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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.86KNew |
$1.19M - $1.33M
|
8.86K
$1.18M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
8.8K+ 3.95% |
$1.18M - $1.33M
|
232K
$30.9M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.93K+ 7.28% |
$1.07M - $1.19M
|
117K
$15.6M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.81K+ 25.54% |
$1.05M - $1.18M
|
38.4K
$5.12M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.47KNew |
$1M - $1.13M
|
7.47K
$996K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.09K+ 78.52% |
$954K - $1.07M
|
16.1K
$2.15M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.66K+ 9.75% |
$896K - $1M
|
75K
$10M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.45K+ 3.97% |
$868K - $972K
|
169K
$22.6M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.15K+ 295.29% |
$827K - $926K
|
8.23K
$1.1M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6.07KNew |
$817K - $915K
|
6.07K
$810K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.06KNew |
$815K - $913K
|
6.06K
$808K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.99KNew |
$805K - $902K
|
5.99K
$798K
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5.87K+ 42.36% |
$790K - $884K
|
19.7K
$2.63M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.86KNew |
$789K - $883K
|
5.86K
$782K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.68KNew |
$764K - $855K
|
5.68K
$757K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.67KNew |
$763K - $854K
|
5.67K
$756K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.65K+ 8.34% |
$760K - $851K
|
73.4K
$9.79M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.52K+ 3.7% |
$742K - $831K
|
155K
$20.6M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.15K+ 214.8% |
$693K - $776K
|
7.55K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
5.13K+ 17.77% |
$691K - $773K
|
34K
$4.54M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.05K+ 12.16% |
$679K - $760K
|
46.5K
$6.21M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.78K+ 168.3% |
$643K - $720K
|
7.62K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.68KNew |
$629K - $704K
|
4.68K
$624K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.58KNew |
$616K - $690K
|
4.58K
$611K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
4.57K+ 11.62% |
$615K - $688K
|
43.9K
$5.85M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.41K+ 2.25% |
$593K - $664K
|
201K
$26.8M
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$588K - $659K
|
4.37K
$583K
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.37K+ 2.26% |
$588K - $658K
|
197K
$26.3M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
4.13K+ 8.0% |
$555K - $622K
|
55.7K
$7.43M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.13K+ 7.95% |
$555K - $621K
|
56K
$7.47M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.11K+ 5.99% |
$553K - $619K
|
72.7K
$9.7M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.02K+ 22.52% |
$540K - $605K
|
21.9K
$2.92M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.99KNew |
$537K - $601K
|
3.99K
$532K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 7.78% |
$535K - $599K
|
55.1K
$7.35M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.94KNew |
$530K - $593K
|
3.94K
$525K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.86KNew |
$519K - $581K
|
3.86K
$515K
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
3.72KNew |
$500K - $560K
|
3.72K
$496K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.7K+ 90.76% |
$497K - $557K
|
7.77K
$1.04M
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.44K+ 3.13% |
$463K - $518K
|
113K
$15.1M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.38K+ 2.89% |
$455K - $509K
|
120K
$16.1M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.38K+ 194.13% |
$454K - $509K
|
5.12K
$682K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.32K+ 35.35% |
$447K - $501K
|
12.7K
$1.7M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.26K+ 3.87% |
$439K - $491K
|
87.6K
$11.7M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 35.97% |
$436K - $488K
|
12.2K
$1.63M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.23K+ 0.32% |
$434K - $486K
|
1.02M
$136M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.21KNew |
$432K - $483K
|
3.21K
$428K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.17K+ 7.42% |
$427K - $478K
|
46K
$6.13M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.12K+ 93.86% |
$420K - $470K
|
6.45K
$860K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.02K+ 4.67% |
$406K - $455K
|
67.7K
$9.03M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.98K+ 24.23% |
$401K - $450K
|
15.3K
$2.04M
|