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 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
988+ 7.32% |
$107K - $119K
|
14.5K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
957+ 2.22% |
$104K - $115K
|
44.1K
$5.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
895+ 2.71% |
$97.1K - $108K
|
33.9K
$4M
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
835+ 1.42% |
$90.6K - $101K
|
59.5K
$7M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
822+ 9.23% |
$89.2K - $99.2K
|
9.73K
$1.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
812+ 11.5% |
$88.1K - $98K
|
7.88K
$928K
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
804+ 1.15% |
$87.2K - $97K
|
70.9K
$8.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
753+ 11.36% |
$81.7K - $90.8K
|
7.38K
$869K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
742+ 0.32% |
$80.5K - $89.5K
|
236K
$27.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
717+ 6.43% |
$77.8K - $86.5K
|
11.9K
$1.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
715+ 33.43% |
$77.5K - $86.3K
|
2.85K
$336K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
701+ 0.97% |
$76K - $84.6K
|
72.8K
$8.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
693+ 1.38% |
$75.2K - $83.6K
|
50.8K
$5.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
658+ 3.83% |
$71.4K - $79.4K
|
17.9K
$2.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
654+ 0.23% |
$70.9K - $78.9K
|
279K
$32.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
632+ 1.06% |
$68.5K - $76.2K
|
60.1K
$7.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
598+ 8.53% |
$64.9K - $72.1K
|
7.61K
$896K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
589+ 1.28% |
$63.9K - $71.1K
|
46.5K
$5.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
589+ 4.25% |
$63.9K - $71.1K
|
14.5K
$1.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
586+ 2.52% |
$63.6K - $70.7K
|
23.8K
$2.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
584+ 0.3% |
$63.3K - $70.4K
|
194K
$22.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
558+ 8.31% |
$60.5K - $67.3K
|
7.28K
$857K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
545+ 4.62% |
$59.1K - $65.7K
|
12.4K
$1.45M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
530+ 6.73% |
$57.5K - $63.9K
|
8.41K
$990K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
524+ 0.41% |
$56.8K - $63.2K
|
127K
$15M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
505+ 2.85% |
$54.8K - $60.9K
|
18.2K
$2.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
490+ 7.81% |
$53.1K - $59.1K
|
6.76K
$797K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
440+ 6.34% |
$47.7K - $53.1K
|
7.38K
$870K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
420+ 6.09% |
$45.6K - $50.7K
|
7.31K
$862K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
395+ 20.07% |
$42.8K - $47.6K
|
2.36K
$278K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
350+ 6.64% |
$38K - $42.2K
|
5.62K
$662K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
300+ 0.91% |
$32.5K - $36.2K
|
33.3K
$3.93M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
294+ 4.6% |
$31.9K - $35.5K
|
6.68K
$787K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
289+ 4.03% |
$31.3K - $34.9K
|
7.45K
$878K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
279+ 32.4% |
$30.3K - $33.7K
|
1.14K
$134K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
243+ 0.27% |
$26.4K - $29.3K
|
88.7K
$10.4M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
232+ 1.56% |
$25.2K - $28K
|
15.1K
$1.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
226+ 1.97% |
$24.5K - $27.3K
|
11.7K
$1.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
214+ 6.7% |
$23.2K - $25.8K
|
3.41K
$401K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
205+ 1.79% |
$22.2K - $24.7K
|
11.7K
$1.37M
|
|
|
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 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
178+ 3.17% |
$19.3K - $21.5K
|
5.79K
$681K
|
|
|
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 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
144+ 1.79% |
$15.6K - $17.4K
|
8.18K
$963K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
129+ 5.19% |
$14K - $15.6K
|
2.62K
$308K
|
|
|
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
|