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 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.5K+ 32.02% |
$180K - $196K
|
6.19K
$871K
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1.48K+ 2.84% |
$178K - $194K
|
53.8K
$7.58M
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.48K+ 71.99% |
$177K - $193K
|
3.53K
$497K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.43K+ 8.01% |
$172K - $187K
|
19.3K
$2.72M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.41K+ 29.48% |
$169K - $185K
|
6.2K
$873K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.41KNew |
$169K - $184K
|
1.41K
$199K
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.31K+ 5.73% |
$157K - $171K
|
24.1K
$3.4M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.28K+ 76.63% |
$154K - $168K
|
2.96K
$416K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.26K+ 0.63% |
$151K - $164K
|
199K
$28.1M
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.21K+ 10.07% |
$146K - $159K
|
13.3K
$1.87M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.21K+ 15.85% |
$145K - $158K
|
8.85K
$1.25M
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.17K+ 2.48% |
$140K - $152K
|
48.2K
$6.79M
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.1K+ 5.61% |
$132K - $143K
|
20.7K
$2.91M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08K+ 6.67% |
$130K - $142K
|
17.3K
$2.44M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 53550.0% |
$128K - $140K
|
1.07K
$151K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.02K+ 63.38% |
$122K - $133K
|
2.62K
$369K
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.02K+ 9.97% |
$122K - $133K
|
11.2K
$1.58M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.01KNew |
$121K - $132K
|
1.01K
$142K
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
903+ 9.78% |
$108K - $118K
|
10.1K
$1.43M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
843+ 2.52% |
$101K - $110K
|
34.2K
$4.82M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
820+ 6.62% |
$98.4K - $107K
|
13.2K
$1.86M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
780+ 148.01% |
$93.6K - $102K
|
1.31K
$184K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
777+ 2.1% |
$93.2K - $102K
|
37.7K
$5.31M
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
734+ 1.36% |
$88.1K - $96K
|
54.9K
$7.73M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
733+ 5.96% |
$87.9K - $95.8K
|
13K
$1.84M
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
714+ 2.86% |
$85.7K - $93.3K
|
25.7K
$3.62M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
708+ 376.6% |
$84.9K - $92.6K
|
896
$126K
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
666+ 9.36% |
$79.9K - $87.1K
|
7.78K
$1.1M
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
664+ 2.94% |
$79.7K - $86.8K
|
23.2K
$3.27M
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
660+ 18.76% |
$79.2K - $86.3K
|
4.18K
$589K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
631+ 7.26% |
$75.7K - $82.5K
|
9.32K
$1.31M
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
623+ 239.62% |
$74.7K - $81.4K
|
883
$124K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
592New |
$71K - $77.4K
|
592
$83.4K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
590New |
$70.8K - $77.1K
|
590
$83.1K
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
573+ 3.35% |
$68.7K - $74.9K
|
17.7K
$2.49M
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
557+ 33.31% |
$66.8K - $72.8K
|
2.23K
$314K
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
556+ 2.86% |
$66.7K - $72.7K
|
20K
$2.81M
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
556+ 2.5% |
$66.7K - $72.7K
|
22.8K
$3.21M
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
532+ 22.76% |
$63.8K - $69.5K
|
2.87K
$404K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
526+ 15.51% |
$63.1K - $68.8K
|
3.92K
$552K
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
520+ 0.88% |
$62.4K - $68K
|
59.7K
$8.41M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
518+ 11.7% |
$62.1K - $67.7K
|
4.94K
$696K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
494+ 1.55% |
$59.3K - $64.6K
|
32.4K
$4.56M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
485+ 0.13% |
$58.2K - $63.4K
|
367K
$51.7M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
465New |
$55.8K - $60.8K
|
465
$65.5K
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
464+ 6.31% |
$55.7K - $60.7K
|
7.81K
$1.1M
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
462+ 7.89% |
$55.4K - $60.4K
|
6.31K
$889K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
436+ 0.62% |
$52.3K - $57K
|
70.4K
$9.91M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
380+ 10.44% |
$45.6K - $49.7K
|
4.02K
$566K
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
360+ 15.59% |
$43.2K - $47.1K
|
2.67K
$376K
|