Purchases and Sales Made in Q1 2023 in Ishares S&P Small Cap 600 Grow (IJT)
This table provides information about the institutional ownership of Ishares S&P Small Cap 600 Grow (IJT) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALL CAP 600 GROW.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
198K+ 1125.75% |
$20.9M - $23.8M
|
215K
$31.9M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
92.6K+ 836.17% |
$9.77M - $11.1M
|
104K
$15.4M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
59.9KNew |
$6.31M - $7.19M
|
59.9K
$8.86M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55.5K+ 3.33% |
$5.85M - $6.66M
|
1.72M
$255M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.8K+ 79.0% |
$4.83M - $5.51M
|
104K
$15.4M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42.9KNew |
$4.52M - $5.15M
|
42.9K
$6.35M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.6K+ 229.39% |
$3.33M - $3.79M
|
45.3K
$6.71M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
31.1K+ 142.65% |
$3.28M - $3.73M
|
52.8K
$7.82M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.1KNew |
$3.17M - $3.61M
|
30.1K
$4.45M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.8KNew |
$3.14M - $3.58M
|
29.8K
$4.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29K+ 128.33% |
$3.06M - $3.49M
|
51.6K
$7.64M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28K+ 11.65% |
$2.95M - $3.36M
|
268K
$39.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.7K+ 58.57% |
$2.92M - $3.33M
|
74.9K
$11.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.6K+ 308.11% |
$1.65M - $1.88M
|
20.7K
$3.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14.3KNew |
$1.5M - $1.71M
|
14.3K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.4K+ 14.85% |
$1.41M - $1.61M
|
103K
$15.3M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$1.41M - $1.6M
|
13.3K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 10.58% |
$1.38M - $1.57M
|
137K
$20.3M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
13.1K+ 6.97% |
$1.38M - $1.57M
|
200K
$29.7M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
12.9K+ 10.25% |
$1.36M - $1.55M
|
139K
$20.6M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
12.7KNew |
$1.34M - $1.53M
|
12.7K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
12KNew |
$1.27M - $1.44M
|
12K
$1.78M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.9K+ 29.18% |
$1.25M - $1.43M
|
52.5K
$7.78M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 2.22% |
$1.21M - $1.37M
|
528K
$78.1M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2K+ 185.36% |
$1.08M - $1.23M
|
15.8K
$2.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.12KNew |
$856K - $975K
|
8.12K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.68K+ 3.21% |
$810K - $923K
|
247K
$36.5M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.98KNew |
$736K - $839K
|
6.98K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6.38K+ 7.36% |
$673K - $767K
|
93.1K
$13.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
5.83K+ 36.98% |
$615K - $701K
|
21.6K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.71KNew |
$602K - $686K
|
5.71K
$845K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.44K+ 15.18% |
$574K - $654K
|
41.3K
$6.11M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.49K+ 808.83% |
$473K - $539K
|
5.04K
$747K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.33KNew |
$457K - $520K
|
4.33K
$641K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.29KNew |
$452K - $515K
|
4.29K
$635K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.27K+ 3.02% |
$450K - $513K
|
146K
$21.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 1.98% |
$406K - $462K
|
198K
$29.4M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3.76K+ 4.09% |
$396K - $451K
|
95.5K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.71K+ 48.58% |
$391K - $445K
|
11.3K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.69K+ 0.11% |
$389K - $444K
|
3.31M
$490M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.44KNew |
$362K - $413K
|
3.44K
$509K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.38K+ 3.73% |
$357K - $406K
|
94K
$13.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.09KNew |
$326K - $372K
|
3.09K
$458K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.08KNew |
$325K - $370K
|
3.08K
$456K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.05KNew |
$322K - $366K
|
3.05K
$452K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3KNew |
$316K - $360K
|
3K
$444K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.98K+ 153.08% |
$314K - $358K
|
4.93K
$729K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.96K+ 35.73% |
$312K - $356K
|
11.3K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.85K+ 5.1% |
$301K - $342K
|
58.8K
$8.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.84K+ 1451.02% |
$300K - $342K
|
3.04K
$450K
|