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 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.38K- 18.07% |
$150K - $166K
|
6.26K
$737K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.39K- 45.23% |
$151K - $168K
|
1.68K
$198K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.44K- 4.98% |
$156K - $174K
|
27.5K
$3.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 2.07% |
$163K - $181K
|
71.2K
$8.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.54K- 0.86% |
$167K - $186K
|
179K
$21M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.55K- 4.45% |
$168K - $187K
|
33.3K
$3.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.55K- 2.39% |
$169K - $187K
|
63.5K
$7.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 20.51% |
$169K - $188K
|
6.05K
$713K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.57K- 3.0% |
$171K - $190K
|
50.9K
$6M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-1.66K- 0.52% |
$180K - $200K
|
319K
$37.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.7K- 1.11% |
$184K - $204K
|
151K
$17.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-1.75K- 7.55% |
$190K - $211K
|
21.5K
$2.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.77K- 8.52% |
$192K - $214K
|
19.1K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.93K- 1.17% |
$209K - $233K
|
163K
$19.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.94K- 0.51% |
$210K - $234K
|
377K
$44.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-2.04K- 19.48% |
$221K - $246K
|
8.44K
$994K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.12K- 10.0% |
$230K - $255K
|
19.1K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-2.12K- 6.2% |
$230K - $256K
|
32.1K
$3.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.14K- 1.3% |
$232K - $258K
|
163K
$19.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.15K- 4.35% |
$233K - $259K
|
47.3K
$5.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.15K- 4.79% |
$234K - $260K
|
42.8K
$5.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-2.16K- 3.18% |
$234K - $260K
|
65.6K
$7.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.26K- 30.76% |
$245K - $272K
|
5.08K
$598K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 38.04% |
$245K - $273K
|
3.68K
$434K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-2.29K- 2.62% |
$249K - $277K
|
85.2K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-2.32K- 14.89% |
$252K - $280K
|
13.3K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.38K- 9.75% |
$258K - $287K
|
22K
$2.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.44K- 3.95% |
$265K - $294K
|
59.3K
$6.99M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.51K- 2.89% |
$272K - $303K
|
84.2K
$9.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.52K- 3.37% |
$274K - $304K
|
72.2K
$8.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.53K- 1.7% |
$274K - $305K
|
146K
$17.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.53K- 2.46% |
$275K - $305K
|
101K
$11.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-2.58K- 90.9% |
$280K - $311K
|
258
$30.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.64K- 0.92% |
$286K - $318K
|
285K
$33.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-2.66K- 22.34% |
$288K - $321K
|
9.25K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.71K- 20.46% |
$294K - $327K
|
10.5K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.71K- 1.85% |
$294K - $327K
|
144K
$16.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.75K- 7.69% |
$298K - $332K
|
33K
$3.89M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.85K- 9.6% |
$309K - $343K
|
26.8K
$3.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.85K- 8.04% |
$309K - $344K
|
32.6K
$3.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.91K- 42.04% |
$315K - $351K
|
4.01K
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3K- 66.67% |
$325K - $362K
|
1.5K
$177K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.01K- 84.69% |
$326K - $363K
|
544
$64.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-3.03K- 18.29% |
$329K - $366K
|
13.5K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.1K- 14.69% |
$337K - $374K
|
18K
$2.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-3.11K- 9.8% |
$337K - $375K
|
28.6K
$3.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.15K- 4.23% |
$342K - $380K
|
71.4K
$8.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.2K- 3.23% |
$347K - $386K
|
95.8K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.2K- 63.63% |
$347K - $386K
|
1.83K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.26K- 1.89% |
$354K - $394K
|
169K
$19.9M
|