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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
144New |
$14.8K - $18.3K
|
144
$20.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
142+ 1.65% |
$14.6K - $18.1K
|
8.73K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
140+ 5.18% |
$14.4K - $17.8K
|
2.84K
$400K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
138+ 5.31% |
$14.2K - $17.6K
|
2.74K
$385K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
136New |
$14K - $17.3K
|
136
$19.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
133+ 7.01% |
$13.7K - $16.9K
|
2.03K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
130New |
$13.4K - $16.5K
|
130
$18.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
127New |
$13.1K - $16.2K
|
127
$17.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
126+ 94.03% |
$13K - $16K
|
260
$36.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
125+ 5.13% |
$12.9K - $15.9K
|
2.56K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
119+ 1.22% |
$12.3K - $15.1K
|
9.88K
$1.39M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
113New |
$11.6K - $14.4K
|
113
$15.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
101+ 1.34% |
$10.4K - $12.9K
|
7.65K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
94+ 0.4% |
$9.69K - $12K
|
23.9K
$3.36M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
92+ 0.48% |
$9.48K - $11.7K
|
19.4K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
90+ 1.78% |
$9.28K - $11.5K
|
5.16K
$726K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
83New |
$8.56K - $10.6K
|
83
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
80+ 38.1% |
$8.25K - $10.2K
|
290
$40.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
80+ 2.82% |
$8.25K - $10.2K
|
2.92K
$410K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
80+ 2.81% |
$8.25K - $10.2K
|
2.93K
$412K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
79+ 0.93% |
$8.14K - $10.1K
|
8.54K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
73New |
$7.52K - $9.29K
|
73
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
67+ 0.59% |
$6.91K - $8.53K
|
11.4K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
65+ 17.29% |
$6.7K - $8.27K
|
441
$62.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
64+ 0.06% |
$6.6K - $8.14K
|
98.9K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
61+ 1.24% |
$6.29K - $7.76K
|
4.99K
$702K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
60+ 0.43% |
$6.18K - $7.64K
|
14.2K
$1.99M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57+ 20.5% |
$5.88K - $7.25K
|
335
$47.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
57+ 1.87% |
$5.88K - $7.25K
|
3.1K
$436K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
53+ 0.32% |
$5.46K - $6.74K
|
16.5K
$2.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
53+ 5.57% |
$5.46K - $6.74K
|
1K
$141K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
48+ 1.36% |
$4.95K - $6.11K
|
3.58K
$503K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
48+ 1.07% |
$4.95K - $6.11K
|
4.52K
$636K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45New |
$4.64K - $5.73K
|
45
$6.33K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
44+ 8.48% |
$4.54K - $5.6K
|
563
$79.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
42+ 0.25% |
$4.33K - $5.34K
|
17.2K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42+ 0.45% |
$4.33K - $5.34K
|
9.4K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
42+ 2.21% |
$4.33K - $5.34K
|
1.94K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
36+ 0.36% |
$3.71K - $4.58K
|
10.1K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
35New |
$3.61K - $4.45K
|
35
$4.93K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 1.49% |
$3.5K - $4.33K
|
2.31K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
33+ 9.27% |
$3.4K - $4.2K
|
389
$54.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
32+ 0.65% |
$3.3K - $4.07K
|
4.95K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
30New |
$3.09K - $3.82K
|
30
$4.22K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29+ 0.68% |
$2.99K - $3.69K
|
4.32K
$607K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27+ 0.4% |
$2.78K - $3.44K
|
6.71K
$945K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
24+ 0.23% |
$2.47K - $3.05K
|
10.5K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
23+ 1.0% |
$2.37K - $2.93K
|
2.32K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
23New |
$2.37K - $2.93K
|
23
$3.24K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
22New |
$2.27K - $2.8K
|
22
$3.1K
|