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 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-23- 15.54% |
$2.4K - $2.64K
|
125
$17K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-24- 0.53% |
$2.5K - $2.76K
|
4.54K
$619K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 0.38% |
$2.61K - $2.87K
|
6.6K
$899K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-25- 0.16% |
$2.61K - $2.87K
|
16K
$2.18M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 1.1% |
$2.61K - $2.87K
|
2.26K
$307K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-26- 0.26% |
$2.71K - $2.99K
|
10.1K
$1.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-26- 1.22% |
$2.71K - $2.99K
|
2.11K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-27- 0.76% |
$2.82K - $3.1K
|
3.55K
$483K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28- 1.26% |
$2.92K - $3.22K
|
2.19K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-30- 1.37% |
$3.13K - $3.45K
|
2.15K
$293K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-30- 1.46% |
$3.13K - $3.45K
|
2.03K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-32- 0.17% |
$3.34K - $3.68K
|
19.2K
$2.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 0.6% |
$3.65K - $4.02K
|
5.77K
$786K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 0.26% |
$3.76K - $4.14K
|
13.6K
$1.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 0.26% |
$3.76K - $4.14K
|
13.6K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-38- 0.83% |
$3.97K - $4.37K
|
4.53K
$617K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-38- 0.1% |
$3.97K - $4.37K
|
36.9K
$5.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-40- 7.16% |
$4.17K - $4.6K
|
519
$70.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-41- 51.25% |
$4.28K - $4.71K
|
39
$5.31K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-42- 0.19% |
$4.38K - $4.83K
|
22.4K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-43- 1.59% |
$4.49K - $4.94K
|
2.66K
$363K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43- 1.77% |
$4.49K - $4.94K
|
2.38K
$324K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-45- 1.92% |
$4.7K - $5.17K
|
2.3K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-46- 0.91% |
$4.8K - $5.29K
|
5K
$681K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-48- 15.74% |
$5.01K - $5.52K
|
257
$35K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 4.68% |
$5.22K - $5.75K
|
1.02K
$139K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-53- 1.55% |
$5.53K - $6.09K
|
3.38K
$460K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-55- 0.52% |
$5.74K - $6.32K
|
10.5K
$1.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-58- 1.98% |
$6.05K - $6.67K
|
2.87K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-62- 0.16% |
$6.47K - $7.13K
|
39.6K
$5.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-63- 2.89% |
$6.57K - $7.24K
|
2.12K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-63- 0.36% |
$6.57K - $7.24K
|
17.2K
$2.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-65- 13.98% |
$6.78K - $7.47K
|
400
$54.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-71- 0.42% |
$7.41K - $8.16K
|
17K
$2.31M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-75- 1.85% |
$7.83K - $8.62K
|
3.97K
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-75- 1.85% |
$7.83K - $8.62K
|
3.97K
$541K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-75- 0.45% |
$7.83K - $8.62K
|
16.7K
$2.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-77- 2.93% |
$8.03K - $8.85K
|
2.55K
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84- 6.62% |
$8.77K - $9.65K
|
1.19K
$161K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-87- 0.72% |
$9.08K - $10K
|
12K
$1.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-89- 42.58% |
$9.29K - $10.2K
|
120
$16.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-90- 1.17% |
$9.39K - $10.3K
|
7.62K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-94- 0.84% |
$9.81K - $10.8K
|
11.2K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-100- 1.36% |
$10.4K - $11.5K
|
7.26K
$989K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-108- 51.43% |
$11.3K - $12.4K
|
102
$13.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-109- 37.2% |
$11.4K - $12.5K
|
184
$25.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-115- 0.69% |
$12K - $13.2K
|
16.6K
$2.27M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-118- 2.39% |
$12.3K - $13.6K
|
4.82K
$656K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-119- 3.12% |
$12.4K - $13.7K
|
3.7K
$504K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-128- 1.93% |
$13.4K - $14.7K
|
6.51K
$887K
|