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 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-3.66K- 20.96% |
$397K - $441K
|
13.8K
$1.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-3.81K- 21.53% |
$413K - $460K
|
13.9K
$1.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 2.36% |
$429K - $477K
|
163K
$19.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.15K- 3.35% |
$450K - $501K
|
120K
$14.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.3K- 1.49% |
$467K - $519K
|
284K
$33.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-4.42K- 28.49% |
$479K - $533K
|
11.1K
$1.31M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.55K- 9.81% |
$494K - $549K
|
41.9K
$4.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-4.83K- 8.49% |
$524K - $583K
|
52.1K
$6.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.09K- 19.53% |
$552K - $614K
|
21K
$2.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-5.66K- 8.83% |
$614K - $683K
|
58.4K
$6.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-5.81K- 3.18% |
$630K - $700K
|
177K
$20.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-6.19K- 16.4% |
$671K - $746K
|
31.5K
$3.71M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-6.32K- 4.97% |
$685K - $762K
|
121K
$14.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.47K- 15.76% |
$702K - $780K
|
34.6K
$4.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
SELL
|
- |
-6.52K- 4.38% |
$707K - $787K
|
142K
$16.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.49K- 22.49% |
$921K - $1.02M
|
29.3K
$3.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11.7K- 25.22% |
$1.27M - $1.41M
|
34.7K
$4.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11.9K- 12.23% |
$1.29M - $1.44M
|
85.6K
$10.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-13.1K- 3.68% |
$1.42M - $1.58M
|
344K
$40.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-14.2K- 28.11% |
$1.54M - $1.71M
|
36.3K
$4.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-15.6K- 12.0% |
$1.69M - $1.88M
|
114K
$13.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-17.3K- 9.35% |
$1.87M - $2.08M
|
167K
$19.7M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-18.7K- 10.41% |
$2.03M - $2.26M
|
161K
$19M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-19.6K- 7.03% |
$2.13M - $2.37M
|
260K
$30.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-20.8K- 22.11% |
$2.25M - $2.5M
|
73.1K
$8.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-25.7K- 12.51% |
$2.79M - $3.1M
|
180K
$21.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-27.5K- 28.78% |
$2.98M - $3.31M
|
68K
$8M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-38K- 10.56% |
$4.12M - $4.58M
|
322K
$37.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-49.6K- 23.98% |
$5.38M - $5.98M
|
157K
$18.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-54K- 73.94% |
$5.86M - $6.51M
|
19K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-63.9K- 28.42% |
$6.93M - $7.71M
|
161K
$19M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-76K- 15.32% |
$8.24M - $9.16M
|
420K
$49.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-78.4K- 71.67% |
$8.5M - $9.46M
|
31K
$3.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-96.3K- 81.43% |
$10.4M - $11.6M
|
22K
$2.59M
|