Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
169+ 5.55% |
$17.6K - $19.4K
|
3.21K
$431K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
162+ 17.36% |
$16.9K - $18.6K
|
1.1K
$147K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
157+ 46.73% |
$16.4K - $18K
|
493
$66.1K
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
147+ 7.68% |
$15.3K - $16.9K
|
2.06K
$276K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
146+ 7.63% |
$15.2K - $16.8K
|
2.06K
$276K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
144+ 1.22% |
$15K - $16.5K
|
11.9K
$1.6M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
131+ 3.23% |
$13.7K - $15.1K
|
4.19K
$561K
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
130+ 5.26% |
$13.6K - $14.9K
|
2.6K
$349K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
126+ 1.63% |
$13.1K - $14.5K
|
7.88K
$1.06M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
123+ 6.6% |
$12.8K - $14.1K
|
1.99K
$266K
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
121+ 0.11% |
$12.6K - $13.9K
|
110K
$14.8M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
117+ 0.58% |
$12.2K - $13.4K
|
20.2K
$2.71M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
116+ 0.84% |
$12.1K - $13.3K
|
14K
$1.87M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
115+ 108.49% |
$12K - $13.2K
|
221
$29.6K
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
115+ 0.83% |
$12K - $13.2K
|
14K
$1.87M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
114+ 1.41% |
$11.9K - $13.1K
|
8.2K
$1.1M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
110+ 1.71% |
$11.5K - $12.6K
|
6.54K
$876K
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
104+ 1.86% |
$10.9K - $12K
|
5.69K
$763K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
100+ 1.16% |
$10.4K - $11.5K
|
8.72K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
100+ 2.47% |
$10.4K - $11.5K
|
4.14K
$555K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
97+ 0.95% |
$10.1K - $11.1K
|
10.4K
$1.39M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
96+ 4.62% |
$10K - $11K
|
2.18K
$292K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
90+ 1.36% |
$9.39K - $10.3K
|
6.71K
$899K
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
89+ 2.72% |
$9.29K - $10.2K
|
3.36K
$450K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
87+ 1.06% |
$9.08K - $10K
|
8.27K
$1.11M
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
85+ 2.54% |
$8.87K - $9.77K
|
3.43K
$459K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
82+ 0.89% |
$8.56K - $9.42K
|
9.27K
$1.24M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
82+ 2.65% |
$8.56K - $9.42K
|
3.17K
$425K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
77+ 2.52% |
$8.03K - $8.85K
|
3.13K
$419K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
67New |
$6.99K - $7.7K
|
67
$8.98K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
64+ 0.12% |
$6.68K - $7.36K
|
52.6K
$7.05M
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
61+ 0.17% |
$6.37K - $7.01K
|
35.3K
$4.73M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
61+ 1.19% |
$6.37K - $7.01K
|
5.18K
$694K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
59New |
$6.16K - $6.78K
|
59
$7.91K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
55+ 0.12% |
$5.74K - $6.32K
|
46.4K
$6.22M
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
54New |
$5.63K - $6.21K
|
54
$7.24K
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
BUY
|
- |
52+ 0.16% |
$5.43K - $5.98K
|
33.1K
$4.43M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 17.01% |
$5.22K - $5.75K
|
344
$46.1K
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
46+ 2.0% |
$4.8K - $5.29K
|
2.34K
$314K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
40+ 0.46% |
$4.17K - $4.6K
|
8.78K
$1.18M
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
40+ 1.88% |
$4.17K - $4.6K
|
2.17K
$290K
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
37+ 1.2% |
$3.86K - $4.25K
|
3.12K
$418K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
30+ 2.62% |
$3.13K - $3.45K
|
1.18K
$158K
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
30+ 0.61% |
$3.13K - $3.45K
|
4.93K
$661K
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
29+ 0.26% |
$3.03K - $3.33K
|
11.4K
$1.52M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
28+ 0.06% |
$2.92K - $3.22K
|
46.8K
$6.27M
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.75% |
$2.92K - $3.22K
|
3.74K
$501K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 6.56% |
$2.92K - $3.22K
|
455
$61K
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 30.86% |
$2.61K - $2.87K
|
106
$14.2K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
23New |
$2.4K - $2.64K
|
23
$3.08K
|