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 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.73KNew |
$591K - $729K
|
5.73K
$821K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.25K+ 152.84% |
$541K - $668K
|
8.69K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.19KNew |
$535K - $660K
|
5.19K
$743K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.14KNew |
$530K - $654K
|
5.14K
$736K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.08KNew |
$524K - $647K
|
5.08K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.07K+ 2.71% |
$523K - $645K
|
192K
$27.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.03KNew |
$518K - $640K
|
5.03K
$720K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.94KNew |
$510K - $629K
|
4.94K
$708K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
4.87K+ 8.75% |
$502K - $620K
|
60.6K
$8.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4.61K+ 4.65% |
$475K - $587K
|
104K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.43KNew |
$456K - $563K
|
4.43K
$634K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.19K+ 0.35% |
$432K - $533K
|
1.21M
$173M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.18K+ 5.11% |
$431K - $532K
|
85.9K
$12.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.15K+ 12.42% |
$428K - $528K
|
37.5K
$5.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.11K+ 6.56% |
$424K - $523K
|
66.7K
$9.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.08K+ 70.47% |
$420K - $519K
|
9.87K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.9KNew |
$402K - $497K
|
3.9K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.84KNew |
$396K - $489K
|
3.84K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.81K+ 3.82% |
$392K - $484K
|
104K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.61K+ 27.39% |
$372K - $459K
|
16.8K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.54KNew |
$365K - $451K
|
3.54K
$508K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.52K+ 2.71% |
$363K - $448K
|
134K
$19.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.52K+ 5.96% |
$363K - $448K
|
62.5K
$8.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.5K+ 0.91% |
$360K - $445K
|
386K
$55.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.49K+ 5.68% |
$360K - $444K
|
64.9K
$9.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.46K+ 39.09% |
$356K - $440K
|
12.3K
$1.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.31K+ 3.16% |
$341K - $421K
|
108K
$15.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.3K+ 1.38% |
$340K - $420K
|
243K
$34.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.29KNew |
$339K - $419K
|
3.29K
$472K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.29K+ 9.77% |
$339K - $418K
|
36.9K
$5.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.21K+ 21.24% |
$331K - $409K
|
18.3K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.09KNew |
$318K - $393K
|
3.09K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.09K+ 50.19% |
$318K - $393K
|
9.23K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.99KNew |
$309K - $381K
|
2.99K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.94K+ 209.03% |
$303K - $374K
|
4.35K
$623K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.93K+ 4.19% |
$302K - $373K
|
72.9K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.9KNew |
$299K - $369K
|
2.9K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.81KNew |
$290K - $358K
|
2.81K
$403K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.81KNew |
$290K - $358K
|
2.81K
$403K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.75K+ 17.75% |
$283K - $349K
|
18.2K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.74K+ 81.85% |
$283K - $349K
|
6.09K
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.58KNew |
$266K - $328K
|
2.58K
$370K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.55K+ 105.86% |
$263K - $324K
|
4.96K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.5KNew |
$258K - $319K
|
2.5K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.4K+ 7.51% |
$248K - $306K
|
34.4K
$4.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.4K+ 11.74% |
$247K - $305K
|
22.8K
$3.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.33K+ 83.21% |
$240K - $297K
|
5.13K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.33KNew |
$240K - $296K
|
2.33K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.31K+ 5.95% |
$238K - $294K
|
41.2K
$5.9M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.28KNew |
$235K - $290K
|
2.28K
$327K
|