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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.02% |
$211 - $240
|
8.12K
$1.21M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.38% |
$211 - $240
|
527
$78.7K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.2% |
$211 - $240
|
1K
$150K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2New |
$211 - $240
|
2
$299
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$105 - $120
|
352
$52.5K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.04% |
$105 - $120
|
2.52K
$377K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 2.04% |
$105 - $120
|
50
$7.46K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$105 - $120
|
2.43K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$105 - $120
|
5.76K
$860K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.2% |
$105 - $120
|
506
$75.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.18% |
$105 - $120
|
562
$83.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$105 - $120
|
415
$61.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.05% |
$105 - $120
|
2.2K
$328K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1+ 0.02% |
$105 - $120
|
4.95K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 0.09% |
$105 - $120
|
1.07K
$159K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.03% |
$105 - $120
|
3.04K
$454K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.01% |
$105 - $120
|
7.18K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 4.76% |
$105 - $120
|
20
$2.99K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 1.85% |
$211 - $240
|
106
$15.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.07% |
$316 - $360
|
4.03K
$602K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-5- 2.78% |
$527 - $601
|
175
$26.1K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-6- 0.52% |
$633 - $721
|
1.14K
$170K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.02% |
$633 - $721
|
39.6K
$5.92M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-7- 0.01% |
$738 - $841
|
82.4K
$12.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-8- 0.01% |
$844 - $961
|
55.9K
$8.35M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-10- 0.06% |
$1.05K - $1.2K
|
17K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 0.48% |
$1.05K - $1.2K
|
2.08K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10- 0.52% |
$1.05K - $1.2K
|
1.91K
$286K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-11- 15.07% |
$1.16K - $1.32K
|
62
$9.25K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-15- 0.85% |
$1.58K - $1.8K
|
1.74K
$260K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16- 0.13% |
$1.69K - $1.92K
|
12.5K
$1.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-23- 0.84% |
$2.43K - $2.76K
|
2.71K
$405K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-24Closed |
$2.53K - $2.88K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-25- 0.04% |
$2.64K - $3K
|
68.9K
$10.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-29- 0.18% |
$3.06K - $3.48K
|
16K
$2.39M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-30- 0.53% |
$3.16K - $3.6K
|
5.63K
$841K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 1.01% |
$3.16K - $3.6K
|
2.94K
$439K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-30- 0.41% |
$3.16K - $3.6K
|
7.36K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.54% |
$3.59K - $4.09K
|
2.17K
$323K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-34- 0.21% |
$3.59K - $4.09K
|
16.4K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-35- 1.61% |
$3.69K - $4.21K
|
2.15K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-36- 4.01% |
$3.8K - $4.33K
|
862
$129K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-36- 1.64% |
$3.8K - $4.33K
|
2.16K
$322K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-38- 1.12% |
$4.01K - $4.57K
|
3.34K
$499K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-40- 1.15% |
$4.22K - $4.81K
|
3.44K
$513K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 12.35% |
$4.22K - $4.81K
|
284
$42.4K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-41- 2.02% |
$4.32K - $4.93K
|
1.99K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41- 2.34% |
$4.32K - $4.93K
|
1.71K
$256K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-42- 0.25% |
$4.43K - $5.05K
|
17K
$2.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-44- 46.81% |
$4.64K - $5.29K
|
50
$7.46K
|