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 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 0.07% |
$108 - $121
|
1.5K
$177K
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-1- 0.04% |
$108 - $121
|
2.41K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1- 0.02% |
$108 - $121
|
5.12K
$603K
|
|
|
Oct 23, 2025
Q3 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1- 0.01% |
$108 - $121
|
18.2K
$2.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2- -0.0% |
$217 - $241
|
50.7K
$5.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-2- 0.04% |
$217 - $241
|
5.3K
$625K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 0.02% |
$217 - $241
|
9K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.02% |
$325 - $362
|
13.4K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4- 0.43% |
$434 - $483
|
923
$109K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-4- 0.09% |
$434 - $483
|
4.57K
$538K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4- 0.08% |
$434 - $483
|
4.76K
$560K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-5- 0.12% |
$542 - $603
|
4.09K
$482K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-5- 0.26% |
$542 - $603
|
1.93K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-6- 0.05% |
$651 - $724
|
11.7K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-6- 0.17% |
$651 - $724
|
3.47K
$409K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-7- 0.2% |
$759 - $844
|
3.49K
$410K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7- 0.05% |
$759 - $844
|
14K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-7- 0.92% |
$759 - $844
|
755
$88.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-7- 0.12% |
$759 - $844
|
5.6K
$660K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-8- 0.09% |
$868 - $965
|
8.55K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-8- 12.9% |
$868 - $965
|
54
$6.36K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.36% |
$868 - $965
|
2.22K
$261K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-10- 0.29% |
$1.08K - $1.21K
|
3.46K
$408K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-10- 0.3% |
$1.08K - $1.21K
|
3.35K
$395K
|
|
|
Oct 03, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-11- 0.02% |
$1.19K - $1.33K
|
52K
$6.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-12- 0.34% |
$1.3K - $1.45K
|
3.51K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-22- 0.11% |
$2.39K - $2.65K
|
20.5K
$2.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-22- 0.48% |
$2.39K - $2.65K
|
4.57K
$538K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-23- 0.82% |
$2.49K - $2.77K
|
2.77K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
SELL
|
- |
-25- 0.56% |
$2.71K - $3.02K
|
4.45K
$525K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-25- 0.43% |
$2.71K - $3.02K
|
5.8K
$683K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-26- 0.01% |
$2.82K - $3.14K
|
417K
$49.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.91% |
$3.04K - $3.38K
|
3.06K
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-31- 1.58% |
$3.36K - $3.74K
|
1.93K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 0.33% |
$3.8K - $4.22K
|
10.5K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-36- 0.91% |
$3.9K - $4.34K
|
3.94K
$464K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-37- 1.06% |
$4.01K - $4.46K
|
3.45K
$406K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-39- 1.38% |
$4.23K - $4.7K
|
2.8K
$329K
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-40- 1.03% |
$4.34K - $4.83K
|
3.83K
$451K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-41- 1.93% |
$4.45K - $4.95K
|
2.08K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-44- 25.88% |
$4.77K - $5.31K
|
126
$14.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-45- 0.45% |
$4.88K - $5.43K
|
9.92K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-46- 6.78% |
$4.99K - $5.55K
|
632
$74.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-47- 0.62% |
$5.1K - $5.67K
|
7.51K
$884K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-50- 1.79% |
$5.42K - $6.03K
|
2.74K
$322K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 1.68% |
$5.42K - $6.03K
|
2.93K
$345K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 7.25% |
$5.42K - $6.03K
|
640
$75.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-50- 22.62% |
$5.42K - $6.03K
|
171
$20.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-51- 1.62% |
$5.53K - $6.15K
|
3.09K
$364K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-52- 1.05% |
$5.64K - $6.27K
|
4.91K
$578K
|