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 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.32K+ 10.84% |
$143K - $159K
|
13.5K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 3.71% |
$141K - $157K
|
36.3K
$4.28M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.29K+ 5.25% |
$140K - $155K
|
25.8K
$3.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.28K+ 11.7% |
$139K - $154K
|
12.2K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.27K+ 1.82% |
$138K - $153K
|
71.1K
$8.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 4.13% |
$137K - $152K
|
31.8K
$3.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.25K+ 1.82% |
$136K - $151K
|
70.1K
$8.25M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.23K+ 2.4% |
$134K - $149K
|
52.7K
$6.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.23K+ 6.41% |
$133K - $148K
|
20.4K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.2K+ 1.21% |
$130K - $145K
|
100K
$11.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
1.17K+ 4.6% |
$127K - $141K
|
26.7K
$3.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.16K+ 1.06% |
$126K - $140K
|
111K
$13M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 6.04% |
$125K - $139K
|
20.3K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1.14K+ 18.18% |
$123K - $137K
|
7.39K
$870K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.13K+ 55.57% |
$122K - $136K
|
3.16K
$372K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.11K+ 4.16% |
$120K - $134K
|
27.7K
$3.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
1.1K+ 59.57% |
$119K - $132K
|
2.94K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.09K+ 1.97% |
$118K - $131K
|
56.3K
$6.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 1.23% |
$117K - $130K
|
88.9K
$10.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.07K+ 261.61% |
$116K - $129K
|
1.48K
$174K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.06K+ 14.24% |
$115K - $128K
|
8.48K
$999K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.02K+ 49.32% |
$110K - $123K
|
3.08K
$362K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
993+ 6.59% |
$108K - $120K
|
16.1K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
988+ 7.32% |
$107K - $119K
|
14.5K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
957+ 2.22% |
$104K - $115K
|
44.1K
$5.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
932+ 9.05% |
$101K - $112K
|
11.2K
$1.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
929+ 24.76% |
$101K - $112K
|
4.68K
$551K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
895+ 2.71% |
$97.1K - $108K
|
33.9K
$4M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
853+ 3.11% |
$92.5K - $103K
|
28.3K
$3.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
835+ 1.42% |
$90.6K - $101K
|
59.5K
$7M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
822+ 9.23% |
$89.2K - $99.2K
|
9.73K
$1.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
812+ 11.5% |
$88.1K - $98K
|
7.88K
$928K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
804+ 1.15% |
$87.2K - $97K
|
70.9K
$8.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
753+ 11.36% |
$81.7K - $90.8K
|
7.38K
$869K
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
750+ 1.35% |
$81.3K - $90.5K
|
56.5K
$6.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
742+ 0.32% |
$80.5K - $89.5K
|
236K
$27.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
729+ 0.92% |
$79.1K - $87.9K
|
79.8K
$9.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
729+ 14.47% |
$79.1K - $87.9K
|
5.77K
$679K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
719+ 0.29% |
$78K - $86.7K
|
248K
$29.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
717+ 6.43% |
$77.8K - $86.5K
|
11.9K
$1.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
715+ 33.43% |
$77.5K - $86.3K
|
2.85K
$336K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
701+ 0.97% |
$76K - $84.6K
|
72.8K
$8.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
693+ 1.38% |
$75.2K - $83.6K
|
50.8K
$5.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
676+ 18.98% |
$73.3K - $81.5K
|
4.24K
$499K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
658+ 3.83% |
$71.4K - $79.4K
|
17.9K
$2.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
654+ 0.23% |
$70.9K - $78.9K
|
279K
$32.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
632+ 1.06% |
$68.5K - $76.2K
|
60.1K
$7.08M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
624+ 13.69% |
$67.7K - $75.3K
|
5.18K
$611K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
598+ 8.53% |
$64.9K - $72.1K
|
7.61K
$896K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
596New |
$64.6K - $71.9K
|
596
$70.2K
|