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 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-71- 0.42% |
$8.59K - $10.1K
|
16.8K
$1.96M
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-123- 1.91% |
$14.9K - $17.5K
|
6.32K
$738K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-124- 0.34% |
$15K - $17.6K
|
36.2K
$4.22M
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-128- 17.68% |
$15.5K - $18.2K
|
596
$69.6K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-139- 3.61% |
$16.8K - $19.8K
|
3.71K
$433K
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-163- 7.31% |
$19.7K - $23.2K
|
2.07K
$241K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-164- 1.28% |
$19.8K - $23.3K
|
12.6K
$1.47M
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-175- 2.5% |
$21.2K - $24.9K
|
6.84K
$798K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-188- 1.55% |
$22.7K - $26.7K
|
12K
$1.4M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-191- 5.09% |
$23.1K - $27.2K
|
3.57K
$416K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-202- 1.67% |
$24.4K - $28.7K
|
11.9K
$1.39M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-225- 93.75% |
$27.2K - $32K
|
15
$1.75K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-255- 0.91% |
$30.9K - $36.3K
|
27.7K
$3.24M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-263- 18.33% |
$31.8K - $37.4K
|
1.17K
$137K
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-296- 1.64% |
$35.8K - $42.1K
|
17.7K
$2.07M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-300- 60.0% |
$36.3K - $42.7K
|
200
$23.3K
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-319- 2.03% |
$38.6K - $45.4K
|
15.4K
$1.79M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-361- 13.06% |
$43.7K - $51.4K
|
2.4K
$281K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-384- 0.67% |
$46.5K - $54.6K
|
57K
$6.66M
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-448- 7.53% |
$54.2K - $63.7K
|
5.5K
$642K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-464- 5.54% |
$56.1K - $66K
|
7.91K
$923K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-467- 1.85% |
$56.5K - $66.4K
|
24.8K
$2.89M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-499- 7.33% |
$60.4K - $71K
|
6.31K
$736K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-511- 10.62% |
$61.8K - $72.7K
|
4.3K
$502K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-559- 8.45% |
$67.6K - $79.5K
|
6.06K
$707K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-954- 6.98% |
$115K - $136K
|
12.7K
$1.48M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.08K- 15.0% |
$131K - $154K
|
6.12K
$714K
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.14K- 1.11% |
$138K - $162K
|
102K
$11.9M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.34K- 28.29% |
$162K - $191K
|
3.4K
$397K
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.54K- 7.05% |
$186K - $219K
|
20.3K
$2.37M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.45K- 5.79% |
$296K - $349K
|
39.9K
$4.65M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.6K- 3.58% |
$314K - $369K
|
69.8K
$8.15M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.62K- 5.01% |
$317K - $372K
|
49.6K
$5.79M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.22K- 4.75% |
$390K - $458K
|
64.5K
$7.53M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.13K- 6.67% |
$500K - $587K
|
57.8K
$6.74M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.03K- 99.2% |
$971K - $1.14M
|
65
$7.59K
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-88.7K- 87.78% |
$10.7M - $12.6M
|
12.3K
$1.44M
|