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 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.84K- 12.56% |
$297K - $327K
|
19.8K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.3K- 5.75% |
$344K - $379K
|
54.1K
$7.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.41K- 3.04% |
$356K - $392K
|
109K
$15.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.5K- 8.43% |
$365K - $402K
|
38K
$5.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.61K- 7.15% |
$376K - $414K
|
46.8K
$6.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.87K- 47.37% |
$404K - $445K
|
4.3K
$606K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.99K- 35.18% |
$416K - $458K
|
7.35K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.48K- 17.41% |
$468K - $515K
|
21.3K
$3M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.59K- 62.11% |
$479K - $528K
|
2.8K
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.6K- 6.68% |
$480K - $529K
|
64.3K
$9.06M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.86K- 72.7% |
$507K - $558K
|
1.82K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.23K- 18.61% |
$546K - $602K
|
22.9K
$3.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-7.15K- 26.11% |
$746K - $822K
|
20.2K
$2.85M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.65K- 48.58% |
$798K - $879K
|
8.1K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.17K- 82.81% |
$852K - $939K
|
1.7K
$239K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.17K- 4.33% |
$852K - $939K
|
180K
$25.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-9.56K- 11.6% |
$997K - $1.1M
|
72.8K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-10.1K- 79.78% |
$1.05M - $1.16M
|
2.55K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 2.17% |
$1.19M - $1.31M
|
516K
$72.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.5K- 26.98% |
$1.2M - $1.32M
|
31.2K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.9K- 28.07% |
$1.25M - $1.37M
|
30.6K
$4.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 7.46% |
$1.3M - $1.44M
|
155K
$21.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.2K- 0.4% |
$1.38M - $1.52M
|
3.3M
$465M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13.7K- 83.41% |
$1.43M - $1.58M
|
2.73K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14.3K- 15.71% |
$1.49M - $1.65M
|
76.8K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.1K- 10.07% |
$1.89M - $2.08M
|
162K
$22.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-18.2K- 84.43% |
$1.9M - $2.1M
|
3.36K
$474K
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-22.5K- 44.52% |
$2.35M - $2.59M
|
28K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.7K- 4.75% |
$2.37M - $2.61M
|
454K
$64M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.8K- 14.8% |
$2.38M - $2.62M
|
131K
$18.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.8K- 92.75% |
$2.8M - $3.08M
|
2.09K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.4K- 92.25% |
$2.86M - $3.15M
|
2.3K
$325K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-28.1K- 53.66% |
$2.93M - $3.22M
|
24.2K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.2K- 93.75% |
$4.19M - $4.62M
|
2.68K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.3K- 95.59% |
$4.52M - $4.98M
|
2K
$281K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-65.2K- 4.87% |
$6.8M - $7.49M
|
1.27M
$180M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-87.3K- 11.91% |
$9.1M - $10M
|
645K
$90.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-99K- 95.43% |
$10.3M - $11.4M
|
4.74K
$669K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-123K- 7.17% |
$12.9M - $14.2M
|
1.6M
$225M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-180K- 73.08% |
$18.8M - $20.7M
|
66.5K
$9.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-531K- 54.9% |
$55.4M - $61.1M
|
436K
$61.5M
|