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 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-193- 2.18% |
$19.9K - $24.6K
|
8.67K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-196- 0.5% |
$20.2K - $24.9K
|
39.2K
$5.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-216- 1.27% |
$22.3K - $27.5K
|
16.8K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-217- 2.67% |
$22.4K - $27.6K
|
7.92K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-229- 8.62% |
$23.6K - $29.1K
|
2.43K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-237- 3.59% |
$24.4K - $30.2K
|
6.36K
$895K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-239- 3.03% |
$24.6K - $30.4K
|
7.66K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-244- 4.67% |
$25.2K - $31.1K
|
4.98K
$701K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-249- 7.49% |
$25.7K - $31.7K
|
3.08K
$433K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-250- 4.63% |
$25.8K - $31.8K
|
5.15K
$725K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-260- 12.73% |
$26.8K - $33.1K
|
1.78K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-275- 74.32% |
$28.3K - $35K
|
95
$13.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-276- 69.0% |
$28.5K - $35.1K
|
124
$17.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-285- 0.87% |
$29.4K - $36.3K
|
32.5K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-290- 1.97% |
$29.9K - $36.9K
|
14.4K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-295- 73.2% |
$30.4K - $37.5K
|
108
$15.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-299- 13.74% |
$30.8K - $38.1K
|
1.88K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-300- 11.76% |
$30.9K - $38.2K
|
2.25K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-300- 1.32% |
$30.9K - $38.2K
|
22.4K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-313- 12.14% |
$32.3K - $39.8K
|
2.27K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-314- 2.56% |
$32.4K - $40K
|
12K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-329- 3.85% |
$33.9K - $41.9K
|
8.23K
$1.16M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-339- 6.93% |
$34.9K - $43.1K
|
4.55K
$640K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-350- 13.41% |
$36.1K - $44.5K
|
2.26K
$318K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-352- 1.55% |
$36.3K - $44.8K
|
22.3K
$3.14M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-364- 1.76% |
$37.5K - $46.3K
|
20.3K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-372- 2.85% |
$38.3K - $47.3K
|
12.7K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-391- 1.22% |
$40.3K - $49.8K
|
31.6K
$4.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-400- 8.41% |
$41.2K - $50.9K
|
4.35K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-400- 1.91% |
$41.2K - $50.9K
|
20.5K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-407- 5.25% |
$42K - $51.8K
|
7.35K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-430- 6.34% |
$44.3K - $54.7K
|
6.35K
$894K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-440- 4.88% |
$45.4K - $56K
|
8.57K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-450- 98.47% |
$46.4K - $57.3K
|
7
$985
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-454- 9.46% |
$46.8K - $57.8K
|
4.35K
$612K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-460- 1.35% |
$47.4K - $58.5K
|
33.7K
$4.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-465- 10.5% |
$47.9K - $59.2K
|
3.96K
$558K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-479- 14.87% |
$49.4K - $61K
|
2.74K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-491- 2.93% |
$50.6K - $62.5K
|
16.2K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-500- 6.71% |
$51.5K - $63.6K
|
6.96K
$979K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-512- 4.56% |
$52.8K - $65.2K
|
10.7K
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-537- 6.64% |
$55.4K - $68.3K
|
7.55K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-553- 7.74% |
$57K - $70.4K
|
6.6K
$928K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-554- 1.49% |
$57.1K - $70.5K
|
36.5K
$5.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-560- 0.63% |
$57.7K - $71.3K
|
88.6K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-564- 17.47% |
$58.1K - $71.8K
|
2.67K
$375K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-598- 17.44% |
$61.6K - $76.1K
|
2.83K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-600- 24.76% |
$61.8K - $76.4K
|
1.82K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-603- 0.94% |
$62.2K - $76.7K
|
63.7K
$8.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-621- 12.42% |
$64K - $79K
|
4.38K
$616K
|