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 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-638- 18.75% |
$65.8K - $81.2K
|
2.76K
$396K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-656- 5.57% |
$67.6K - $83.5K
|
11.1K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-660- 2.47% |
$68K - $84K
|
26K
$3.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-664- 3.98% |
$68.4K - $84.5K
|
16K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-670Closed |
$69.1K - $85.3K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-674- 4.05% |
$69.5K - $85.8K
|
16K
$2.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-678- 10.91% |
$69.9K - $86.3K
|
5.54K
$793K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-687- 1.52% |
$70.8K - $87.4K
|
44.5K
$6.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-701- 18.29% |
$72.3K - $89.2K
|
3.13K
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-726- 5.05% |
$74.8K - $92.4K
|
13.7K
$1.96M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-815- 24.63% |
$84K - $104K
|
2.49K
$357K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-830- 26.21% |
$85.6K - $106K
|
2.34K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-833- 3.69% |
$85.9K - $106K
|
21.7K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-845- 0.43% |
$87.1K - $108K
|
195K
$27.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-857- 7.14% |
$88.3K - $109K
|
11.1K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-859- 12.5% |
$88.5K - $109K
|
6.01K
$862K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-860- 6.11% |
$88.6K - $109K
|
13.2K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-992- 38.12% |
$102K - $126K
|
1.61K
$231K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.02K- 22.91% |
$105K - $130K
|
3.43K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 2.32% |
$110K - $136K
|
44.9K
$6.43M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-1.08K- 3.12% |
$111K - $137K
|
33.4K
$4.79M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.13K- 26.61% |
$117K - $144K
|
3.12K
$448K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.14K- 2.16% |
$118K - $146K
|
51.8K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.21K- 23.14% |
$125K - $154K
|
4.02K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.22K- 37.34% |
$125K - $155K
|
2.04K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.29K- 16.87% |
$133K - $165K
|
6.37K
$913K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.31K- 2.36% |
$135K - $167K
|
54.3K
$7.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.31K- 4.91% |
$135K - $167K
|
25.4K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.32K- 3.14% |
$136K - $167K
|
40.6K
$5.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.32K- 3.17% |
$136K - $168K
|
40.4K
$5.8M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.35K- 2.3% |
$139K - $171K
|
57.1K
$8.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.37K- 0.8% |
$141K - $174K
|
169K
$24.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.48K- 13.01% |
$152K - $188K
|
9.89K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.55K- 17.54% |
$159K - $197K
|
7.26K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.6K- 5.1% |
$165K - $203K
|
29.7K
$4.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.65K- 3.14% |
$170K - $209K
|
50.8K
$7.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.74K- 49.77% |
$179K - $221K
|
1.75K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.84K- 5.28% |
$190K - $235K
|
33.1K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.02K- 13.08% |
$208K - $257K
|
13.4K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.03K- 96.39% |
$209K - $258K
|
76
$10.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.06K- 1.31% |
$212K - $262K
|
155K
$22.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 49.96% |
$213K - $263K
|
2.07K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.2K- 1.93% |
$226K - $280K
|
112K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.31K- 2.91% |
$238K - $293K
|
77.1K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.48K- 15.32% |
$256K - $316K
|
13.7K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 26.53% |
$259K - $320K
|
6.97K
$998K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.76K- 34.69% |
$284K - $351K
|
5.19K
$743K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.79K- 9.29% |
$288K - $355K
|
27.3K
$3.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.89K- 3.71% |
$298K - $368K
|
75.1K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.15K- 8.82% |
$324K - $400K
|
32.5K
$4.66M
|