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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.14K- 42.24% |
$226K - $258K
|
2.93K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.15K- 18.95% |
$227K - $258K
|
9.2K
$1.25M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.15K- 42.79% |
$227K - $259K
|
2.88K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.41K- 9.77% |
$254K - $289K
|
22.2K
$3.03M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.43K- 7.09% |
$256K - $292K
|
31.8K
$4.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 44.58% |
$257K - $292K
|
3.02K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-2.47K- 13.5% |
$260K - $296K
|
15.8K
$2.15M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.54K- 18.05% |
$267K - $305K
|
11.5K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.8K- 2.95% |
$295K - $336K
|
92K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.03K- 62.33% |
$319K - $364K
|
1.83K
$249K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.18K- 5.93% |
$335K - $382K
|
50.5K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 61.36% |
$338K - $385K
|
2.02K
$275K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.22K- 1.68% |
$340K - $387K
|
189K
$25.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.37K- 29.19% |
$355K - $405K
|
8.17K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.52K- 14.92% |
$371K - $423K
|
20.1K
$2.74M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.55K- 57.91% |
$374K - $426K
|
2.58K
$351K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-3.59K- 32.32% |
$378K - $431K
|
7.51K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.88K- 3.91% |
$409K - $466K
|
95.1K
$13M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.01K- 43.24% |
$423K - $482K
|
5.27K
$717K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.25K- 97.65% |
$448K - $510K
|
102
$13.9K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.38K- 9.55% |
$462K - $527K
|
41.5K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.49K- 89.0% |
$473K - $539K
|
555
$75.6K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.8K- 2.48% |
$506K - $576K
|
189K
$25.7M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.85K- 5.79% |
$511K - $582K
|
78.9K
$10.8M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.85K- 5.79% |
$511K - $582K
|
78.9K
$10.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.09K- 6.23% |
$537K - $612K
|
76.7K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.37K- 3.72% |
$567K - $645K
|
139K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.42K- 44.3% |
$572K - $652K
|
6.82K
$929K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.88K- 7.01% |
$620K - $707K
|
78K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.31K- 88.4% |
$665K - $758K
|
828
$113K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.54K- 1.83% |
$689K - $786K
|
350K
$47.7M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.81K- 28.64% |
$718K - $818K
|
17K
$2.31M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-7.47K- 12.87% |
$788K - $898K
|
50.6K
$6.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.72K- 9.6% |
$814K - $927K
|
72.7K
$9.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.06K- 13.27% |
$850K - $968K
|
52.6K
$7.17M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.16K- 26.24% |
$966K - $1.1M
|
25.8K
$3.51M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.91K- 82.22% |
$1.04M - $1.19M
|
2.14K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.1K- 18.93% |
$1.27M - $1.45M
|
51.6K
$7.03M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.2K- 33.59% |
$1.39M - $1.58M
|
26K
$3.55M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6K- 45.41% |
$1.54M - $1.75M
|
17.5K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-15.1K- 20.86% |
$1.59M - $1.82M
|
57.4K
$7.81M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-15.5K- 3.67% |
$1.64M - $1.86M
|
408K
$55.6M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.6K- 76.5% |
$1.75M - $1.99M
|
5.09K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-18.5K- 89.53% |
$1.96M - $2.23M
|
2.17K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.7K- 30.57% |
$1.98M - $2.25M
|
42.6K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.8K- 3.43% |
$1.98M - $2.26M
|
528K
$71.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19K- 7.14% |
$2M - $2.28M
|
247K
$33.6M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21.2K- 65.72% |
$2.24M - $2.55M
|
11.1K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.2K- 12.61% |
$2.65M - $3.02M
|
174K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-26.8K- 30.42% |
$2.83M - $3.22M
|
61.4K
$8.36M
|