Purchases and Sales Made in Q4 2025 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 2025. 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 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12.2K+ 673.5% |
$1.67M - $1.76M
|
14K
$1.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10.8K+ 4.58% |
$1.47M - $1.55M
|
246K
$33.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.1K+ 53.55% |
$1.24M - $1.31M
|
26.1K
$3.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
6.39K+ 10.02% |
$872K - $920K
|
70.2K
$9.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.31K+ 445.05% |
$724K - $764K
|
6.5K
$893K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
3.48KNew |
$475K - $502K
|
3.48K
$479K
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
BUY
|
- |
3.26KNew |
$445K - $470K
|
3.26K
$448K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.64K+ 89.32% |
$361K - $381K
|
5.6K
$771K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.16K+ 1.25% |
$295K - $311K
|
175K
$24.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.11K+ 10.1% |
$288K - $304K
|
23K
$3.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$241K - $254K
|
1.77K
$243K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.51KNew |
$206K - $218K
|
1.51K
$208K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
1.11K+ 3.92% |
$152K - $160K
|
29.4K
$4.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
978+ 163.0% |
$134K - $141K
|
1.58K
$217K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
767+ 4036.84% |
$105K - $111K
|
786
$108K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
752+ 15.34% |
$103K - $108K
|
5.65K
$777K
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
739+ 5.36% |
$101K - $106K
|
14.5K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
650+ 2.22% |
$88.8K - $93.6K
|
30K
$4.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
546+ 6.05% |
$74.6K - $78.7K
|
9.56K
$1.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
255+ 16.48% |
$34.8K - $36.7K
|
1.8K
$248K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
196+ 1.17% |
$26.8K - $28.2K
|
16.9K
$2.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
165+ 1.01% |
$22.5K - $23.8K
|
16.5K
$2.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
119+ 3.1% |
$16.2K - $17.1K
|
3.95K
$543K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
88+ 3.46% |
$12K - $12.7K
|
2.63K
$362K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67+ 0.85% |
$9.15K - $9.65K
|
7.93K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
61+ 1.01% |
$8.33K - $8.79K
|
6.12K
$842K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.08% |
$5.87K - $6.2K
|
56.2K
$7.72M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
35+ 0.11% |
$4.78K - $5.04K
|
33.2K
$4.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
20+ 0.87% |
$2.73K - $2.88K
|
2.32K
$319K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.28% |
$2.59K - $2.74K
|
6.78K
$933K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15+ 83.33% |
$2.05K - $2.16K
|
33
$4.54K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
12+ 0.31% |
$1.64K - $1.73K
|
3.88K
$534K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.52% |
$1.64K - $1.73K
|
2.33K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.2% |
$1.09K - $1.15K
|
4.09K
$563K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.12% |
$410 - $432
|
2.59K
$356K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$273 - $288
|
1.51K
$207K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.09% |
$273 - $288
|
2.22K
$306K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.03% |
$273 - $288
|
6.33K
$870K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3- 0.1% |
$410 - $432
|
2.92K
$402K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-15- 0.27% |
$2.05K - $2.16K
|
5.46K
$751K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.94% |
$2.59K - $2.74K
|
2K
$274K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20- 12.35% |
$2.73K - $2.88K
|
142
$19.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-20- 0.36% |
$2.73K - $2.88K
|
5.58K
$767K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 37.04% |
$2.73K - $2.88K
|
34
$4.68K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-42- 0.63% |
$5.73K - $6.05K
|
6.58K
$905K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-43- 0.48% |
$5.87K - $6.2K
|
8.95K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-73- 5.61% |
$9.97K - $10.5K
|
1.23K
$169K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-76- 1.33% |
$10.4K - $10.9K
|
5.65K
$777K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-111- 1.52% |
$15.2K - $16K
|
7.2K
$990K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-118- 4.94% |
$16.1K - $17K
|
2.27K
$313K
|
|