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 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
67.6KNew |
$7.33M - $8.15M
|
67.6K
$7.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
57.8K+ 6.26% |
$6.26M - $6.97M
|
980K
$115M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
46.2K+ 5.49% |
$5.01M - $5.57M
|
888K
$105M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.9K+ 10.07% |
$3.79M - $4.21M
|
382K
$45M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
31.5K+ 17.75% |
$3.41M - $3.79M
|
209K
$24.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
30.9K+ 19.34% |
$3.35M - $3.73M
|
191K
$22.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
30.8KNew |
$3.34M - $3.72M
|
30.8K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
27K+ 2.4% |
$2.92M - $3.25M
|
1.15M
$136M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
26.8KNew |
$2.91M - $3.23M
|
26.8K
$3.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
25.7K+ 482.72% |
$2.79M - $3.1M
|
31K
$3.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.9K+ 4.78% |
$2.49M - $2.77M
|
502K
$59.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21K+ 8.83% |
$2.27M - $2.53M
|
259K
$30.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20.9K+ 5.39% |
$2.26M - $2.52M
|
408K
$48.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19K+ 13.6% |
$2.06M - $2.29M
|
158K
$18.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
17.4K+ 11.31% |
$1.89M - $2.1M
|
172K
$20.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
16.9K+ 4.02% |
$1.83M - $2.03M
|
436K
$51.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
16.6K+ 30.55% |
$1.81M - $2.01M
|
71.1K
$8.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16.1K+ 3.79% |
$1.74M - $1.94M
|
440K
$51.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
14.1K+ 5.17% |
$1.53M - $1.71M
|
288K
$33.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
11.5K+ 11.09% |
$1.25M - $1.39M
|
116K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.5K+ 16.95% |
$1.24M - $1.38M
|
79.2K
$9.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
11.4KNew |
$1.24M - $1.37M
|
11.4K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 2.43% |
$1.22M - $1.36M
|
476K
$56M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.1K+ 8.5% |
$1.21M - $1.34M
|
142K
$16.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
11K+ 22.99% |
$1.19M - $1.33M
|
58.8K
$6.93M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.96K+ 1.82% |
$1.08M - $1.2M
|
558K
$65.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.67K+ 4.21% |
$940K - $1.05M
|
215K
$25.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.17KNew |
$886K - $985K
|
8.17K
$962K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.24K+ 184.94% |
$786K - $874K
|
11.2K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.11K+ 4.28% |
$772K - $858K
|
173K
$20.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
7K+ 4.52% |
$759K - $844K
|
162K
$19.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.67K+ 3.09% |
$723K - $804K
|
223K
$26.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.62K+ 12.54% |
$718K - $799K
|
59.5K
$7M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.27K+ 6.41% |
$680K - $756K
|
104K
$12.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.85K+ 11.34% |
$634K - $705K
|
57.4K
$6.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.82K+ 16.27% |
$632K - $703K
|
41.6K
$4.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
5.1KNew |
$553K - $615K
|
5.1K
$601K
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
5.05K+ 4.27% |
$548K - $610K
|
123K
$14.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.99K+ 66.52% |
$542K - $602K
|
12.5K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.7K+ 4.54% |
$510K - $567K
|
108K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.7KNew |
$510K - $567K
|
4.7K
$553K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.25K+ 5.63% |
$461K - $512K
|
79.7K
$9.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
3.8K+ 2.29% |
$412K - $458K
|
170K
$20M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.66KNew |
$397K - $441K
|
3.66K
$431K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.65KNew |
$395K - $440K
|
3.65K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
3.05K+ 16.41% |
$330K - $367K
|
21.6K
$2.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.01K+ 0.87% |
$327K - $363K
|
351K
$41.3M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.89K+ 5.27% |
$313K - $348K
|
57.7K
$6.8M
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.86K+ 1.7% |
$311K - $345K
|
171K
$20.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.86K+ 3.59% |
$310K - $345K
|
82.7K
$9.74M
|