Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
30.1KNew |
$3.27M - $4M
|
30.1K
$4.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
20.4K+ 551.42% |
$2.23M - $2.72M
|
24.1K
$3.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.03K+ 6.39% |
$874K - $1.07M
|
134K
$17.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.66KNew |
$289K - $354K
|
2.66K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.57K+ 26.69% |
$279K - $341K
|
12.2K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.43KNew |
$265K - $324K
|
2.43K
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.33K+ 1.4% |
$253K - $309K
|
168K
$22.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.31KNew |
$252K - $308K
|
2.31K
$310K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.29KNew |
$249K - $304K
|
2.29K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2K+ 95.37% |
$218K - $266K
|
4.1K
$548K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.75K+ 7.74% |
$191K - $233K
|
24.4K
$3.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$174K - $213K
|
1.6K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.59KNew |
$173K - $211K
|
1.59K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.57KNew |
$171K - $209K
|
1.57K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.52KNew |
$165K - $202K
|
1.52K
$203K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.3K+ 15.95% |
$142K - $173K
|
9.45K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.3K+ 7.07% |
$141K - $173K
|
19.7K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
1.22K+ 29.88% |
$133K - $163K
|
5.32K
$712K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.22K+ 4.07% |
$133K - $162K
|
31.2K
$4.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 8.33% |
$129K - $157K
|
15.4K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1K+ 8.55% |
$109K - $134K
|
12.7K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
876+ 39.98% |
$95.4K - $117K
|
3.07K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
860+ 3.1% |
$93.6K - $114K
|
28.6K
$3.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
670+ 8.9% |
$72.9K - $89.1K
|
8.2K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
457+ 25.08% |
$49.8K - $60.8K
|
2.28K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
410+ 22.22% |
$44.6K - $54.5K
|
2.26K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
367+ 5.14% |
$40K - $48.8K
|
7.51K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
241+ 803.33% |
$26.2K - $32.1K
|
271
$36.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 10.62% |
$21.8K - $26.6K
|
2.08K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
153+ 1.34% |
$16.7K - $20.4K
|
11.6K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
147+ 0.64% |
$16K - $19.6K
|
23.2K
$3.11M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
146+ 0.45% |
$15.9K - $19.4K
|
32.9K
$4.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
137+ 3.75% |
$14.9K - $18.2K
|
3.79K
$508K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
118+ 1.76% |
$12.8K - $15.7K
|
6.83K
$914K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
110+ 1.74% |
$12K - $14.6K
|
6.43K
$861K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
91+ 2.07% |
$9.91K - $12.1K
|
4.49K
$601K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84+ 0.3% |
$9.15K - $11.2K
|
27.8K
$3.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
80New |
$8.71K - $10.6K
|
80
$10.7K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53+ 0.48% |
$5.77K - $7.05K
|
11K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
40+ 1.73% |
$4.35K - $5.32K
|
2.36K
$315K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
38+ 1.84% |
$4.14K - $5.06K
|
2.11K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26New |
$2.83K - $3.46K
|
26
$3.48K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
22+ 0.94% |
$2.4K - $2.93K
|
2.36K
$316K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.93% |
$1.63K - $2K
|
1.63K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.15% |
$653 - $798
|
4.08K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.05% |
$435 - $532
|
7.31K
$979K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.27% |
$327 - $399
|
1.13K
$151K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3New |
$327 - $399
|
3
$402
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$218 - $266
|
12K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.12% |
$218 - $266
|
1.69K
$226K
|