
$81.3K - $90.5K
|
8.76K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-759- 2.23% |
$82.3K - $91.6K
|
33.3K
$3.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-778- 19.91% |
$84.4K - $93.9K
|
3.13K
$369K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-805- 0.72% |
$87.3K - $97.1K
|
111K
$13M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-809- 1.66% |
$87.7K - $97.6K
|
48K
$5.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-810- 18.79% |
$87.9K - $97.7K
|
3.5K
$412K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-825- 3.9% |
$89.5K - $99.5K
|
20.3K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-836- 5.91% |
$90.7K - $101K
|
13.3K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-842- 14.67% |
$91.3K - $102K
|
4.9K
$577K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-844- 1.35% |
$91.5K - $102K
|
61.9K
$7.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-845- 19.57% |
$91.6K - $102K
|
3.47K
$409K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-854- 9.03% |
$92.6K - $103K
|
8.61K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-858- 1.68% |
$93.1K - $104K
|
50.2K
$5.91M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-869- 0.96% |
$94.3K - $105K
|
89.7K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-877- 3.14% |
$95.1K - $106K
|
27.1K
$3.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-880- 2.48% |
$95.4K - $106K
|
34.6K
$4.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-918- 5.83% |
$99.6K - $111K
|
14.8K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-928- 10.61% |
$101K - $112K
|
7.82K
$921K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-952- 0.86% |
$103K - $115K
|
110K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-954- 6.27% |
$103K - $115K
|
14.3K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-955- 1.82% |
$104K - $115K
|
51.4K
$6.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-957- 1.84% |
$104K - $115K
|
51K
$6.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.02K- 1.55% |
$111K - $123K
|
65K
$7.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.05K- 0.89% |
$114K - $127K
|
116K
$13.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.08K- 5.59% |
$117K - $130K
|
18.2K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.09K- 18.36% |
$118K - $131K
|
4.85K
$571K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-1.1K- 16.51% |
$120K - $133K
|
5.57K
$656K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.14K- 0.54% |
$124K - $138K
|
213K
$25M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.19K- 28.76% |
$129K - $144K
|
2.95K
$347K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.21K- 4.49% |
$131K - $145K
|
25.6K
$3.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.23K- 1.03% |
$133K - $148K
|
117K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.23K- 1.93% |
$133K - $148K
|
62.6K
$7.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.24K- 3.51% |
$134K - $150K
|
34.1K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.26K- 1.21% |
$137K - $152K
|
103K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.26K- 7.55% |
$137K - $152K
|
15.4K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 0.51% |
$138K - $154K
|
250K
$29.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 2.39% |
$140K - $156K
|
52.9K
$6.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.3K- 5.16% |
$141K - $157K
|
23.9K
$2.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.3K- 5.93% |
$141K - $157K
|
20.6K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.37K- 1.05% |
$148K - $165K
|
129K
$15.2M
|