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 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.11K+ 4.28% |
$772K - $858K
|
173K
$20.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
7K+ 4.52% |
$759K - $844K
|
162K
$19.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
6.93K+ 2.12% |
$751K - $836K
|
334K
$39.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.88KNew |
$746K - $830K
|
6.88K
$811K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.67K+ 3.09% |
$723K - $804K
|
223K
$26.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.62K+ 12.54% |
$718K - $799K
|
59.5K
$7M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
6.38K+ 8.47% |
$692K - $769K
|
81.7K
$9.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.27K+ 6.41% |
$680K - $756K
|
104K
$12.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.19KNew |
$671K - $746K
|
6.19K
$729K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.85K+ 11.34% |
$634K - $705K
|
57.4K
$6.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.82K+ 16.27% |
$632K - $703K
|
41.6K
$4.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.8K+ 2.66% |
$629K - $699K
|
223K
$26.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
5.1KNew |
$553K - $615K
|
5.1K
$601K
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
5.05K+ 4.27% |
$548K - $610K
|
123K
$14.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.99K+ 66.52% |
$542K - $602K
|
12.5K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.9K+ 4.2% |
$532K - $592K
|
122K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.7K+ 4.54% |
$510K - $567K
|
108K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.7KNew |
$510K - $567K
|
4.7K
$553K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.7K+ 180.86% |
$509K - $566K
|
7.29K
$859K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.48K+ 6.94% |
$486K - $540K
|
69K
$8.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.25K+ 5.63% |
$461K - $512K
|
79.7K
$9.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.21K+ 4.18% |
$456K - $507K
|
105K
$12.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
3.8K+ 2.29% |
$412K - $458K
|
170K
$20M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.74K+ 5.42% |
$405K - $451K
|
72.7K
$8.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.66KNew |
$397K - $441K
|
3.66K
$431K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.65KNew |
$395K - $440K
|
3.65K
$429K
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.57K+ 1.3% |
$388K - $431K
|
278K
$32.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.5K+ 19.59% |
$380K - $422K
|
21.4K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.33KNew |
$362K - $402K
|
3.33K
$393K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
3.28K+ 1.37% |
$356K - $396K
|
242K
$28.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.24K+ 0.84% |
$352K - $391K
|
388K
$45.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 2.26% |
$348K - $387K
|
145K
$17.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.2K+ 1.05% |
$347K - $386K
|
308K
$36.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.17K+ 7.6% |
$343K - $382K
|
44.8K
$5.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.14K+ 1.26% |
$341K - $379K
|
252K
$29.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.1K+ 4.01% |
$336K - $374K
|
80.4K
$9.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
3.05K+ 16.41% |
$330K - $367K
|
21.6K
$2.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.01K+ 0.87% |
$327K - $363K
|
351K
$41.3M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.89K+ 5.27% |
$313K - $348K
|
57.7K
$6.8M
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.86K+ 1.7% |
$311K - $345K
|
171K
$20.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.86K+ 3.59% |
$310K - $345K
|
82.7K
$9.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.83KNew |
$307K - $341K
|
2.83K
$333K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.81K+ 1.59% |
$305K - $339K
|
179K
$21.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2.7K+ 3.63% |
$292K - $325K
|
76.8K
$9.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.64K+ 39.45% |
$286K - $319K
|
9.34K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.58K+ 5.3% |
$280K - $312K
|
51.4K
$6.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.46K+ 1.44% |
$267K - $297K
|
173K
$20.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.46K+ 2.17% |
$266K - $296K
|
115K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.42KNew |
$263K - $292K
|
2.42K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.41K+ 10.85% |
$261K - $291K
|
24.6K
$2.9M
|