Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
358K+ 315.61% |
$38.8M - $43.3M
|
472K
$66.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
233K+ 10151.76% |
$25.3M - $28.2M
|
235K
$33.1M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
72.5K+ 894.77% |
$7.85M - $8.76M
|
80.6K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
68.6K+ 58.09% |
$7.44M - $8.3M
|
187K
$26.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
58.5KNew |
$6.34M - $7.07M
|
58.5K
$8.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
55.6KNew |
$6.03M - $6.72M
|
55.6K
$7.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
50.1K+ 11.02% |
$5.43M - $6.05M
|
504K
$70.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
39.6KNew |
$4.29M - $4.79M
|
39.6K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.5K+ 27.78% |
$3.95M - $4.4M
|
168K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.6K+ 142.16% |
$3.75M - $4.18M
|
58.9K
$8.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
32.9K+ 266.57% |
$3.56M - $3.97M
|
45.2K
$6.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29.5KNew |
$3.2M - $3.57M
|
29.5K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.6K+ 8.04% |
$3.1M - $3.46M
|
385K
$54M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.9K+ 23.69% |
$2.7M - $3.01M
|
130K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.9K+ 15.38% |
$2.37M - $2.64M
|
164K
$23M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
18.6K+ 6.37% |
$2.01M - $2.24M
|
310K
$43.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.8KNew |
$1.72M - $1.91M
|
15.8K
$2.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 1.63% |
$1.56M - $1.74M
|
898K
$126M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 7.95% |
$1.56M - $1.74M
|
196K
$27.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.4KNew |
$1.56M - $1.74M
|
14.4K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 2.2% |
$1.46M - $1.63M
|
625K
$87.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
12.1KNew |
$1.31M - $1.46M
|
12.1K
$1.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
10.9K+ 7.2% |
$1.18M - $1.32M
|
162K
$22.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.5K+ 11.73% |
$1.14M - $1.27M
|
99.8K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.97K+ 4.9% |
$1.08M - $1.21M
|
214K
$30M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.91K+ 0.62% |
$1.07M - $1.2M
|
1.61M
$226M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.81K+ 244.16% |
$1.06M - $1.19M
|
13.8K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.71K+ 4.46% |
$1.05M - $1.17M
|
228K
$32M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
9KNew |
$976K - $1.09M
|
9K
$1.26M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.99KNew |
$974K - $1.09M
|
8.99K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.72KNew |
$945K - $1.05M
|
8.72K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.97K+ 399.2% |
$864K - $963K
|
9.97K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.59K+ 2.15% |
$823K - $917K
|
360K
$50.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.55KNew |
$818K - $912K
|
7.55K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.69K+ 12.22% |
$725K - $808K
|
61.4K
$8.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.6K+ 51.74% |
$715K - $797K
|
19.3K
$2.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.18K+ 6.53% |
$670K - $747K
|
101K
$14.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.16K+ 83.75% |
$667K - $744K
|
13.5K
$1.9M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
5.8K+ 1233.62% |
$628K - $701K
|
6.27K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.45K+ 13.2% |
$590K - $658K
|
46.7K
$6.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.35KNew |
$580K - $647K
|
5.35K
$751K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.8K+ 118.81% |
$520K - $580K
|
8.84K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.73K+ 13.15% |
$512K - $571K
|
40.7K
$5.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.25KNew |
$461K - $514K
|
4.25K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.08K+ 36.93% |
$442K - $493K
|
15.1K
$2.12M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.01K+ 149.44% |
$434K - $484K
|
6.69K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.71K+ 25.58% |
$402K - $449K
|
18.2K
$2.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.61K+ 3.57% |
$391K - $436K
|
105K
$14.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.6KNew |
$390K - $435K
|
3.6K
$506K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.56K+ 82.82% |
$386K - $431K
|
7.87K
$1.1M
|