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 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-619- 1.51% |
$83.3K - $93.3K
|
40.3K
$5.37M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-624- 1.79% |
$83.9K - $94K
|
34.2K
$4.57M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-631- 4.7% |
$84.9K - $95.1K
|
12.8K
$1.71M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-631- 5.35% |
$84.9K - $95.1K
|
11.2K
$1.49M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-632- 22.56% |
$85K - $95.2K
|
2.17K
$289K
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-644- 12.24% |
$86.6K - $97K
|
4.62K
$616K
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-664- 10.09% |
$89.3K - $100K
|
5.92K
$789K
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-667- 15.72% |
$89.7K - $100K
|
3.58K
$477K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-695- 4.15% |
$93.5K - $105K
|
16K
$2.14M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-698- 3.65% |
$93.9K - $105K
|
18.4K
$2.45M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-713- 0.37% |
$95.9K - $107K
|
194K
$25.9M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-720- 1.05% |
$96.9K - $108K
|
67.9K
$9.06M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-737- 1.35% |
$99.1K - $111K
|
53.8K
$7.18M
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-746- 4.54% |
$100K - $112K
|
15.7K
$2.09M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-783- 6.38% |
$105K - $118K
|
11.5K
$1.53M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-785- 7.42% |
$106K - $118K
|
9.79K
$1.31M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-818- 4.57% |
$110K - $123K
|
17.1K
$2.28M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-837- 23.24% |
$113K - $126K
|
2.77K
$369K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-837- 11.08% |
$113K - $126K
|
6.72K
$896K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-847- 1.59% |
$114K - $128K
|
52.4K
$6.99M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-863- 5.94% |
$116K - $130K
|
13.7K
$1.82M
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-902- 0.8% |
$121K - $136K
|
112K
$15M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-913- 0.54% |
$123K - $138K
|
168K
$22.4M
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-943- 27.44% |
$127K - $142K
|
2.49K
$333K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-950- 2.95% |
$128K - $143K
|
31.2K
$4.16M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1K- 12.2% |
$135K - $151K
|
7.2K
$960K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.04K- 38.89% |
$140K - $157K
|
1.63K
$218K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.06K- 1.81% |
$142K - $159K
|
57.4K
$7.66M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.14K- 2.44% |
$153K - $172K
|
45.6K
$6.08M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.15K- 0.69% |
$154K - $173K
|
164K
$21.9M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.2K- 5.27% |
$161K - $181K
|
21.6K
$2.88M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.27K- 42.68% |
$171K - $191K
|
1.7K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.28K- 3.28% |
$172K - $192K
|
37.6K
$5.02M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 41.91% |
$178K - $199K
|
1.84K
$245K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.47K- 9.71% |
$198K - $221K
|
13.7K
$1.82M
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.49K- 29.69% |
$200K - $224K
|
3.52K
$470K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.55K- 7.3% |
$208K - $233K
|
19.7K
$2.62M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.56K- 14.94% |
$210K - $235K
|
8.9K
$1.19M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.61K- 8.04% |
$216K - $242K
|
18.4K
$2.45M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.63K- 10.2% |
$220K - $246K
|
14.4K
$1.92M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.64K- 1.69% |
$221K - $247K
|
95.5K
$12.7M
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.65K- 61.02% |
$222K - $248K
|
1.05K
$140K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.65K- 9.56% |
$222K - $248K
|
15.6K
$2.08M
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.82K- 1.81% |
$245K - $274K
|
99K
$13.2M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.07K- 3.23% |
$278K - $312K
|
61.9K
$8.26M
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.09K- 34.21% |
$280K - $314K
|
4.01K
$535K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.21K- 1.38% |
$297K - $333K
|
158K
$21.1M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.32K- 30.99% |
$312K - $349K
|
5.16K
$689K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.52K- 61.7% |
$339K - $380K
|
1.57K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.73K- 6.65% |
$367K - $411K
|
38.3K
$5.11M
|