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 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
71.2KNew |
$7.75M - $9.47M
|
71.2K
$9.75M
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
30.1KNew |
$3.27M - $4M
|
30.1K
$4.12M
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
20.4K+ 551.42% |
$2.23M - $2.72M
|
24.1K
$3.31M
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12K+ 686.7% |
$1.31M - $1.6M
|
13.8K
$1.89M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.03K+ 6.39% |
$874K - $1.07M
|
134K
$18.3M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.66KNew |
$289K - $354K
|
2.66K
$364K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.57K+ 26.69% |
$279K - $341K
|
12.2K
$1.67M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.43KNew |
$265K - $324K
|
2.43K
$333K
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.33K+ 1.4% |
$253K - $309K
|
168K
$23.1M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.31KNew |
$252K - $308K
|
2.31K
$317K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.29KNew |
$249K - $304K
|
2.29K
$313K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2K+ 95.37% |
$218K - $266K
|
4.1K
$561K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.79K+ 49.3% |
$195K - $238K
|
5.41K
$741K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.75K+ 7.74% |
$191K - $233K
|
24.4K
$3.34M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.73KNew |
$188K - $230K
|
1.73K
$237K
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$174K - $213K
|
1.6K
$219K
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.59KNew |
$173K - $211K
|
1.59K
$218K
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.57KNew |
$171K - $209K
|
1.57K
$215K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.57KNew |
$171K - $209K
|
1.57K
$215K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.52KNew |
$165K - $202K
|
1.52K
$208K
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.51KNew |
$164K - $200K
|
1.51K
$206K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.3K+ 15.95% |
$142K - $173K
|
9.45K
$1.29M
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.3K+ 7.07% |
$141K - $173K
|
19.7K
$2.69M
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
1.22K+ 29.88% |
$133K - $163K
|
5.32K
$728K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.22K+ 4.07% |
$133K - $162K
|
31.2K
$4.27M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 8.33% |
$129K - $157K
|
15.4K
$2.1M
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1K+ 8.55% |
$109K - $134K
|
12.7K
$1.75M
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
960+ 2.08% |
$105K - $128K
|
47K
$6.44M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
876+ 39.98% |
$95.4K - $117K
|
3.07K
$420K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
860+ 3.1% |
$93.6K - $114K
|
28.6K
$3.91M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
670+ 8.9% |
$72.9K - $89.1K
|
8.2K
$1.12M
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
457+ 25.08% |
$49.8K - $60.8K
|
2.28K
$312K
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
410+ 22.22% |
$44.6K - $54.5K
|
2.26K
$309K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
367+ 5.14% |
$40K - $48.8K
|
7.51K
$1.03M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
314+ 6.28% |
$34.2K - $41.8K
|
5.31K
$727K
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
256New |
$27.9K - $34.1K
|
256
$35.1K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
241+ 803.33% |
$26.2K - $32.1K
|
271
$37.1K
|
|
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
$285K
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
153+ 1.34% |
$16.7K - $20.4K
|
11.6K
$1.59M
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
147+ 0.64% |
$16K - $19.6K
|
23.2K
$3.18M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
146+ 0.45% |
$15.9K - $19.4K
|
32.9K
$4.5M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
137+ 3.75% |
$14.9K - $18.2K
|
3.79K
$519K
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
118+ 1.76% |
$12.8K - $15.7K
|
6.83K
$934K
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
110+ 1.74% |
$12K - $14.6K
|
6.43K
$881K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
103New |
$11.2K - $13.7K
|
103
$14.1K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
95+ 1.2% |
$10.3K - $12.6K
|
8K
$1.1M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
91+ 2.07% |
$9.91K - $12.1K
|
4.49K
$615K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84+ 0.3% |
$9.15K - $11.2K
|
27.8K
$3.81M
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
80New |
$8.71K - $10.6K
|
80
$11K
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
62New |
$6.75K - $8.25K
|
62
$8.49K
|