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 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.4KNew |
$478K - $531K
|
4.4K
$515K
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
4.37K+ 338.91% |
$474K - $527K
|
5.66K
$662K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
4.33KNew |
$469K - $522K
|
4.33K
$506K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.26K+ 4.03% |
$462K - $514K
|
110K
$12.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.25K+ 5.63% |
$461K - $512K
|
79.7K
$9.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.24K+ 174.28% |
$460K - $512K
|
6.68K
$780K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.21K+ 4.18% |
$456K - $507K
|
105K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.13K+ 0.46% |
$448K - $499K
|
894K
$104M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.13K+ 3.32% |
$448K - $498K
|
129K
$15M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.07K+ 2.91% |
$441K - $491K
|
144K
$16.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.06K+ 7.36% |
$441K - $490K
|
59.3K
$6.93M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
4.03K+ 4.36% |
$437K - $486K
|
96.3K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.97K+ 7.3% |
$430K - $479K
|
58.4K
$6.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.95K+ 28.32% |
$428K - $476K
|
17.9K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.94K+ 13.03% |
$427K - $475K
|
34.1K
$3.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.89K+ 4.61% |
$422K - $469K
|
88.1K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
BUY
|
- |
3.88K+ 7.45% |
$420K - $467K
|
55.9K
$6.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.86K+ 1.72% |
$419K - $466K
|
228K
$26.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
3.8K+ 2.29% |
$412K - $458K
|
170K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.78K+ 4.03% |
$410K - $456K
|
97.6K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.78K+ 64.41% |
$410K - $455K
|
9.64K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.76K+ 0.77% |
$408K - $454K
|
494K
$57.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.76K+ 2.95% |
$407K - $453K
|
131K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.74K+ 5.42% |
$405K - $451K
|
72.7K
$8.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.72K+ 6.75% |
$404K - $449K
|
58.9K
$6.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.71K+ 3.52% |
$402K - $447K
|
109K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.68K+ 1.74% |
$399K - $443K
|
215K
$25.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.66KNew |
$397K - $441K
|
3.66K
$427K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.65KNew |
$395K - $440K
|
3.65K
$426K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.61K+ 0.69% |
$392K - $436K
|
528K
$61.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.57K+ 1.3% |
$388K - $431K
|
278K
$32.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.53K+ 9.75% |
$383K - $426K
|
39.8K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.51KNew |
$380K - $423K
|
3.51K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 150.13% |
$380K - $422K
|
5.83K
$682K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.5K+ 19.59% |
$380K - $422K
|
21.4K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.44K+ 11.95% |
$373K - $415K
|
32.2K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.43K+ 114.83% |
$372K - $414K
|
6.42K
$750K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
3.35KNew |
$364K - $404K
|
3.35K
$392K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.33KNew |
$362K - $402K
|
3.33K
$390K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.33K+ 2.96% |
$361K - $402K
|
116K
$13.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
3.33KNew |
$361K - $401K
|
3.33K
$389K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.31K+ 56.79% |
$359K - $400K
|
9.15K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.28K+ 53.02% |
$356K - $396K
|
9.48K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
3.28K+ 1.37% |
$356K - $396K
|
242K
$28.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
3.28K+ 2.19% |
$356K - $395K
|
153K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.26K+ 41.27% |
$353K - $393K
|
11.2K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.24K+ 0.84% |
$352K - $391K
|
388K
$45.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.23K+ 1.91% |
$350K - $390K
|
172K
$20.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.22K+ 1.1% |
$350K - $389K
|
296K
$34.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Independent Family Office, LLC
|
BUY
|
- |
3.21K+ 17.97% |
$348K - $387K
|
21.1K
$2.46M
|
|