Purchases and Sales Made in Q1 2024 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 2024. 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 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
162KNew |
$19.4M - $21.1M
|
162K
$21.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
146K+ 15.09% |
$17.6M - $19.1M
|
1.12M
$150M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
143K+ 8.4% |
$17.1M - $18.6M
|
1.84M
$246M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
137K+ 666.12% |
$16.4M - $17.9M
|
157K
$21.1M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
111K+ 32.16% |
$13.3M - $14.5M
|
457K
$61.2M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
97.2K+ 239.47% |
$11.7M - $12.7M
|
138K
$18.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.9K+ 134.37% |
$9.83M - $10.7M
|
143K
$19.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.5K+ 2.58% |
$9.66M - $10.5M
|
3.2M
$428M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.2K+ 27.37% |
$7.46M - $8.13M
|
289K
$38.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
60K+ 44.89% |
$7.2M - $7.84M
|
194K
$25.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
54.2KNew |
$6.5M - $7.09M
|
54.2K
$7.26M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.6K+ 7.48% |
$4.27M - $4.65M
|
511K
$68.5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.6K+ 162.78% |
$4.03M - $4.4M
|
54.3K
$7.27M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28.9KNew |
$3.46M - $3.77M
|
28.9K
$3.87M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.4K+ 150.7% |
$3.29M - $3.59M
|
45.7K
$6.12M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26.5K+ 434.49% |
$3.18M - $3.46M
|
32.6K
$4.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
26.4KNew |
$3.17M - $3.45M
|
26.4K
$3.54M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.4K+ 24.49% |
$3.04M - $3.32M
|
129K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
24.7KNew |
$2.96M - $3.22M
|
24.7K
$3.31M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.6K+ 174.23% |
$2.95M - $3.21M
|
38.7K
$5.19M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 3.01% |
$2.7M - $2.94M
|
769K
$103M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19K+ 7.9% |
$2.27M - $2.48M
|
259K
$34.7M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
18K+ 767.59% |
$2.16M - $2.36M
|
20.4K
$2.73M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
17.7KNew |
$2.12M - $2.31M
|
17.7K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
15.1K+ 61.18% |
$1.81M - $1.97M
|
39.7K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
12.3KNew |
$1.48M - $1.61M
|
12.3K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
11.3K+ 20.66% |
$1.35M - $1.47M
|
65.7K
$8.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
11.1KNew |
$1.33M - $1.44M
|
11.1K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 44.49% |
$1.26M - $1.38M
|
34.2K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 2.92% |
$1.22M - $1.33M
|
359K
$48.1M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.82K+ 3.11% |
$1.18M - $1.28M
|
326K
$43.6M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.18K+ 54.72% |
$1.1M - $1.2M
|
26K
$3.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.08K+ 24.84% |
$1.09M - $1.19M
|
45.6K
$6.11M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.51K+ 7.89% |
$1.02M - $1.11M
|
116K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.48K+ 39.58% |
$1.02M - $1.11M
|
29.9K
$4.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7.97KNew |
$956K - $1.04M
|
7.97K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.76K+ 48.47% |
$931K - $1.01M
|
23.8K
$3.19M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.52K+ 3.97% |
$902K - $983K
|
197K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.48K+ 11.96% |
$897K - $977K
|
70K
$9.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.35K+ 4.03% |
$882K - $961K
|
190K
$25.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.8K+ 20.98% |
$816K - $889K
|
39.2K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.57K+ 58.01% |
$789K - $859K
|
17.9K
$2.4M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
6.46KNew |
$775K - $844K
|
6.46K
$865K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.57K+ 260.63% |
$668K - $728K
|
7.7K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
5.28K+ 20.14% |
$633K - $690K
|
31.5K
$4.22M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.26K+ 6.39% |
$631K - $688K
|
87.6K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
4.97KNew |
$596K - $650K
|
4.97K
$666K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.58K+ 7.63% |
$549K - $599K
|
64.6K
$8.65M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.28K+ 6.72% |
$514K - $560K
|
68K
$9.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.24K+ 4.0% |
$509K - $555K
|
110K
$14.8M
|