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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.81K+ 1.59% |
$305K - $339K
|
179K
$21.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2.7K+ 3.63% |
$292K - $325K
|
76.8K
$9.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.64K+ 39.45% |
$286K - $319K
|
9.34K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.46K+ 1.44% |
$267K - $297K
|
173K
$20.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.46K+ 2.17% |
$266K - $296K
|
115K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.4KNew |
$260K - $289K
|
2.4K
$282K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.32K+ 3.48% |
$252K - $280K
|
68.9K
$8.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.27K+ 3.34% |
$246K - $274K
|
70.2K
$8.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.22K+ 3.44% |
$240K - $267K
|
66.7K
$7.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.18KNew |
$236K - $262K
|
2.18K
$256K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.12K+ 16.31% |
$230K - $256K
|
15.1K
$1.78M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 1.36% |
$228K - $254K
|
157K
$18.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.1K+ 10.5% |
$228K - $253K
|
22.1K
$2.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.07KNew |
$225K - $250K
|
2.07K
$244K
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.05K+ 2.66% |
$222K - $247K
|
79.2K
$9.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
2.01K+ 3.63% |
$218K - $242K
|
57.4K
$6.76M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2KNew |
$217K - $242K
|
2K
$236K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.98K+ 6.04% |
$215K - $239K
|
34.7K
$4.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.97KNew |
$214K - $238K
|
1.97K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
1.95KNew |
$211K - $235K
|
1.95K
$229K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.9K+ 60.46% |
$206K - $229K
|
5.05K
$594K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.9K+ 0.57% |
$206K - $229K
|
336K
$39.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$197K - $219K
|
1.81K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.8K+ 5.56% |
$195K - $217K
|
34.2K
$4.03M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.8K+ 10.4% |
$195K - $217K
|
19.1K
$2.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.79KNew |
$194K - $215K
|
1.79K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.75KNew |
$189K - $211K
|
1.75K
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.74KNew |
$189K - $210K
|
1.74K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.73K+ 144.09% |
$188K - $209K
|
2.93K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.72KNew |
$186K - $207K
|
1.72K
$202K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.7KNew |
$184K - $205K
|
1.7K
$200K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.53K+ 2.41% |
$166K - $185K
|
65.1K
$7.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.47K+ 3.74% |
$159K - $177K
|
40.6K
$4.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.37K+ 1.42% |
$148K - $165K
|
97.7K
$11.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.29K+ 5.25% |
$140K - $155K
|
25.8K
$3.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.28K+ 11.7% |
$139K - $154K
|
12.2K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.27K+ 1.82% |
$138K - $153K
|
71.1K
$8.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.25K+ 1.82% |
$136K - $151K
|
70.1K
$8.25M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.23K+ 2.4% |
$134K - $149K
|
52.7K
$6.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.23K+ 6.41% |
$133K - $148K
|
20.4K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
1.2K+ 1.21% |
$130K - $145K
|
100K
$11.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 6.04% |
$125K - $139K
|
20.3K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1.14K+ 18.18% |
$123K - $137K
|
7.39K
$870K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.13K+ 55.57% |
$122K - $136K
|
3.16K
$372K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.11K+ 4.16% |
$120K - $134K
|
27.7K
$3.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
1.1K+ 59.57% |
$119K - $132K
|
2.94K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.09K+ 1.97% |
$118K - $131K
|
56.3K
$6.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.07K+ 261.61% |
$116K - $129K
|
1.48K
$174K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.02K+ 49.32% |
$110K - $123K
|
3.08K
$362K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
993+ 6.59% |
$108K - $120K
|
16.1K
$1.89M
|