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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.63K- 12.67% |
$676K - $736K
|
38.8K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.88K- 46.25% |
$705K - $769K
|
6.83K
$916K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-6.31K- 7.11% |
$756K - $824K
|
82.3K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.49K- 33.73% |
$779K - $848K
|
12.7K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-6.66K- 51.87% |
$799K - $871K
|
6.18K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.99K- 1.81% |
$838K - $913K
|
379K
$50.8M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7.32K- 31.7% |
$878K - $957K
|
15.8K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.68K- 4.17% |
$921K - $1M
|
176K
$23.6M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-8.22K- 20.99% |
$986K - $1.07M
|
30.9K
$4.15M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.28K- 9.41% |
$994K - $1.08M
|
79.7K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.8K- 7.83% |
$1.65M - $1.8M
|
162K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.4K- 7.85% |
$1.73M - $1.88M
|
169K
$22.6M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.8K- 32.25% |
$2.02M - $2.2M
|
35.3K
$4.73M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.8K- 5.13% |
$2.02M - $2.2M
|
311K
$41.7M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-17.4K- 45.87% |
$2.09M - $2.28M
|
20.6K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.9K- 4.38% |
$2.51M - $2.74M
|
457K
$61.2M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-21.8K- 28.53% |
$2.61M - $2.85M
|
54.5K
$7.31M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.2K- 0.75% |
$2.9M - $3.16M
|
3.2M
$428M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.2K- 0.75% |
$2.9M - $3.16M
|
3.2M
$428M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.4K- 16.64% |
$3.89M - $4.24M
|
162K
$21.7M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-35.3K- 6.45% |
$4.24M - $4.62M
|
512K
$68.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.6K- 19.99% |
$5.83M - $6.36M
|
195K
$26.1M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-51.5K- 87.5% |
$6.18M - $6.73M
|
7.35K
$985K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-254K- 85.99% |
$30.5M - $33.3M
|
41.5K
$5.56M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-287K- 20.62% |
$34.4M - $37.5M
|
1.11M
$148M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-333K- 72.59% |
$39.9M - $43.5M
|
126K
$16.8M
|