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 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
200+ 3.36% |
$21.7K - $24.1K
|
6.14K
$724K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
187+ 53.28% |
$20.3K - $22.6K
|
538
$63.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
184+ 6.44% |
$20K - $22.2K
|
3.04K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
180+ 5.5% |
$19.5K - $21.7K
|
3.45K
$407K
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
178+ 3.17% |
$19.3K - $21.5K
|
5.79K
$681K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
177+ 0.95% |
$19.2K - $21.4K
|
18.7K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
168+ 2.19% |
$18.2K - $20.3K
|
7.84K
$923K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
166+ 5.79% |
$18K - $20K
|
3.03K
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
152+ 1.29% |
$16.5K - $18.3K
|
12K
$1.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
152+ 0.38% |
$16.5K - $18.3K
|
39.9K
$4.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
151+ 5.16% |
$16.4K - $18.2K
|
3.08K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
145+ 6.23% |
$15.7K - $17.5K
|
2.47K
$291K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
144+ 1.79% |
$15.6K - $17.4K
|
8.18K
$963K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
143+ 0.89% |
$15.5K - $17.3K
|
16.2K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
135+ 2.33% |
$14.6K - $16.3K
|
5.94K
$700K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
130+ 1.61% |
$14.1K - $15.7K
|
8.21K
$967K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
129+ 5.19% |
$14K - $15.6K
|
2.62K
$308K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
124+ 1.43% |
$13.4K - $15K
|
8.79K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
122+ 0.55% |
$13.2K - $14.7K
|
22.5K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
121+ 2.87% |
$13.1K - $14.6K
|
4.33K
$510K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
118+ 2.93% |
$12.8K - $14.2K
|
4.15K
$489K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
112+ 4.02% |
$12.1K - $13.5K
|
2.9K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
108+ 1.36% |
$11.7K - $13K
|
8.06K
$950K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
107+ 3.35% |
$11.6K - $12.9K
|
3.3K
$389K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
95+ 0.78% |
$10.3K - $11.5K
|
12.3K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
94+ 0.47% |
$10.2K - $11.3K
|
20.3K
$2.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
87New |
$9.44K - $10.5K
|
87
$10.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
85+ 0.75% |
$9.22K - $10.3K
|
11.4K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
73+ 0.67% |
$7.92K - $8.81K
|
10.9K
$1.29M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
72+ 2.79% |
$7.81K - $8.69K
|
2.65K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 1.66% |
$7.81K - $8.69K
|
4.41K
$520K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
71+ 0.08% |
$7.7K - $8.56K
|
92.7K
$10.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
70+ 2.91% |
$7.59K - $8.44K
|
2.48K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.45% |
$7.48K - $8.32K
|
15.3K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
68+ 1.72% |
$7.38K - $8.2K
|
4.02K
$474K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
67+ 0.54% |
$7.27K - $8.08K
|
12.4K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
67+ 0.41% |
$7.27K - $8.08K
|
16.3K
$1.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
62+ 0.88% |
$6.72K - $7.48K
|
7.08K
$834K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
58+ 3.04% |
$6.29K - $7K
|
1.97K
$231K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.51% |
$6.18K - $6.88K
|
11.2K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
57+ 3.1% |
$6.18K - $6.88K
|
1.89K
$223K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
54+ 1.85% |
$5.86K - $6.51K
|
2.98K
$351K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
53+ 0.99% |
$5.75K - $6.39K
|
5.4K
$636K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
53+ 0.18% |
$5.75K - $6.39K
|
30.3K
$3.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51+ 0.64% |
$5.53K - $6.15K
|
8.07K
$951K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
50+ 0.37% |
$5.42K - $6.03K
|
13.7K
$1.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
45+ 1.06% |
$4.88K - $5.43K
|
4.3K
$506K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
45+ 0.63% |
$4.88K - $5.43K
|
7.16K
$844K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
44+ 1.86% |
$4.77K - $5.31K
|
2.41K
$284K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
43+ 1.99% |
$4.66K - $5.19K
|
2.21K
$260K
|