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 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$120 - $131
|
2.57K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.02% |
$120 - $131
|
4.24K
$569K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.26% |
$120 - $131
|
392
$52.5K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1+ 0.02% |
$120 - $131
|
4.99K
$669K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$120 - $131
|
8.5K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.03% |
$120 - $131
|
3.54K
$475K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$120 - $131
|
540
$72.4K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.2% |
$120 - $131
|
511
$68.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2- 0.04% |
$240 - $261
|
4.66K
$624K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3- 0.01% |
$360 - $392
|
22.4K
$3M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 9.09% |
$480 - $523
|
40
$5.36K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.05% |
$600 - $654
|
9.36K
$1.25M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-7- 0.07% |
$840 - $915
|
9.65K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8- 0.39% |
$960 - $1.05K
|
2.02K
$271K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-9- 0.13% |
$1.08K - $1.18K
|
6.72K
$901K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-10- 0.15% |
$1.2K - $1.31K
|
6.59K
$882K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-12- 0.66% |
$1.44K - $1.57K
|
1.8K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-14- 0.58% |
$1.68K - $1.83K
|
2.41K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-15- 68.18% |
$1.8K - $1.96K
|
7
$938
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-16- 0.47% |
$1.92K - $2.09K
|
3.41K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-21- 0.38% |
$2.52K - $2.75K
|
5.45K
$730K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-22- 78.57% |
$2.64K - $2.88K
|
6
$804
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 0.18% |
$2.64K - $2.88K
|
11.9K
$1.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22- 2.58% |
$2.64K - $2.88K
|
832
$111K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 2.47% |
$3K - $3.27K
|
987
$132K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-26- 6.68% |
$3.12K - $3.4K
|
363
$48.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-28- 5.49% |
$3.36K - $3.66K
|
482
$64.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-28- 0.62% |
$3.36K - $3.66K
|
4.49K
$601K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-30- 88.24% |
$3.6K - $3.92K
|
4
$536
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-30- 1.76% |
$3.6K - $3.92K
|
1.67K
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31- 0.79% |
$3.72K - $4.05K
|
3.87K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32- 8.63% |
$3.84K - $4.18K
|
339
$45.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 1.36% |
$4.08K - $4.44K
|
2.46K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-35- 0.8% |
$4.2K - $4.58K
|
4.33K
$581K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35- 1.74% |
$4.2K - $4.58K
|
1.98K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-37- 1.3% |
$4.44K - $4.84K
|
2.8K
$375K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-40- 0.3% |
$4.8K - $5.23K
|
13.4K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-45- 1.84% |
$5.4K - $5.88K
|
2.4K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-45- 0.11% |
$5.4K - $5.88K
|
39.4K
$5.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-45- 71.43% |
$5.4K - $5.88K
|
18
$2.41K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-48- 0.27% |
$5.76K - $6.28K
|
17.6K
$2.36M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-52- 0.16% |
$6.24K - $6.8K
|
33.4K
$4.47M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54- 0.14% |
$6.48K - $7.06K
|
38.9K
$5.21M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-58- 1.17% |
$6.96K - $7.58K
|
4.89K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-59- 0.53% |
$7.08K - $7.71K
|
11.1K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-60- 20.0% |
$7.2K - $7.84K
|
240
$32.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-60- 2.51% |
$7.2K - $7.84K
|
2.33K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-61- 0.3% |
$7.32K - $7.97K
|
20.2K
$2.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-62- 3.45% |
$7.44K - $8.11K
|
1.74K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-62- 2.98% |
$7.44K - $8.11K
|
2.02K
$270K
|