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 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
726+ 2.46% |
$75.8K - $83.4K
|
30.3K
$4.12M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
725+ 4.19% |
$75.7K - $83.3K
|
18K
$2.46M
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
697+ 32.68% |
$72.7K - $80.1K
|
2.83K
$386K
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
690+ 2.08% |
$72K - $79.3K
|
33.8K
$4.6M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
664New |
$69.3K - $76.3K
|
664
$90.5K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
635+ 7.9% |
$66.3K - $73K
|
8.68K
$1.18M
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
629+ 1.48% |
$65.6K - $72.3K
|
43.1K
$5.87M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
625+ 16.4% |
$65.2K - $71.8K
|
4.44K
$604K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
610+ 4.89% |
$63.7K - $70.1K
|
13.1K
$1.78M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
595+ 0.63% |
$62.1K - $68.4K
|
95.7K
$13M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
595+ 1.87% |
$62.1K - $68.4K
|
32.4K
$4.42M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
578+ 1.1% |
$60.3K - $66.4K
|
53.2K
$7.25M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
574+ 28.32% |
$59.9K - $66K
|
2.6K
$354K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
574+ 28.32% |
$59.9K - $66K
|
2.6K
$354K
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
566+ 11.1% |
$59.1K - $65.1K
|
5.66K
$772K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
565+ 18.48% |
$59K - $64.9K
|
3.62K
$493K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
562+ 2.78% |
$58.6K - $64.6K
|
20.7K
$2.83M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
551+ 0.06% |
$57.5K - $63.3K
|
883K
$120M
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
529+ 2.92% |
$55.2K - $60.8K
|
18.7K
$2.54M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
496+ 0.44% |
$51.8K - $57K
|
114K
$15.5M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
475+ 2.01% |
$49.6K - $54.6K
|
24.1K
$3.28M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
474+ 8.28% |
$49.5K - $54.5K
|
6.2K
$845K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
420+ 5.87% |
$43.8K - $48.3K
|
7.58K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
415+ 2.41% |
$43.3K - $47.7K
|
17.6K
$2.4M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
407+ 9.9% |
$42.5K - $46.8K
|
4.52K
$616K
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
400+ 1.51% |
$41.7K - $46K
|
26.9K
$3.67M
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
385+ 0.38% |
$40.2K - $44.2K
|
101K
$13.8M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
374New |
$39K - $43K
|
374
$51K
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
346+ 18.66% |
$36.1K - $39.8K
|
2.2K
$300K
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
342+ 17.47% |
$35.7K - $39.3K
|
2.3K
$313K
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
341New |
$35.6K - $39.2K
|
341
$46.5K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
333+ 6.58% |
$34.7K - $38.3K
|
5.39K
$735K
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
324+ 1.38% |
$33.8K - $37.2K
|
23.8K
$3.24M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
324+ 0.56% |
$33.8K - $37.2K
|
57.8K
$7.87M
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
314+ 3.1% |
$32.8K - $36.1K
|
10.4K
$1.42M
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
310+ 2.27% |
$32.3K - $35.6K
|
14K
$1.9M
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
295New |
$30.8K - $33.9K
|
295
$40.2K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
289+ 121.43% |
$30.2K - $33.2K
|
527
$71.8K
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
274+ 3.34% |
$28.6K - $31.5K
|
8.48K
$1.16M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
251+ 1.69% |
$26.2K - $28.8K
|
15.1K
$2.05M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
240New |
$25K - $27.6K
|
240
$32.7K
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
239+ 2.01% |
$24.9K - $27.5K
|
12.1K
$1.65M
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
221+ 5.2% |
$23.1K - $25.4K
|
4.47K
$609K
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
214+ 7.83% |
$22.3K - $24.6K
|
2.95K
$402K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
212New |
$22.1K - $24.4K
|
212
$28.9K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
210+ 0.78% |
$21.9K - $24.1K
|
27.3K
$3.72M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
204New |
$21.3K - $23.4K
|
204
$27.8K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
191+ 8.46% |
$19.9K - $22K
|
2.45K
$334K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
191+ 7.93% |
$19.9K - $22K
|
2.6K
$354K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
174+ 2.42% |
$18.2K - $20K
|
7.37K
$1M
|