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 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
595+ 2.12% |
$64.5K - $71.8K
|
28.6K
$3.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
589+ 1.28% |
$63.9K - $71.1K
|
46.5K
$5.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
589+ 4.25% |
$63.9K - $71.1K
|
14.5K
$1.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
586+ 2.52% |
$63.6K - $70.7K
|
23.8K
$2.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
584+ 0.3% |
$63.3K - $70.4K
|
194K
$22.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
571+ 1.83% |
$61.9K - $68.9K
|
31.7K
$3.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
558+ 2.7% |
$60.5K - $67.3K
|
21.3K
$2.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
558+ 8.31% |
$60.5K - $67.3K
|
7.28K
$857K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
545+ 4.62% |
$59.1K - $65.7K
|
12.4K
$1.45M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
530+ 6.73% |
$57.5K - $63.9K
|
8.41K
$990K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
524+ 0.41% |
$56.8K - $63.2K
|
127K
$15M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
505+ 2.85% |
$54.8K - $60.9K
|
18.2K
$2.15M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
503+ 21.53% |
$54.6K - $60.7K
|
2.84K
$334K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
491+ 2.87% |
$53.3K - $59.2K
|
17.6K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
490+ 7.81% |
$53.1K - $59.1K
|
6.76K
$797K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
486+ 10.25% |
$52.7K - $58.6K
|
5.23K
$616K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
483+ 4.94% |
$52.4K - $58.3K
|
10.3K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
467+ 4.67% |
$50.7K - $56.3K
|
10.5K
$1.23M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
440+ 6.34% |
$47.7K - $53.1K
|
7.38K
$870K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
440+ 0.11% |
$47.7K - $53.1K
|
383K
$45.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
438+ 7.77% |
$47.5K - $52.8K
|
6.07K
$715K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
420+ 6.09% |
$45.6K - $50.7K
|
7.31K
$862K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
395+ 20.07% |
$42.8K - $47.6K
|
2.36K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
369+ 2.5% |
$40K - $44.5K
|
15.1K
$1.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
364+ 9.68% |
$39.5K - $43.9K
|
4.13K
$486K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
350+ 6.64% |
$38K - $42.2K
|
5.62K
$662K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
350+ 5.01% |
$38K - $42.2K
|
7.34K
$865K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
344+ 1.23% |
$37.3K - $41.5K
|
28.4K
$3.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
338+ 0.45% |
$36.7K - $40.8K
|
74.7K
$8.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
336+ 1.14% |
$36.4K - $40.5K
|
29.9K
$3.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
322+ 2.15% |
$34.9K - $38.8K
|
15.3K
$1.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
316+ 3.3% |
$34.3K - $38.1K
|
9.91K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
300+ 0.91% |
$32.5K - $36.2K
|
33.3K
$3.93M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
300+ 12.07% |
$32.5K - $36.2K
|
2.79K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
294+ 0.97% |
$31.9K - $35.5K
|
30.6K
$3.61M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
294+ 4.6% |
$31.9K - $35.5K
|
6.68K
$787K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
289+ 4.03% |
$31.3K - $34.9K
|
7.45K
$878K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
288+ 0.91% |
$31.2K - $34.7K
|
31.8K
$3.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
279+ 32.4% |
$30.3K - $33.7K
|
1.14K
$134K
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
266+ 5.73% |
$28.9K - $32.1K
|
4.91K
$578K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
243+ 0.27% |
$26.4K - $29.3K
|
88.7K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
242+ 2.72% |
$26.2K - $29.2K
|
9.13K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
240+ 1.22% |
$26K - $29K
|
19.9K
$2.34M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
236+ 0.48% |
$25.6K - $28.5K
|
49.6K
$5.85M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
232+ 1.56% |
$25.2K - $28K
|
15.1K
$1.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
226+ 1.97% |
$24.5K - $27.3K
|
11.7K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
222+ 1.58% |
$24.1K - $26.8K
|
14.3K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
214+ 6.7% |
$23.2K - $25.8K
|
3.41K
$401K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
205+ 1.79% |
$22.2K - $24.7K
|
11.7K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
201+ 7.67% |
$21.8K - $24.2K
|
2.82K
$332K
|