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 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
91+ 4.4% |
$11.6K - $12.9K
|
2.16K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
89+ 1.97% |
$11.3K - $12.6K
|
4.62K
$684K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
85+ 2.2% |
$10.8K - $12K
|
3.96K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
84+ 2.17% |
$10.7K - $11.9K
|
3.96K
$587K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
83+ 2.77% |
$10.6K - $11.7K
|
3.08K
$456K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
82+ 1.16% |
$10.4K - $11.6K
|
7.16K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
81+ 0.99% |
$10.3K - $11.5K
|
8.25K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
76New |
$9.67K - $10.8K
|
76
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
75+ 47.47% |
$9.55K - $10.6K
|
233
$34.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
74+ 1.43% |
$9.42K - $10.5K
|
5.26K
$779K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
69+ 6.37% |
$8.78K - $9.76K
|
1.15K
$171K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
64+ 16.33% |
$8.15K - $9.06K
|
456
$67.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
62+ 0.46% |
$7.89K - $8.77K
|
13.4K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
50+ 89.29% |
$6.36K - $7.08K
|
106
$15.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
49+ 0.2% |
$6.24K - $6.93K
|
25.1K
$3.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
48+ 1.47% |
$6.11K - $6.79K
|
3.32K
$492K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48+ 0.09% |
$6.11K - $6.79K
|
53.2K
$7.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
47+ 0.53% |
$5.98K - $6.65K
|
8.9K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
46+ 0.88% |
$5.86K - $6.51K
|
5.3K
$785K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
42+ 1.95% |
$5.35K - $5.94K
|
2.2K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
42+ 1.43% |
$5.35K - $5.94K
|
2.97K
$440K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 2.15% |
$5.09K - $5.66K
|
1.9K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40+ 3.8% |
$5.09K - $5.66K
|
1.09K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
39+ 0.27% |
$4.96K - $5.52K
|
14.2K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36+ 1.03% |
$4.58K - $5.09K
|
3.54K
$523K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30+ 0.02% |
$3.82K - $4.25K
|
190K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 1.03% |
$3.82K - $4.25K
|
2.95K
$437K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 6.22% |
$3.82K - $4.25K
|
512
$75.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
22+ 1.27% |
$2.8K - $3.11K
|
1.75K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
21+ 0.17% |
$2.67K - $2.97K
|
12.1K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
21+ 0.21% |
$2.67K - $2.97K
|
10.1K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 0.82% |
$2.42K - $2.69K
|
2.33K
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18+ 0.28% |
$2.29K - $2.55K
|
6.38K
$945K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
16+ 0.36% |
$2.04K - $2.26K
|
4.46K
$661K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16+ 0.57% |
$2.04K - $2.26K
|
2.8K
$415K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 0.69% |
$1.91K - $2.12K
|
2.19K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15+ 0.27% |
$1.91K - $2.12K
|
5.5K
$815K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15+ 0.29% |
$1.91K - $2.12K
|
5.26K
$779K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 58.33% |
$1.78K - $1.98K
|
38
$5.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14+ 0.17% |
$1.78K - $1.98K
|
8.39K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.48% |
$1.53K - $1.7K
|
2.51K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
11+ 0.09% |
$1.4K - $1.56K
|
11.8K
$1.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9+ 0.12% |
$1.15K - $1.27K
|
7.48K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9+ 0.21% |
$1.15K - $1.27K
|
4.23K
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.22% |
$1.15K - $1.27K
|
4.06K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.36% |
$1.02K - $1.13K
|
2.21K
$328K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8+ 0.02% |
$1.02K - $1.13K
|
36.5K
$5.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.45% |
$891 - $991
|
1.57K
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 5.83% |
$891 - $991
|
127
$18.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 0.25% |
$891 - $991
|
2.86K
$423K
|