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 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
224+ 0.42% |
$24.3K - $27.1K
|
53.4K
$7.28M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
195+ 0.37% |
$21.1K - $23.6K
|
52.8K
$7.19M
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
173+ 8.01% |
$18.7K - $20.9K
|
2.33K
$318K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
173+ 0.83% |
$18.7K - $20.9K
|
20.9K
$2.85M
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
161+ 0.97% |
$17.4K - $19.5K
|
16.8K
$2.29M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
152+ 5.96% |
$16.5K - $18.4K
|
2.7K
$368K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$16.3K - $18.1K
|
150
$20.4K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
147+ 7.16% |
$15.9K - $17.8K
|
2.2K
$300K
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
144+ 0.75% |
$15.6K - $17.4K
|
19.3K
$2.64M
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
144New |
$15.6K - $17.4K
|
144
$19.6K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
134New |
$14.5K - $16.2K
|
134
$18.3K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
129+ 0.39% |
$14K - $15.6K
|
33.4K
$4.55M
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
125+ 0.46% |
$13.5K - $15.1K
|
27K
$3.68M
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
114+ 5.7% |
$12.4K - $13.8K
|
2.11K
$288K
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
108+ 36.61% |
$11.7K - $13.1K
|
403
$54.9K
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
104New |
$11.3K - $12.6K
|
104
$14.2K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
104New |
$11.3K - $12.6K
|
104
$14.2K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
93+ 3.39% |
$10.1K - $11.2K
|
2.84K
$387K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
92New |
$9.97K - $11.1K
|
92
$12.5K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
88New |
$9.54K - $10.6K
|
88
$12K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
87+ 0.92% |
$9.43K - $10.5K
|
9.54K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
86+ 4.24% |
$9.32K - $10.4K
|
2.11K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
86+ 3.58% |
$9.32K - $10.4K
|
2.49K
$339K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83+ 0.95% |
$8.99K - $10K
|
8.87K
$1.21M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
81+ 0.04% |
$8.78K - $9.79K
|
187K
$25.5M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
80New |
$8.67K - $9.67K
|
80
$10.9K
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
75+ 0.54% |
$8.13K - $9.06K
|
14K
$1.91M
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
75+ 1.03% |
$8.13K - $9.06K
|
7.35K
$1M
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.84% |
$7.69K - $8.58K
|
8.55K
$1.17M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
70+ 0.41% |
$7.59K - $8.46K
|
17K
$2.32M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
55+ 1.73% |
$5.96K - $6.65K
|
3.23K
$440K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
54+ 2.72% |
$5.85K - $6.53K
|
2.04K
$278K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
51+ 0.72% |
$5.53K - $6.16K
|
7.13K
$972K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
48+ 1.9% |
$5.2K - $5.8K
|
2.57K
$351K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
48+ 109.09% |
$5.2K - $5.8K
|
92
$12.5K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
46New |
$4.99K - $5.56K
|
46
$6.27K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
44+ 24.72% |
$4.77K - $5.32K
|
222
$30.2K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
43+ 1.43% |
$4.66K - $5.2K
|
3.04K
$415K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
43+ 0.5% |
$4.66K - $5.2K
|
8.59K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
41+ 0.18% |
$4.44K - $4.95K
|
22.6K
$3.08M
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
41+ 3.56% |
$4.44K - $4.95K
|
1.19K
$163K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40New |
$4.33K - $4.83K
|
40
$5.45K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
40+ 10.23% |
$4.33K - $4.83K
|
431
$58.7K
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.57% |
$3.68K - $4.11K
|
2.2K
$300K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33+ 0.78% |
$3.58K - $3.99K
|
4.24K
$577K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30+ 15.46% |
$3.25K - $3.63K
|
224
$30.5K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.13% |
$3.25K - $3.63K
|
23.5K
$3.2M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
28+ 0.17% |
$3.03K - $3.38K
|
16.3K
$2.22M
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
24+ 0.23% |
$2.6K - $2.9K
|
10.5K
$1.43M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 0.73% |
$2.6K - $2.9K
|
3.31K
$451K
|