Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
99+ 1.12% |
$10.4K - $11.9K
|
8.97K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
98+ 4.82% |
$10.3K - $11.8K
|
2.13K
$291K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
96+ 0.09% |
$10.1K - $11.5K
|
110K
$15M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
92+ 3.32% |
$9.7K - $11.1K
|
2.86K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
90+ 0.16% |
$9.49K - $10.8K
|
58K
$7.9M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
87+ 1.33% |
$9.18K - $10.5K
|
6.62K
$901K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
87+ 3.14% |
$9.18K - $10.5K
|
2.86K
$390K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
84+ 0.34% |
$8.86K - $10.1K
|
24.8K
$3.38M
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 3.78% |
$8.75K - $9.97K
|
2.28K
$311K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
83+ 3.75% |
$8.75K - $9.97K
|
2.3K
$313K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
80+ 7.5% |
$8.44K - $9.61K
|
1.15K
$156K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
80New |
$8.44K - $9.61K
|
80
$10.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
68+ 0.19% |
$7.17K - $8.17K
|
35.2K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
66+ 48.18% |
$6.96K - $7.93K
|
203
$27.7K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
66+ 0.49% |
$6.96K - $7.93K
|
13.6K
$1.86M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
63+ 22.26% |
$6.64K - $7.57K
|
346
$47.1K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
61New |
$6.43K - $7.33K
|
61
$8.31K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 500.0% |
$5.27K - $6.01K
|
60
$8.18K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
38+ 0.94% |
$4.01K - $4.57K
|
4.1K
$558K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
37+ 0.88% |
$3.9K - $4.45K
|
4.25K
$579K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34+ 0.62% |
$3.59K - $4.09K
|
5.5K
$749K
|
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
31+ 0.27% |
$3.27K - $3.72K
|
11.3K
$1.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 125.0% |
$3.16K - $3.6K
|
54
$7.36K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
25+ 6.25% |
$2.64K - $3K
|
425
$57.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
22+ 1.46% |
$2.32K - $2.64K
|
1.53K
$208K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
21+ 0.78% |
$2.21K - $2.52K
|
2.71K
$369K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
21+ 0.15% |
$2.21K - $2.52K
|
14.3K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
21+ 0.05% |
$2.21K - $2.52K
|
38.8K
$5.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
20+ 0.48% |
$2.11K - $2.4K
|
4.17K
$568K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
17+ 1.86% |
$1.79K - $2.04K
|
933
$127K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
16+ 0.16% |
$1.69K - $1.92K
|
10.1K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
13+ 0.26% |
$1.37K - $1.56K
|
5.05K
$689K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
13+ 0.68% |
$1.37K - $1.56K
|
1.92K
$261K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$1.27K - $1.44K
|
12
$1.64K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
BUY
|
- |
10+ 0.03% |
$1.05K - $1.2K
|
33K
$4.5M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.27% |
$949 - $1.08K
|
3.4K
$463K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.06% |
$738 - $841
|
11.7K
$1.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7+ 0.66% |
$738 - $841
|
1.07K
$146K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
7+ 0.23% |
$738 - $841
|
3K
$409K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 1.09% |
$527 - $601
|
465
$63.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.18% |
$527 - $601
|
427
$58.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.07% |
$527 - $601
|
7.29K
$993K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4+ 0.18% |
$422 - $481
|
2.18K
$297K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4New |
$422 - $481
|
4
$545
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.17% |
$422 - $481
|
2.35K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.03% |
$316 - $360
|
11.3K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.06% |
$316 - $360
|
4.93K
$672K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.26% |
$316 - $360
|
1.15K
$157K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.27% |
$316 - $360
|
1.1K
$150K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3+ 0.1% |
$316 - $360
|
3.05K
$416K
|