Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 7.82% |
$18.2M - $21.4M
|
2.07M
$283M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.6K+ 13.54% |
$11.6M - $13.6M
|
802K
$110M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
82.4K+ 2.58% |
$9.97M - $11.7M
|
3.27M
$448M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
74.6K+ 87.12% |
$9.03M - $10.6M
|
160K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
63.1K+ 1706.9% |
$7.63M - $8.98M
|
66.8K
$9.14M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.7K+ 65.59% |
$7.59M - $8.93M
|
158K
$21.7M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
62KNew |
$7.5M - $8.81M
|
62K
$8.48M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 5.51% |
$5.62M - $6.61M
|
889K
$122M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
42.5K+ 16.76% |
$5.15M - $6.05M
|
296K
$40.6M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
39.5KNew |
$4.78M - $5.63M
|
39.5K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.7K+ 343.76% |
$3.11M - $3.65M
|
33.1K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
24KNew |
$2.9M - $3.41M
|
24K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
23.9K+ 14.68% |
$2.9M - $3.41M
|
187K
$25.6M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
21.7K+ 34.4% |
$2.63M - $3.09M
|
85K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.6K+ 3.2% |
$1.89M - $2.22M
|
504K
$69M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.5KNew |
$1.88M - $2.21M
|
15.5K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.1K+ 3.3% |
$1.7M - $2M
|
440K
$60.3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.4K+ 580.79% |
$1.62M - $1.91M
|
15.7K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2K+ 3.99% |
$1.35M - $1.59M
|
292K
$39.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.77K+ 30.94% |
$1.06M - $1.25M
|
37.1K
$5.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.72K+ 321.59% |
$1.05M - $1.24M
|
11.4K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.7K+ 7.44% |
$1.05M - $1.24M
|
126K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 2.42% |
$1.03M - $1.22M
|
362K
$49.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.09KNew |
$979K - $1.15M
|
8.09K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.73K+ 42.13% |
$935K - $1.1M
|
26.1K
$3.57M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.59K+ 9.94% |
$919K - $1.08M
|
84K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.52KNew |
$910K - $1.07M
|
7.52K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7.34K+ 13.18% |
$888K - $1.04M
|
63K
$8.63M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.84K+ 50.08% |
$828K - $974K
|
20.5K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
6.67K+ 14.27% |
$806K - $948K
|
53.4K
$7.31M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.2K+ 16.15% |
$750K - $882K
|
44.6K
$6.1M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.95K+ 38.9% |
$720K - $847K
|
21.3K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.56K+ 4.95% |
$673K - $791K
|
118K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.33K+ 238.63% |
$645K - $758K
|
7.57K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$582K - $685K
|
4.81K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.76K+ 2.81% |
$576K - $677K
|
174K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.59K+ 4.85% |
$556K - $654K
|
99.2K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.5K+ 87.88% |
$544K - $640K
|
9.61K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.45K+ 11.05% |
$539K - $633K
|
44.7K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.02K+ 90.67% |
$487K - $573K
|
8.46K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4K+ 21.07% |
$484K - $570K
|
23K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.95K+ 12.4% |
$478K - $563K
|
35.8K
$4.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
3.83K+ 7.11% |
$463K - $544K
|
57.7K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.82K+ 18.56% |
$463K - $544K
|
24.4K
$3.34M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.8K+ 26.11% |
$460K - $541K
|
18.4K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.77K+ 82.42% |
$457K - $537K
|
8.35K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.77K+ 47.46% |
$456K - $537K
|
11.7K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.5KNew |
$424K - $499K
|
3.5K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.28K+ 24.16% |
$396K - $466K
|
16.8K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.24K+ 1.64% |
$392K - $461K
|
201K
$27.5M
|