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 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
166+ 0.39% |
$20.1K - $23.6K
|
42.6K
$5.7M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
164+ 14.41% |
$19.8K - $23.3K
|
1.3K
$174K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
154+ 2.43% |
$18.6K - $21.9K
|
6.5K
$870K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
153+ 1.85% |
$18.5K - $21.8K
|
8.43K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
150New |
$18.2K - $21.3K
|
150
$20.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
147+ 0.45% |
$17.8K - $20.9K
|
32.7K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
133+ 3.96% |
$16.1K - $18.9K
|
3.49K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
131+ 5.8% |
$15.9K - $18.6K
|
2.39K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
129+ 49.43% |
$15.6K - $18.4K
|
390
$52.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
124+ 0.27% |
$15K - $17.6K
|
46.1K
$6.17M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
116+ 7.63% |
$14K - $16.5K
|
1.64K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
112+ 7.08% |
$13.6K - $15.9K
|
1.69K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
108+ 0.36% |
$13.1K - $15.4K
|
29.9K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
106New |
$12.8K - $15.1K
|
106
$14.2K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
105New |
$12.7K - $14.9K
|
105
$14.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
104New |
$12.6K - $14.8K
|
104
$13.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
103+ 0.12% |
$12.5K - $14.7K
|
87.7K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
100New |
$12.1K - $14.2K
|
100
$13.4K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 1.1% |
$12.1K - $14.2K
|
9.23K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
98New |
$11.9K - $13.9K
|
98
$13.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
82+ 2.29% |
$9.92K - $11.7K
|
3.66K
$490K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
79+ 4.72% |
$9.56K - $11.2K
|
1.75K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
76New |
$9.2K - $10.8K
|
76
$10.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
71+ 4.9% |
$8.59K - $10.1K
|
1.52K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70+ 1.66% |
$8.47K - $9.96K
|
4.28K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
70+ 1.17% |
$8.47K - $9.96K
|
6.06K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
69New |
$8.35K - $9.82K
|
69
$9.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
66+ 86.84% |
$7.99K - $9.39K
|
142
$19K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
64+ 1.7% |
$7.74K - $9.11K
|
3.83K
$513K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
64+ 0.38% |
$7.74K - $9.11K
|
17.1K
$2.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
59+ 1.31% |
$7.14K - $8.39K
|
4.56K
$611K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
57+ 3.38% |
$6.9K - $8.11K
|
1.74K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
57+ 1.99% |
$6.9K - $8.11K
|
2.93K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
52New |
$6.29K - $7.4K
|
52
$6.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
52+ 1.0% |
$6.29K - $7.4K
|
5.24K
$702K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
51+ 0.44% |
$6.17K - $7.26K
|
11.5K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
51+ 0.63% |
$6.17K - $7.26K
|
8.15K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
44New |
$5.32K - $6.26K
|
44
$5.89K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
42+ 1.55% |
$5.08K - $5.98K
|
2.75K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
41+ 0.87% |
$4.96K - $5.83K
|
4.77K
$638K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
40+ 0.3% |
$4.84K - $5.69K
|
13.4K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
40+ 1.04% |
$4.84K - $5.69K
|
3.89K
$521K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
36+ 4.94% |
$4.36K - $5.12K
|
765
$102K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
34+ 850.0% |
$4.11K - $4.84K
|
38
$5.09K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
28+ 0.27% |
$3.39K - $3.98K
|
10.5K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
27+ 0.54% |
$3.27K - $3.84K
|
5K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
26+ 1.45% |
$3.15K - $3.7K
|
1.83K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25New |
$3.03K - $3.56K
|
25
$3.35K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25+ 2.78% |
$3.03K - $3.56K
|
925
$124K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
24+ 1.06% |
$2.9K - $3.41K
|
2.29K
$306K
|