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
                $6.54M
                
             |               
            |
| 
               
                  Oct 30, 2023
                  Q3 2023
                 
               |   
            
              
   
      Beaumont Asset Management, L.L.C.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              3.5KNew | 
            
                                   
                  $379K - $423K
                 
             |    
            
                                 
                3.5K
                $491K
                
             |               
            |
| 
               
                  Nov 09, 2023
                  Q3 2023
                 
               |   
            
              
   
      Atomi Financial Group, Inc.
       
           
            Irvine, CA  | 
            
               BUY                   
             | 
            - | 
              3.35KNew | 
            
                                   
                  $363K - $405K
                 
             |    
            
                                 
                3.35K
                $470K
                
             |               
            |
| 
               
                  Oct 11, 2023
                  Q3 2023
                 
               |   
            
              
   
      Smith Anglin Financial, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              3.31K+ 8.64% | 
            
                                   
                  $358K - $400K
                 
             |    
            
                                 
                41.6K
                $5.83M
                
             |               
            |
| 
               
                  Nov 02, 2023
                  Q3 2023
                 
               |   
            
              
   
      Compass Ion Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              3.3KNew | 
            
                                   
                  $357K - $398K
                 
             |    
            
                                 
                3.3K
                $463K
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      Re Dickinson Investment Advisors, LLC
       
           
            Council Bluffs, IA  | 
            
               BUY                   
             | 
            - | 
              3.1K+ 5.66% | 
            
                                   
                  $336K - $375K
                 
             |    
            
                                 
                57.9K
                $8.13M
                
             |               
            |
| 
               
                  Nov 08, 2023
                  Q3 2023
                 
               |   
            
              
   
      Concentric Wealth Management, LLC
       
           
            Lafayette, CA  | 
            
               BUY                   
             | 
            - | 
              3.08KNew | 
            
                                   
                  $334K - $372K
                 
             |    
            
                                 
                3.08K
                $432K
                
             |               
            |
| 
               
                  Oct 23, 2023
                  Q3 2023
                 
               |   
            
              
   
      Norway Savings Bank
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.76KNew | 
            
                                   
                  $299K - $334K
                 
             |    
            
                                 
                2.76K
                $388K
                
             |               
            |
| 
               
                  Nov 01, 2023
                  Q3 2023
                 
               |   
            
              
   
      Dearborn Partners LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.7KNew | 
            
                                   
                  $293K - $326K
                 
             |    
            
                                 
                2.7K
                $379K
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      Truist Financial Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.51K+ 1.62% | 
            
                                   
                  $272K - $303K
                 
             |    
            
                                 
                157K
                $22.1M
                
             |               
            |
| 
               
                  Oct 19, 2023
                  Q3 2023
                 
               |   
            
              
   
      Valeo Financial Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.47K+ 100.98% | 
            
                                   
                  $268K - $299K
                 
             |    
            
                                 
                4.92K
                $691K
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      United Community Bank
       
           
            Greenville, SC  | 
            
               BUY                   
             | 
            - | 
              2.42KNew | 
            
                                   
                  $263K - $293K
                 
             |    
            
                                 
                2.42K
                $340K
                
             |               
            |
| 
               
                  Oct 18, 2023
                  Q3 2023
                 
               |   
            
              
   
      Umb Bank, N.A.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.35K+ 3.11% | 
            
                                   
                  $255K - $284K
                 
             |    
            
                                 
                78K
                $10.9M
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      First Trust Advisors LP
       
           
            Wheaton, IL  | 
            
               BUY                   
             | 
            - | 
              2.28K+ 64.34% | 
            
                                   
                  $247K - $276K
                 
             |    
            
                                 
                5.83K
                $818K
                
             |               
            |
| 
               
                  Nov 08, 2023
                  Q3 2023
                 
               |   
            
              
   
      Exencial Wealth Advisors, LLC
       
           
            Oklahoma City, OK  | 
            
               BUY                   
             | 
            - | 
              2.2K+ 61.38% | 
            
                                   
                  $239K - $266K
                 
             |    
            
                                 
                5.79K
                $812K
                
             |               
            |
| 
               
                  Oct 26, 2023
                  Q3 2023
                 
               |   
            
              
   
      Keel Point, LLC
       
           
            Huntsville, AL  | 
            
               BUY                   
             | 
            - | 
              2.19KNew | 
            
                                   
                  $237K - $264K
                 
             |    
            
                                 
                2.19K
                $307K
                
             |               
            |
| 
               
                  Oct 10, 2023
                  Q3 2023
                 
               |   
            
              
   
      Halpern Financial, Inc.
       
           
            Ashburn, VA  | 
            
               BUY                   
             | 
            - | 
              2.13K+ 32.47% | 
            
                                   
                  $230K - $257K
                 
             |    
            
                                 
                8.67K
                $1.22M
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      Per Stirling Capital Management, Llc.
       
           
            Austin, TX  | 
            
               BUY                   
             | 
            - | 
              2.11K+ 24.95% | 
            
                                   
                  $229K - $255K
                 
             |    
            
                                 
                10.6K
                $1.48M
                
             |               
            |
| 
               
                  Oct 10, 2023
                  Q3 2023
                 
               |   
            
              
   
      Pure Financial Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              2.09K+ 102.2% | 
            
                                   
                  $226K - $252K
                 
             |    
            
                                 
                4.13K
                $580K
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Alpha Core Capital LLC
       
           
            La Jolla, CA  | 
            
               BUY                   
             | 
            - | 
              2.03K+ 2671.05% | 
            
                                   
                  $220K - $245K
                 
             |    
            
                                 
                2.11K
                $296K
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      Cetera Advisor Networks LLC
       
           
            El Segundo, CA  | 
            
               BUY                   
             | 
            - | 
              2K+ 6.6% | 
            
                                   
                  $217K - $242K
                 
             |    
            
                                 
                32.3K
                $4.53M
                
             |               
            |
| 
               
                  Oct 12, 2023
                  Q3 2023
                 
               |   
            
              
   
      Sage Financial Management Group, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.99KNew | 
            
                                   
                  $216K - $241K
                 
             |    
            
                                 
                1.99K
                $280K
                
             |               
            |
| 
               
                  Oct 31, 2023
                  Q3 2023
                 
               |   
            
              
   
      Tranquility Partners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.97KNew | 
            
                                   
                  $213K - $238K
                 
             |    
            
                                 
                1.97K
                $276K
                
             |               
            |
| 
               
                  Oct 18, 2023
                  Q3 2023
                 
               |   
            
              
   
      La Fleur & Godfrey LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.9KNew | 
            
                                   
                  $206K - $230K
                 
             |    
            
                                 
                1.9K
                $267K
                
             |               
            |
| 
               
                  Nov 01, 2023
                  Q3 2023
                 
               |   
            
              
   
      Bank Of Montreal 
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              1.87K+ 4.7% | 
            
                                   
                  $203K - $226K
                 
             |    
            
                                 
                41.8K
                $5.86M
                
             |               
            |
| 
               
                  Nov 15, 2023
                  Q3 2023
                 
               |   
            
              
   
      Financial Gravity Asset Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.79K+ 811.31% | 
            
                                   
                  $194K - $217K
                 
             |    
            
                                 
                2.01K
                $283K
                
             |               
            |
| 
               
                  Oct 19, 2023
                  Q3 2023
                 
               |   
            
              
   
      Family Firm, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.77K+ 9.48% | 
            
                                   
                  $192K - $214K
                 
             |    
            
                                 
                20.4K
                $2.87M
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Eagle Bay Advisors LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              1.74K+ 99.09% | 
            
                                   
                  $188K - $210K
                 
             |    
            
                                 
                3.49K
                $490K
                
             |               
            |
| 
               
                  Oct 25, 2023
                  Q3 2023
                 
               |   
            
              
   
      Rovin Capital 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.7K+ 50.62% | 
            
                                   
                  $185K - $206K
                 
             |    
            
                                 
                5.07K
                $711K
                
             |               
            |
| 
               
                  Nov 09, 2023
                  Q3 2023
                 
               |   
            
              
   
      Kestra Advisory Services, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.68K+ 5.5% | 
            
                                   
                  $182K - $204K
                 
             |    
            
                                 
                32.3K
                $4.53M
                
             |               
            |
| 
               
                  Nov 06, 2023
                  Q3 2023
                 
               |   
            
              
   
      Wealthspire Advisors, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              1.67K+ 17.25% | 
            
                                   
                  $181K - $202K
                 
             |    
            
                                 
                11.4K
                $1.6M
                
             |               
            |
| 
               
                  Nov 03, 2023
                  Q3 2023
                 
               |   
            
              
   
      Beaton Management Co. Inc.
       
           
            Haverhill, MA  | 
            
               BUY                   
             | 
            - | 
              1.64KNew | 
            
                                   
                  $178K - $198K
                 
             |    
            
                                 
                1.64K
                $230K
                
             |               
            |
| 
               
                  Nov 01, 2023
                  Q3 2023
                 
               |   
            
              
   
      Regions Financial Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.63K+ 3.02% | 
            
                                   
                  $177K - $197K
                 
             |    
            
                                 
                55.7K
                $7.82M
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Baird Financial Group, Inc.
       
           
            Milwaukee, WI  | 
            
               BUY                   
             | 
            - | 
              1.59K+ 3.42% | 
            
                                   
                  $172K - $192K
                 
             |    
            
                                 
                48K
                $6.74M
                
             |               
            |
| 
               
                  Nov 08, 2023
                  Q3 2023
                 
               |   
            
              
   
      Wade G W & Inc
       
           
            Wellesley, MA  | 
            
               BUY                   
             | 
            - | 
              1.56K+ 2.56% | 
            
                                   
                  $169K - $189K
                 
             |    
            
                                 
                62.6K
                $8.79M
                
             |               
            |
| 
               
                  Oct 11, 2023
                  Q3 2023
                 
               |   
            
              
   
      Cwm, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.54K+ 25.09% | 
            
                                   
                  $167K - $186K
                 
             |    
            
                                 
                7.68K
                $1.08M
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Commerce Bank
       
           
            Kansas City, MO  | 
            
               BUY                   
             | 
            - | 
              1.52K+ 24.65% | 
            
                                   
                  $164K - $183K
                 
             |    
            
                                 
                7.67K
                $1.08M
                
             |               
            |
| 
               
                  Nov 02, 2023
                  Q3 2023
                 
               |   
            
              
   
      Jfs Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.49K+ 5.15% | 
            
                                   
                  $161K - $180K
                 
             |    
            
                                 
                30.4K
                $4.26M
                
             |               
            |
| 
               
                  Nov 07, 2023
                  Q3 2023
                 
               |   
            
              
   
      Financial Counselors Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.48K+ 26.31% | 
            
                                   
                  $161K - $179K
                 
             |    
            
                                 
                7.11K
                $999K
                
             |               
            |
| 
               
                  Oct 16, 2023
                  Q3 2023
                 
               |   
            
              
   
      Legacy Trust
       
           
            Grand Rapids, MI  | 
            
               BUY                   
             | 
            - | 
              1.39K+ 18.3% | 
            
                                   
                  $151K - $168K
                 
             |    
            
                                 
                9.01K
                $1.27M
                
             |               
            |
| 
               
                  Oct 24, 2023
                  Q3 2023
                 
               |   
            
              
   
      Acas, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.38K+ 21.22% | 
            
                                   
                  $150K - $167K
                 
             |    
            
                                 
                7.9K
                $1.11M
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Northern Trust Corp
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              1.32K+ 6.53% | 
            
                                   
                  $143K - $159K
                 
             |    
            
                                 
                21.5K
                $3.02M
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q3 2023
                 
               |   
            
              
   
      Farther Finance Advisors, LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              1.31K+ 1279.41% | 
            
                                   
                  $141K - $158K
                 
             |    
            
                                 
                1.41K
                $198K
                
             |               
            |
| 
               
                  Oct 24, 2023
                  Q3 2023
                 
               |   
            
              
   
      Legacy Financial Group LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.19KNew | 
            
                                   
                  $129K - $144K
                 
             |    
            
                                 
                1.19K
                $167K
                
             |               
            |
| 
               
                  Oct 19, 2023
                  Q3 2023
                 
               |   
            
              
   
      Rtd Financial Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.18K+ 1.21% | 
            
                                   
                  $128K - $142K
                 
             |    
            
                                 
                98.8K
                $13.9M
                
             |               
            |
| 
               
                  Nov 07, 2023
                  Q3 2023
                 
               |   
            
              
   
      Great Lakes Advisors, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              1.18K+ 2.63% | 
            
                                   
                  $127K - $142K
                 
             |    
            
                                 
                45.9K
                $6.45M
                
             |               
            |
| 
               
                  Nov 03, 2023
                  Q3 2023
                 
               |   
            
              
   
      Sterling Financial Planning, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.15K+ 1.11% | 
            
                                   
                  $124K - $139K
                 
             |    
            
                                 
                105K
                $14.7M
                
             |               
            |
| 
               
                  Oct 05, 2023
                  Q3 2023
                 
               |   
            
              
   
      Whitaker Myers Wealth Managers, Ltd.
       
           
            Mansfield, OH  | 
            
               BUY                   
             | 
            - | 
              1.13K+ 10.56% | 
            
                                   
                  $123K - $137K
                 
             |    
            
                                 
                11.9K
                $1.66M
                
             |               
            |
| 
               
                  Nov 06, 2023
                  Q3 2023
                 
               |   
            
              
   
      Ifrah Financial Services, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.1K+ 2.12% | 
            
                                   
                  $119K - $133K
                 
             |    
            
                                 
                53K
                $7.44M
                
             |               
            |
| 
               
                  Nov 14, 2023
                  Q3 2023
                 
               |   
            
              
   
      Flaharty Asset Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              970New | 
            
                                   
                  $105K - $117K
                 
             |    
            
                                 
                970
                $136K
                
             |