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 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
875+ 7.12% |
$94.8K - $106K
|
13.2K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
861+ 14.32% |
$93.3K - $104K
|
6.87K
$936K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
855+ 2.25% |
$92.7K - $103K
|
38.9K
$5.29M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
855+ 9.83% |
$92.7K - $103K
|
9.55K
$1.3M
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
836+ 5.36% |
$90.6K - $101K
|
16.4K
$2.24M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
820+ 13.73% |
$88.9K - $99.1K
|
6.79K
$925K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
788+ 3.65% |
$85.4K - $95.2K
|
22.4K
$3.05M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
779+ 37.82% |
$84.4K - $94.1K
|
2.84K
$387K
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
768+ 0.68% |
$83.2K - $92.8K
|
114K
$15.5M
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
720+ 3.03% |
$78K - $87K
|
24.5K
$3.34M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
709+ 1.23% |
$76.8K - $85.7K
|
58.5K
$7.97M
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
696+ 1.21% |
$75.4K - $84.1K
|
58K
$7.9M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
692+ 5.09% |
$75K - $83.6K
|
14.3K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
673+ 1.74% |
$72.9K - $81.3K
|
39.4K
$5.37M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
661+ 2.11% |
$71.6K - $79.9K
|
32K
$4.36M
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
660+ 4.34% |
$71.5K - $79.8K
|
15.9K
$2.16M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
611+ 1.88% |
$66.2K - $73.8K
|
33K
$4.5M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
608+ 7.71% |
$65.9K - $73.5K
|
8.49K
$1.16M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
544+ 13.88% |
$59K - $65.7K
|
4.46K
$608K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
521+ 11.63% |
$56.5K - $63K
|
5K
$681K
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
519+ 24.5% |
$56.2K - $62.7K
|
2.64K
$359K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500+ 5.65% |
$54.2K - $60.4K
|
9.35K
$1.27M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
492+ 115.49% |
$53.3K - $59.5K
|
918
$125K
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
473+ 14.08% |
$51.3K - $57.2K
|
3.83K
$522K
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
447+ 9.68% |
$48.4K - $54K
|
5.07K
$690K
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
420+ 5.44% |
$45.5K - $50.8K
|
8.14K
$1.11M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
419+ 0.53% |
$45.4K - $50.6K
|
79.4K
$10.8M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
409+ 2.51% |
$44.3K - $49.4K
|
16.7K
$2.27M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
404+ 2.68% |
$43.8K - $48.8K
|
15.5K
$2.11M
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
400New |
$43.3K - $48.3K
|
400
$54.5K
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
385+ 2.3% |
$41.7K - $46.5K
|
17.1K
$2.33M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
379+ 1.7% |
$41.1K - $45.8K
|
22.7K
$3.09M
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
378+ 17.18% |
$41K - $45.7K
|
2.58K
$351K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
371+ 7.81% |
$40.2K - $44.8K
|
5.12K
$698K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
357+ 532.84% |
$38.7K - $43.1K
|
424
$57.8K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
356+ 1.98% |
$38.6K - $43K
|
18.4K
$2.5M
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
356+ 1.05% |
$38.6K - $43K
|
34.2K
$4.65M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
302+ 14.35% |
$32.7K - $36.5K
|
2.41K
$328K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
296+ 0.63% |
$32.1K - $35.8K
|
47.1K
$6.42M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
283+ 6.26% |
$30.7K - $34.2K
|
4.8K
$654K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
278New |
$30.1K - $33.6K
|
278
$37.9K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
277+ 1.24% |
$30K - $33.5K
|
22.7K
$3.09M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
266+ 2.21% |
$28.8K - $32.1K
|
12.3K
$1.67M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
263+ 1.53% |
$28.5K - $31.8K
|
17.5K
$2.38M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
254+ 1.73% |
$27.5K - $30.7K
|
14.9K
$2.04M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
252+ 5.43% |
$27.3K - $30.5K
|
4.89K
$666K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
245+ 196.0% |
$26.6K - $29.6K
|
370
$50.4K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
240+ 2.8% |
$26K - $29K
|
8.81K
$1.2M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
240+ 8.86% |
$26K - $29K
|
2.95K
$402K
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
224+ 0.61% |
$24.3K - $27.1K
|
37.1K
$5.05M
|