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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.16KNew |
$382K - $449K
|
3.16K
$423K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.1KNew |
$375K - $441K
|
3.1K
$415K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.08K+ 69.05% |
$372K - $438K
|
7.53K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.02K+ 60.8% |
$365K - $429K
|
7.98K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.92K+ 5.21% |
$353K - $415K
|
58.9K
$7.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.88KNew |
$348K - $410K
|
2.88K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.82K+ 9.88% |
$341K - $401K
|
31.4K
$4.2M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.79K+ 11.94% |
$337K - $396K
|
26.1K
$3.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.76K+ 13.9% |
$334K - $393K
|
22.6K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.76KNew |
$334K - $393K
|
2.76K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 38.68% |
$327K - $384K
|
9.68K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.64K+ 2.19% |
$319K - $375K
|
123K
$16.5M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.58KNew |
$313K - $368K
|
2.58K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.54K+ 74.14% |
$308K - $362K
|
5.97K
$800K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.52KNew |
$305K - $358K
|
2.52K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.29KNew |
$277K - $326K
|
2.29K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.28KNew |
$276K - $324K
|
2.28K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.28KNew |
$275K - $324K
|
2.28K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.23K+ 34.58% |
$270K - $317K
|
8.68K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.2K+ 0.92% |
$266K - $312K
|
242K
$32.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2.17K+ 4.94% |
$262K - $309K
|
46.1K
$6.17M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.05KNew |
$248K - $291K
|
2.05K
$274K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.01KNew |
$243K - $286K
|
2.01K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.97K+ 2.94% |
$239K - $281K
|
69.2K
$9.26M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.97K+ 7.87% |
$238K - $280K
|
27K
$3.61M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.96KNew |
$237K - $278K
|
1.96K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.88K+ 5.62% |
$228K - $268K
|
35.3K
$4.73M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.82KNew |
$221K - $259K
|
1.82K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.79K+ 8.19% |
$217K - $255K
|
23.6K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.79K+ 6.35% |
$216K - $255K
|
30K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.74KNew |
$211K - $248K
|
1.74K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.72K+ 5.39% |
$208K - $244K
|
33.6K
$4.49M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.68KNew |
$203K - $239K
|
1.68K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.62K+ 66.47% |
$196K - $230K
|
4.05K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.53K+ 52.25% |
$185K - $218K
|
4.46K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.53K+ 67.44% |
$185K - $218K
|
3.8K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.35K+ 0.69% |
$163K - $192K
|
196K
$26.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.34K+ 41.71% |
$162K - $190K
|
4.55K
$609K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.31K+ 2.81% |
$159K - $186K
|
47.9K
$6.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.17K+ 1.9% |
$141K - $166K
|
62.7K
$8.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.15K+ 3.86% |
$140K - $164K
|
31K
$4.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.14K+ 4.18% |
$138K - $162K
|
28.4K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.09K+ 0.55% |
$131K - $155K
|
197K
$26.4M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.08K+ 85.38% |
$131K - $154K
|
2.35K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.07K+ 307.8% |
$129K - $152K
|
1.41K
$189K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.02K+ 77.28% |
$124K - $146K
|
2.35K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
984+ 0.97% |
$119K - $140K
|
103K
$13.8M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
970New |
$117K - $138K
|
970
$130K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
942+ 27.17% |
$114K - $134K
|
4.41K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
896+ 25.96% |
$108K - $127K
|
4.35K
$582K
|