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
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-65- 30.66% |
$7.04K - $7.86K
|
147
$20K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-69- 2.44% |
$7.48K - $8.34K
|
2.76K
$376K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-83- 25.94% |
$8.99K - $10K
|
237
$32.3K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-83- 25.94% |
$8.99K - $10K
|
237
$32.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-84- 1.78% |
$9.1K - $10.2K
|
4.64K
$633K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-88- 1.03% |
$9.54K - $10.6K
|
8.46K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-89- 12.46% |
$9.64K - $10.8K
|
625
$85.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-91- 6.21% |
$9.86K - $11K
|
1.37K
$187K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-95- 1.33% |
$10.3K - $11.5K
|
7.03K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-98- 2.47% |
$10.6K - $11.8K
|
3.88K
$528K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-100- 0.72% |
$10.8K - $12.1K
|
13.8K
$1.88M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-106- 1.46% |
$11.5K - $12.8K
|
7.15K
$975K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-109- 1.33% |
$11.8K - $13.2K
|
8.09K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-120- 6.36% |
$13K - $14.5K
|
1.77K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-126- 1.6% |
$13.7K - $15.2K
|
7.75K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-130- 0.65% |
$14.1K - $15.7K
|
19.9K
$2.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-132- 1.7% |
$14.3K - $16K
|
7.61K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-144- 13.15% |
$15.6K - $17.4K
|
951
$130K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-145- 1.22% |
$15.7K - $17.5K
|
11.8K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-147- 2.58% |
$15.9K - $17.8K
|
5.55K
$756K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-149- 0.49% |
$16.1K - $18K
|
30.1K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-150- 0.96% |
$16.3K - $18.1K
|
15.4K
$2.1M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-150- 39.37% |
$16.3K - $18.1K
|
231
$31.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-153- 0.22% |
$16.6K - $18.5K
|
70K
$9.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-157- 31.85% |
$17K - $19K
|
336
$45.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-160- 3.2% |
$17.3K - $19.3K
|
4.84K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-160- 0.2% |
$17.3K - $19.3K
|
81.7K
$11.1M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-162- 21.37% |
$17.6K - $19.6K
|
596
$81.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-163- 3.02% |
$17.7K - $19.7K
|
5.23K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-164- 43.85% |
$17.8K - $19.8K
|
210
$28.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-168- 1.6% |
$18.2K - $20.3K
|
10.3K
$1.41M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-184- 6.22% |
$19.9K - $22.2K
|
2.77K
$378K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-190- 7.27% |
$20.6K - $23K
|
2.42K
$330K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-210- 7.5% |
$22.8K - $25.4K
|
2.59K
$353K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-219- 2.97% |
$23.7K - $26.5K
|
7.15K
$974K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-224- 1.96% |
$24.3K - $27.1K
|
11.2K
$1.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-225- 8.26% |
$24.4K - $27.2K
|
2.5K
$341K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-232- 6.32% |
$25.1K - $28K
|
3.44K
$468K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-235- 2.54% |
$25.5K - $28.4K
|
9.03K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-239- 0.48% |
$25.9K - $28.9K
|
49.7K
$6.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-250- 5.27% |
$27.1K - $30.2K
|
4.49K
$612K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-251- 3.92% |
$27.2K - $30.3K
|
6.15K
$838K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-262- 49.34% |
$28.4K - $31.7K
|
269
$36.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
SELL
|
- |
-275- 0.83% |
$29.8K - $33.2K
|
32.8K
$4.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-282- 2.02% |
$30.6K - $34.1K
|
13.7K
$1.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-312- 2.85% |
$33.8K - $37.7K
|
10.6K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-313- 0.92% |
$33.9K - $37.8K
|
33.7K
$4.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-313- 0.15% |
$33.9K - $37.8K
|
202K
$27.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-316- 0.19% |
$34.2K - $38.2K
|
170K
$23.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-327- 4.2% |
$35.4K - $39.5K
|
7.46K
$1.02M
|