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
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-93- 0.25% |
$11.3K - $13.2K
|
37.5K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-95- 73.08% |
$11.5K - $13.5K
|
35
$4.69K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-97- 0.44% |
$11.7K - $13.8K
|
21.9K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-98- 0.96% |
$11.9K - $13.9K
|
10.1K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-104- 0.9% |
$12.6K - $14.8K
|
11.4K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-107- 2.55% |
$12.9K - $15.2K
|
4.1K
$548K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-114- 3.8% |
$13.8K - $16.2K
|
2.89K
$387K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-117- 4.92% |
$14.2K - $16.6K
|
2.26K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-119- 6.13% |
$14.4K - $16.9K
|
1.82K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-120- 31.91% |
$14.5K - $17.1K
|
256
$34.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-123- 1.82% |
$14.9K - $17.5K
|
6.64K
$889K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-123- 1.91% |
$14.9K - $17.5K
|
6.32K
$847K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-124- 0.34% |
$15K - $17.6K
|
36.2K
$4.84M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-124- 2.69% |
$15K - $17.6K
|
4.49K
$601K
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-126- 4.82% |
$15.2K - $17.9K
|
2.49K
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-128- 17.68% |
$15.5K - $18.2K
|
596
$79.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-139- 3.61% |
$16.8K - $19.8K
|
3.71K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-145- 4.11% |
$17.5K - $20.6K
|
3.38K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-160- 1.0% |
$19.4K - $22.8K
|
15.8K
$2.12M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-163- 7.31% |
$19.7K - $23.2K
|
2.07K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-164- 1.28% |
$19.8K - $23.3K
|
12.6K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-169- 1.65% |
$20.4K - $24K
|
10.1K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-175- 1.24% |
$21.2K - $24.9K
|
13.9K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-175- 2.5% |
$21.2K - $24.9K
|
6.84K
$916K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-181- 2.63% |
$21.9K - $25.8K
|
6.71K
$898K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-185- 7.99% |
$22.4K - $26.3K
|
2.13K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-188- 1.55% |
$22.7K - $26.7K
|
12K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-189- 3.14% |
$22.9K - $26.9K
|
5.83K
$781K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-191- 5.09% |
$23.1K - $27.2K
|
3.57K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-195- 3.54% |
$23.6K - $27.7K
|
5.32K
$712K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-199- 11.18% |
$24.1K - $28.3K
|
1.58K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 33.67% |
$24.2K - $28.5K
|
394
$52.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-202- 1.67% |
$24.4K - $28.7K
|
11.9K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-214- 67.94% |
$25.9K - $30.4K
|
101
$13.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-216- 1.93% |
$26.1K - $30.7K
|
11K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-225- 93.75% |
$27.2K - $32K
|
15
$2.01K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-236- 2.72% |
$28.6K - $33.6K
|
8.43K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-255- 0.91% |
$30.9K - $36.3K
|
27.7K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-259- 2.75% |
$31.3K - $36.9K
|
9.15K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-263- 18.33% |
$31.8K - $37.4K
|
1.17K
$157K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-265- 1.44% |
$32.1K - $37.7K
|
18.1K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-268- 4.86% |
$32.4K - $38.1K
|
5.25K
$703K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-270- 3.3% |
$32.7K - $38.4K
|
7.92K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-270- 14.71% |
$32.7K - $38.4K
|
1.57K
$210K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-272- 7.6% |
$32.9K - $38.7K
|
3.31K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-288- 1.15% |
$34.8K - $41K
|
24.8K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-296- 1.64% |
$35.8K - $42.1K
|
17.7K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-300- 60.0% |
$36.3K - $42.7K
|
200
$26.8K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 0.31% |
$36.3K - $42.7K
|
95.6K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-314- 4.29% |
$38K - $44.7K
|
7K
$937K
|