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
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.4KNew |
$260K - $289K
|
2.4K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.33KNew |
$253K - $281K
|
2.33K
$274K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.32K+ 3.48% |
$252K - $280K
|
68.9K
$8.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.32KNew |
$251K - $279K
|
2.32K
$273K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.27K+ 3.34% |
$246K - $274K
|
70.2K
$8.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.22K+ 3.44% |
$240K - $267K
|
66.7K
$7.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.18KNew |
$236K - $262K
|
2.18K
$256K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.18K+ 6.63% |
$236K - $262K
|
35K
$4.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.12K+ 16.31% |
$230K - $256K
|
15.1K
$1.78M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 1.36% |
$228K - $254K
|
157K
$18.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.1K+ 10.5% |
$228K - $253K
|
22.1K
$2.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.07KNew |
$225K - $250K
|
2.07K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 1.27% |
$224K - $250K
|
165K
$19.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.05K+ 2.66% |
$222K - $247K
|
79.2K
$9.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
2.01K+ 3.63% |
$218K - $242K
|
57.4K
$6.76M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2KNew |
$217K - $242K
|
2K
$236K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.98K+ 6.04% |
$215K - $239K
|
34.7K
$4.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.97KNew |
$214K - $238K
|
1.97K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.97KNew |
$213K - $237K
|
1.97K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
1.95KNew |
$211K - $235K
|
1.95K
$229K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.9K+ 60.46% |
$206K - $229K
|
5.05K
$594K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.9K+ 0.57% |
$206K - $229K
|
336K
$39.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.89KNew |
$205K - $228K
|
1.89K
$222K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.85K+ 51.5% |
$201K - $223K
|
5.45K
$642K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
1.83KNew |
$199K - $221K
|
1.83K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.83K+ 5.05% |
$198K - $220K
|
38K
$4.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$197K - $219K
|
1.81K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.81K+ 144.44% |
$196K - $218K
|
3.06K
$360K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.8K+ 5.56% |
$195K - $217K
|
34.2K
$4.03M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.8K+ 10.4% |
$195K - $217K
|
19.1K
$2.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.79KNew |
$194K - $216K
|
1.79K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.79KNew |
$194K - $215K
|
1.79K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.75KNew |
$189K - $211K
|
1.75K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.74KNew |
$189K - $210K
|
1.74K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.74KNew |
$189K - $210K
|
1.74K
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.74KNew |
$189K - $210K
|
1.74K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.73K+ 144.09% |
$188K - $209K
|
2.93K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.73KNew |
$187K - $208K
|
1.73K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.72KNew |
$186K - $207K
|
1.72K
$202K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.72K+ 1.54% |
$186K - $207K
|
113K
$13.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.7KNew |
$184K - $205K
|
1.7K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
1.69K+ 0.87% |
$184K - $204K
|
197K
$23.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.63K+ 263.96% |
$176K - $196K
|
2.24K
$264K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.53K+ 2.41% |
$166K - $185K
|
65.1K
$7.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.49K+ 4.96% |
$162K - $180K
|
31.6K
$3.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.47K+ 3.74% |
$159K - $177K
|
40.6K
$4.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.46K+ 4.42% |
$159K - $176K
|
34.6K
$4.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.46K+ 2852.94% |
$158K - $176K
|
1.51K
$177K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
1.4K+ 2.86% |
$152K - $169K
|
50.3K
$5.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.37K+ 1.42% |
$148K - $165K
|
97.7K
$11.5M
|