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 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-329- 12.25% |
$35.7K - $39.8K
|
2.36K
$321K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-334- 1.04% |
$36.2K - $40.4K
|
31.9K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-336- 9.96% |
$36.4K - $40.6K
|
3.04K
$414K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-350- 1.61% |
$37.9K - $42.3K
|
21.4K
$2.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-365- 11.36% |
$39.6K - $44.1K
|
2.85K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-374- 73.77% |
$40.5K - $45.2K
|
133
$18.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-388- 1.1% |
$42K - $46.9K
|
34.9K
$4.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-394- 10.11% |
$42.7K - $47.6K
|
3.51K
$478K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-400- 11.04% |
$43.3K - $48.3K
|
3.22K
$439K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-401- 1.26% |
$43.5K - $48.5K
|
31.3K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-411- 90.33% |
$44.5K - $49.7K
|
44
$6K
|
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-417- 1.85% |
$45.2K - $50.4K
|
22.2K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-425- 4.29% |
$46.1K - $51.4K
|
9.48K
$1.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-428- 5.17% |
$46.4K - $51.7K
|
7.85K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-436- 10.13% |
$47.2K - $52.7K
|
3.87K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-439- 0.4% |
$47.6K - $53.1K
|
110K
$15M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-440- 2.91% |
$47.7K - $53.2K
|
14.7K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-451- 1.86% |
$48.9K - $54.5K
|
23.8K
$3.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-452- 9.26% |
$49K - $54.6K
|
4.43K
$603K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-462- 8.92% |
$50.1K - $55.8K
|
4.72K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-472- 20.49% |
$51.2K - $57K
|
1.83K
$250K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-474- 0.62% |
$51.4K - $57.3K
|
76.3K
$10.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-483- 2.01% |
$52.3K - $58.4K
|
23.6K
$3.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-525- 25.07% |
$56.9K - $63.4K
|
1.57K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-573- 0.79% |
$62.1K - $69.2K
|
72.3K
$9.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-587- 5.67% |
$63.6K - $70.9K
|
9.76K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-587- 1.8% |
$63.6K - $70.9K
|
32K
$4.37M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-615- 2.25% |
$66.6K - $74.3K
|
26.7K
$3.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-627- 2.58% |
$67.9K - $75.8K
|
23.6K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-636- 0.41% |
$68.9K - $76.9K
|
153K
$20.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-645- 5.78% |
$69.9K - $77.9K
|
10.5K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-667- 0.7% |
$72.3K - $80.6K
|
95.1K
$13M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-825- 2.9% |
$89.4K - $99.7K
|
27.6K
$3.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-858- 25.35% |
$93K - $104K
|
2.53K
$344K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-871- 12.29% |
$94.4K - $105K
|
6.22K
$847K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-900- 57.77% |
$97.5K - $109K
|
658
$89.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-975- 27.2% |
$106K - $118K
|
2.61K
$356K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-977- 15.75% |
$106K - $118K
|
5.23K
$712K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-991- 20.57% |
$107K - $120K
|
3.83K
$521K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.07K- 6.2% |
$116K - $130K
|
16.2K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.13K- 25.0% |
$123K - $137K
|
3.4K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.18K- 1.08% |
$128K - $143K
|
108K
$14.7M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.22K- 8.97% |
$132K - $147K
|
12.4K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.22K- 8.97% |
$132K - $147K
|
12.4K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 16.77% |
$134K - $149K
|
6.14K
$836K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.27K- 1.99% |
$138K - $154K
|
62.8K
$8.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.3K- 16.09% |
$141K - $157K
|
6.78K
$924K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.39K- 2.3% |
$151K - $168K
|
59K
$8.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.42K- 11.71% |
$154K - $172K
|
10.7K
$1.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.45K- 2.69% |
$157K - $175K
|
52.5K
$7.15M
|