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 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-40.7K- 3.53% |
$4.92M - $5.79M
|
1.11M
$149M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-50.3K- 92.16% |
$6.09M - $7.16M
|
4.28K
$573K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-55.5K- 39.31% |
$6.71M - $7.89M
|
85.6K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-70K- 95.31% |
$8.46M - $9.95M
|
3.45K
$461K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-76.3K- 32.91% |
$9.23M - $10.8M
|
155K
$20.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-88.7K- 87.78% |
$10.7M - $12.6M
|
12.3K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-130K- 88.6% |
$15.8M - $18.6M
|
16.8K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-222K- 98.78% |
$26.9M - $31.6M
|
2.74K
$367K
|