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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.51K+ 17.92% |
$202K - $227K
|
9.9K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.5KNew |
$202K - $226K
|
1.5K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.49KNew |
$201K - $225K
|
1.49K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48KNew |
$199K - $223K
|
1.48K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 5.35% |
$190K - $212K
|
27.7K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.4KNew |
$188K - $211K
|
1.4K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.38K+ 48.57% |
$185K - $207K
|
4.21K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.37K+ 15.5% |
$184K - $206K
|
10.2K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.33K+ 6.9% |
$179K - $200K
|
20.6K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.27K+ 5.11% |
$171K - $192K
|
26.2K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.26KNew |
$170K - $190K
|
1.26K
$168K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.15K+ 61.01% |
$155K - $173K
|
3.04K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.14K+ 19.46% |
$153K - $171K
|
6.98K
$930K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.13K+ 2.45% |
$152K - $171K
|
47.4K
$6.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.08K+ 4.57% |
$146K - $163K
|
24.8K
$3.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
900+ 725.81% |
$121K - $136K
|
1.02K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
900New |
$121K - $136K
|
900
$120K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
897+ 4.0% |
$121K - $135K
|
23.3K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
890+ 2.73% |
$120K - $134K
|
33.5K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
885+ 0.45% |
$119K - $133K
|
196K
$26.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
880+ 3.28% |
$118K - $133K
|
27.7K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
829New |
$112K - $125K
|
829
$111K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
802+ 10.05% |
$108K - $121K
|
8.78K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
799+ 5.35% |
$107K - $120K
|
15.7K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
781New |
$105K - $118K
|
781
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
766+ 5.45% |
$103K - $115K
|
14.8K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
735+ 13.49% |
$98.9K - $111K
|
6.19K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
729+ 10.58% |
$98.1K - $110K
|
7.62K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
728+ 16.32% |
$97.9K - $110K
|
5.19K
$692K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
726+ 6.29% |
$97.7K - $109K
|
12.3K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
685+ 69.4% |
$92.2K - $103K
|
1.67K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
666New |
$89.6K - $100K
|
666
$88.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
654+ 6.61% |
$88K - $98.5K
|
10.5K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
646+ 3.17% |
$86.9K - $97.3K
|
21K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
628New |
$84.5K - $94.6K
|
628
$83.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
602+ 36.31% |
$81K - $90.7K
|
2.26K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
601+ 8.04% |
$80.9K - $90.5K
|
8.08K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
577+ 42.06% |
$77.6K - $86.9K
|
1.95K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
576New |
$77.5K - $86.8K
|
576
$76.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
537+ 126.06% |
$72.2K - $80.9K
|
963
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
519+ 2.57% |
$69.8K - $78.2K
|
20.7K
$2.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$67.3K - $75.3K
|
500
$66.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
466+ 6.02% |
$62.7K - $70.2K
|
8.21K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
422+ 10.64% |
$56.8K - $63.6K
|
4.39K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
411New |
$55.3K - $61.9K
|
411
$54.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
400New |
$53.8K - $60.3K
|
400
$53.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
385+ 175.0% |
$51.8K - $58K
|
605
$80.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
379+ 3.42% |
$51K - $57.1K
|
11.5K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
373New |
$50.2K - $56.2K
|
373
$49.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
370+ 10.49% |
$49.8K - $55.7K
|
3.9K
$520K
|