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 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.45KNew |
$185K - $205K
|
1.45K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.44KNew |
$184K - $204K
|
1.44K
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.44KNew |
$183K - $204K
|
1.44K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.4K+ 8.44% |
$178K - $198K
|
18K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.37K+ 16.12% |
$174K - $193K
|
9.85K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.33K+ 7.03% |
$169K - $188K
|
20.2K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.3KNew |
$166K - $184K
|
1.3K
$187K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.25KNew |
$159K - $177K
|
1.25K
$179K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.21K+ 6.77% |
$154K - $171K
|
19.1K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 1328.74% |
$147K - $164K
|
1.24K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 4.57% |
$141K - $157K
|
25.4K
$3.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.08K+ 2.66% |
$137K - $152K
|
41.5K
$5.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.07K+ 22.41% |
$136K - $151K
|
5.84K
$837K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
977+ 8.62% |
$124K - $138K
|
12.3K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
972+ 12.38% |
$124K - $138K
|
8.82K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
970New |
$123K - $137K
|
970
$139K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
951+ 26.28% |
$121K - $135K
|
4.57K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
936+ 0.86% |
$119K - $132K
|
110K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
923+ 29.32% |
$117K - $131K
|
4.07K
$583K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
905+ 51.16% |
$115K - $128K
|
2.67K
$383K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
900+ 17.38% |
$115K - $127K
|
6.08K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
889+ 45.01% |
$113K - $126K
|
2.86K
$410K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
861+ 9.54% |
$110K - $122K
|
9.89K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
861+ 6.11% |
$110K - $122K
|
14.9K
$2.14M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
838+ 3.48% |
$107K - $119K
|
24.9K
$3.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
827+ 25.35% |
$105K - $117K
|
4.09K
$586K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
795+ 0.79% |
$101K - $112K
|
101K
$14.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
790+ 26.52% |
$101K - $112K
|
3.77K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
754+ 18.61% |
$96K - $107K
|
4.81K
$689K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
753+ 3.84% |
$95.8K - $107K
|
20.4K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
746+ 3.25% |
$95K - $106K
|
23.7K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
719+ 1.79% |
$91.5K - $102K
|
40.9K
$5.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
718+ 19.91% |
$91.4K - $102K
|
4.32K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
699+ 7.08% |
$89K - $98.9K
|
10.6K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
671+ 1.41% |
$85.4K - $94.9K
|
48.3K
$6.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
658+ 4.12% |
$83.8K - $93.1K
|
16.6K
$2.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
648+ 37.37% |
$82.5K - $91.7K
|
2.38K
$341K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
648+ 1.21% |
$82.5K - $91.7K
|
54.1K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
648+ 0.33% |
$82.5K - $91.7K
|
195K
$27.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
620+ 2.57% |
$78.9K - $87.7K
|
24.7K
$3.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
617+ 1.46% |
$78.5K - $87.3K
|
42.8K
$6.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
616+ 59.12% |
$78.4K - $87.2K
|
1.66K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
607+ 12.26% |
$77.3K - $85.9K
|
5.56K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
590New |
$75.1K - $83.5K
|
590
$84.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
582New |
$74.1K - $82.4K
|
582
$83.4K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
576New |
$73.3K - $81.5K
|
576
$82.5K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
550+ 1.2% |
$70K - $77.8K
|
46.3K
$6.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
546+ 1.12% |
$69.5K - $77.3K
|
49.4K
$7.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
544+ 0.52% |
$69.2K - $77K
|
105K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 14.43% |
$63.6K - $70.8K
|
3.97K
$568K
|