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 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-52- 2.17% |
$5.64K - $6.27K
|
2.34K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
SELL
|
- |
-53- 1.29% |
$5.75K - $6.39K
|
4.07K
$479K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-54- 1.04% |
$5.86K - $6.51K
|
5.15K
$607K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.46% |
$6.18K - $6.88K
|
12.4K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-59- 3.04% |
$6.4K - $7.12K
|
1.88K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-60- 0.6% |
$6.51K - $7.24K
|
9.88K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-62- 0.02% |
$6.72K - $7.48K
|
249K
$29.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-63- 0.64% |
$6.83K - $7.6K
|
9.76K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-63- 0.5% |
$6.83K - $7.6K
|
12.6K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-64- 1.52% |
$6.94K - $7.72K
|
4.15K
$489K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-64- 2.64% |
$6.94K - $7.72K
|
2.36K
$278K
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-65- 3.06% |
$7.05K - $7.84K
|
2.06K
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-66- 0.33% |
$7.16K - $7.96K
|
19.9K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-68- 0.33% |
$7.38K - $8.2K
|
20.6K
$2.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-69- 0.52% |
$7.48K - $8.32K
|
13.3K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-69- 4.32% |
$7.48K - $8.32K
|
1.53K
$180K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-70- 1.57% |
$7.59K - $8.44K
|
4.38K
$515K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-72- 0.53% |
$7.81K - $8.69K
|
13.6K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-72- 1.99% |
$7.81K - $8.69K
|
3.55K
$419K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-74- 0.9% |
$8.03K - $8.93K
|
8.19K
$964K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-75- 0.81% |
$8.13K - $9.05K
|
9.17K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-77- 0.75% |
$8.35K - $9.29K
|
10.2K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-81- 0.71% |
$8.79K - $9.77K
|
11.3K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-85- 0.37% |
$9.22K - $10.3K
|
22.9K
$2.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-85- 10.32% |
$9.22K - $10.3K
|
739
$87K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-88- 2.3% |
$9.54K - $10.6K
|
3.73K
$439K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-88- 1.82% |
$9.54K - $10.6K
|
4.74K
$559K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-91- 2.84% |
$9.87K - $11K
|
3.11K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-92- 1.31% |
$9.98K - $11.1K
|
6.93K
$817K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-94- 0.34% |
$10.2K - $11.3K
|
27.4K
$3.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-96- 3.56% |
$10.4K - $11.6K
|
2.6K
$307K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-97- 0.51% |
$10.5K - $11.7K
|
18.8K
$2.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-98- 0.98% |
$10.6K - $11.8K
|
9.92K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-100- 0.43% |
$10.8K - $12.1K
|
23K
$2.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-104- 1.16% |
$11.3K - $12.5K
|
8.84K
$1.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-105- 2.28% |
$11.4K - $12.7K
|
4.5K
$530K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-111- 5.87% |
$12K - $13.4K
|
1.78K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-114- 3.86% |
$12.4K - $13.8K
|
2.84K
$334K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-114- 2.94% |
$12.4K - $13.8K
|
3.76K
$443K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-115- 5.49% |
$12.5K - $13.9K
|
1.98K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-116- 5.07% |
$12.6K - $14K
|
2.17K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-119- 3.24% |
$12.9K - $14.4K
|
3.56K
$419K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-121- 1.99% |
$13.1K - $14.6K
|
5.97K
$703K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-125- 1.4% |
$13.6K - $15.1K
|
8.79K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-127- 2.83% |
$13.8K - $15.3K
|
4.36K
$514K
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-135- 0.95% |
$14.6K - $16.3K
|
14.1K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-138- 1.05% |
$15K - $16.6K
|
13K
$1.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-138- 0.59% |
$15K - $16.6K
|
23.1K
$2.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-138- 0.88% |
$15K - $16.6K
|
15.5K
$1.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-143- 2.15% |
$15.5K - $17.3K
|
6.52K
$768K
|