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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-537- 0.69% |
$56K - $61.7K
|
77.4K
$10.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-564- 2.27% |
$58.9K - $64.8K
|
24.3K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-609- 14.06% |
$63.5K - $70K
|
3.72K
$499K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-609- 14.52% |
$63.5K - $70K
|
3.59K
$480K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-659- 1.14% |
$68.8K - $75.7K
|
57.3K
$7.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-700- 5.33% |
$73K - $80.5K
|
12.4K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-740- 8.59% |
$77.2K - $85K
|
7.88K
$1.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-764- 14.57% |
$79.7K - $87.8K
|
4.48K
$600K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-775- 3.61% |
$80.9K - $89.1K
|
20.7K
$2.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-800- 64.0% |
$83.5K - $91.9K
|
450
$60.3K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-870- 5.44% |
$90.8K - $100K
|
15.1K
$2.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-900- 0.98% |
$93.9K - $103K
|
91.1K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-924- 55.26% |
$96.4K - $106K
|
748
$100K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-930- 0.97% |
$97K - $107K
|
94.6K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-954- 1.55% |
$99.5K - $110K
|
60.4K
$8.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-984- 5.39% |
$103K - $113K
|
17.3K
$2.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.01K- 14.5% |
$106K - $116K
|
5.97K
$800K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-1.05K- 11.85% |
$109K - $120K
|
7.78K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 1.39% |
$111K - $122K
|
75.6K
$10.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.1K- 31.52% |
$115K - $126K
|
2.39K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.1K- 1.33% |
$115K - $127K
|
81.9K
$11M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 90.85% |
$115K - $127K
|
111
$14.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.12K- 12.15% |
$117K - $128K
|
8.08K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.13K- 7.13% |
$117K - $129K
|
14.7K
$1.97M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.2K- 13.44% |
$125K - $138K
|
7.73K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.22K- 14.36% |
$127K - $140K
|
7.27K
$975K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.22K- 5.5% |
$128K - $141K
|
21K
$2.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.27K- 2.3% |
$132K - $146K
|
53.9K
$7.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.47K- 4.9% |
$153K - $168K
|
28.5K
$3.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.49K- 0.79% |
$155K - $171K
|
187K
$25.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.5K- 87.5% |
$156K - $172K
|
214
$28.7K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.51K- 27.88% |
$158K - $174K
|
3.91K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.53K- 0.89% |
$160K - $176K
|
171K
$22.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 3.24% |
$174K - $192K
|
49.9K
$6.69M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.68K- 40.96% |
$175K - $193K
|
2.42K
$325K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.71K- 10.8% |
$178K - $196K
|
14.1K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.71K- 82.01% |
$178K - $196K
|
375
$50.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.76K- 4.22% |
$184K - $202K
|
39.9K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 33.92% |
$186K - $205K
|
3.48K
$466K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 22.12% |
$190K - $209K
|
6.4K
$857K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.83K- 15.88% |
$191K - $210K
|
9.69K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.89K- 62.11% |
$197K - $217K
|
1.15K
$154K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.04K- 2.52% |
$213K - $235K
|
78.9K
$10.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.06K- 35.7% |
$215K - $236K
|
3.7K
$496K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.09K- 1.84% |
$218K - $240K
|
111K
$14.9M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.35K- 9.53% |
$245K - $270K
|
22.3K
$2.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.36K- 50.09% |
$246K - $271K
|
2.35K
$315K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.47K- 3.23% |
$257K - $283K
|
73.8K
$9.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.76K- 50.11% |
$288K - $317K
|
2.74K
$368K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.81K- 1.14% |
$294K - $323K
|
244K
$32.7M
|