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
|
Tag Stone Capital, Inc.
|
BUY
|
- |
41+ 0.79% |
$4.98K - $5.42K
|
5.26K
$666K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38+ 0.97% |
$4.62K - $5.02K
|
3.96K
$501K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 4.12% |
$4.25K - $4.63K
|
884
$112K
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
34+ 0.52% |
$4.13K - $4.49K
|
6.54K
$828K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
29+ 0.2% |
$3.53K - $3.83K
|
14.2K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$3.04K - $3.3K
|
25
$3.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
25+ 0.49% |
$3.04K - $3.3K
|
5.18K
$656K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24New |
$2.92K - $3.17K
|
24
$3.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
21+ 0.21% |
$2.55K - $2.78K
|
10K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20+ 0.76% |
$2.43K - $2.64K
|
2.64K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
20+ 5.51% |
$2.43K - $2.64K
|
383
$48.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
17+ 0.17% |
$2.07K - $2.25K
|
10.1K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
17+ 0.18% |
$2.07K - $2.25K
|
9.67K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16+ 0.1% |
$1.95K - $2.12K
|
16.6K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.39% |
$1.7K - $1.85K
|
3.61K
$457K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
13+ 0.29% |
$1.58K - $1.72K
|
4.45K
$563K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13+ 0.17% |
$1.58K - $1.72K
|
7.47K
$947K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12+ 0.09% |
$1.46K - $1.59K
|
13.4K
$1.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10+ 0.42% |
$1.22K - $1.32K
|
2.41K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.29% |
$1.22K - $1.32K
|
3.47K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 1.85% |
$1.22K - $1.32K
|
550
$69.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
8+ 0.07% |
$973 - $1.06K
|
11.8K
$1.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$851 - $925
|
7.82K
$992K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 6.19% |
$851 - $925
|
120
$15.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.27% |
$729 - $793
|
2.21K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 0.1% |
$729 - $793
|
6.21K
$787K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.27% |
$729 - $793
|
2.23K
$283K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
6New |
$729 - $793
|
6
$760
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 33.33% |
$729 - $793
|
24
$3.04K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5+ 0.32% |
$608 - $661
|
1.57K
$199K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.28% |
$608 - $661
|
1.82K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5+ 0.15% |
$608 - $661
|
3.34K
$423K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.07% |
$608 - $661
|
7.31K
$927K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.07% |
$486 - $529
|
5.45K
$691K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.09% |
$486 - $529
|
4.22K
$535K
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4+ 0.04% |
$486 - $529
|
11K
$1.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.27% |
$365 - $397
|
1.12K
$142K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3+ 0.24% |
$365 - $397
|
1.26K
$159K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 0.03% |
$365 - $397
|
8.89K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.16% |
$365 - $397
|
1.83K
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$365 - $397
|
2.03K
$257K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.07% |
$365 - $397
|
4.12K
$522K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.26% |
$365 - $397
|
1.17K
$148K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.06% |
$365 - $397
|
5K
$633K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.11% |
$243 - $264
|
1.89K
$240K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$243 - $264
|
12.6K
$1.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.02% |
$243 - $264
|
10.4K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$243 - $264
|
1.75K
$222K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$122 - $132
|
2.83K
$359K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.04% |
$122 - $132
|
2.46K
$312K
|