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 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.14KNew |
$503K - $547K
|
4.14K
$554K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.08KNew |
$496K - $540K
|
4.08K
$547K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.9K+ 195.0% |
$474K - $516K
|
5.9K
$791K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
3.87KNew |
$470K - $512K
|
3.87K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.71KNew |
$451K - $491K
|
3.71K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.65KNew |
$444K - $482K
|
3.65K
$489K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
3.63K+ 146.81% |
$442K - $480K
|
6.11K
$818K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.52K+ 17.98% |
$428K - $465K
|
23.1K
$3.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 8.98% |
$422K - $459K
|
42.2K
$5.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
3.47K+ 18.17% |
$421K - $458K
|
22.5K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.4K+ 1.31% |
$414K - $450K
|
262K
$35.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.37K+ 2.95% |
$410K - $446K
|
118K
$15.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
3.34K+ 10.61% |
$406K - $441K
|
34.8K
$4.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.27KNew |
$398K - $433K
|
3.27K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.85K+ 50.6% |
$346K - $376K
|
8.47K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.74K+ 109.55% |
$333K - $362K
|
5.25K
$703K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.68KNew |
$326K - $354K
|
2.68K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.58K+ 101.98% |
$313K - $340K
|
5.1K
$683K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.56KNew |
$312K - $339K
|
2.56K
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 17.03% |
$301K - $327K
|
17K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.48K+ 5.11% |
$301K - $327K
|
50.9K
$6.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.47K+ 1.26% |
$300K - $326K
|
198K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$300K - $326K
|
2.47K
$330K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 5.24% |
$290K - $316K
|
48K
$6.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.37K+ 3.05% |
$288K - $313K
|
80K
$10.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.37K+ 19.03% |
$288K - $313K
|
14.8K
$1.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.33KNew |
$283K - $308K
|
2.33K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.26K+ 90.04% |
$275K - $299K
|
4.77K
$639K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.21KNew |
$268K - $292K
|
2.21K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.1KNew |
$255K - $277K
|
2.1K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.04KNew |
$247K - $269K
|
2.04K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2KNew |
$243K - $264K
|
2K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.98KNew |
$240K - $261K
|
1.98K
$265K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.96K+ 1.28% |
$238K - $259K
|
154K
$20.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
1.76K+ 5.43% |
$214K - $232K
|
34.1K
$4.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.75K+ 14.52% |
$213K - $231K
|
13.8K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.67K+ 26.94% |
$203K - $220K
|
7.85K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.63KNew |
$199K - $216K
|
1.63K
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.59KNew |
$193K - $210K
|
1.59K
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.57KNew |
$191K - $208K
|
1.57K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 23.22% |
$184K - $200K
|
8.02K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.51K+ 55.04% |
$183K - $199K
|
4.24K
$568K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.45K+ 1.34% |
$176K - $192K
|
110K
$14.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.44K+ 32.64% |
$175K - $191K
|
5.86K
$785K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.37K+ 0.85% |
$166K - $181K
|
163K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.35KNew |
$164K - $179K
|
1.35K
$181K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.29K+ 0.4% |
$157K - $171K
|
327K
$43.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 52.25% |
$151K - $164K
|
3.62K
$485K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 2.87% |
$146K - $159K
|
43K
$5.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.19K+ 4.91% |
$144K - $157K
|
25.3K
$3.39M
|