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 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-23K- 39.22% |
$2.78M - $3.27M
|
35.6K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.1K- 2.17% |
$3.28M - $3.85M
|
1.22M
$172M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-29K- 18.77% |
$3.51M - $4.13M
|
126K
$17.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-31.4K- 66.12% |
$3.79M - $4.46M
|
16.1K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-31.6K- 34.0% |
$3.82M - $4.5M
|
61.3K
$8.61M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.9K- 8.54% |
$4.1M - $4.82M
|
363K
$50.9M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-39K- 92.89% |
$4.72M - $5.55M
|
2.99K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-40.3K- 10.39% |
$4.88M - $5.74M
|
348K
$48.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-40.7K- 3.53% |
$4.92M - $5.79M
|
1.11M
$156M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-50.3K- 92.16% |
$6.09M - $7.16M
|
4.28K
$601K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-55.5K- 39.31% |
$6.71M - $7.89M
|
85.6K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-70K- 95.31% |
$8.46M - $9.95M
|
3.45K
$484K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-76.3K- 32.91% |
$9.23M - $10.8M
|
155K
$21.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-88.7K- 87.78% |
$10.7M - $12.6M
|
12.3K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-130K- 88.6% |
$15.8M - $18.6M
|
16.8K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-222K- 98.78% |
$26.9M - $31.6M
|
2.74K
$385K
|