Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.77KNew |
$289K - $318K
|
2.77K
$377K
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.75K+ 48.14% |
$287K - $316K
|
8.46K
$1.15M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.47K+ 7.83% |
$258K - $284K
|
34K
$4.63M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.4KNew |
$250K - $276K
|
2.4K
$327K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.38KNew |
$248K - $273K
|
2.38K
$324K
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$228K - $251K
|
2.19K
$298K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17K+ 0.61% |
$226K - $249K
|
356K
$48.5M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 7.99% |
$223K - $246K
|
28.9K
$3.93M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.1K+ 494.12% |
$219K - $241K
|
2.53K
$344K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.1K+ 23.73% |
$219K - $241K
|
10.9K
$1.49M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.03K+ 13.19% |
$212K - $234K
|
17.5K
$2.38M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.03K+ 29.79% |
$212K - $234K
|
8.85K
$1.21M
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2KNew |
$209K - $230K
|
2K
$273K
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.95K+ 3.69% |
$204K - $224K
|
54.8K
$7.47M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.95KNew |
$203K - $224K
|
1.95K
$265K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.91K+ 1.84% |
$199K - $219K
|
105K
$14.3M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.9KNew |
$198K - $218K
|
1.9K
$258K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.88K+ 14.06% |
$196K - $215K
|
15.2K
$2.07M
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.84KNew |
$192K - $211K
|
1.84K
$250K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.82KNew |
$190K - $209K
|
1.82K
$248K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.81K+ 2.91% |
$189K - $208K
|
64.1K
$8.73M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.78KNew |
$186K - $205K
|
1.78K
$243K
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.78K+ 2.6% |
$186K - $204K
|
70.1K
$9.55M
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.76KNew |
$183K - $202K
|
1.76K
$239K
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.75KNew |
$182K - $201K
|
1.75K
$238K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.7K+ 77.31% |
$177K - $195K
|
3.9K
$531K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.69K+ 67.16% |
$176K - $194K
|
4.2K
$573K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.63K+ 0.81% |
$170K - $187K
|
202K
$27.5M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.62K+ 66.57% |
$169K - $186K
|
4.04K
$551K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.61K+ 0.75% |
$168K - $185K
|
217K
$29.6M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.57K+ 15.95% |
$164K - $181K
|
11.4K
$1.56M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 5.22% |
$162K - $179K
|
31.4K
$4.27M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.55K+ 27.82% |
$162K - $178K
|
7.12K
$970K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.46K+ 0.53% |
$153K - $168K
|
280K
$38.1M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.46K+ 2.45% |
$152K - $167K
|
61K
$8.32M
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.43KNew |
$149K - $165K
|
1.43K
$195K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$144K - $159K
|
1.38K
$188K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.35K+ 32.89% |
$141K - $155K
|
5.46K
$743K
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.08K+ 11.24% |
$113K - $124K
|
10.7K
$1.46M
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.04K+ 6.11% |
$108K - $119K
|
18K
$2.45M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.03K+ 1.42% |
$107K - $118K
|
73.7K
$10M
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.01K+ 2.29% |
$106K - $116K
|
45.2K
$6.16M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$104K - $115K
|
1K
$136K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
954+ 32.18% |
$99.5K - $110K
|
3.92K
$534K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
912+ 5.94% |
$95.2K - $105K
|
16.3K
$2.22M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
881+ 8.67% |
$91.9K - $101K
|
11K
$1.5M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
832+ 2.65% |
$86.8K - $95.6K
|
32.2K
$4.39M
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
812+ 3.74% |
$84.7K - $93.3K
|
22.5K
$3.07M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
811+ 7.04% |
$84.6K - $93.2K
|
12.3K
$1.68M
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
762+ 1.73% |
$79.5K - $87.6K
|
44.8K
$6.1M
|