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 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-825- 3.9% |
$89.5K - $99.5K
|
20.3K
$2.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-842- 14.67% |
$91.3K - $102K
|
4.9K
$577K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-844- 1.35% |
$91.5K - $102K
|
61.9K
$7.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-845- 19.57% |
$91.6K - $102K
|
3.47K
$409K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-854- 9.03% |
$92.6K - $103K
|
8.61K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-858- 1.68% |
$93.1K - $104K
|
50.2K
$5.91M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-869- 0.96% |
$94.3K - $105K
|
89.7K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-928- 10.61% |
$101K - $112K
|
7.82K
$921K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-952- 0.86% |
$103K - $115K
|
110K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-954- 6.27% |
$103K - $115K
|
14.3K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-957- 1.84% |
$104K - $115K
|
51K
$6.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.09K- 18.36% |
$118K - $131K
|
4.85K
$571K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.23K- 1.03% |
$133K - $148K
|
117K
$13.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.24K- 3.51% |
$134K - $150K
|
34.1K
$4.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.26K- 7.55% |
$137K - $152K
|
15.4K
$1.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 0.51% |
$138K - $154K
|
250K
$29.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 2.39% |
$140K - $156K
|
52.9K
$6.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.3K- 5.16% |
$141K - $157K
|
23.9K
$2.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.3K- 5.93% |
$141K - $157K
|
20.6K
$2.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.38K- 18.07% |
$150K - $166K
|
6.26K
$737K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.39K- 45.23% |
$151K - $168K
|
1.68K
$198K
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.54K- 0.86% |
$167K - $186K
|
179K
$21M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.55K- 2.39% |
$169K - $187K
|
63.5K
$7.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.7K- 1.11% |
$184K - $204K
|
151K
$17.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.77K- 8.52% |
$192K - $214K
|
19.1K
$2.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.93K- 1.17% |
$209K - $233K
|
163K
$19.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.12K- 10.0% |
$230K - $255K
|
19.1K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-2.12K- 6.2% |
$230K - $256K
|
32.1K
$3.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.14K- 1.3% |
$232K - $258K
|
163K
$19.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.15K- 4.79% |
$234K - $260K
|
42.8K
$5.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.26K- 30.76% |
$245K - $272K
|
5.08K
$598K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 38.04% |
$245K - $273K
|
3.68K
$434K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-2.29K- 2.62% |
$249K - $277K
|
85.2K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-2.32K- 14.89% |
$252K - $280K
|
13.3K
$1.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.38K- 9.75% |
$258K - $287K
|
22K
$2.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.53K- 1.7% |
$274K - $305K
|
146K
$17.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-2.58K- 90.9% |
$280K - $311K
|
258
$30.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Woodstock Corp
|
SELL
|
- |
-2.66K- 22.34% |
$288K - $321K
|
9.25K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.71K- 20.46% |
$294K - $327K
|
10.5K
$1.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.75K- 7.69% |
$298K - $332K
|
33K
$3.89M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.85K- 9.6% |
$309K - $343K
|
26.8K
$3.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.85K- 8.04% |
$309K - $344K
|
32.6K
$3.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.91K- 42.04% |
$315K - $351K
|
4.01K
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3K- 66.67% |
$325K - $362K
|
1.5K
$177K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.01K- 84.69% |
$326K - $363K
|
544
$64.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-3.03K- 18.29% |
$329K - $366K
|
13.5K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.1K- 14.69% |
$337K - $374K
|
18K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.15K- 4.23% |
$342K - $380K
|
71.4K
$8.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.2K- 3.23% |
$347K - $386K
|
95.8K
$11.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-3.37K- 7.99% |
$365K - $406K
|
38.8K
$4.57M
|