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 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-823- 3.74% |
$98.7K - $108K
|
21.2K
$2.84M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-833- 0.72% |
$99.9K - $109K
|
114K
$15.3M
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-858- 11.68% |
$103K - $112K
|
6.49K
$869K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-870- 6.34% |
$104K - $114K
|
12.9K
$1.72M
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-893- 0.8% |
$107K - $117K
|
111K
$14.8M
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-910- 4.19% |
$109K - $119K
|
20.8K
$2.79M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.03K- 36.22% |
$123K - $135K
|
1.81K
$243K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 1.86% |
$132K - $144K
|
58.2K
$7.79M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.11K- 2.74% |
$133K - $145K
|
39.3K
$5.27M
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-1.2K- 17.23% |
$144K - $157K
|
5.76K
$771K
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.21K- 11.4% |
$145K - $158K
|
9.37K
$1.26M
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.22K- 16.91% |
$146K - $159K
|
5.97K
$800K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.25K- 7.1% |
$149K - $163K
|
16.3K
$2.18M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.26K- 0.28% |
$151K - $165K
|
441K
$59.1M
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1.31K- 0.93% |
$157K - $171K
|
139K
$18.6M
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.37K- 9.48% |
$164K - $178K
|
13K
$1.75M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.43K- 1.9% |
$171K - $187K
|
73.6K
$9.87M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.46K- 12.75% |
$175K - $191K
|
10K
$1.34M
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.49K- 5.46% |
$179K - $195K
|
25.8K
$3.45M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 4.45% |
$184K - $200K
|
32.9K
$4.41M
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.54K- 6.89% |
$185K - $201K
|
20.8K
$2.79M
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.57K- 3.08% |
$188K - $205K
|
49.2K
$6.6M
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.61K- 1.55% |
$193K - $210K
|
102K
$13.7M
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.65K- 6.98% |
$197K - $215K
|
21.9K
$2.94M
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.67K- 2.76% |
$201K - $219K
|
58.9K
$7.89M
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.87K- 21.8% |
$224K - $244K
|
6.7K
$898K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.91K- 94.74% |
$229K - $249K
|
106
$14.2K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.1K- 23.59% |
$252K - $275K
|
6.81K
$912K
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.16K- 2.96% |
$259K - $282K
|
70.7K
$9.48M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.3K- 4.62% |
$276K - $300K
|
47.4K
$6.35M
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.35K- 3.59% |
$281K - $307K
|
63.1K
$8.45M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.39K- 2.18% |
$287K - $313K
|
108K
$14.4M
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.41K- 26.79% |
$289K - $314K
|
6.57K
$881K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.6K- 22.59% |
$311K - $339K
|
8.89K
$1.19M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.63K- 51.28% |
$316K - $344K
|
2.5K
$335K
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.81K- 38.66% |
$337K - $367K
|
4.45K
$597K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.94K- 1.97% |
$353K - $384K
|
146K
$19.6M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.18K- 2.05% |
$381K - $415K
|
152K
$20.4M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.35K- 42.69% |
$402K - $438K
|
4.5K
$603K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.52K- 35.71% |
$423K - $461K
|
6.34K
$850K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.58K- 3.41% |
$429K - $467K
|
101K
$13.6M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.76K- 12.66% |
$451K - $492K
|
25.9K
$3.48M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.94K- 6.06% |
$472K - $514K
|
61K
$8.17M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.02K- 70.2% |
$483K - $526K
|
1.71K
$229K
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-4.03K- 38.26% |
$483K - $527K
|
6.5K
$871K
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.59K- 19.95% |
$551K - $600K
|
18.4K
$2.47M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.74K- 18.34% |
$568K - $619K
|
21.1K
$2.83M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.87K- 52.73% |
$584K - $637K
|
4.37K
$585K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-5.08K- 12.98% |
$609K - $664K
|
34.1K
$4.56M
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.46K- 17.24% |
$654K - $713K
|
26.2K
$3.51M
|