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 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
50+ 52.63% |
$6K - $6.54K
|
145
$18.5K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 0.42% |
$6K - $6.54K
|
12.1K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
49+ 2.02% |
$5.88K - $6.41K
|
2.48K
$316K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
48+ 0.21% |
$5.76K - $6.28K
|
22.9K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
44+ 2.08% |
$5.28K - $5.75K
|
2.16K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
43+ 0.13% |
$5.16K - $5.62K
|
33.1K
$4.22M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
41+ 2.3% |
$4.92K - $5.36K
|
1.82K
$232K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
39+ 1.63% |
$4.68K - $5.1K
|
2.44K
$311K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
37+ 1.58% |
$4.44K - $4.84K
|
2.37K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
36+ 1.33% |
$4.32K - $4.71K
|
2.74K
$349K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
36+ 180.0% |
$4.32K - $4.71K
|
56
$7.14K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 1.54% |
$4.2K - $4.58K
|
2.32K
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
35+ 3.49% |
$4.2K - $4.58K
|
1.04K
$132K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
32+ 1.59% |
$3.84K - $4.18K
|
2.05K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.59% |
$3.84K - $4.18K
|
5.49K
$700K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
27+ 1.66% |
$3.24K - $3.53K
|
1.65K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26+ 0.7% |
$3.12K - $3.4K
|
3.76K
$480K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.76% |
$3.12K - $3.4K
|
3.46K
$441K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26+ 29.89% |
$3.12K - $3.4K
|
113
$14.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 1.07% |
$3K - $3.27K
|
2.37K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
24+ 5.42% |
$2.88K - $3.14K
|
467
$59.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
23+ 1.09% |
$2.76K - $3.01K
|
2.13K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$2.4K - $2.61K
|
11.4K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
20+ 0.17% |
$2.4K - $2.61K
|
11.8K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
18+ 0.13% |
$2.16K - $2.35K
|
14.2K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
18+ 0.78% |
$2.16K - $2.35K
|
2.34K
$298K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
15+ 0.59% |
$1.8K - $1.96K
|
2.54K
$324K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
11+ 0.24% |
$1.32K - $1.44K
|
4.55K
$580K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
11+ 0.11% |
$1.32K - $1.44K
|
10.1K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8+ 0.19% |
$960 - $1.05K
|
4.21K
$537K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7+ 0.16% |
$840 - $915
|
4.43K
$565K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.12% |
$600 - $654
|
4.06K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5+ 0.48% |
$600 - $654
|
1.05K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.18% |
$480 - $523
|
2.2K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
4+ 0.11% |
$480 - $523
|
3.67K
$468K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3+ 0.17% |
$360 - $392
|
1.81K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.04% |
$360 - $392
|
7.31K
$932K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$240 - $261
|
1.75K
$223K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2+ 0.06% |
$240 - $261
|
3.14K
$400K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.18% |
$240 - $261
|
1.12K
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.17% |
$240 - $261
|
1.17K
$149K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2New |
$240 - $261
|
2
$255
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.05% |
$240 - $261
|
3.96K
$505K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.03% |
$120 - $131
|
3.54K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.05% |
$120 - $131
|
1.89K
$241K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$120 - $131
|
12.6K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$120 - $131
|
540
$68.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$120 - $131
|
8.5K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.02% |
$120 - $131
|
4.24K
$541K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$120 - $131
|
2.57K
$327K
|