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 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
354New |
$42.5K - $46.3K
|
354
$50.3K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
340+ 3.62% |
$40.8K - $44.4K
|
9.74K
$1.38M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
339+ 7.45% |
$40.7K - $44.3K
|
4.89K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
328+ 10.8% |
$39.4K - $42.9K
|
3.37K
$478K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
309+ 14.94% |
$37.1K - $40.4K
|
2.38K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
305+ 2.91% |
$36.6K - $39.9K
|
10.8K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
300+ 8.38% |
$36K - $39.2K
|
3.88K
$551K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
293+ 1.35% |
$35.2K - $38.3K
|
22.1K
$3.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
288+ 10.03% |
$34.6K - $37.7K
|
3.16K
$449K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
271+ 6.28% |
$32.5K - $35.4K
|
4.59K
$652K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
270+ 6.52% |
$32.4K - $35.3K
|
4.41K
$627K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
266New |
$31.9K - $34.8K
|
266
$37.8K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
265+ 0.59% |
$31.8K - $34.6K
|
45.1K
$6.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
260+ 5.17% |
$31.2K - $34K
|
5.29K
$751K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
245+ 4.92% |
$29.4K - $32K
|
5.23K
$742K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
236+ 13.28% |
$28.3K - $30.9K
|
2.01K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
232New |
$27.8K - $30.3K
|
232
$33K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
226+ 0.21% |
$27.1K - $29.5K
|
108K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
223+ 2.26% |
$26.8K - $29.2K
|
10.1K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
218New |
$26.2K - $28.5K
|
218
$31K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
211+ 1.24% |
$25.3K - $27.6K
|
17.2K
$2.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
207+ 29.36% |
$24.8K - $27.1K
|
912
$130K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
200New |
$24K - $26.1K
|
200
$28.4K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
189+ 10.78% |
$22.7K - $24.7K
|
1.94K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
175+ 1.63% |
$21K - $22.9K
|
10.9K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
159New |
$19.1K - $20.8K
|
159
$22.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
155New |
$18.6K - $20.3K
|
155
$22K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 2.36% |
$18K - $19.6K
|
6.51K
$925K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
148+ 5.23% |
$17.8K - $19.3K
|
2.98K
$423K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
142+ 0.84% |
$17K - $18.6K
|
17K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
137+ 4.7% |
$16.4K - $17.9K
|
3.05K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
135+ 6.29% |
$16.2K - $17.6K
|
2.28K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
129+ 1842.86% |
$15.5K - $16.9K
|
136
$19.3K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
118New |
$14.2K - $15.4K
|
118
$16.8K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
110+ 1.22% |
$13.2K - $14.4K
|
9.09K
$1.29M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
106+ 0.17% |
$12.7K - $13.9K
|
62.3K
$8.85M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
102+ 5.41% |
$12.2K - $13.3K
|
1.99K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
101+ 3.27% |
$12.1K - $13.2K
|
3.19K
$453K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
100+ 1.15% |
$12K - $13.1K
|
8.77K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
97+ 0.59% |
$11.6K - $12.7K
|
16.6K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
91New |
$10.9K - $11.9K
|
91
$12.9K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
86+ 1.99% |
$10.3K - $11.2K
|
4.42K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
82+ 0.62% |
$9.84K - $10.7K
|
13.3K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
78+ 0.35% |
$9.36K - $10.2K
|
22.6K
$3.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
75New |
$9K - $9.8K
|
75
$10.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
68+ 35.79% |
$8.16K - $8.89K
|
258
$36.7K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
66+ 1.62% |
$7.92K - $8.63K
|
4.15K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
66New |
$7.92K - $8.63K
|
66
$9.38K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
58+ 1.12% |
$6.96K - $7.58K
|
5.22K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 0.42% |
$6K - $6.54K
|
12.1K
$1.71M
|