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 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.64K- 36.87% |
$177K - $198K
|
2.8K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 1.05% |
$183K - $204K
|
160K
$21.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.7K- 3.64% |
$185K - $206K
|
45.1K
$6.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.79K- 47.67% |
$194K - $216K
|
1.97K
$268K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.95K- 2.14% |
$211K - $235K
|
89.2K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.03K- 11.65% |
$220K - $246K
|
15.4K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.07K- 3.17% |
$225K - $251K
|
63.4K
$8.64M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-2.13K- 37.67% |
$231K - $258K
|
3.53K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.27K- 34.74% |
$246K - $274K
|
4.27K
$581K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.27K- 11.08% |
$246K - $274K
|
18.2K
$2.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.35K- 2.32% |
$255K - $284K
|
99.2K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.7K- 7.03% |
$292K - $326K
|
35.7K
$4.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.8K- 46.25% |
$303K - $338K
|
3.25K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.89K- 3.44% |
$313K - $349K
|
81.2K
$11.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.98K- 16.53% |
$323K - $360K
|
15.1K
$2.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.02K- 2.71% |
$327K - $364K
|
108K
$14.8M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-3.04K- 8.1% |
$330K - $368K
|
34.5K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.39K- 7.48% |
$368K - $410K
|
42K
$5.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.86K- 1.58% |
$418K - $467K
|
240K
$32.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.96K- 1.42% |
$430K - $479K
|
276K
$37.6M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-4.36K- 9.96% |
$472K - $526K
|
39.4K
$5.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.45K- 6.04% |
$482K - $538K
|
69.3K
$9.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.48K- 36.04% |
$485K - $541K
|
7.95K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.47K- 8.23% |
$593K - $661K
|
61K
$8.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.15K- 26.87% |
$666K - $743K
|
16.7K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.72K- 3.72% |
$728K - $812K
|
174K
$23.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.42K- 39.59% |
$913K - $1.02M
|
12.9K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 3.28% |
$1.17M - $1.3M
|
317K
$43.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-12.3K- 60.74% |
$1.33M - $1.49M
|
7.94K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.4K- 73.26% |
$1.35M - $1.5M
|
4.54K
$619K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-18.5K- 40.88% |
$2M - $2.24M
|
26.7K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21KClosed |
$2.28M - $2.54M
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-24.2K- 86.33% |
$2.62M - $2.93M
|
3.83K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-25.1K- 6.16% |
$2.72M - $3.04M
|
383K
$52.2M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-33.2K- 73.42% |
$3.6M - $4.01M
|
12K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.9K- 85.89% |
$4.65M - $5.19M
|
7.05K
$961K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.7K- 25.32% |
$4.85M - $5.41M
|
132K
$18M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-62.8K- 9.73% |
$6.81M - $7.59M
|
583K
$79.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-64.1K- 60.45% |
$6.94M - $7.74M
|
41.9K
$5.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-73.7K- 5.78% |
$7.98M - $8.9M
|
1.2M
$164M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 3.63% |
$13M - $14.4M
|
3.18M
$433M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-141K- 32.21% |
$15.2M - $17M
|
296K
$40.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-196K- 90.36% |
$21.3M - $23.7M
|
20.9K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-206K- 39.84% |
$22.3M - $24.9M
|
311K
$42.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-233K- 99.09% |
$25.3M - $28.2M
|
2.15K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-253K- 27.04% |
$27.4M - $30.6M
|
682K
$93M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-377K- 82.29% |
$40.9M - $45.6M
|
81.2K
$11.1M
|