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 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
671+ 1.55% |
$70.8K - $80.6K
|
44K
$6.51M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
628+ 1.4% |
$66.2K - $75.5K
|
45.4K
$6.72M
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
614+ 2.07% |
$64.8K - $73.8K
|
30.2K
$4.47M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
600+ 7.48% |
$63.3K - $72.1K
|
8.62K
$1.28M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
589+ 7.05% |
$62.1K - $70.8K
|
8.94K
$1.32M
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
559+ 1.21% |
$59K - $67.2K
|
46.8K
$6.93M
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
548+ 3.64% |
$57.8K - $65.8K
|
15.6K
$2.31M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
543+ 2.07% |
$57.3K - $65.2K
|
26.7K
$3.96M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
543+ 27.54% |
$57.3K - $65.2K
|
2.52K
$372K
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
536+ 4.43% |
$56.5K - $64.4K
|
12.6K
$1.87M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
507New |
$53.5K - $60.9K
|
507
$75.1K
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
466+ 10.56% |
$49.1K - $56K
|
4.88K
$722K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
436+ 3.3% |
$46K - $52.4K
|
13.6K
$2.02M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
427+ 5.69% |
$45K - $51.3K
|
7.93K
$1.17M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
425New |
$44.8K - $51.1K
|
425
$62.9K
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
415+ 2.07% |
$43.8K - $49.9K
|
20.5K
$3.04M
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
404+ 2.28% |
$42.6K - $48.5K
|
18.1K
$2.68M
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
395+ 1.71% |
$41.7K - $47.5K
|
23.5K
$3.48M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
390+ 0.63% |
$41.1K - $46.9K
|
62.3K
$9.22M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
387+ 14.56% |
$40.8K - $46.5K
|
3.05K
$451K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
356New |
$37.5K - $42.8K
|
356
$52.7K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
334+ 1.97% |
$35.2K - $40.1K
|
17.3K
$2.56M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
329+ 1.95% |
$34.7K - $39.5K
|
17.2K
$2.55M
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
319+ 3.25% |
$33.6K - $38.3K
|
10.1K
$1.5M
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
303+ 3.54% |
$32K - $36.4K
|
8.87K
$1.31M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
300+ 9.09% |
$31.6K - $36K
|
3.6K
$533K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
290+ 65.91% |
$30.6K - $34.8K
|
730
$108K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
289+ 3.02% |
$30.5K - $34.7K
|
9.86K
$1.46M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
271+ 4.47% |
$28.6K - $32.6K
|
6.33K
$938K
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
270+ 11.09% |
$28.5K - $32.4K
|
2.71K
$401K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
265New |
$27.9K - $31.8K
|
265
$39.2K
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
258+ 2.3% |
$27.2K - $31K
|
11.5K
$1.7M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
256+ 27.56% |
$27K - $30.8K
|
1.19K
$175K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
241New |
$25.4K - $29K
|
241
$35.7K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
238+ 7.85% |
$25.1K - $28.6K
|
3.27K
$484K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
235+ 79.66% |
$24.8K - $28.2K
|
530
$78.5K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
226+ 1.02% |
$23.8K - $27.2K
|
22.4K
$3.32M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
220New |
$23.2K - $26.4K
|
220
$32.6K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
171+ 1.25% |
$18K - $20.5K
|
13.9K
$2.05M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
139+ 1.67% |
$14.7K - $16.7K
|
8.47K
$1.25M
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
129+ 78.66% |
$13.6K - $15.5K
|
293
$43.4K
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
125+ 0.47% |
$13.2K - $15K
|
26.5K
$3.92M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
120+ 0.38% |
$12.7K - $14.4K
|
31.4K
$4.65M
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
115+ 2.31% |
$12.1K - $13.8K
|
5.1K
$755K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
111+ 5.26% |
$11.7K - $13.3K
|
2.22K
$329K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
110New |
$11.6K - $13.2K
|
110
$16.3K
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
103+ 0.11% |
$10.9K - $12.4K
|
91.1K
$13.5M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
101+ 3.11% |
$10.7K - $12.1K
|
3.35K
$496K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
101+ 2.56% |
$10.7K - $12.1K
|
4.05K
$599K
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
101+ 2.56% |
$10.7K - $12.1K
|
4.05K
$599K
|