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 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-272- 7.6% |
$32.9K - $38.7K
|
3.31K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-288- 1.15% |
$34.8K - $41K
|
24.8K
$3.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-296- 1.64% |
$35.8K - $42.1K
|
17.7K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 0.31% |
$36.3K - $42.7K
|
95.6K
$13.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-300- 60.0% |
$36.3K - $42.7K
|
200
$28.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-314- 4.29% |
$38K - $44.7K
|
7K
$983K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-319- 2.03% |
$38.6K - $45.4K
|
15.4K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-334- 4.71% |
$40.4K - $47.5K
|
6.76K
$949K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-338- 1.46% |
$40.9K - $48.1K
|
22.8K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-353- 4.94% |
$42.7K - $50.2K
|
6.79K
$954K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-361- 13.06% |
$43.7K - $51.4K
|
2.4K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-378- 24.18% |
$45.7K - $53.8K
|
1.19K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-382- 1.0% |
$46.2K - $54.4K
|
37.9K
$5.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-384- 0.67% |
$46.5K - $54.6K
|
57K
$8.01M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-384- 2.09% |
$46.5K - $54.6K
|
18K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-388- 8.15% |
$46.9K - $55.2K
|
4.37K
$614K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-388- 5.69% |
$46.9K - $55.2K
|
6.43K
$902K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-412- 4.78% |
$49.9K - $58.6K
|
8.21K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-415- 0.43% |
$50.2K - $59K
|
95.1K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-441- 3.26% |
$53.4K - $62.7K
|
13.1K
$1.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-448- 7.53% |
$54.2K - $63.7K
|
5.5K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-463- 2.5% |
$56K - $65.9K
|
18.1K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-464- 5.54% |
$56.1K - $66K
|
7.91K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-467- 1.85% |
$56.5K - $66.4K
|
24.8K
$3.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-470- 5.78% |
$56.9K - $66.9K
|
7.66K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-494- 1.59% |
$59.8K - $70.3K
|
30.6K
$4.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-499- 7.33% |
$60.4K - $71K
|
6.31K
$886K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-506- 40.16% |
$61.2K - $72K
|
754
$106K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-511- 10.62% |
$61.8K - $72.7K
|
4.3K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-549- 6.67% |
$66.4K - $78.1K
|
7.68K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-559- 8.45% |
$67.6K - $79.5K
|
6.06K
$851K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-559- 17.08% |
$67.6K - $79.5K
|
2.71K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-572- 6.12% |
$69.2K - $81.4K
|
8.77K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-586- 10.35% |
$70.9K - $83.4K
|
5.07K
$712K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-589- 36.0% |
$71.3K - $83.8K
|
1.05K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-593- 6.53% |
$71.8K - $84.4K
|
8.48K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-600- 10.8% |
$72.6K - $85.4K
|
4.95K
$695K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-624- 5.99% |
$75.5K - $88.8K
|
9.8K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-635- 0.68% |
$76.8K - $90.3K
|
93K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-635- 3.82% |
$76.8K - $90.3K
|
16K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-652- 3.35% |
$78.9K - $92.8K
|
18.8K
$2.64M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-652- 3.35% |
$78.9K - $92.8K
|
18.8K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-654- 7.45% |
$79.1K - $93.1K
|
8.13K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-667- 1.25% |
$80.7K - $94.9K
|
52.5K
$7.37M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-675- 3.59% |
$81.7K - $96K
|
18.1K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-686- 3.21% |
$83K - $97.6K
|
20.7K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-728- 11.77% |
$88.1K - $104K
|
5.46K
$766K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-731- 4.66% |
$88.5K - $104K
|
15K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-741- 6.17% |
$89.7K - $105K
|
11.3K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-752- 1.11% |
$91K - $107K
|
67.2K
$9.43M
|