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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-108- 3.84% |
$13.7K - $15.3K
|
2.7K
$334K
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-109- 2.24% |
$13.9K - $15.4K
|
4.77K
$588K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-112- 4.02% |
$14.3K - $15.8K
|
2.67K
$330K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-112- 0.6% |
$14.3K - $15.8K
|
18.4K
$2.27M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-113- 1.66% |
$14.4K - $16K
|
6.69K
$826K
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-119- 2.29% |
$15.1K - $16.8K
|
5.07K
$627K
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-124- 5.21% |
$15.8K - $17.5K
|
2.26K
$278K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-124- 6.14% |
$15.8K - $17.5K
|
1.89K
$234K
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-124- 1.85% |
$15.8K - $17.5K
|
6.58K
$812K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-125- 17.56% |
$15.9K - $17.7K
|
587
$72.5K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-128- 13.56% |
$16.3K - $18.1K
|
816
$101K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-129- 3.06% |
$16.4K - $18.3K
|
4.08K
$504K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-133- 3.71% |
$16.9K - $18.8K
|
3.45K
$426K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-137- 1.29% |
$17.4K - $19.4K
|
10.5K
$1.29M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-140- 3.28% |
$17.8K - $19.8K
|
4.12K
$509K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-143- 7.41% |
$18.2K - $20.2K
|
1.79K
$221K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-160- 0.96% |
$20.4K - $22.6K
|
16.4K
$2.03M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-165- 0.16% |
$21K - $23.3K
|
102K
$12.6M
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-166- 0.71% |
$21.1K - $23.5K
|
23.3K
$2.88M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-168- 7.29% |
$21.4K - $23.8K
|
2.14K
$264K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-169- 3.47% |
$21.5K - $23.9K
|
4.71K
$581K
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-188- 1.09% |
$23.9K - $26.6K
|
17K
$2.1M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-189- 5.09% |
$24.1K - $26.7K
|
3.52K
$435K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-200- 6.22% |
$25.5K - $28.3K
|
3.01K
$372K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-200- 5.99% |
$25.5K - $28.3K
|
3.14K
$388K
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-207- 27.71% |
$26.3K - $29.3K
|
540
$66.7K
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-213- 1.93% |
$27.1K - $30.1K
|
10.8K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-219- 0.32% |
$27.9K - $31K
|
68.7K
$8.48M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-221- 26.92% |
$28.1K - $31.3K
|
600
$74.1K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-223- 0.37% |
$28.4K - $31.6K
|
60.3K
$7.44M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-231- 3.94% |
$29.4K - $32.7K
|
5.63K
$695K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-236- 4.15% |
$30K - $33.4K
|
5.45K
$673K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-250- 4.56% |
$31.8K - $35.4K
|
5.23K
$646K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-265- 2.53% |
$33.7K - $37.5K
|
10.2K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-270- 3.11% |
$34.4K - $38.2K
|
8.4K
$1.04M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-271- 0.34% |
$34.5K - $38.3K
|
79.8K
$9.85M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-273- 4.4% |
$34.8K - $38.6K
|
5.94K
$733K
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-275- 1.35% |
$35K - $38.9K
|
20.1K
$2.48M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-279- 2.22% |
$35.5K - $39.5K
|
12.3K
$1.52M
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-292- 0.95% |
$37.2K - $41.3K
|
30.4K
$3.76M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-295- 7.88% |
$37.6K - $41.7K
|
3.45K
$426K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-310- 1.19% |
$39.5K - $43.9K
|
25.7K
$3.17M
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-312- 3.23% |
$39.7K - $44.1K
|
9.36K
$1.16M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-321- 4.71% |
$40.9K - $45.4K
|
6.5K
$802K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-334- 0.54% |
$42.5K - $47.3K
|
61.2K
$7.56M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-335- 3.88% |
$42.6K - $47.4K
|
8.3K
$1.02M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-340- 1.33% |
$43.3K - $48.1K
|
25.2K
$3.11M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-345- 1.49% |
$43.9K - $48.8K
|
22.8K
$2.81M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-347- 4.39% |
$44.2K - $49.1K
|
7.56K
$933K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-355- 3.42% |
$45.2K - $50.2K
|
10K
$1.24M
|