Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.15K- 8.82% |
$324K - $400K
|
32.5K
$4.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.38K- 16.17% |
$349K - $430K
|
17.5K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.44K- 3.17% |
$354K - $437K
|
105K
$14.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-3.5K- 1.73% |
$361K - $445K
|
198K
$27.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.75K- 5.09% |
$387K - $477K
|
70K
$9.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.82K- 6.26% |
$394K - $486K
|
57.2K
$8.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.87K- 5.59% |
$399K - $493K
|
65.4K
$9.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.02K- 4.92% |
$414K - $511K
|
77.7K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.14K- 3.84% |
$427K - $527K
|
104K
$14.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.22K- 2.75% |
$435K - $537K
|
149K
$21M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.97K- 38.63% |
$512K - $632K
|
7.89K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.34K- 74.88% |
$550K - $680K
|
1.79K
$252K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.37K- 39.77% |
$554K - $684K
|
8.13K
$1.14M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.8K- 92.5% |
$598K - $738K
|
470
$66.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.15K- 40.86% |
$634K - $783K
|
8.91K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.89K- 37.79% |
$710K - $876K
|
11.3K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.02K- 23.78% |
$724K - $894K
|
22.5K
$3.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7.04K- 7.41% |
$726K - $896K
|
88K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.74K- 70.46% |
$1M - $1.24M
|
4.08K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-10.2K- 82.79% |
$1.05M - $1.3M
|
2.12K
$298K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-12.4K- 77.82% |
$1.27M - $1.57M
|
3.52K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13.5K- 43.25% |
$1.39M - $1.71M
|
17.7K
$2.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-18K- 43.22% |
$1.85M - $2.29M
|
23.6K
$3.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-21.3K- 90.05% |
$2.19M - $2.71M
|
2.35K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.8K- 46.32% |
$2.55M - $3.15M
|
28.7K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.5K- 44.98% |
$2.73M - $3.37M
|
32.4K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.8K- 5.72% |
$2.97M - $3.67M
|
476K
$66.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-32.1K- 60.87% |
$3.31M - $4.09M
|
20.7K
$2.91M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-33.8K- 53.77% |
$3.48M - $4.3M
|
29K
$4.09M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-35.3K- 6.05% |
$3.64M - $4.49M
|
547K
$77M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.5K- 33.12% |
$5.72M - $7.07M
|
112K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.1K- 47.06% |
$6.4M - $7.9M
|
69.9K
$9.83M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-134K- 43.3% |
$13.9M - $17.1M
|
176K
$24.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-214K- 13.33% |
$22.1M - $27.2M
|
1.39M
$196M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-354K- 51.88% |
$36.5M - $45M
|
328K
$46.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-357K- 75.63% |
$36.8M - $45.4M
|
115K
$16.2M
|