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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
3.54K+ 8.22% |
$384K - $428K
|
46.6K
$6.35M
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3.5KNew |
$379K - $423K
|
3.5K
$477K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.35KNew |
$363K - $405K
|
3.35K
$456K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.31K+ 8.64% |
$358K - $400K
|
41.6K
$5.66M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.3KNew |
$357K - $398K
|
3.3K
$449K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3.1K+ 5.66% |
$336K - $375K
|
57.9K
$7.89M
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3.08KNew |
$334K - $372K
|
3.08K
$420K
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
2.76KNew |
$299K - $334K
|
2.76K
$376K
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2.7KNew |
$293K - $326K
|
2.7K
$368K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.51K+ 1.62% |
$272K - $303K
|
157K
$21.5M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.47K+ 100.98% |
$268K - $299K
|
4.92K
$670K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.42KNew |
$263K - $293K
|
2.42K
$330K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.35K+ 3.11% |
$255K - $284K
|
78K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.28K+ 64.34% |
$247K - $276K
|
5.83K
$794K
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.2K+ 61.38% |
$239K - $266K
|
5.79K
$788K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.19KNew |
$237K - $264K
|
2.19K
$298K
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.13K+ 32.47% |
$230K - $257K
|
8.67K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.11K+ 24.95% |
$229K - $255K
|
10.6K
$1.44M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 102.2% |
$226K - $252K
|
4.13K
$563K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.03K+ 2671.05% |
$220K - $245K
|
2.11K
$287K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2K+ 6.6% |
$217K - $242K
|
32.3K
$4.4M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.99KNew |
$216K - $241K
|
1.99K
$271K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.97KNew |
$213K - $238K
|
1.97K
$268K
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.9KNew |
$206K - $230K
|
1.9K
$259K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.87K+ 4.7% |
$203K - $226K
|
41.8K
$5.69M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.79K+ 811.31% |
$194K - $217K
|
2.01K
$274K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.77K+ 9.48% |
$192K - $214K
|
20.4K
$2.78M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.74K+ 99.09% |
$188K - $210K
|
3.49K
$476K
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
1.7K+ 50.62% |
$185K - $206K
|
5.07K
$690K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.68K+ 5.5% |
$182K - $204K
|
32.3K
$4.4M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.67K+ 17.25% |
$181K - $202K
|
11.4K
$1.55M
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.64KNew |
$178K - $198K
|
1.64K
$223K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
1.63K+ 3.02% |
$177K - $197K
|
55.7K
$7.59M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.59K+ 3.42% |
$172K - $192K
|
48K
$6.54M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.56K+ 2.56% |
$169K - $189K
|
62.6K
$8.53M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.54K+ 25.09% |
$167K - $186K
|
7.68K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.52K+ 24.65% |
$164K - $183K
|
7.67K
$1.04M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 5.15% |
$161K - $180K
|
30.4K
$4.14M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.48K+ 26.31% |
$161K - $179K
|
7.11K
$969K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.39K+ 18.3% |
$151K - $168K
|
9.01K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
1.38K+ 21.22% |
$150K - $167K
|
7.9K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.32K+ 6.53% |
$143K - $159K
|
21.5K
$2.93M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 1279.41% |
$141K - $158K
|
1.41K
$192K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.19KNew |
$129K - $144K
|
1.19K
$162K
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.18K+ 1.21% |
$128K - $142K
|
98.8K
$13.5M
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 2.63% |
$127K - $142K
|
45.9K
$6.26M
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.15K+ 1.11% |
$124K - $139K
|
105K
$14.3M
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.13K+ 10.56% |
$123K - $137K
|
11.9K
$1.61M
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.1K+ 2.12% |
$119K - $133K
|
53K
$7.22M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
970New |
$105K - $117K
|
970
$132K
|