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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-260- 1.22% |
$31.6K - $34.4K
|
21.1K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-268- 8.78% |
$32.6K - $35.4K
|
2.79K
$373K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-276- 6.15% |
$33.6K - $36.5K
|
4.21K
$564K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-287- 2.33% |
$34.9K - $37.9K
|
12.1K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-300- 12.64% |
$36.5K - $39.7K
|
2.07K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-306- 5.33% |
$37.2K - $40.5K
|
5.44K
$728K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-322- 3.37% |
$39.1K - $42.6K
|
9.22K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-335- 4.53% |
$40.7K - $44.3K
|
7.07K
$947K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-349- 6.68% |
$42.4K - $46.1K
|
4.88K
$653K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-352- 2.08% |
$42.8K - $46.5K
|
16.6K
$2.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-352- 11.22% |
$42.8K - $46.5K
|
2.79K
$373K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-353- 0.87% |
$42.9K - $46.7K
|
40.2K
$5.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-358- 2.68% |
$43.5K - $47.3K
|
13K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-364- 1.56% |
$44.3K - $48.1K
|
23K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-381- 1.91% |
$46.3K - $50.4K
|
19.6K
$2.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-390- 6.77% |
$47.4K - $51.6K
|
5.37K
$719K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-391- 2.21% |
$47.5K - $51.7K
|
17.3K
$2.31M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-402- 1.79% |
$48.9K - $53.1K
|
22K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-403- 3.09% |
$49K - $53.3K
|
12.7K
$1.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-404- 1.1% |
$49.1K - $53.4K
|
36.5K
$4.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-417- 1.06% |
$50.7K - $55.1K
|
38.9K
$5.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-422- 28.28% |
$51.3K - $55.8K
|
1.07K
$143K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-423- 0.79% |
$51.4K - $55.9K
|
53.1K
$7.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-428- 1.8% |
$52K - $56.6K
|
23.4K
$3.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-431- 2.23% |
$52.4K - $57K
|
18.9K
$2.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-450- 2.21% |
$54.7K - $59.5K
|
19.9K
$2.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-456- 0.31% |
$55.4K - $60.3K
|
146K
$19.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-470- 0.49% |
$57.1K - $62.1K
|
95.3K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-471- 19.69% |
$57.3K - $62.3K
|
1.92K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-478- 13.4% |
$58.1K - $63.2K
|
3.09K
$414K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-491- 1.47% |
$59.7K - $64.9K
|
32.9K
$4.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-505- 1.29% |
$61.4K - $66.8K
|
38.7K
$5.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-506- 6.67% |
$61.5K - $66.9K
|
7.08K
$948K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-540- 13.98% |
$65.6K - $71.4K
|
3.32K
$445K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-551- 3.11% |
$67K - $72.8K
|
17.1K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-562- 6.44% |
$68.3K - $74.3K
|
8.16K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-588- 3.19% |
$71.5K - $77.7K
|
17.8K
$2.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-600- 16.99% |
$72.9K - $79.3K
|
2.93K
$393K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-600- 14.93% |
$72.9K - $79.3K
|
3.42K
$458K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-601- 7.52% |
$73.1K - $79.5K
|
7.39K
$990K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-628- 7.81% |
$76.3K - $83K
|
7.42K
$994K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-647- 6.71% |
$78.7K - $85.5K
|
9K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-693- 20.3% |
$84.2K - $91.6K
|
2.72K
$364K
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
SELL
|
- |
-700- 1.29% |
$85.1K - $92.5K
|
53.5K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-733- 2.45% |
$89.1K - $96.9K
|
29.2K
$3.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-788- 3.72% |
$95.8K - $104K
|
20.4K
$2.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-804- 1.48% |
$97.7K - $106K
|
53.5K
$7.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-806- 1.14% |
$98K - $107K
|
69.6K
$9.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-814- 1.65% |
$99K - $108K
|
48.4K
$6.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-835- 4.01% |
$102K - $110K
|
20K
$2.68M
|