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 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5- 0.29% |
$605 - $711
|
1.74K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-6- 1.23% |
$726 - $854
|
480
$64.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6- 0.26% |
$726 - $854
|
2.28K
$306K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-7- 11.67% |
$847 - $996
|
53
$7.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7- 1.89% |
$847 - $996
|
363
$48.6K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11- 0.03% |
$1.33K - $1.57K
|
33.3K
$4.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13- 0.33% |
$1.57K - $1.85K
|
3.88K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-14- 14.43% |
$1.69K - $1.99K
|
83
$11.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-15- 0.25% |
$1.82K - $2.13K
|
5.9K
$790K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-15- 1.7% |
$1.82K - $2.13K
|
869
$116K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-15- 0.43% |
$1.82K - $2.13K
|
3.49K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 0.51% |
$1.82K - $2.13K
|
2.9K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-16- 0.26% |
$1.94K - $2.28K
|
6.05K
$810K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-16- 0.57% |
$1.94K - $2.28K
|
2.79K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-20- 0.52% |
$2.42K - $2.85K
|
3.81K
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-20- 0.88% |
$2.42K - $2.85K
|
2.26K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-23- 0.89% |
$2.78K - $3.27K
|
2.55K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.25% |
$3.03K - $3.56K
|
9.86K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-30- 0.58% |
$3.63K - $4.27K
|
5.14K
$688K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 5.99% |
$3.63K - $4.27K
|
471
$63.1K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-31- 10.03% |
$3.75K - $4.41K
|
278
$37.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-33- 4.12% |
$3.99K - $4.7K
|
768
$103K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-33- 45.83% |
$3.99K - $4.7K
|
39
$5.22K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-36- 0.85% |
$4.36K - $5.12K
|
4.2K
$562K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-36- 0.43% |
$4.36K - $5.12K
|
8.31K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-36- 0.7% |
$4.36K - $5.12K
|
5.13K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-36- 0.71% |
$4.36K - $5.12K
|
5.04K
$674K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-38- 0.81% |
$4.6K - $5.41K
|
4.68K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 0.83% |
$4.84K - $5.69K
|
4.8K
$642K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-49- 2.82% |
$5.93K - $6.97K
|
1.69K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-49- 0.24% |
$5.93K - $6.97K
|
20.6K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-50- 0.67% |
$6.05K - $7.11K
|
7.37K
$987K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-51- 2.12% |
$6.17K - $7.26K
|
2.35K
$315K
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-52- 0.41% |
$6.29K - $7.4K
|
12.7K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-56- 0.84% |
$6.78K - $7.97K
|
6.63K
$888K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-58- 15.68% |
$7.02K - $8.25K
|
312
$41.8K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-64- 9.83% |
$7.74K - $9.11K
|
587
$78.6K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-64- 2.12% |
$7.74K - $9.11K
|
2.95K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-65- 1.45% |
$7.87K - $9.25K
|
4.42K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-66- 1.5% |
$7.99K - $9.39K
|
4.32K
$579K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-68- 10.66% |
$8.23K - $9.68K
|
570
$76.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-69- 1.63% |
$8.35K - $9.82K
|
4.17K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-71- 3.62% |
$8.59K - $10.1K
|
1.89K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-71- 50.0% |
$8.59K - $10.1K
|
71
$9.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-71- 0.42% |
$8.59K - $10.1K
|
16.8K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-82- 3.96% |
$9.92K - $11.7K
|
1.99K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-86- 0.08% |
$10.4K - $12.2K
|
113K
$15.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-87- 2.08% |
$10.5K - $12.4K
|
4.09K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-91- 0.57% |
$11K - $12.9K
|
15.8K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-92- 2.47% |
$11.1K - $13.1K
|
3.63K
$486K
|