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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.17K+ 6.33% |
$670K - $745K
|
104K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.09K+ 4.52% |
$661K - $735K
|
141K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
6.05K+ 8.31% |
$656K - $729K
|
78.8K
$9.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
6K+ 6.76% |
$650K - $723K
|
94.7K
$11.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5.98K+ 3.94% |
$649K - $721K
|
158K
$18.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.89K+ 7.7% |
$639K - $710K
|
82.4K
$9.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.85K+ 11.34% |
$634K - $705K
|
57.4K
$6.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.83K+ 2.88% |
$632K - $703K
|
208K
$24.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.82K+ 16.27% |
$632K - $703K
|
41.6K
$4.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
5.81K+ 1.67% |
$630K - $701K
|
353K
$41.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.8K+ 2.66% |
$629K - $699K
|
223K
$26.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.73K+ 24.79% |
$622K - $692K
|
28.9K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.65K+ 0.84% |
$613K - $682K
|
679K
$79.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.61K+ 5.6% |
$608K - $676K
|
106K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.59K+ 37.94% |
$606K - $674K
|
20.3K
$2.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5.5K+ 6.53% |
$596K - $663K
|
89.6K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
5.48K+ 3915.71% |
$595K - $661K
|
5.62K
$657K
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
5.3K+ 4.34% |
$574K - $639K
|
127K
$14.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.24K+ 3.84% |
$569K - $633K
|
142K
$16.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
5.24KNew |
$568K - $632K
|
5.24K
$612K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.2K+ 15.27% |
$564K - $628K
|
39.3K
$4.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
5.18KNew |
$562K - $625K
|
5.18K
$606K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
5.11KNew |
$554K - $617K
|
5.11K
$597K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.11K+ 3.97% |
$554K - $616K
|
134K
$15.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
5.1KNew |
$553K - $615K
|
5.1K
$596K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
5.08K+ 3.23% |
$550K - $612K
|
162K
$19M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbor Advisory Corp
|
BUY
|
- |
5.07K+ 6.46% |
$550K - $612K
|
83.6K
$9.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
5.05K+ 4.27% |
$548K - $610K
|
123K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.01K+ 23.82% |
$544K - $605K
|
26.1K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5K+ 178.89% |
$542K - $603K
|
7.8K
$911K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.99K+ 66.52% |
$542K - $602K
|
12.5K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.98K+ 26.38% |
$540K - $600K
|
23.8K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.96K+ 5.31% |
$538K - $599K
|
98.4K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.9K+ 4.2% |
$532K - $592K
|
122K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.88KNew |
$529K - $588K
|
4.88K
$570K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4.77K+ 1.37% |
$517K - $576K
|
352K
$41.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.72K+ 34.01% |
$512K - $570K
|
18.6K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.7K+ 4.54% |
$510K - $567K
|
108K
$12.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.7KNew |
$510K - $567K
|
4.7K
$549K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.7K+ 180.86% |
$509K - $566K
|
7.29K
$852K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.69K+ 24.86% |
$509K - $566K
|
23.6K
$2.75M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.67K+ 0.56% |
$507K - $564K
|
843K
$98.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.64K+ 65.73% |
$503K - $560K
|
11.7K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
4.61K+ 8.51% |
$500K - $556K
|
58.7K
$6.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
4.59K+ 10.9% |
$498K - $553K
|
46.7K
$5.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.56K+ 20.75% |
$494K - $550K
|
26.5K
$3.1M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.52K+ 0.68% |
$491K - $546K
|
669K
$78.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.48K+ 5.42% |
$486K - $540K
|
87.2K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.48K+ 6.94% |
$486K - $540K
|
69K
$8.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.43K+ 2.79% |
$480K - $534K
|
163K
$19.1M
|
|