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 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-612- 74.54% |
$64.5K - $73.5K
|
209
$28.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-618- 1.38% |
$65.2K - $74.3K
|
44.2K
$6.03M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-631- 1.42% |
$66.5K - $75.8K
|
43.9K
$5.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-650- 11.58% |
$68.5K - $78.1K
|
4.96K
$676K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-692- 24.51% |
$73K - $83.2K
|
2.13K
$290K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-697- 14.07% |
$73.5K - $83.8K
|
4.26K
$580K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-701- 7.98% |
$73.9K - $84.2K
|
8.08K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-710- 16.9% |
$74.9K - $85.3K
|
3.49K
$476K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-714- 7.76% |
$75.3K - $85.8K
|
8.49K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-729- 15.23% |
$76.9K - $87.6K
|
4.06K
$553K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-736- 2.28% |
$77.6K - $88.4K
|
31.5K
$4.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-753- 78.93% |
$79.4K - $90.5K
|
201
$27.4K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-762- 2.51% |
$80.4K - $91.6K
|
29.5K
$4.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-770- 0.75% |
$81.2K - $92.5K
|
102K
$13.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-780- 26.98% |
$82.3K - $93.7K
|
2.11K
$288K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-829- 1.08% |
$87.4K - $99.6K
|
76.2K
$10.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-870- 11.65% |
$91.8K - $105K
|
6.6K
$899K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-889- 26.83% |
$93.8K - $107K
|
2.42K
$330K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-896- 10.78% |
$94.5K - $108K
|
7.41K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-911- 3.87% |
$96.1K - $109K
|
22.6K
$3.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-919- 19.4% |
$96.9K - $110K
|
3.82K
$520K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-919- 10.09% |
$96.9K - $110K
|
8.19K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-923- 17.14% |
$97.3K - $111K
|
4.46K
$608K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-969- 12.44% |
$102K - $116K
|
6.82K
$929K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-979- 60.02% |
$103K - $118K
|
652
$88.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-993- 3.32% |
$105K - $119K
|
28.9K
$3.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-1.11K- 2.55% |
$117K - $133K
|
42.4K
$5.78M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.15K- 1.37% |
$122K - $139K
|
83K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.25K- 4.24% |
$131K - $150K
|
28.1K
$3.83M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.25K- 5.03% |
$132K - $150K
|
23.6K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.25K- 12.66% |
$132K - $150K
|
8.62K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 13.62% |
$137K - $156K
|
8.22K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 14.95% |
$137K - $156K
|
7.39K
$1.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.36K- 15.03% |
$144K - $164K
|
7.71K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.4K- 11.28% |
$148K - $168K
|
11K
$1.5M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.44K- 13.91% |
$152K - $173K
|
8.93K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.46K- 8.22% |
$154K - $175K
|
16.3K
$2.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 29.05% |
$157K - $179K
|
3.64K
$496K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.58K- 19.08% |
$166K - $189K
|
6.68K
$910K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.63K- 2.87% |
$172K - $196K
|
55.2K
$7.52M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.67K- 0.99% |
$176K - $201K
|
167K
$22.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.72K- 6.34% |
$181K - $206K
|
25.3K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 8.22% |
$182K - $207K
|
19.2K
$2.62M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.73K- 5.1% |
$183K - $208K
|
32.2K
$4.39M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.79K- 30.41% |
$189K - $215K
|
4.1K
$559K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.81K- 74.94% |
$191K - $218K
|
606
$82.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 47.7% |
$196K - $224K
|
2.04K
$278K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.89K- 3.07% |
$199K - $227K
|
59.6K
$8.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.89K- 13.06% |
$200K - $228K
|
12.6K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.96K- 1.78% |
$206K - $235K
|
108K
$14.7M
|