Purchases and Sales Made in Q3 2025 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 2025. 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 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
38.2K+ 875.07% |
$5.02M - $5.49M
|
42.6K
$5.97M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
25KNew |
$3.29M - $3.6M
|
25K
$3.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.7K+ 22.04% |
$2.06M - $2.25M
|
86.9K
$12.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.46K+ 5.49% |
$1.11M - $1.22M
|
163K
$22.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.75K+ 23.82% |
$756K - $826K
|
29.9K
$4.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.82K+ 39.56% |
$633K - $692K
|
17K
$2.39M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.75K+ 2.82% |
$624K - $682K
|
173K
$24.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.96KNew |
$521K - $569K
|
3.96K
$556K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.85K+ 3.87% |
$506K - $553K
|
103K
$14.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.33K+ 6.56% |
$438K - $479K
|
54.1K
$7.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.14K+ 200.0% |
$413K - $451K
|
4.71K
$662K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.09KNew |
$407K - $444K
|
3.09K
$434K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.01K+ 2.83% |
$395K - $432K
|
109K
$15.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.89KNew |
$380K - $415K
|
2.89K
$406K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.88K+ 1.24% |
$379K - $414K
|
235K
$33M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.27KNew |
$298K - $326K
|
2.27K
$318K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.18KNew |
$287K - $313K
|
2.18K
$306K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.07K+ 14.61% |
$272K - $297K
|
16.3K
$2.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
2.05KNew |
$269K - $294K
|
2.05K
$288K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
1.91K+ 8.22% |
$251K - $275K
|
25.2K
$3.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.79KNew |
$235K - $257K
|
1.79K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.6KNew |
$210K - $230K
|
1.6K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.5KNew |
$197K - $216K
|
1.5K
$211K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.5KNew |
$197K - $215K
|
1.5K
$210K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$192K - $210K
|
1.46K
$205K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.44KNew |
$190K - $207K
|
1.44K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.44KNew |
$189K - $207K
|
1.44K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.43KNew |
$188K - $206K
|
1.43K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.43KNew |
$188K - $205K
|
1.43K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.27K+ 4.57% |
$167K - $183K
|
29.1K
$4.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
1.25K+ 4.62% |
$164K - $180K
|
28.3K
$3.98M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.23K+ 6.28% |
$162K - $177K
|
20.9K
$2.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.14KNew |
$149K - $163K
|
1.14K
$160K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.07KNew |
$141K - $154K
|
1.07K
$151K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.04K+ 8.18% |
$137K - $150K
|
13.8K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
919+ 31.81% |
$121K - $132K
|
3.81K
$535K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
829+ 31.18% |
$109K - $119K
|
3.49K
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
817+ 9.96% |
$107K - $117K
|
9.02K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
760+ 33.19% |
$99.9K - $109K
|
3.05K
$428K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
750+ 2.63% |
$98.6K - $108K
|
29.3K
$4.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
632+ 3.73% |
$83.1K - $90.8K
|
17.6K
$2.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
518+ 3.04% |
$68.1K - $74.4K
|
17.6K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
477+ 46.31% |
$62.7K - $68.5K
|
1.51K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
448+ 1.01% |
$58.9K - $64.4K
|
44.9K
$6.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
446New |
$58.6K - $64.1K
|
446
$62.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
393+ 46.4% |
$51.7K - $56.5K
|
1.24K
$174K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
387+ 0.31% |
$50.9K - $55.6K
|
124K
$17.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
363+ 11.17% |
$47.7K - $52.1K
|
3.61K
$507K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
359+ 2.06% |
$47.2K - $51.6K
|
17.8K
$2.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
340+ 6.62% |
$44.7K - $48.8K
|
5.48K
$769K
|