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 |
|---|---|---|---|---|---|---|---|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.84% |
$2.06K - $2.3K
|
2.28K
$310K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19+ 0.51% |
$2.06K - $2.3K
|
3.74K
$510K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$1.95K - $2.18K
|
18
$2.45K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 0.71% |
$1.73K - $1.93K
|
2.27K
$309K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
15+ 8.57% |
$1.63K - $1.81K
|
190
$25.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10+ 0.01% |
$1.08K - $1.21K
|
73.7K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 8.49% |
$975 - $1.09K
|
115
$15.7K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 14.75% |
$975 - $1.09K
|
70
$9.54K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 1.56% |
$759 - $846
|
457
$62.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 8.11% |
$650 - $725
|
80
$10.9K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
5+ 0.23% |
$542 - $604
|
2.17K
$296K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.36% |
$433 - $483
|
1.11K
$151K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.14% |
$433 - $483
|
2.77K
$377K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$217 - $242
|
1.9K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $121
|
2.51K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4- 0.09% |
$433 - $483
|
4.45K
$606K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-4- 0.03% |
$433 - $483
|
12K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.19% |
$542 - $604
|
2.66K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 25.0% |
$542 - $604
|
15
$2.04K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.17% |
$759 - $846
|
4.18K
$570K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-7- 0.15% |
$759 - $846
|
4.52K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12- 5.61% |
$1.3K - $1.45K
|
202
$27.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-14- 0.73% |
$1.52K - $1.69K
|
1.9K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16- 0.12% |
$1.73K - $1.93K
|
13.1K
$1.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-19- 0.24% |
$2.06K - $2.3K
|
7.95K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 2.32% |
$2.17K - $2.42K
|
842
$115K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-21- 6.12% |
$2.28K - $2.54K
|
322
$43.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-21- 0.73% |
$2.28K - $2.54K
|
2.85K
$388K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-22- 0.07% |
$2.38K - $2.66K
|
31.2K
$4.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-25- 5.88% |
$2.71K - $3.02K
|
400
$54.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-25- 0.75% |
$2.71K - $3.02K
|
3.32K
$453K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-26Closed |
$2.82K - $3.14K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-27- 1.23% |
$2.93K - $3.26K
|
2.16K
$294K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-30- 0.61% |
$3.25K - $3.63K
|
4.9K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-35- 0.45% |
$3.79K - $4.23K
|
7.69K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-35- 0.77% |
$3.79K - $4.23K
|
4.51K
$614K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-40- 0.46% |
$4.33K - $4.83K
|
8.68K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-45- 2.26% |
$4.88K - $5.44K
|
1.94K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-46- 1.56% |
$4.99K - $5.56K
|
2.9K
$395K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-48- 0.06% |
$5.2K - $5.8K
|
81.7K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-50- 14.53% |
$5.42K - $6.04K
|
294
$40.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-50- 2.13% |
$5.42K - $6.04K
|
2.29K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 83.33% |
$5.42K - $6.04K
|
10
$1.36K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-53- 0.97% |
$5.74K - $6.41K
|
5.4K
$736K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-53- 0.26% |
$5.74K - $6.41K
|
20.7K
$2.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-56- 2.55% |
$6.07K - $6.77K
|
2.14K
$291K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-56- 0.28% |
$6.07K - $6.77K
|
19.7K
$2.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-56- 13.46% |
$6.07K - $6.77K
|
360
$49.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-59- 49.17% |
$6.39K - $7.13K
|
61
$8.31K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-64- 0.36% |
$6.94K - $7.73K
|
17.6K
$2.39M
|