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
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2K- 5.92% |
$255K - $284K
|
31.9K
$4.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.01K- 8.65% |
$256K - $284K
|
21.2K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.07K- 4.08% |
$263K - $292K
|
48.6K
$7.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.18K- 23.39% |
$277K - $308K
|
7.14K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.38K- 3.58% |
$302K - $336K
|
64K
$9.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.5K- 50.0% |
$318K - $354K
|
2.5K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.5K- 13.52% |
$319K - $354K
|
16K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.63K- 0.68% |
$335K - $372K
|
382K
$56.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.85K- 52.44% |
$363K - $403K
|
2.59K
$383K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.9K- 16.08% |
$369K - $410K
|
15.1K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3K- 58.82% |
$382K - $425K
|
2.1K
$311K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.08K- 1.55% |
$392K - $436K
|
196K
$29.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.44K- 1.77% |
$438K - $487K
|
191K
$28.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.57K- 32.27% |
$454K - $504K
|
7.48K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.45K- 75.14% |
$566K - $629K
|
1.47K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-4.6K- 43.02% |
$586K - $651K
|
6.09K
$902K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.63K- 27.2% |
$589K - $655K
|
12.4K
$1.83M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.64K- 0.94% |
$590K - $656K
|
491K
$72.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.08K- 3.3% |
$647K - $719K
|
149K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.21K- 7.08% |
$663K - $737K
|
68.3K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.47K- 6.99% |
$696K - $774K
|
72.8K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.55K- 2.81% |
$707K - $786K
|
192K
$28.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.39K- 7.99% |
$813K - $904K
|
73.5K
$10.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7K- 3.5% |
$891K - $991K
|
193K
$28.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.52K- 5.19% |
$957K - $1.06M
|
137K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.73K- 4.38% |
$983K - $1.09M
|
169K
$25M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-8.12K- 38.5% |
$1.03M - $1.15M
|
13K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.3K- 30.49% |
$1.18M - $1.32M
|
21.2K
$3.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-12K- 23.47% |
$1.52M - $1.69M
|
39K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-12.9K- 48.77% |
$1.64M - $1.82M
|
13.5K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-14.7K- 20.08% |
$1.87M - $2.08M
|
58.6K
$8.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-15.3K- 76.79% |
$1.95M - $2.17M
|
4.63K
$686K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.8K- 4.38% |
$2.02M - $2.24M
|
345K
$51.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16K- 91.37% |
$2.04M - $2.27M
|
1.51K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22.4K- 42.23% |
$2.85M - $3.16M
|
30.6K
$4.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.8K- 2.19% |
$2.9M - $3.23M
|
1.02M
$151M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.8K- 2.26% |
$3.41M - $3.79M
|
1.16M
$171M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-37K- 50.11% |
$4.71M - $5.24M
|
36.9K
$5.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-58.4K- 93.96% |
$7.43M - $8.26M
|
3.76K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-214K- 94.72% |
$27.2M - $30.3M
|
11.9K
$1.77M
|