Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
377K+ 464.59% |
$38.9M - $48M
|
458K
$65.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
202K+ 73.17% |
$20.8M - $25.7M
|
478K
$68.4M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
140KNew |
$14.5M - $17.9M
|
140K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 19.52% |
$12.6M - $15.5M
|
747K
$107M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 3.36% |
$10.8M - $13.3M
|
3.22M
$462M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
73K+ 8.13% |
$7.53M - $9.29M
|
971K
$139M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58K+ 15.06% |
$5.97M - $7.38M
|
443K
$63.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
52.1KNew |
$5.37M - $6.63M
|
52.1K
$7.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.6K+ 1.34% |
$4.4M - $5.43M
|
3.22M
$462M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
40.9KNew |
$4.22M - $5.2M
|
40.9K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.7K+ 2.34% |
$3.99M - $4.93M
|
1.7M
$243M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
38KNew |
$3.92M - $4.84M
|
38K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
34.6K+ 125.29% |
$3.57M - $4.41M
|
62.3K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.8K+ 10.02% |
$3.28M - $4.04M
|
349K
$50M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.3KNew |
$3.22M - $3.98M
|
31.3K
$4.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27K+ 83.63% |
$2.78M - $3.43M
|
59.3K
$8.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
26.2KNew |
$2.7M - $3.33M
|
26.2K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
24.6KNew |
$2.54M - $3.13M
|
24.6K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 14.76% |
$2.43M - $3M
|
183K
$26.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
23KNew |
$2.37M - $2.93M
|
23K
$3.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23K+ 17259.4% |
$2.37M - $2.92M
|
23.1K
$3.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
22.8KNew |
$2.35M - $2.91M
|
22.8K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
21.7K+ 123.93% |
$2.23M - $2.76M
|
39.1K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.1K+ 12.23% |
$2.07M - $2.55M
|
184K
$26.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
19.9K+ 12.27% |
$2.05M - $2.54M
|
182K
$26.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19K+ 685.85% |
$1.96M - $2.42M
|
21.8K
$3.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.7KNew |
$1.73M - $2.13M
|
16.7K
$2.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.1KNew |
$1.45M - $1.8M
|
14.1K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 6.43% |
$1.41M - $1.75M
|
227K
$32.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3K+ 28.41% |
$1.37M - $1.69M
|
60K
$8.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
13.2KNew |
$1.36M - $1.68M
|
13.2K
$1.9M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$1.31M - $1.62M
|
12.7K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.4K+ 5.46% |
$1.28M - $1.58M
|
240K
$34.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.6K+ 29.41% |
$1.2M - $1.48M
|
51K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.6KNew |
$1.09M - $1.35M
|
10.6K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.3KNew |
$1.07M - $1.32M
|
10.3K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.2KNew |
$1.05M - $1.3M
|
10.2K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10K+ 63.24% |
$1.03M - $1.27M
|
25.8K
$3.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.57K+ 186.97% |
$987K - $1.22M
|
14.7K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.98K+ 40.45% |
$823K - $1.02M
|
27.7K
$3.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
7.88K+ 225.13% |
$812K - $1M
|
11.4K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
7.04K+ 6.98% |
$725K - $896K
|
108K
$15.5M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
6.73KNew |
$694K - $856K
|
6.73K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.65K+ 20.59% |
$685K - $846K
|
38.9K
$5.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.18K+ 20.36% |
$637K - $787K
|
36.5K
$5.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.08K+ 14.94% |
$627K - $774K
|
46.8K
$6.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.01K+ 1.67% |
$620K - $765K
|
366K
$52.5M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.95K+ 1.92% |
$613K - $757K
|
316K
$45.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.85KNew |
$603K - $745K
|
5.85K
$839K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
5.75K+ 12.33% |
$592K - $731K
|
52.3K
$7.5M
|