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 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-940- 18.74% |
$114K - $134K
|
4.08K
$546K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-940- 89.35% |
$114K - $134K
|
112
$15K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-944- 4.8% |
$114K - $134K
|
18.7K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-948- 3.13% |
$115K - $135K
|
29.4K
$3.93M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-954- 6.98% |
$115K - $136K
|
12.7K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-993- 1.33% |
$120K - $141K
|
73.7K
$9.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1K- 9.5% |
$121K - $143K
|
9.54K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.01K- 11.37% |
$122K - $144K
|
7.89K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.04K- 11.15% |
$125K - $147K
|
8.25K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.04K- 23.63% |
$126K - $148K
|
3.36K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.07KClosed |
$129K - $152K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 4.52% |
$129K - $152K
|
22.6K
$3.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.08K- 15.0% |
$131K - $154K
|
6.12K
$819K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.79% |
$131K - $154K
|
27.4K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.1K- 69.0% |
$132K - $156K
|
492
$65.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.14K- 1.11% |
$138K - $162K
|
102K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.17K- 1.56% |
$141K - $166K
|
73.8K
$9.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.24K- 3.44% |
$150K - $176K
|
34.8K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.27K- 10.36% |
$154K - $181K
|
11K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.32K- 26.49% |
$160K - $188K
|
3.67K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.33K- 1.96% |
$161K - $189K
|
66.4K
$8.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.34K- 28.29% |
$162K - $191K
|
3.4K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.41K- 10.01% |
$171K - $201K
|
12.7K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.52K- 7.04% |
$184K - $216K
|
20K
$2.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.54K- 7.05% |
$186K - $219K
|
20.3K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.58K- 15.4% |
$191K - $225K
|
8.68K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.59K- 5.08% |
$192K - $226K
|
29.6K
$3.97M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.59K- 3.49% |
$193K - $227K
|
44K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 6.26% |
$195K - $229K
|
24.1K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.74K- 10.22% |
$211K - $248K
|
15.3K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.76K- 3.93% |
$212K - $250K
|
42.9K
$5.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-1.89K- 5.69% |
$229K - $269K
|
31.4K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.91K- 1.85% |
$231K - $272K
|
101K
$13.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.99K- 2.88% |
$241K - $284K
|
67.4K
$9.02M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2K- 9.49% |
$242K - $285K
|
19.1K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.03K- 0.4% |
$246K - $289K
|
510K
$68.3M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.03K- 3.88% |
$246K - $289K
|
50.4K
$6.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-2.18K- 87.75% |
$264K - $311K
|
305
$40.8K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.2K- 50.46% |
$266K - $313K
|
2.16K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.24K- 15.57% |
$271K - $319K
|
12.1K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.24K- 4.02% |
$271K - $319K
|
53.5K
$7.16M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.28K- 19.38% |
$276K - $324K
|
9.48K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.28K- 8.81% |
$276K - $325K
|
23.6K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.29K- 1.18% |
$277K - $326K
|
192K
$25.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.41K- 1.47% |
$292K - $343K
|
162K
$21.7M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.45K- 5.79% |
$296K - $349K
|
39.9K
$5.34M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.51K- 28.12% |
$304K - $358K
|
6.43K
$860K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.52K- 20.58% |
$305K - $359K
|
9.73K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.6K- 3.58% |
$314K - $369K
|
69.8K
$9.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.62K- 5.01% |
$317K - $372K
|
49.6K
$6.64M
|