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 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-3.37K- 7.99% |
$365K - $406K
|
38.8K
$4.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-3.49K- 7.71% |
$379K - $421K
|
41.8K
$4.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.58K- 6.78% |
$388K - $431K
|
49.2K
$5.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-3.66K- 20.96% |
$397K - $441K
|
13.8K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.77K- 0.61% |
$409K - $455K
|
617K
$72.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-3.81K- 21.53% |
$413K - $460K
|
13.9K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 2.36% |
$429K - $477K
|
163K
$19.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.15K- 3.35% |
$450K - $501K
|
120K
$14.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.3K- 1.49% |
$467K - $519K
|
284K
$33.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-4.42K- 28.49% |
$479K - $533K
|
11.1K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-4.48K- 1.96% |
$486K - $540K
|
224K
$26.3M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.55K- 9.81% |
$494K - $549K
|
41.9K
$4.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.57K- 3.89% |
$495K - $551K
|
113K
$13.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-4.76K- 4.43% |
$516K - $574K
|
103K
$12.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-4.83K- 8.49% |
$524K - $583K
|
52.1K
$6.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-5.02K- 1.83% |
$545K - $606K
|
270K
$31.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.09K- 19.53% |
$552K - $614K
|
21K
$2.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.29K- 5.86% |
$574K - $638K
|
85K
$10M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-5.51K- 6.41% |
$598K - $665K
|
80.4K
$9.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-5.54K- 4.04% |
$601K - $668K
|
132K
$15.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-5.66K- 8.83% |
$614K - $683K
|
58.4K
$6.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.79K- 4.47% |
$627K - $698K
|
124K
$14.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-5.81K- 3.18% |
$630K - $700K
|
177K
$20.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.95K- 2.43% |
$645K - $718K
|
239K
$28.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-6.19K- 16.4% |
$671K - $746K
|
31.5K
$3.71M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-6.32K- 4.97% |
$685K - $762K
|
121K
$14.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.32K- 49.3% |
$686K - $763K
|
6.5K
$766K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.34K- 11.12% |
$687K - $765K
|
50.6K
$5.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.47K- 15.76% |
$702K - $780K
|
34.6K
$4.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
SELL
|
- |
-6.52K- 4.38% |
$707K - $787K
|
142K
$16.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-6.6K- 1.72% |
$716K - $796K
|
378K
$44.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.61K- 9.31% |
$717K - $797K
|
64.4K
$7.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-7.05K- 12.37% |
$764K - $850K
|
49.9K
$5.88M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7.05K- 3.47% |
$765K - $851K
|
196K
$23.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.69K- 29.91% |
$834K - $928K
|
18K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.08K- 8.95% |
$876K - $975K
|
82.2K
$9.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-8.12K- 21.7% |
$880K - $979K
|
29.3K
$3.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.49K- 22.49% |
$921K - $1.02M
|
29.3K
$3.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.04K- 12.32% |
$980K - $1.09M
|
64.3K
$7.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10K- 83.59% |
$1.08M - $1.21M
|
1.96K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.2K- 1.37% |
$1.11M - $1.24M
|
740K
$87.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11.7K- 25.22% |
$1.27M - $1.41M
|
34.7K
$4.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11.9K- 12.23% |
$1.29M - $1.44M
|
85.6K
$10.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-13K- 53.87% |
$1.41M - $1.57M
|
11.2K
$1.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-13.1K- 3.68% |
$1.42M - $1.58M
|
344K
$40.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-13.7K- 23.98% |
$1.49M - $1.66M
|
43.6K
$5.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-14.2K- 28.11% |
$1.54M - $1.71M
|
36.3K
$4.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-15.5K- 67.07% |
$1.68M - $1.86M
|
7.59K
$894K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-15.6K- 12.0% |
$1.69M - $1.88M
|
114K
$13.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-17.3K- 9.35% |
$1.87M - $2.08M
|
167K
$19.7M
|