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 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-22- 0.48% |
$2.39K - $2.65K
|
4.57K
$538K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-23- 0.82% |
$2.49K - $2.77K
|
2.77K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
SELL
|
- |
-25- 0.56% |
$2.71K - $3.02K
|
4.45K
$525K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-26- 0.01% |
$2.82K - $3.14K
|
417K
$49.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-36- 0.91% |
$3.9K - $4.34K
|
3.94K
$464K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-39- 1.38% |
$4.23K - $4.7K
|
2.8K
$329K
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-40- 1.03% |
$4.34K - $4.83K
|
3.83K
$451K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-41- 1.93% |
$4.45K - $4.95K
|
2.08K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-46- 6.78% |
$4.99K - $5.55K
|
632
$74.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-47- 0.62% |
$5.1K - $5.67K
|
7.51K
$884K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-50- 22.62% |
$5.42K - $6.03K
|
171
$20.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-50- 1.79% |
$5.42K - $6.03K
|
2.74K
$322K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 7.25% |
$5.42K - $6.03K
|
640
$75.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 1.68% |
$5.42K - $6.03K
|
2.93K
$345K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-52- 1.05% |
$5.64K - $6.27K
|
4.91K
$578K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.46% |
$6.18K - $6.88K
|
12.4K
$1.46M
|
|
|
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 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-64- 1.52% |
$6.94K - $7.72K
|
4.15K
$489K
|
|
|
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 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-85- 0.37% |
$9.22K - $10.3K
|
22.9K
$2.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-88- 2.3% |
$9.54K - $10.6K
|
3.73K
$439K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-91- 2.84% |
$9.87K - $11K
|
3.11K
$366K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-97- 0.51% |
$10.5K - $11.7K
|
18.8K
$2.21M
|
|
|
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 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-121- 1.99% |
$13.1K - $14.6K
|
5.97K
$703K
|
|
|
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 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-138- 0.59% |
$15K - $16.6K
|
23.1K
$2.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-143- 2.15% |
$15.5K - $17.3K
|
6.52K
$768K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-146- 0.99% |
$15.8K - $17.6K
|
14.6K
$1.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-169- 4.56% |
$18.3K - $20.4K
|
3.54K
$417K
|
|
|
Oct 07, 2025
Q3 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-170- 0.68% |
$18.4K - $20.5K
|
24.9K
$2.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-174- 5.25% |
$18.9K - $21K
|
3.14K
$370K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-180- 3.47% |
$19.5K - $21.7K
|
5K
$589K
|
|
|
Oct 07, 2025
Q3 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-195- 1.4% |
$21.1K - $23.5K
|
13.8K
$1.62M
|