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 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
107+ 3.35% |
$11.6K - $12.9K
|
3.3K
$389K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
95+ 0.78% |
$10.3K - $11.5K
|
12.3K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
94+ 0.47% |
$10.2K - $11.3K
|
20.3K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
73+ 0.67% |
$7.92K - $8.81K
|
10.9K
$1.29M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
72+ 2.79% |
$7.81K - $8.69K
|
2.65K
$313K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
70+ 2.91% |
$7.59K - $8.44K
|
2.48K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.45% |
$7.48K - $8.32K
|
15.3K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
67+ 0.54% |
$7.27K - $8.08K
|
12.4K
$1.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
62+ 0.88% |
$6.72K - $7.48K
|
7.08K
$834K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
57+ 3.1% |
$6.18K - $6.88K
|
1.89K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 0.51% |
$6.18K - $6.88K
|
11.2K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
54+ 1.85% |
$5.86K - $6.51K
|
2.98K
$351K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
53+ 0.99% |
$5.75K - $6.39K
|
5.4K
$636K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
45+ 0.63% |
$4.88K - $5.43K
|
7.16K
$844K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
43+ 1.99% |
$4.66K - $5.19K
|
2.21K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
41+ 0.24% |
$4.45K - $4.95K
|
17.1K
$2.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
38+ 1.13% |
$4.12K - $4.58K
|
3.41K
$401K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
38+ 0.19% |
$4.12K - $4.58K
|
20.4K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
29+ 0.62% |
$3.15K - $3.5K
|
4.68K
$552K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
28New |
$3.04K - $3.38K
|
28
$3.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
25+ 0.47% |
$2.71K - $3.02K
|
5.36K
$631K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
23+ 0.17% |
$2.49K - $2.77K
|
13.7K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
22+ 0.03% |
$2.39K - $2.65K
|
84.4K
$9.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21+ 24.14% |
$2.28K - $2.53K
|
108
$12.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
19+ 0.8% |
$2.06K - $2.29K
|
2.41K
$283K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.72% |
$1.84K - $2.05K
|
2.39K
$281K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
14+ 0.2% |
$1.52K - $1.69K
|
6.94K
$817K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
14+ 0.16% |
$1.52K - $1.69K
|
8.91K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.05% |
$1.3K - $1.45K
|
26K
$3.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.25% |
$1.19K - $1.33K
|
4.35K
$512K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
11+ 0.35% |
$1.19K - $1.33K
|
3.14K
$370K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9+ 0.28% |
$976 - $1.09K
|
3.23K
$380K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$217 - $241
|
5.88K
$693K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.02% |
$108 - $121
|
5.61K
$661K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.09% |
$108 - $121
|
1.09K
$128K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 0.07% |
$108 - $121
|
1.5K
$177K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$108 - $121
|
4.67K
$550K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 0.02% |
$217 - $241
|
9K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-4- 0.09% |
$434 - $483
|
4.57K
$538K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-5- 0.26% |
$542 - $603
|
1.93K
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-5- 0.12% |
$542 - $603
|
4.09K
$482K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-6- 0.05% |
$651 - $724
|
11.7K
$1.38M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7- 0.05% |
$759 - $844
|
14K
$1.65M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-7- 0.12% |
$759 - $844
|
5.6K
$660K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.36% |
$868 - $965
|
2.22K
$261K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-8- 0.09% |
$868 - $965
|
8.55K
$1.01M
|
|
|
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
|