Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
199KNew |
$24.2M - $26.3M
|
199K
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
104KNew |
$12.6M - $13.8M
|
104K
$13.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
85.7KNew |
$10.4M - $11.3M
|
85.7K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
73.7K+ 1520.79% |
$8.96M - $9.75M
|
78.6K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
68.6K+ 43.65% |
$8.34M - $9.07M
|
226K
$30.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
55.9KNew |
$6.8M - $7.39M
|
55.9K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
50.7KNew |
$6.16M - $6.7M
|
50.7K
$6.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
37.5K+ 102.87% |
$4.55M - $4.95M
|
73.9K
$9.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
27.3KNew |
$3.32M - $3.61M
|
27.3K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.8KNew |
$3.25M - $3.54M
|
26.8K
$3.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
26.4KNew |
$3.2M - $3.48M
|
26.4K
$3.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.9K+ 63.26% |
$2.9M - $3.15M
|
61.6K
$8.25M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 7.87% |
$2.77M - $3.01M
|
312K
$41.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.3K+ 5.05% |
$2.71M - $2.95M
|
464K
$62.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.8K+ 16.95% |
$2.66M - $2.89M
|
151K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.6K+ 24.07% |
$2.51M - $2.73M
|
106K
$14.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.4K+ 62.54% |
$2.48M - $2.69M
|
52.9K
$7.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19K+ 375.79% |
$2.32M - $2.52M
|
24.1K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18K+ 10.19% |
$2.19M - $2.38M
|
194K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17.1KNew |
$2.08M - $2.26M
|
17.1K
$2.29M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.8K+ 4.58% |
$1.93M - $2.09M
|
361K
$48.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
15.3K+ 1.37% |
$1.86M - $2.02M
|
1.13M
$152M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
14.6K+ 15990.11% |
$1.77M - $1.92M
|
14.6K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3K+ 36.72% |
$1.74M - $1.89M
|
53.2K
$7.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
13K+ 32.78% |
$1.58M - $1.72M
|
52.7K
$7.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
12.5K+ 6.59% |
$1.52M - $1.65M
|
202K
$27.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 1.57% |
$1.47M - $1.6M
|
781K
$105M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 3.03% |
$1.35M - $1.47M
|
378K
$50.7M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.8K+ 366.8% |
$1.32M - $1.43M
|
13.8K
$1.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
10K+ 90.93% |
$1.22M - $1.33M
|
21.1K
$2.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.18K+ 16.86% |
$1.12M - $1.21M
|
63.6K
$8.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.03KNew |
$1.1M - $1.19M
|
9.03K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.92K+ 13.81% |
$1.08M - $1.18M
|
73.5K
$9.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.94K+ 401.62% |
$966K - $1.05M
|
9.92K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.9KNew |
$961K - $1.04M
|
7.9K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.54K+ 4.46% |
$916K - $996K
|
177K
$23.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
7.47KNew |
$908K - $987K
|
7.47K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.19KNew |
$874K - $950K
|
7.19K
$963K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.14K+ 76.55% |
$867K - $943K
|
16.5K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.01K+ 5.09% |
$852K - $927K
|
145K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.98KNew |
$848K - $922K
|
6.98K
$935K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.93K+ 447.16% |
$843K - $916K
|
8.48K
$1.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.8KNew |
$827K - $899K
|
6.8K
$911K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6.1K+ 89.2% |
$741K - $806K
|
12.9K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.92KNew |
$719K - $782K
|
5.92K
$793K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.18K+ 1.37% |
$629K - $685K
|
384K
$51.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
5KNew |
$608K - $661K
|
5K
$670K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.72K+ 4.06% |
$574K - $624K
|
121K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.72K+ 23.13% |
$573K - $623K
|
25.1K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.7K+ 74.17% |
$572K - $622K
|
11K
$1.48M
|