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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.29K- 1.18% |
$277K - $326K
|
192K
$26.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.41K- 1.47% |
$292K - $343K
|
162K
$22.7M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.45K- 5.79% |
$296K - $349K
|
39.9K
$5.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.51K- 28.12% |
$304K - $358K
|
6.43K
$902K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.52K- 20.58% |
$305K - $359K
|
9.73K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.6K- 3.58% |
$314K - $369K
|
69.8K
$9.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.62K- 5.01% |
$317K - $372K
|
49.6K
$6.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 4.78% |
$319K - $375K
|
52.5K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.71K- 7.24% |
$328K - $385K
|
34.7K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.85K- 24.95% |
$344K - $405K
|
8.56K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3.01K- 49.48% |
$364K - $428K
|
3.07K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-3.11K- 3.14% |
$376K - $442K
|
95.9K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.22K- 4.75% |
$390K - $458K
|
64.5K
$9.06M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.49K- 44.94% |
$422K - $497K
|
4.28K
$600K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.49K- 4.07% |
$422K - $497K
|
82.3K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.78K- 26.45% |
$457K - $537K
|
10.5K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.96K- 1.97% |
$479K - $563K
|
197K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-4K- 47.93% |
$484K - $570K
|
4.35K
$610K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.03K- 2.65% |
$487K - $573K
|
148K
$20.7M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-4.03K- 62.36% |
$488K - $574K
|
2.43K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.13K- 6.67% |
$500K - $587K
|
57.8K
$8.11M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-4.64K- 20.56% |
$561K - $660K
|
17.9K
$2.52M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.8K- 71.74% |
$581K - $683K
|
1.89K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.91K- 65.0% |
$594K - $698K
|
2.64K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.13K- 14.18% |
$620K - $729K
|
31K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.23K- 4.51% |
$633K - $744K
|
111K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.3K- 41.65% |
$641K - $754K
|
7.43K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.35K- 9.28% |
$647K - $761K
|
52.3K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.45K- 8.88% |
$780K - $917K
|
66.1K
$9.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-6.45K- 3.74% |
$780K - $917K
|
166K
$23.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.77K- 24.39% |
$819K - $963K
|
21K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.17K- 1.96% |
$868K - $1.02M
|
359K
$50.4M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.31K- 35.23% |
$884K - $1.04M
|
13.4K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.66K- 14.16% |
$926K - $1.09M
|
46.4K
$6.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.03K- 99.2% |
$971K - $1.14M
|
65
$9.13K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.65K- 19.64% |
$1.05M - $1.23M
|
35.4K
$4.97M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.08K- 56.33% |
$1.1M - $1.29M
|
7.04K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.08K- 56.33% |
$1.1M - $1.29M
|
7.04K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.25K- 5.51% |
$1.12M - $1.32M
|
159K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.6K- 40.63% |
$1.29M - $1.51M
|
15.5K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.9K- 6.87% |
$1.32M - $1.55M
|
147K
$20.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.2K- 82.49% |
$1.48M - $1.74M
|
2.6K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.7K- 65.57% |
$1.54M - $1.81M
|
6.69K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13K- 54.31% |
$1.58M - $1.85M
|
11K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-13.5K- 44.62% |
$1.63M - $1.92M
|
16.8K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.3K- 5.59% |
$2.21M - $2.6M
|
309K
$43.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.2K- 1.88% |
$2.32M - $2.73M
|
1M
$141M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-20.8K- 76.44% |
$2.52M - $2.96M
|
6.42K
$902K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.8K- 6.77% |
$2.64M - $3.11M
|
301K
$42.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-21.9K- 4.67% |
$2.65M - $3.11M
|
447K
$62.7M
|