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
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-200- 8.8% |
$21.7K - $24.1K
|
2.07K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-204- 1.84% |
$22.1K - $24.6K
|
10.9K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-210- 1.27% |
$22.8K - $25.3K
|
16.4K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-210- 10.79% |
$22.8K - $25.3K
|
1.74K
$204K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-220- 0.69% |
$23.9K - $26.5K
|
31.8K
$3.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-221- 6.78% |
$24K - $26.7K
|
3.04K
$358K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-229- 0.85% |
$24.8K - $27.6K
|
26.7K
$3.14M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-232- 6.85% |
$25.2K - $28K
|
3.16K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-235- 8.09% |
$25.5K - $28.3K
|
2.67K
$314K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-250- 9.34% |
$27.1K - $30.2K
|
2.43K
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-260- 23.81% |
$28.2K - $31.4K
|
832
$98K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-266- 1.58% |
$28.9K - $32.1K
|
16.6K
$1.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-272- 5.36% |
$29.5K - $32.8K
|
4.81K
$566K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-275- 2.06% |
$29.8K - $33.2K
|
13.1K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-292- 2.69% |
$31.7K - $35.2K
|
10.6K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-293- 12.91% |
$31.8K - $35.3K
|
1.98K
$233K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-295- 0.52% |
$32K - $35.6K
|
56.1K
$6.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-299- 0.41% |
$32.4K - $36.1K
|
72.2K
$8.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-300- 7.03% |
$32.5K - $36.2K
|
3.97K
$467K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-307- 0.62% |
$33.3K - $37K
|
48.9K
$5.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-313- 5.08% |
$33.9K - $37.8K
|
5.85K
$688K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-315- 0.66% |
$34.2K - $38K
|
47.3K
$5.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-332- 6.57% |
$36K - $40K
|
4.72K
$556K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-334- 11.37% |
$36.2K - $40.3K
|
2.6K
$307K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-337- 0.72% |
$36.6K - $40.7K
|
46.4K
$5.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-350- 7.72% |
$38K - $42.2K
|
4.18K
$493K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-364- 1.34% |
$39.5K - $43.9K
|
26.9K
$3.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-393- 9.31% |
$42.6K - $47.4K
|
3.83K
$451K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-404- 4.38% |
$43.8K - $48.7K
|
8.81K
$1.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-434- 2.76% |
$47.1K - $52.4K
|
15.3K
$1.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-445- 7.31% |
$48.3K - $53.7K
|
5.65K
$665K
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-446- 1.61% |
$48.4K - $53.8K
|
27.3K
$3.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-448- 7.9% |
$48.6K - $54K
|
5.22K
$615K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-491- 1.45% |
$53.3K - $59.2K
|
33.5K
$3.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-492- 1.4% |
$53.4K - $59.3K
|
34.6K
$4.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-496- 7.66% |
$53.8K - $59.8K
|
5.98K
$705K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-504- 1.91% |
$54.7K - $60.8K
|
25.9K
$3.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-506- 4.32% |
$54.9K - $61K
|
11.2K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-511- 1.83% |
$55.4K - $61.6K
|
27.4K
$3.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-515- 1.35% |
$55.9K - $62.1K
|
37.6K
$4.43M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-528- 12.62% |
$57.3K - $63.7K
|
3.66K
$431K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-532- 19.37% |
$57.7K - $64.2K
|
2.21K
$261K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-558- 2.35% |
$60.5K - $67.3K
|
23.2K
$2.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-561- 4.43% |
$60.8K - $67.7K
|
12.1K
$1.42M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-664- 3.6% |
$72K - $80.1K
|
17.8K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-709- 2.02% |
$76.9K - $85.5K
|
34.4K
$4.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-750- 7.88% |
$81.3K - $90.5K
|
8.76K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-805- 0.72% |
$87.3K - $97.1K
|
111K
$13M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-809- 1.66% |
$87.7K - $97.6K
|
48K
$5.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-810- 18.79% |
$87.9K - $97.7K
|
3.5K
$412K
|