Purchases and Sales Made in Q1 2025 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 2025. 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 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.72K+ 321.59% |
$1.05M - $1.24M
|
11.4K
$1.33M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.09KNew |
$979K - $1.15M
|
8.09K
$945K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.5K+ 87.88% |
$544K - $640K
|
9.61K
$1.12M
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.8K+ 26.11% |
$460K - $541K
|
18.4K
$2.14M
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.76K+ 13.9% |
$334K - $393K
|
22.6K
$2.64M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 38.68% |
$327K - $384K
|
9.68K
$1.13M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.52KNew |
$305K - $358K
|
2.52K
$294K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.17K+ 4.94% |
$262K - $309K
|
46.1K
$5.38M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.01KNew |
$243K - $286K
|
2.01K
$235K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.79K+ 6.35% |
$216K - $255K
|
30K
$3.5M
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.53K+ 52.25% |
$185K - $218K
|
4.46K
$521K
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.34K+ 41.71% |
$162K - $190K
|
4.55K
$531K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.31K+ 2.81% |
$159K - $186K
|
47.9K
$5.59M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.17K+ 1.9% |
$141K - $166K
|
62.7K
$7.31M
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.15K+ 3.86% |
$140K - $164K
|
31K
$3.62M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.14K+ 4.18% |
$138K - $162K
|
28.4K
$3.31M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
758+ 5.65% |
$91.7K - $108K
|
14.2K
$1.66M
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
497+ 5.61% |
$60.1K - $70.7K
|
9.36K
$1.09M
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
300+ 288.46% |
$36.3K - $42.7K
|
404
$47.2K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
241+ 1.05% |
$29.2K - $34.3K
|
23.1K
$2.7M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
239New |
$28.9K - $34K
|
239
$27.9K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
208+ 6.09% |
$25.2K - $29.6K
|
3.63K
$423K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
203+ 4.69% |
$24.6K - $28.9K
|
4.53K
$529K
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
147+ 0.45% |
$17.8K - $20.9K
|
32.7K
$3.82M
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
82+ 2.29% |
$9.92K - $11.7K
|
3.66K
$427K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
79+ 4.72% |
$9.56K - $11.2K
|
1.75K
$204K
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
64+ 1.7% |
$7.74K - $9.11K
|
3.83K
$447K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
59+ 1.31% |
$7.14K - $8.39K
|
4.56K
$532K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
57+ 1.99% |
$6.9K - $8.11K
|
2.93K
$341K
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
52+ 1.0% |
$6.29K - $7.4K
|
5.24K
$612K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
51+ 0.63% |
$6.17K - $7.26K
|
8.15K
$951K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
34+ 850.0% |
$4.11K - $4.84K
|
38
$4.43K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.19% |
$1.57K - $1.85K
|
6.73K
$786K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
9+ 0.39% |
$1.09K - $1.28K
|
2.34K
$273K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 1.03% |
$726 - $854
|
590
$68.9K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.12% |
$605 - $711
|
4.08K
$476K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.05% |
$484 - $569
|
7.31K
$853K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.26% |
$363 - $427
|
1.18K
$137K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$121 - $142
|
377
$44K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.04% |
$121 - $142
|
2.39K
$279K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-4- 0.15% |
$484 - $569
|
2.66K
$311K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5- 0.29% |
$605 - $711
|
1.74K
$203K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6- 0.26% |
$726 - $854
|
2.28K
$266K
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-15- 0.25% |
$1.82K - $2.13K
|
5.9K
$689K
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-20- 0.88% |
$2.42K - $2.85K
|
2.26K
$264K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-30- 0.58% |
$3.63K - $4.27K
|
5.14K
$600K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-33- 4.12% |
$3.99K - $4.7K
|
768
$89.6K
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-49- 2.82% |
$5.93K - $6.97K
|
1.69K
$197K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-56- 0.84% |
$6.78K - $7.97K
|
6.63K
$774K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-58- 15.68% |
$7.02K - $8.25K
|
312
$36.4K
|