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 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-44- 47.83% |
$5.35K - $5.82K
|
48
$6.08K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-46- 2.37% |
$5.59K - $6.08K
|
1.9K
$241K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 0.9% |
$6.08K - $6.61K
|
5.48K
$694K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-50- 2.97% |
$6.08K - $6.61K
|
1.63K
$207K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-52- 0.81% |
$6.32K - $6.87K
|
6.41K
$812K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-52- 4.85% |
$6.32K - $6.87K
|
1.02K
$129K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-53- 0.31% |
$6.44K - $7.01K
|
17.2K
$2.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-53- 0.57% |
$6.44K - $7.01K
|
9.32K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-58- 40.0% |
$7.05K - $7.67K
|
87
$11K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-60- 3.06% |
$7.29K - $7.93K
|
1.9K
$241K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-60- 2.69% |
$7.29K - $7.93K
|
2.17K
$275K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-60- 2.02% |
$7.29K - $7.93K
|
2.92K
$370K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-61- 87.14% |
$7.42K - $8.06K
|
9
$1.14K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-63- 0.91% |
$7.66K - $8.33K
|
6.88K
$872K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-67- 0.49% |
$8.15K - $8.86K
|
13.6K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-71- 1.64% |
$8.63K - $9.39K
|
4.26K
$540K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-86- 2.17% |
$10.5K - $11.4K
|
3.88K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-99- 11.96% |
$12K - $13.1K
|
729
$92.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-105- 0.48% |
$12.8K - $13.9K
|
21.8K
$2.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-112- 3.1% |
$13.6K - $14.8K
|
3.5K
$443K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-118- 1.34% |
$14.3K - $15.6K
|
8.69K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-128- 11.94% |
$15.6K - $16.9K
|
944
$120K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-140- 2.04% |
$17K - $18.5K
|
6.73K
$853K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-142- 0.14% |
$17.3K - $18.8K
|
102K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-152- 4.52% |
$18.5K - $20.1K
|
3.21K
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-154- 7.4% |
$18.7K - $20.4K
|
1.93K
$244K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-157- 0.25% |
$19.1K - $20.8K
|
61.5K
$7.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 0.62% |
$19.5K - $21.2K
|
25.6K
$3.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-164- 3.68% |
$19.9K - $21.7K
|
4.29K
$544K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-164- 8.15% |
$19.9K - $21.7K
|
1.85K
$234K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-165- 1.69% |
$20.1K - $21.8K
|
9.57K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-166- 4.08% |
$20.2K - $21.9K
|
3.9K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-171- 0.68% |
$20.8K - $22.6K
|
25.1K
$3.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-178- 89.0% |
$21.6K - $23.5K
|
22
$2.79K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-186- 8.03% |
$22.6K - $24.6K
|
2.13K
$270K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-187- 10.26% |
$22.7K - $24.7K
|
1.64K
$207K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-187- 2.61% |
$22.7K - $24.7K
|
6.98K
$885K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-200- 6.9% |
$24.3K - $26.4K
|
2.7K
$342K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-202- 3.11% |
$24.6K - $26.7K
|
6.29K
$797K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-203- 0.25% |
$24.7K - $26.8K
|
82.1K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-212- 0.69% |
$25.8K - $28K
|
30.7K
$3.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-213- 0.75% |
$25.9K - $28.2K
|
28.2K
$3.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-218- 4.84% |
$26.5K - $28.8K
|
4.28K
$543K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-219- 1.7% |
$26.6K - $29K
|
12.6K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-222- 1.7% |
$27K - $29.3K
|
12.8K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-224Closed |
$27.2K - $29.6K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-226- 0.69% |
$27.5K - $29.9K
|
32.7K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-227- 0.66% |
$27.6K - $30K
|
34K
$4.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-229- 24.34% |
$27.8K - $30.3K
|
712
$90.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-233- 4.71% |
$28.3K - $30.8K
|
4.72K
$598K
|