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 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-62- 1.07% |
$7.44K - $8.11K
|
5.74K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-65- 0.27% |
$7.8K - $8.5K
|
23.8K
$3.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-65- 14.74% |
$7.8K - $8.5K
|
376
$50.4K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-72- 0.21% |
$8.64K - $9.41K
|
33.6K
$4.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-73- 73.74% |
$8.76K - $9.54K
|
26
$3.48K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-74- 0.99% |
$8.88K - $9.67K
|
7.4K
$992K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-75- 0.98% |
$9K - $9.8K
|
7.58K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-78- 1.52% |
$9.36K - $10.2K
|
5.07K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-82- 1.17% |
$9.84K - $10.7K
|
6.94K
$930K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-84- 0.16% |
$10.1K - $11K
|
51.7K
$6.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-90- 9.58% |
$10.8K - $11.8K
|
849
$114K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-92- 5.31% |
$11K - $12K
|
1.64K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-98- 5.22% |
$11.8K - $12.8K
|
1.78K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 0.72% |
$12K - $13.1K
|
13.9K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-100- 4.85% |
$12K - $13.1K
|
1.96K
$263K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-102- 0.28% |
$12.2K - $13.3K
|
36.4K
$4.88M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-108- 5.76% |
$13K - $14.1K
|
1.77K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-110- 3.05% |
$13.2K - $14.4K
|
3.5K
$468K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-113- 6.79% |
$13.6K - $14.8K
|
1.55K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-113- 4.67% |
$13.6K - $14.8K
|
2.31K
$309K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-125- 3.38% |
$15K - $16.3K
|
3.57K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-126- 0.15% |
$15.1K - $16.5K
|
85.8K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-130- 0.94% |
$15.6K - $17K
|
13.7K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-131- 0.4% |
$15.7K - $17.1K
|
32.4K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-132- 7.7% |
$15.8K - $17.3K
|
1.58K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-133- 65.52% |
$16K - $17.4K
|
70
$9.38K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-135- 0.42% |
$16.2K - $17.6K
|
32.4K
$4.34M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-142- 98.61% |
$17K - $18.6K
|
2
$268
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-145- 4.64% |
$17.4K - $19K
|
2.98K
$399K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-145- 2.56% |
$17.4K - $19K
|
5.53K
$741K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-152- 1.03% |
$18.2K - $19.9K
|
14.5K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-154- 3.24% |
$18.5K - $20.1K
|
4.6K
$616K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-163- 7.96% |
$19.6K - $21.3K
|
1.89K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-163- 0.21% |
$19.6K - $21.3K
|
76.9K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-166- 0.65% |
$19.9K - $21.7K
|
25.3K
$3.39M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-169- 0.72% |
$20.3K - $22.1K
|
23.3K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-170- 0.63% |
$20.4K - $22.2K
|
26.9K
$3.6M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-171- 4.26% |
$20.5K - $22.4K
|
3.85K
$515K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-174- 0.63% |
$20.9K - $22.7K
|
27.5K
$3.69M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-181- 4.26% |
$21.7K - $23.7K
|
4.07K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-181- 2.6% |
$21.7K - $23.7K
|
6.78K
$909K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-183- 10.22% |
$22K - $23.9K
|
1.61K
$215K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-183- 54.46% |
$22K - $23.9K
|
153
$20.5K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-188- 6.06% |
$22.6K - $24.6K
|
2.91K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-189- 7.63% |
$22.7K - $24.7K
|
2.29K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-189- 2.47% |
$22.7K - $24.7K
|
7.46K
$999K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-197- 3.98% |
$23.6K - $25.8K
|
4.76K
$637K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-198- 2.2% |
$23.8K - $25.9K
|
8.8K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-200- 55.87% |
$24K - $26.1K
|
158
$21.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-201- 6.86% |
$24.1K - $26.3K
|
2.73K
$366K
|