Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
4.35MNew |
$554M - $616M
|
4.35M
$624M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
179KNew |
$22.8M - $25.3M
|
179K
$25.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
165KNew |
$21M - $23.3M
|
165K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134K+ 28.81% |
$17M - $18.9M
|
597K
$85.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
103KNew |
$13.1M - $14.6M
|
103K
$14.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.3K+ 10.53% |
$10.5M - $11.6M
|
864K
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.8K+ 2.59% |
$10.3M - $11.4M
|
3.2M
$458M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
63.7KNew |
$8.11M - $9.01M
|
63.7K
$9.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
46K+ 459.19% |
$5.86M - $6.51M
|
56K
$8.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
44.2KNew |
$5.63M - $6.26M
|
44.2K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.8K+ 1.9% |
$4.43M - $4.93M
|
1.87M
$267M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.6K+ 6.78% |
$3.26M - $3.63M
|
404K
$57.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
24.3KNew |
$3.09M - $3.44M
|
24.3K
$3.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
20.7K+ 10.26% |
$2.64M - $2.93M
|
223K
$31.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
20.4K+ 241.04% |
$2.6M - $2.89M
|
28.9K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
18.3K+ 67.09% |
$2.33M - $2.59M
|
45.6K
$6.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.5KNew |
$2.23M - $2.48M
|
17.5K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 5.58% |
$2.22M - $2.47M
|
330K
$47.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.6K+ 4.67% |
$2.12M - $2.35M
|
373K
$53.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.5K+ 32.47% |
$2.1M - $2.34M
|
67.4K
$9.66M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.2K+ 4.96% |
$2.07M - $2.3M
|
343K
$49.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.9K+ 6.07% |
$2.03M - $2.25M
|
278K
$39.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
15K+ 18.29% |
$1.91M - $2.13M
|
97.1K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
12.6KNew |
$1.6M - $1.78M
|
12.6K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.9K+ 7.89% |
$1.51M - $1.68M
|
163K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.7K+ 10.96% |
$1.49M - $1.65M
|
118K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 2.37% |
$1.45M - $1.61M
|
491K
$70.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.3KNew |
$1.44M - $1.61M
|
11.3K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
9.7K+ 39.31% |
$1.23M - $1.37M
|
34.4K
$4.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.03KNew |
$1.15M - $1.28M
|
9.03K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.75K+ 4.75% |
$987K - $1.1M
|
171K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.71K+ 6.56% |
$981K - $1.09M
|
125K
$17.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
7.01K+ 5.79% |
$893K - $992K
|
128K
$18.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.8KNew |
$866K - $962K
|
6.8K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
6.67KNew |
$849K - $944K
|
6.67K
$956K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.64KNew |
$845K - $940K
|
6.64K
$952K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.04K+ 57.69% |
$768K - $854K
|
16.5K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
6K+ 41.0% |
$764K - $849K
|
20.6K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.98K+ 36.34% |
$761K - $846K
|
22.4K
$3.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.85K+ 95.04% |
$744K - $827K
|
12K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.77K+ 261.53% |
$735K - $817K
|
7.98K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.75KNew |
$732K - $814K
|
5.75K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.75KNew |
$732K - $814K
|
5.75K
$824K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.73K+ 9.31% |
$730K - $811K
|
67.3K
$9.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.48KNew |
$698K - $776K
|
5.48K
$786K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.3K+ 129.03% |
$674K - $750K
|
9.4K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.27KNew |
$670K - $745K
|
5.27K
$754K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.1K+ 266.18% |
$649K - $722K
|
7.02K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.7K+ 3.02% |
$598K - $664K
|
160K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
4.52K+ 12.98% |
$575K - $639K
|
39.3K
$5.63M
|