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 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-18.7K- 10.41% |
$2.03M - $2.26M
|
161K
$19M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-19.6K- 7.03% |
$2.13M - $2.37M
|
260K
$30.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-20.8K- 22.11% |
$2.25M - $2.5M
|
73.1K
$8.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-21.2K- 47.82% |
$2.3M - $2.56M
|
23.1K
$2.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-25.7K- 12.51% |
$2.79M - $3.1M
|
180K
$21.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-26.8K- 27.24% |
$2.91M - $3.23M
|
71.6K
$8.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-27.5K- 28.78% |
$2.98M - $3.31M
|
68K
$8M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-29K- 12.06% |
$3.14M - $3.5M
|
211K
$24.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-29.5K- 19.44% |
$3.2M - $3.56M
|
122K
$14.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-36.7K- 86.75% |
$3.98M - $4.43M
|
5.61K
$661K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-38K- 10.56% |
$4.12M - $4.58M
|
322K
$37.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-39.1K- 3.56% |
$4.24M - $4.72M
|
1.06M
$125M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-39.6K- 11.38% |
$4.3M - $4.78M
|
309K
$36.3M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-44.9K- 16.5% |
$4.87M - $5.42M
|
227K
$26.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-45.2K- 13.02% |
$4.91M - $5.46M
|
302K
$35.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-49.6K- 23.98% |
$5.38M - $5.98M
|
157K
$18.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-54K- 73.94% |
$5.86M - $6.51M
|
19K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-63.9K- 28.42% |
$6.93M - $7.71M
|
161K
$19M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-76K- 15.32% |
$8.24M - $9.16M
|
420K
$49.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-78.4K- 71.67% |
$8.5M - $9.46M
|
31K
$3.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-96.3K- 81.43% |
$10.4M - $11.6M
|
22K
$2.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-114K- 83.05% |
$12.3M - $13.7M
|
23.2K
$2.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-243K- 45.75% |
$26.3M - $29.3M
|
288K
$33.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-279K- 7.48% |
$30.2M - $33.6M
|
3.45M
$406M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-285K- 52.89% |
$30.9M - $34.4M
|
254K
$29.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-369K- 49.73% |
$40M - $44.5M
|
373K
$43.9M
|