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
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.82K+ 47.69% |
$298K - $339K
|
8.74K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.75KNew |
$290K - $331K
|
2.75K
$411K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.48K+ 5.65% |
$262K - $298K
|
46.4K
$6.92M
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.36K+ 32.45% |
$249K - $284K
|
9.64K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.33KNew |
$245K - $279K
|
2.33K
$347K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.27K+ 17.36% |
$240K - $273K
|
15.4K
$2.29M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.27K+ 38.96% |
$239K - $273K
|
8.1K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.25K+ 53.89% |
$237K - $270K
|
6.43K
$959K
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.23K+ 3.37% |
$235K - $268K
|
68.3K
$10.2M
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.19K+ 14.2% |
$231K - $263K
|
17.6K
$2.63M
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.13K+ 7.08% |
$225K - $256K
|
32.2K
$4.81M
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.06KNew |
$217K - $247K
|
2.06K
$307K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.03KNew |
$214K - $244K
|
2.03K
$303K
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.02KNew |
$213K - $243K
|
2.02K
$302K
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
1.96KNew |
$206K - $235K
|
1.96K
$292K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.96K+ 45.53% |
$206K - $235K
|
6.25K
$933K
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.9KNew |
$200K - $228K
|
1.9K
$284K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.88KNew |
$198K - $226K
|
1.88K
$281K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.87KNew |
$197K - $224K
|
1.87K
$278K
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
BUY
|
- |
1.85KNew |
$196K - $223K
|
1.85K
$277K
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.85KNew |
$195K - $222K
|
1.85K
$275K
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.84KNew |
$194K - $222K
|
1.84K
$275K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.84KNew |
$194K - $221K
|
1.84K
$274K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.77K+ 11.18% |
$187K - $213K
|
17.6K
$2.63M
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.76K+ 12.51% |
$185K - $211K
|
15.8K
$2.36M
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.75KNew |
$185K - $211K
|
1.75K
$262K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 4.08% |
$169K - $193K
|
40.9K
$6.11M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.59K+ 2.2% |
$167K - $191K
|
73.8K
$11M
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.56K+ 11.83% |
$164K - $187K
|
14.7K
$2.19M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 11.82% |
$160K - $182K
|
14.4K
$2.14M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.47KNew |
$154K - $176K
|
1.47K
$219K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.37K+ 35.51% |
$145K - $165K
|
5.24K
$783K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.34K+ 50.41% |
$141K - $161K
|
4K
$597K
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.28K+ 63.8% |
$135K - $153K
|
3.28K
$489K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.22K+ 28.01% |
$129K - $146K
|
5.57K
$831K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.21K+ 1.51% |
$127K - $145K
|
81K
$12.1M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.12K+ 1.12% |
$118K - $134K
|
101K
$15M
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.11KNew |
$117K - $134K
|
1.11K
$166K
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.05K+ 3.29% |
$111K - $127K
|
33.1K
$4.94M
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.01K+ 25.88% |
$107K - $121K
|
4.92K
$734K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
954+ 1.18% |
$101K - $115K
|
81.9K
$12.2M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
942+ 1.67% |
$99.3K - $113K
|
57.4K
$8.57M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
921+ 28.93% |
$97.1K - $111K
|
4.11K
$613K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
899+ 0.53% |
$94.8K - $108K
|
172K
$25.7M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
833+ 15.65% |
$87.8K - $100K
|
6.15K
$918K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
810+ 8.58% |
$85.4K - $97.3K
|
10.3K
$1.53M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800New |
$84.4K - $96.1K
|
800
$119K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
799+ 7.45% |
$84.3K - $96K
|
11.5K
$1.72M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
736+ 2.34% |
$77.6K - $88.4K
|
32.2K
$4.81M
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
720+ 2.7% |
$75.9K - $86.5K
|
27.4K
$4.09M
|