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
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.2K+ 39.48% |
$124K - $153K
|
4.24K
$603K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.19K+ 2.05% |
$123K - $151K
|
59.2K
$8.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.16K+ 2.19% |
$119K - $147K
|
54.1K
$7.69M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.04KNew |
$107K - $132K
|
1.04K
$148K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
987+ 8.33% |
$102K - $126K
|
12.8K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
944+ 8.98% |
$97.3K - $120K
|
11.5K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
935+ 1.61% |
$96.4K - $119K
|
58.8K
$8.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
882+ 20.68% |
$90.9K - $112K
|
5.15K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
848+ 12.49% |
$87.4K - $108K
|
7.64K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
843+ 3.94% |
$86.9K - $107K
|
22.2K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
840New |
$86.6K - $107K
|
840
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
840+ 2.12% |
$86.6K - $107K
|
40.4K
$5.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
811+ 17.46% |
$83.6K - $103K
|
5.46K
$775K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
808+ 4.92% |
$83.3K - $103K
|
17.2K
$2.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
769+ 11.47% |
$79.3K - $97.9K
|
7.48K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
688+ 4.22% |
$70.9K - $87.6K
|
17K
$2.41M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
657+ 3.72% |
$67.7K - $83.6K
|
18.3K
$2.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
633+ 101.28% |
$65.2K - $80.6K
|
1.26K
$179K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
610+ 17.4% |
$62.9K - $77.6K
|
4.12K
$585K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
582+ 3.77% |
$60K - $74.1K
|
16K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
559+ 14.46% |
$57.6K - $71.1K
|
4.43K
$629K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
496+ 56.49% |
$51.1K - $63.1K
|
1.37K
$195K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
483+ 6.07% |
$49.8K - $61.5K
|
8.43K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
477+ 11.41% |
$49.2K - $60.7K
|
4.66K
$662K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
457+ 1.86% |
$47.1K - $58.2K
|
25K
$3.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
441+ 14.95% |
$45.5K - $56.1K
|
3.39K
$482K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
410+ 19.39% |
$42.3K - $52.2K
|
2.52K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
408New |
$42.1K - $51.9K
|
408
$58K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
390New |
$40.2K - $49.6K
|
390
$55.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
371New |
$38.2K - $47.2K
|
371
$52.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
363+ 1.1% |
$37.4K - $46.2K
|
33.4K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
361+ 3.25% |
$37.2K - $45.9K
|
11.5K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
354+ 0.56% |
$36.5K - $45.1K
|
63.8K
$9.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
342+ 7.65% |
$35.3K - $43.5K
|
4.81K
$683K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
333+ 1.9% |
$34.3K - $42.4K
|
17.9K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
332+ 1.98% |
$34.2K - $42.3K
|
17.1K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
325+ 4.09% |
$33.5K - $41.4K
|
8.27K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
300+ 3.45% |
$30.9K - $38.2K
|
8.98K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
296+ 6.59% |
$30.5K - $37.7K
|
4.79K
$681K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
281+ 66.27% |
$29K - $35.8K
|
705
$100K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
242+ 20.28% |
$24.9K - $30.8K
|
1.44K
$204K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
224New |
$23.1K - $28.5K
|
224
$31.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
222+ 4.97% |
$22.9K - $28.3K
|
4.69K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
204+ 0.87% |
$21K - $26K
|
23.7K
$3.36M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
194+ 2.05% |
$20K - $24.7K
|
9.66K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
189+ 8.26% |
$19.5K - $24.1K
|
2.48K
$352K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
173+ 0.77% |
$17.8K - $22K
|
22.6K
$3.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
155+ 6.84% |
$16K - $19.7K
|
2.42K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
150+ 6.68% |
$15.5K - $19.1K
|
2.4K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
145+ 5.32% |
$14.9K - $18.5K
|
2.87K
$408K
|