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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-203- 11.98% |
$24.4K - $26.5K
|
1.49K
$200K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-205- 0.2% |
$24.6K - $26.8K
|
104K
$13.9M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-208- 2.33% |
$25K - $27.2K
|
8.73K
$1.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-210- 8.34% |
$25.2K - $27.5K
|
2.31K
$309K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-212- 5.98% |
$25.4K - $27.7K
|
3.34K
$447K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-228- 2.76% |
$27.4K - $29.8K
|
8.05K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-233- 0.81% |
$28K - $30.5K
|
28.5K
$3.81M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-235- 19.98% |
$28.2K - $30.7K
|
941
$126K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-236- 0.41% |
$28.3K - $30.9K
|
56.9K
$7.62M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-238- 1.1% |
$28.6K - $31.1K
|
21.3K
$2.86M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-240- 2.18% |
$28.8K - $31.4K
|
10.7K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-243- 10.45% |
$29.2K - $31.8K
|
2.08K
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-254- 45.12% |
$30.5K - $33.2K
|
309
$41.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-256- 1.88% |
$30.7K - $33.5K
|
13.4K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-258- 19.4% |
$31K - $33.7K
|
1.07K
$144K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-271- 83.64% |
$32.5K - $35.4K
|
53
$7.1K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-287- 1.44% |
$34.4K - $37.5K
|
19.6K
$2.62M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-292- 42.07% |
$35K - $38.2K
|
402
$53.9K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-300- 1.15% |
$36K - $39.2K
|
25.7K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-343- 13.7% |
$41.1K - $44.8K
|
2.16K
$290K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-348- 3.23% |
$41.7K - $45.5K
|
10.4K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-349- 3.07% |
$41.9K - $45.6K
|
11K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-350- 13.11% |
$42K - $45.8K
|
2.32K
$311K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-354- 2.79% |
$42.5K - $46.3K
|
12.3K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-383- 5.07% |
$45.9K - $50.1K
|
7.17K
$960K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-403- 1.39% |
$48.3K - $52.7K
|
28.6K
$3.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-408- 4.96% |
$48.9K - $53.3K
|
7.82K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-418- 14.88% |
$50.1K - $54.6K
|
2.39K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-437- 34.74% |
$52.4K - $57.1K
|
821
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-444- 5.26% |
$53.3K - $58K
|
7.99K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-450- 16.41% |
$54K - $58.8K
|
2.29K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-457- 2.71% |
$54.8K - $59.7K
|
16.4K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-476- 1.16% |
$57.1K - $62.2K
|
40.4K
$5.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-506- 9.75% |
$60.7K - $66.1K
|
4.68K
$627K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-508- 18.55% |
$60.9K - $66.4K
|
2.23K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-562- 7.16% |
$67.4K - $73.5K
|
7.28K
$976K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-581- 0.93% |
$69.7K - $76K
|
61.7K
$8.27M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-605- 4.43% |
$72.6K - $79.1K
|
13.1K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-616- 1.5% |
$73.9K - $80.5K
|
40.5K
$5.43M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-624- 9.3% |
$74.9K - $81.6K
|
6.09K
$816K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-656- 1.75% |
$78.7K - $85.8K
|
36.9K
$4.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-665- 8.4% |
$79.8K - $86.9K
|
7.26K
$972K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-670- 6.5% |
$80.4K - $87.6K
|
9.64K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-674- 25.82% |
$80.9K - $88.1K
|
1.94K
$259K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-686- 85.11% |
$82.3K - $89.7K
|
120
$16.1K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-696- 27.61% |
$83.5K - $91K
|
1.83K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-699- 0.41% |
$83.9K - $91.4K
|
168K
$22.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-730- 5.11% |
$87.6K - $95.4K
|
13.6K
$1.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-738- 9.7% |
$88.5K - $96.5K
|
6.87K
$921K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-797- 1.47% |
$95.6K - $104K
|
53.5K
$7.17M
|