Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.21K+ 51.72% |
$505K - $550K
|
12.3K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.1K+ 0.34% |
$492K - $536K
|
1.21M
$172M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.05KNew |
$486K - $530K
|
4.05K
$576K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.9K+ 45.68% |
$468K - $510K
|
12.4K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.86KNew |
$464K - $505K
|
3.86K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.7K+ 192.31% |
$444K - $484K
|
5.62K
$799K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
3.66K+ 4.94% |
$438K - $478K
|
77.7K
$11M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.59KNew |
$431K - $469K
|
3.59K
$510K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 6.97% |
$426K - $464K
|
54.5K
$7.74M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 3421.57% |
$419K - $456K
|
3.59K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.22K+ 1.68% |
$386K - $420K
|
195K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.08K+ 7.61% |
$369K - $402K
|
43.5K
$6.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.01KNew |
$361K - $393K
|
3.01K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.99K+ 115.93% |
$359K - $391K
|
5.57K
$791K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.98K+ 0.84% |
$357K - $389K
|
359K
$51M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.74KNew |
$328K - $358K
|
2.74K
$389K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.61KNew |
$313K - $341K
|
2.61K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.49KNew |
$299K - $326K
|
2.49K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.41K+ 2.14% |
$289K - $314K
|
115K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.34KNew |
$280K - $305K
|
2.34K
$332K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.23KNew |
$267K - $291K
|
2.23K
$316K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.14KNew |
$257K - $280K
|
2.14K
$304K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.08K+ 12.96% |
$249K - $271K
|
18.1K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.06K+ 11.23% |
$247K - $269K
|
20.4K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2KNew |
$240K - $261K
|
2K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.97K+ 166.58% |
$237K - $258K
|
3.16K
$449K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.96K+ 67.9% |
$235K - $256K
|
4.85K
$689K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$234K - $255K
|
1.95K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.93KNew |
$232K - $253K
|
1.93K
$275K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.93K+ 2.48% |
$231K - $252K
|
79.6K
$11.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.89K+ 25.13% |
$227K - $247K
|
9.42K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
1.83K+ 10.6% |
$219K - $239K
|
19.1K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.82KNew |
$218K - $237K
|
1.82K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 3.13% |
$215K - $234K
|
59K
$8.38M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.73KNew |
$207K - $226K
|
1.73K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.67KNew |
$200K - $218K
|
1.67K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 3.57% |
$200K - $218K
|
48.4K
$6.88M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.62KNew |
$194K - $212K
|
1.62K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.62KNew |
$194K - $212K
|
1.62K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.61K+ 18.43% |
$193K - $210K
|
10.3K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.59KNew |
$191K - $208K
|
1.59K
$226K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.58K+ 1.6% |
$190K - $207K
|
100K
$14.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.57KNew |
$188K - $205K
|
1.57K
$223K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.57KNew |
$188K - $205K
|
1.57K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.56KNew |
$187K - $204K
|
1.56K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.56KNew |
$187K - $204K
|
1.56K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.56KNew |
$187K - $203K
|
1.56K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.55KNew |
$186K - $203K
|
1.55K
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.52K+ 40.25% |
$183K - $199K
|
5.31K
$754K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 2.15% |
$180K - $196K
|
71.4K
$10.1M
|