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 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.12K+ 44.27% |
$137K - $149K
|
3.66K
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.07K+ 33.65% |
$130K - $142K
|
4.26K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1K+ 5.59% |
$122K - $132K
|
18.9K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
952+ 48.32% |
$116K - $126K
|
2.92K
$392K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
945+ 15.52% |
$115K - $125K
|
7.03K
$942K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
894+ 8.29% |
$109K - $118K
|
11.7K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
883+ 13.41% |
$107K - $117K
|
7.47K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
882+ 3.34% |
$107K - $117K
|
27.3K
$3.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
861+ 40.18% |
$105K - $114K
|
3K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
840+ 12.38% |
$102K - $111K
|
7.62K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
830+ 3.57% |
$101K - $110K
|
24.1K
$3.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
825+ 3.99% |
$100K - $109K
|
21.5K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
788+ 1.32% |
$95.8K - $104K
|
60.5K
$8.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
784+ 5.91% |
$95.3K - $104K
|
14K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
778+ 5.85% |
$94.6K - $103K
|
14.1K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
747New |
$90.8K - $98.8K
|
747
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
706+ 5.73% |
$85.8K - $93.3K
|
13K
$1.75M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
704+ 39.84% |
$85.6K - $93.1K
|
2.47K
$331K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
689+ 7.31% |
$83.8K - $91.1K
|
10.1K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
676+ 8.78% |
$82.2K - $89.4K
|
8.38K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
653+ 23.21% |
$79.4K - $86.3K
|
3.47K
$464K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
651+ 2.85% |
$79.1K - $86.1K
|
23.5K
$3.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
639+ 2.83% |
$77.7K - $84.5K
|
23.2K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
634+ 1.32% |
$77.1K - $83.8K
|
48.8K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
579+ 10.39% |
$70.4K - $76.5K
|
6.15K
$824K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
576+ 29.78% |
$70K - $76.1K
|
2.51K
$336K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
561+ 3.24% |
$68.2K - $74.2K
|
17.9K
$2.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
546New |
$66.4K - $72.2K
|
546
$73.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
533+ 0.27% |
$64.8K - $70.5K
|
200K
$26.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
508+ 9.9% |
$61.8K - $67.2K
|
5.64K
$755K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
496New |
$60.3K - $65.6K
|
496
$66.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
450+ 0.79% |
$54.7K - $59.5K
|
57.3K
$7.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
447+ 2.47% |
$54.3K - $59.1K
|
18.5K
$2.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
426+ 5.48% |
$51.8K - $56.3K
|
8.21K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
412+ 15.06% |
$50.1K - $54.5K
|
3.15K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
410+ 1.2% |
$49.8K - $54.2K
|
34.5K
$4.62M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
400+ 4.4% |
$48.6K - $52.9K
|
9.49K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
400New |
$48.6K - $52.9K
|
400
$53.6K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
398+ 20.93% |
$48.4K - $52.6K
|
2.3K
$308K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
385+ 0.72% |
$46.8K - $50.9K
|
54.2K
$7.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
376+ 7.08% |
$45.7K - $49.7K
|
5.69K
$762K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
373+ 10.17% |
$45.3K - $49.3K
|
4.04K
$541K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
362+ 1.06% |
$44K - $47.9K
|
34.6K
$4.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
360+ 124.14% |
$43.8K - $47.6K
|
650
$87.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
326+ 11.63% |
$39.6K - $43.1K
|
3.13K
$419K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
325+ 62.02% |
$39.5K - $43K
|
849
$114K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
319+ 0.98% |
$38.8K - $42.2K
|
32.7K
$4.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
300New |
$36.5K - $39.7K
|
300
$40.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
291New |
$35.4K - $38.5K
|
291
$39K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
290+ 2.87% |
$35.3K - $38.3K
|
10.4K
$1.39M
|