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
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-45- 0.52% |
$4.75K - $5.41K
|
8.67K
$1.28M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-48- 0.3% |
$5.06K - $5.77K
|
16K
$2.37M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-52- 6.79% |
$5.48K - $6.25K
|
714
$106K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-52- 1.87% |
$5.48K - $6.25K
|
2.73K
$403K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-54- 2.34% |
$5.69K - $6.49K
|
2.26K
$334K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-55- 5.68% |
$5.8K - $6.61K
|
913
$135K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-60- 1.55% |
$6.33K - $7.21K
|
3.81K
$564K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-68- 0.2% |
$7.17K - $8.17K
|
33.7K
$4.99M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-69- 2.79% |
$7.28K - $8.29K
|
2.41K
$356K
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-70- 1.19% |
$7.38K - $8.41K
|
5.8K
$859K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-78- 17.18% |
$8.23K - $9.37K
|
376
$55.7K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-79- 12.38% |
$8.33K - $9.49K
|
559
$82.8K
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-79- 13.64% |
$8.33K - $9.49K
|
500
$74K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-82Closed |
$8.65K - $9.85K
|
0
$0
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-86- 1.89% |
$9.07K - $10.3K
|
4.47K
$662K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-88- 2.88% |
$9.28K - $10.6K
|
2.97K
$439K
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-90- 0.75% |
$9.49K - $10.8K
|
11.9K
$1.76M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-92- 1.3% |
$9.7K - $11.1K
|
6.98K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-94- 0.44% |
$9.91K - $11.3K
|
21.5K
$3.18M
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-95- 15.35% |
$10K - $11.4K
|
524
$77.6K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-100- 1.38% |
$10.5K - $12K
|
7.16K
$1.06M
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-100- 1.2% |
$10.5K - $12K
|
8.26K
$1.22M
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.05% |
$10.5K - $12K
|
9.39K
$1.39M
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-106- 5.1% |
$11.2K - $12.7K
|
1.97K
$292K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-112- 2.14% |
$11.8K - $13.5K
|
5.12K
$758K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-114- 1.07% |
$12K - $13.7K
|
10.6K
$1.56M
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-121- 2.58% |
$12.8K - $14.5K
|
4.57K
$676K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-128- 4.67% |
$13.5K - $15.4K
|
2.61K
$387K
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-131- 5.1% |
$13.8K - $15.7K
|
2.44K
$361K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-140- 3.87% |
$14.8K - $16.8K
|
3.48K
$515K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-155- 4.16% |
$16.3K - $18.6K
|
3.57K
$529K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-158- 1.52% |
$16.7K - $19K
|
10.2K
$1.52M
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-159- 11.27% |
$16.8K - $19.1K
|
1.25K
$185K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-162- 1.08% |
$17.1K - $19.5K
|
14.8K
$2.19M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-163- 8.03% |
$17.2K - $19.6K
|
1.87K
$276K
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-167- 3.43% |
$17.6K - $20.1K
|
4.7K
$696K
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-175- 2.02% |
$18.5K - $21K
|
8.49K
$1.26M
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-180- 86.54% |
$19K - $21.6K
|
28
$4.15K
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-180- 6.08% |
$19K - $21.6K
|
2.78K
$412K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-183- 3.85% |
$19.3K - $22K
|
4.57K
$676K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-187- 1.07% |
$19.7K - $22.5K
|
17.3K
$2.56M
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-188- 0.36% |
$19.8K - $22.6K
|
52.3K
$7.74M
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-194- 2.15% |
$20.5K - $23.3K
|
8.84K
$1.31M
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-196- 3.39% |
$20.7K - $23.6K
|
5.59K
$827K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-200- 6.14% |
$21.1K - $24K
|
3.06K
$453K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 3.19% |
$21.1K - $24K
|
6.07K
$899K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-205- 8.79% |
$21.6K - $24.6K
|
2.13K
$315K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-210Closed |
$22.1K - $25.2K
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-215- 4.88% |
$22.7K - $25.8K
|
4.2K
$621K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-216- 67.92% |
$22.8K - $26K
|
102
$15.1K
|