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
|
Capital Square, LLC
|
BUY
|
- |
360+ 5.62% |
$48.4K - $54.2K
|
6.77K
$902K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
344New |
$46.3K - $51.8K
|
344
$45.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
329+ 1.17% |
$44.3K - $49.6K
|
28.5K
$3.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
329+ 1.19% |
$44.3K - $49.6K
|
28K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
315New |
$42.4K - $47.5K
|
315
$42K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
286+ 1.32% |
$38.5K - $43.1K
|
22K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
283+ 6.01% |
$38.1K - $42.6K
|
4.99K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
274+ 10.95% |
$36.9K - $41.3K
|
2.78K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
266+ 4.38% |
$35.8K - $40.1K
|
6.34K
$846K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
259+ 1.05% |
$34.8K - $39K
|
25K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
257+ 3.84% |
$34.6K - $38.7K
|
6.94K
$926K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
253+ 4.81% |
$34K - $38.1K
|
5.51K
$735K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
249+ 0.97% |
$33.5K - $37.5K
|
25.9K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
232New |
$31.2K - $35K
|
232
$30.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
230+ 2.29% |
$30.9K - $34.6K
|
10.3K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
225+ 5.69% |
$30.3K - $33.9K
|
4.18K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
217+ 92.74% |
$29.2K - $32.7K
|
451
$60.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
216+ 2.15% |
$29.1K - $32.5K
|
10.3K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
215+ 0.44% |
$28.9K - $32.4K
|
49.6K
$6.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
206+ 16.57% |
$27.7K - $31K
|
1.45K
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
205+ 1.09% |
$27.6K - $30.9K
|
19K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
201+ 4.88% |
$27K - $30.3K
|
4.32K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200+ 16.67% |
$26.9K - $30.1K
|
1.4K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
200New |
$26.9K - $30.1K
|
200
$26.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
200+ 7.97% |
$26.9K - $30.1K
|
2.71K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
182+ 6.98% |
$24.5K - $27.4K
|
2.79K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
181+ 8.66% |
$24.3K - $27.3K
|
2.27K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
180New |
$24.2K - $27.1K
|
180
$24K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
171+ 15.63% |
$23K - $25.8K
|
1.27K
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
170+ 1.43% |
$22.9K - $25.6K
|
12.1K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
169New |
$22.7K - $25.5K
|
169
$22.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
169+ 3.94% |
$22.7K - $25.5K
|
4.46K
$594K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
166+ 3.32% |
$22.3K - $25K
|
5.17K
$689K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
162+ 3.99% |
$21.8K - $24.4K
|
4.23K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
157+ 1.19% |
$21.1K - $23.7K
|
13.4K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
151+ 1.9% |
$20.3K - $22.7K
|
8.1K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
150New |
$20.2K - $22.6K
|
150
$20K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
134+ 105.51% |
$18K - $20.2K
|
261
$34.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
129+ 1.17% |
$17.4K - $19.4K
|
11.2K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
128+ 21.48% |
$17.2K - $19.3K
|
724
$96.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
127+ 3.68% |
$17.1K - $19.1K
|
3.58K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
127+ 0.34% |
$17.1K - $19.1K
|
37.4K
$4.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
100New |
$13.5K - $15.1K
|
100
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 0.1% |
$13.5K - $15.1K
|
95.9K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 1.82% |
$13.5K - $15.1K
|
5.6K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
97New |
$13K - $14.6K
|
97
$12.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
92New |
$12.4K - $13.9K
|
92
$12.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
88New |
$11.8K - $13.3K
|
88
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
88+ 4.3% |
$11.8K - $13.3K
|
2.13K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
87+ 5.5% |
$11.7K - $13.1K
|
1.67K
$223K
|