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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 6.47% |
$524K - $583K
|
67.8K
$9.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.06K+ 9.43% |
$516K - $574K
|
47K
$6.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.97K+ 2.08% |
$505K - $562K
|
195K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.83KNew |
$488K - $542K
|
3.83K
$549K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.78K+ 14.59% |
$481K - $535K
|
29.7K
$4.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.62K+ 25.78% |
$461K - $512K
|
17.7K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.53KNew |
$449K - $500K
|
3.53K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.41K+ 11.68% |
$434K - $482K
|
32.6K
$4.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.37K+ 3.06% |
$428K - $476K
|
113K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.34K+ 135.56% |
$426K - $473K
|
5.81K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.16K+ 44.93% |
$402K - $447K
|
10.2K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 6.54% |
$399K - $444K
|
51.1K
$7.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.13KNew |
$398K - $442K
|
3.13K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.92K+ 17.82% |
$372K - $414K
|
19.3K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.83KNew |
$361K - $401K
|
2.83K
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.65KNew |
$337K - $375K
|
2.65K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$332K - $369K
|
2.61K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.57K+ 0.23% |
$326K - $363K
|
1.14M
$163M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
2.4K+ 25.28% |
$305K - $340K
|
11.9K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.39KNew |
$305K - $339K
|
2.39K
$343K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
2.27K+ 10.05% |
$288K - $320K
|
24.8K
$3.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.1K+ 34.43% |
$267K - $297K
|
8.2K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$265K - $294K
|
2.08K
$298K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 20.63% |
$261K - $290K
|
12K
$1.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.99KNew |
$254K - $282K
|
1.99K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.98K+ 398.19% |
$251K - $279K
|
2.47K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.95K+ 1.34% |
$248K - $275K
|
148K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.93K+ 5.91% |
$246K - $274K
|
34.7K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.86K+ 68.35% |
$237K - $263K
|
4.58K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 23.9% |
$232K - $258K
|
9.45K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.82K+ 73.45% |
$231K - $257K
|
4.29K
$614K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.81K+ 49.58% |
$230K - $256K
|
5.46K
$782K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.76K+ 58.34% |
$224K - $248K
|
4.77K
$683K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.74KNew |
$221K - $246K
|
1.74K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.72K+ 22.52% |
$219K - $243K
|
9.34K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.71KNew |
$217K - $241K
|
1.71K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.69KNew |
$215K - $239K
|
1.69K
$242K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.64KNew |
$208K - $231K
|
1.64K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.53KNew |
$195K - $217K
|
1.53K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.53KNew |
$195K - $217K
|
1.53K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.53KNew |
$194K - $216K
|
1.53K
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.51KNew |
$192K - $213K
|
1.51K
$216K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.5KNew |
$191K - $213K
|
1.5K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.5KNew |
$191K - $212K
|
1.5K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.5KNew |
$190K - $212K
|
1.5K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.49KNew |
$190K - $211K
|
1.49K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.48K+ 53.55% |
$188K - $209K
|
4.24K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.47KNew |
$187K - $208K
|
1.47K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$185K - $206K
|
1.45K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.45KNew |
$185K - $206K
|
1.45K
$208K
|