Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
388KNew |
$52.2M - $58.5M
|
388K
$54.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
222K+ 6396.54% |
$29.8M - $33.4M
|
225K
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
198K+ 352.96% |
$26.6M - $29.8M
|
254K
$35.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
135K+ 1134.78% |
$18.2M - $20.4M
|
147K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109K+ 18.19% |
$14.6M - $16.4M
|
706K
$98.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
101KNew |
$13.6M - $15.2M
|
101K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.8K+ 8.12% |
$12.6M - $14.1M
|
1.25M
$175M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85K+ 21.05% |
$11.4M - $12.8M
|
489K
$68.3M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
81.8K+ 638.73% |
$11M - $12.3M
|
94.6K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.9K+ 23.41% |
$10.9M - $12.2M
|
426K
$59.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
58.6KNew |
$7.88M - $8.83M
|
58.6K
$8.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
58.2KNew |
$7.82M - $8.76M
|
58.2K
$8.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.5K+ 2.87% |
$7.2M - $8.06M
|
1.92M
$268M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
48.4K+ 25.29% |
$6.51M - $7.29M
|
240K
$33.5M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
42.3KNew |
$5.69M - $6.37M
|
42.3K
$5.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
41.6K+ 320.87% |
$5.6M - $6.27M
|
54.6K
$7.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
40.4K+ 290.9% |
$5.44M - $6.09M
|
54.3K
$7.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
35K+ 27.29% |
$4.7M - $5.27M
|
163K
$22.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
31.9KNew |
$4.29M - $4.8M
|
31.9K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
29.9KNew |
$4.02M - $4.5M
|
29.9K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.1K+ 37.47% |
$3.78M - $4.23M
|
103K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.9K+ 6.42% |
$3.22M - $3.6M
|
397K
$55.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 7.17% |
$3.18M - $3.56M
|
353K
$49.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23K+ 19.5% |
$3.1M - $3.47M
|
141K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
22.6KNew |
$3.03M - $3.4M
|
22.6K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.5K+ 4.38% |
$2.89M - $3.24M
|
512K
$71.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
21.4KNew |
$2.87M - $3.22M
|
21.4K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19.8KNew |
$2.66M - $2.98M
|
19.8K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
19.5KNew |
$2.62M - $2.93M
|
19.5K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.8K+ 6.19% |
$2.53M - $2.83M
|
323K
$45.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18.5KNew |
$2.49M - $2.79M
|
18.5K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18KNew |
$2.42M - $2.71M
|
18K
$2.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.9KNew |
$2.27M - $2.54M
|
16.9K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
16.9K+ 1.48% |
$2.27M - $2.54M
|
1.15M
$161M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.8K+ 148.45% |
$2.27M - $2.54M
|
28.2K
$3.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
15.9K+ 34.91% |
$2.14M - $2.4M
|
61.5K
$8.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
15.9KNew |
$2.14M - $2.4M
|
15.9K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.4KNew |
$2.07M - $2.32M
|
15.4K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15K+ 22.28% |
$2.02M - $2.26M
|
82.3K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
14.6KNew |
$1.96M - $2.19M
|
14.6K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
13.9K+ 17.41% |
$1.87M - $2.09M
|
93.6K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
13.8K+ 41.8% |
$1.85M - $2.07M
|
46.7K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 234.58% |
$1.83M - $2.05M
|
19.4K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.8KNew |
$1.72M - $1.93M
|
12.8K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6KNew |
$1.57M - $1.75M
|
11.6K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8K+ 83.64% |
$1.45M - $1.63M
|
23.7K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.28KNew |
$1.25M - $1.4M
|
9.28K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
9.13KNew |
$1.23M - $1.38M
|
9.13K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.97K+ 13.29% |
$1.21M - $1.35M
|
76.4K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
8.92K+ 73.16% |
$1.2M - $1.34M
|
21.1K
$2.95M
|