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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
477+ 46.31% |
$62.7K - $68.5K
|
1.51K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
448+ 1.01% |
$58.9K - $64.4K
|
44.9K
$6.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
446New |
$58.6K - $64.1K
|
446
$61.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
393+ 46.4% |
$51.7K - $56.5K
|
1.24K
$171K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
387+ 0.31% |
$50.9K - $55.6K
|
124K
$17.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
363+ 11.17% |
$47.7K - $52.1K
|
3.61K
$499K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
359+ 2.06% |
$47.2K - $51.6K
|
17.8K
$2.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
340+ 6.62% |
$44.7K - $48.8K
|
5.48K
$757K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
325+ 1.04% |
$42.7K - $46.7K
|
31.5K
$4.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
312+ 0.54% |
$41K - $44.8K
|
57.8K
$7.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
290+ 11.31% |
$38.1K - $41.7K
|
2.85K
$394K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
283+ 0.86% |
$37.2K - $40.7K
|
33.2K
$4.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
281+ 2.22% |
$36.9K - $40.4K
|
12.9K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
270+ 5.75% |
$35.5K - $38.8K
|
4.97K
$686K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
256New |
$33.7K - $36.8K
|
256
$35.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
247+ 5.0% |
$32.5K - $35.5K
|
5.18K
$716K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
230+ 5.28% |
$30.2K - $33K
|
4.58K
$633K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
215+ 26.88% |
$28.3K - $30.9K
|
1.02K
$140K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
211+ 1.15% |
$27.7K - $30.3K
|
18.6K
$2.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
201+ 3.13% |
$26.4K - $28.9K
|
6.62K
$915K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
195+ 7.43% |
$25.6K - $28K
|
2.82K
$390K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
190+ 5.12% |
$25K - $27.3K
|
3.9K
$539K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
188+ 0.91% |
$24.7K - $27K
|
20.9K
$2.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
184+ 160.0% |
$24.2K - $26.4K
|
299
$41.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
167+ 4.99% |
$22K - $24K
|
3.51K
$485K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
160+ 1.18% |
$21K - $23K
|
13.7K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
155+ 4.75% |
$20.4K - $22.3K
|
3.42K
$472K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
130+ 6.86% |
$17.1K - $18.7K
|
2.03K
$280K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
124+ 41.33% |
$16.3K - $17.8K
|
424
$58.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
110+ 1.73% |
$14.5K - $15.8K
|
6.46K
$892K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
85+ 3.67% |
$11.2K - $12.2K
|
2.4K
$332K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
54+ 0.34% |
$7.1K - $7.76K
|
15.9K
$2.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.73% |
$6.18K - $6.75K
|
6.47K
$894K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 500.0% |
$5.92K - $6.46K
|
54
$7.46K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 1.76% |
$5.52K - $6.03K
|
2.43K
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
38+ 2.01% |
$5K - $5.46K
|
1.93K
$267K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
35New |
$4.6K - $5.03K
|
35
$4.83K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
32+ 2.12% |
$4.21K - $4.6K
|
1.54K
$213K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30+ 0.14% |
$3.94K - $4.31K
|
22.1K
$3.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.63% |
$3.68K - $4.02K
|
4.47K
$618K
|
|
|
Oct 24, 2025
Q3 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
25+ 0.22% |
$3.29K - $3.59K
|
11.6K
$1.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
19+ 0.21% |
$2.5K - $2.73K
|
9K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.22% |
$1.97K - $2.15K
|
6.76K
$934K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
14New |
$1.84K - $2.01K
|
14
$1.93K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
9+ 0.16% |
$1.18K - $1.29K
|
5.6K
$773K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
9+ 0.23% |
$1.18K - $1.29K
|
3.87K
$534K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7+ 0.21% |
$920 - $1.01K
|
3.3K
$456K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$789 - $862
|
2.32K
$320K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6+ 0.11% |
$789 - $862
|
5.42K
$748K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.12% |
$657 - $718
|
4.09K
$564K
|