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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-27.3K- 9.02% |
$2.96M - $3.29M
|
275K
$32.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-27.5K- 28.78% |
$2.98M - $3.31M
|
68K
$7.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-27.8K- 4.39% |
$3.01M - $3.35M
|
605K
$70.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-28.7K- 5.56% |
$3.11M - $3.46M
|
487K
$56.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28.9K- 1.98% |
$3.13M - $3.48M
|
1.43M
$167M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-29K- 12.06% |
$3.14M - $3.5M
|
211K
$24.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-29.5K- 19.44% |
$3.2M - $3.56M
|
122K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-31K- 92.3% |
$3.36M - $3.74M
|
2.59K
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-31.1K- 39.48% |
$3.37M - $3.75M
|
47.6K
$5.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-31.3K- 72.0% |
$3.4M - $3.78M
|
12.2K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.2K- 2.87% |
$3.49M - $3.88M
|
1.09M
$127M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
SELL
|
- |
-32.8K- 37.25% |
$3.55M - $3.95M
|
55.2K
$6.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-33.5K- 30.22% |
$3.64M - $4.04M
|
77.4K
$9.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-34.1K- 21.09% |
$3.7M - $4.12M
|
128K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-34.5K- 42.86% |
$3.75M - $4.17M
|
46K
$5.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-36.7K- 86.75% |
$3.98M - $4.43M
|
5.61K
$655K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-38K- 10.56% |
$4.12M - $4.58M
|
322K
$37.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-39.1K- 3.56% |
$4.24M - $4.72M
|
1.06M
$124M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.4K- 59.09% |
$4.28M - $4.75M
|
27.3K
$3.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-39.6K- 11.38% |
$4.3M - $4.78M
|
309K
$36.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-40.1K- 6.93% |
$4.35M - $4.84M
|
539K
$62.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-41.3K- 6.11% |
$4.48M - $4.98M
|
634K
$74.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42K- 47.16% |
$4.56M - $5.07M
|
47.1K
$5.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-44.9K- 16.5% |
$4.87M - $5.42M
|
227K
$26.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.1K- 1.81% |
$4.89M - $5.44M
|
2.45M
$286M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-45.2K- 13.02% |
$4.91M - $5.46M
|
302K
$35.3M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-48K- 11.83% |
$5.2M - $5.78M
|
357K
$41.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-48.8K- 4.99% |
$5.29M - $5.88M
|
929K
$109M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-49.6K- 23.98% |
$5.38M - $5.98M
|
157K
$18.4M
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-51.4K- 18.35% |
$5.57M - $6.19M
|
228K
$26.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-51.7K- 7.77% |
$5.6M - $6.23M
|
613K
$71.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-52.4K- 0.56% |
$5.68M - $6.32M
|
9.37M
$1.09B
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-52.8K- 5.05% |
$5.73M - $6.37M
|
992K
$116M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-54K- 73.94% |
$5.86M - $6.51M
|
19K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-54.1K- 87.98% |
$5.86M - $6.52M
|
7.38K
$863K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-56.5K- 6.22% |
$6.13M - $6.81M
|
851K
$99.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-56.6K- 1.47% |
$6.13M - $6.82M
|
3.78M
$441M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-56.7K- 1.13% |
$6.15M - $6.84M
|
4.97M
$581M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-57.3K- 53.1% |
$6.21M - $6.91M
|
50.6K
$5.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-58.5K- 9.41% |
$6.35M - $7.06M
|
564K
$65.9M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-63.3K- 11.25% |
$6.87M - $7.64M
|
499K
$58.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-63.9K- 28.42% |
$6.93M - $7.71M
|
161K
$18.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-70.8K- 73.34% |
$7.68M - $8.54M
|
25.7K
$3.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-76K- 15.32% |
$8.24M - $9.16M
|
420K
$49M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-78.4K- 71.67% |
$8.5M - $9.46M
|
31K
$3.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-95.9K- 44.62% |
$10.4M - $11.6M
|
119K
$13.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-96.3K- 81.43% |
$10.4M - $11.6M
|
22K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-100K- 99.91% |
$10.9M - $12.1M
|
87
$10.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-104K- 20.06% |
$11.3M - $12.5M
|
413K
$48.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-111K- 68.41% |
$12M - $13.3M
|
51.1K
$5.97M
|
|