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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-216- 67.92% |
$22.8K - $26K
|
102
$14.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-230- 3.25% |
$24.3K - $27.6K
|
6.84K
$954K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-234- 1.37% |
$24.7K - $28.1K
|
16.8K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-238- 0.96% |
$25.1K - $28.6K
|
24.7K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-247- 0.82% |
$26K - $29.7K
|
29.7K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-256- 5.16% |
$27K - $30.8K
|
4.7K
$656K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-267- 0.8% |
$28.2K - $32.1K
|
33.1K
$4.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-269- 3.89% |
$28.4K - $32.3K
|
6.64K
$925K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-285- 1.39% |
$30.1K - $34.2K
|
20.2K
$2.81M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-289- 6.5% |
$30.5K - $34.7K
|
4.16K
$580K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-295- 13.21% |
$31.1K - $35.4K
|
1.94K
$270K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-295- 5.38% |
$31.1K - $35.4K
|
5.19K
$724K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-295- 3.11% |
$31.1K - $35.4K
|
9.18K
$1.28M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-296- 13.87% |
$31.2K - $35.6K
|
1.84K
$256K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-299- 10.22% |
$31.5K - $35.9K
|
2.63K
$366K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-300- 10.33% |
$31.6K - $36K
|
2.6K
$363K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-300- 3.88% |
$31.6K - $36K
|
7.43K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-317- 12.27% |
$33.4K - $38.1K
|
2.27K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-329- 13.96% |
$34.7K - $39.5K
|
2.03K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-334- 18.33% |
$35.2K - $40.1K
|
1.49K
$207K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-334- 2.48% |
$35.2K - $40.1K
|
13.1K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-340- 61.82% |
$35.9K - $40.9K
|
210
$29.3K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-348- 1.58% |
$36.7K - $41.8K
|
21.7K
$3.03M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-360- 13.0% |
$38K - $43.3K
|
2.41K
$336K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-360- 21.36% |
$38K - $43.3K
|
1.33K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-361- 2.21% |
$38.1K - $43.4K
|
16K
$2.23M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-373- 7.03% |
$39.3K - $44.8K
|
4.94K
$688K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-374- 42.4% |
$39.4K - $44.9K
|
508
$70.8K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-397- 0.35% |
$41.9K - $47.7K
|
114K
$15.8M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-400- 95.24% |
$42.2K - $48.1K
|
20
$2.79K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-410- 0.95% |
$43.2K - $49.3K
|
42.7K
$5.95M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-429- 1.85% |
$45.2K - $51.5K
|
22.8K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-440- 3.08% |
$46.4K - $52.9K
|
13.9K
$1.93M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-454- 5.34% |
$47.9K - $54.6K
|
8.04K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-464- 14.51% |
$48.9K - $55.8K
|
2.73K
$381K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-473- 1.27% |
$49.9K - $56.8K
|
36.9K
$5.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-479- 12.09% |
$50.5K - $57.6K
|
3.48K
$485K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-485- 4.68% |
$51.1K - $58.3K
|
9.87K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-485- 20.84% |
$51.1K - $58.3K
|
1.84K
$257K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-485- 2.82% |
$51.1K - $58.3K
|
16.7K
$2.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-487- 2.6% |
$51.4K - $58.5K
|
18.3K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-488- 3.98% |
$51.5K - $58.6K
|
11.8K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-511- 1.69% |
$53.9K - $61.4K
|
29.8K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-537- 5.02% |
$56.6K - $64.5K
|
10.2K
$1.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-548- 6.26% |
$57.8K - $65.8K
|
8.21K
$1.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-549- 8.75% |
$57.9K - $66K
|
5.73K
$798K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-570- 1.09% |
$60.1K - $68.5K
|
51.8K
$7.23M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-581- 5.79% |
$61.3K - $69.8K
|
9.45K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-586- 6.22% |
$61.8K - $70.4K
|
8.83K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-599- 13.56% |
$63.2K - $72K
|
3.82K
$532K
|