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 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-30- 0.27% |
$3.09K - $3.82K
|
11K
$1.56M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 12.99% |
$3.09K - $3.82K
|
201
$28.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-31- 0.14% |
$3.2K - $3.95K
|
22.8K
$3.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-31- 0.73% |
$3.2K - $3.95K
|
4.21K
$598K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 11.27% |
$3.3K - $4.07K
|
252
$35.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 54.1% |
$3.4K - $4.2K
|
28
$3.98K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-36- 4.28% |
$3.71K - $4.58K
|
806
$115K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-40- 9.28% |
$4.12K - $5.09K
|
391
$55.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-40- 9.28% |
$4.12K - $5.09K
|
391
$55.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-44- 3.2% |
$4.54K - $5.6K
|
1.33K
$189K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-46- 1.2% |
$4.74K - $5.85K
|
3.79K
$538K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-47- 0.34% |
$4.84K - $5.98K
|
13.8K
$1.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-47- 6.28% |
$4.84K - $5.98K
|
701
$99.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-48- 1.87% |
$4.95K - $6.11K
|
2.53K
$359K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-52- 45.22% |
$5.36K - $6.62K
|
63
$8.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-53- 0.38% |
$5.46K - $6.74K
|
14K
$1.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-53- 0.59% |
$5.46K - $6.74K
|
8.98K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-54- 1.6% |
$5.57K - $6.87K
|
3.32K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-57- 0.24% |
$5.88K - $7.25K
|
23.5K
$3.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-60- 2.05% |
$6.18K - $7.64K
|
2.86K
$406K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-64- 6.97% |
$6.6K - $8.14K
|
854
$121K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-70- 20.59% |
$7.22K - $8.91K
|
270
$38.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-74- 1.33% |
$7.63K - $9.42K
|
5.47K
$777K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-78- 3.57% |
$8.04K - $9.93K
|
2.11K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-82- 0.65% |
$8.45K - $10.4K
|
12.6K
$1.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-87- 0.64% |
$8.97K - $11.1K
|
13.6K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-94- 0.44% |
$9.69K - $12K
|
21.4K
$3.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-95- 1.65% |
$9.79K - $12.1K
|
5.67K
$806K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 5.46% |
$10.3K - $12.7K
|
1.73K
$246K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-105- 0.22% |
$10.8K - $13.4K
|
47K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-106- 0.55% |
$10.9K - $13.5K
|
19.2K
$2.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-113- 1.04% |
$11.6K - $14.4K
|
10.8K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-133- 6.04% |
$13.7K - $16.9K
|
2.07K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-134- 6.9% |
$13.8K - $17.1K
|
1.81K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-142- 5.48% |
$14.6K - $18.1K
|
2.45K
$348K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-142- 19.45% |
$14.6K - $18.1K
|
588
$83.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-150- 5.43% |
$15.5K - $19.1K
|
2.61K
$371K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-154- 2.0% |
$15.9K - $19.6K
|
7.53K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-156- 3.45% |
$16.1K - $19.9K
|
4.37K
$621K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-164- 4.29% |
$16.9K - $20.9K
|
3.66K
$520K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-172- 34.68% |
$17.7K - $21.9K
|
324
$46K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-174- 3.86% |
$17.9K - $22.1K
|
4.33K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-175- 0.44% |
$18K - $22.3K
|
39.4K
$5.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-180- 0.43% |
$18.6K - $22.9K
|
41.8K
$5.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-181- 1.69% |
$18.7K - $23K
|
10.5K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-184- 0.83% |
$19K - $23.4K
|
22K
$3.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-188- 3.98% |
$19.4K - $23.9K
|
4.54K
$645K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-189- 7.26% |
$19.5K - $24.1K
|
2.42K
$343K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-190- 1.99% |
$19.6K - $24.2K
|
9.36K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-192- 5.13% |
$19.8K - $24.4K
|
3.55K
$504K
|