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 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 1.82% |
$13.5K - $15.1K
|
5.6K
$728K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
100New |
$13.5K - $15.1K
|
100
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
97New |
$13K - $14.6K
|
97
$12.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
92New |
$12.4K - $13.9K
|
92
$12K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
88+ 4.3% |
$11.8K - $13.3K
|
2.13K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
88New |
$11.8K - $13.3K
|
88
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
87+ 5.5% |
$11.7K - $13.1K
|
1.67K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
78+ 0.33% |
$10.5K - $11.8K
|
23.9K
$3.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
76New |
$10.2K - $11.4K
|
76
$9.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
68+ 0.53% |
$9.15K - $10.2K
|
12.8K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68+ 4.4% |
$9.15K - $10.2K
|
1.61K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
66New |
$8.88K - $9.94K
|
66
$8.58K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
63+ 2.95% |
$8.48K - $9.49K
|
2.2K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
61New |
$8.21K - $9.19K
|
61
$7.93K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
58+ 18.59% |
$7.8K - $8.74K
|
370
$48.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
57+ 3.34% |
$7.67K - $8.59K
|
1.76K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
53+ 757.14% |
$7.13K - $7.98K
|
60
$7.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
48+ 0.47% |
$6.46K - $7.23K
|
10.2K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
47+ 0.5% |
$6.32K - $7.08K
|
9.41K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 766.67% |
$6.19K - $6.93K
|
52
$6.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
45+ 2.22% |
$6.05K - $6.78K
|
2.07K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
43+ 116.22% |
$5.78K - $6.48K
|
80
$10.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
42+ 0.47% |
$5.65K - $6.33K
|
8.94K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
38+ 2.32% |
$5.11K - $5.72K
|
1.67K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
35+ 0.14% |
$4.71K - $5.27K
|
25.3K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
33+ 1.53% |
$4.44K - $4.97K
|
2.19K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
32+ 0.23% |
$4.3K - $4.82K
|
14.1K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
32New |
$4.3K - $4.82K
|
32
$4.16K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
32+ 5.8% |
$4.3K - $4.82K
|
584
$75.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.1% |
$4.17K - $4.67K
|
31.9K
$4.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
30+ 6.58% |
$4.04K - $4.52K
|
486
$63.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
30+ 0.26% |
$4.04K - $4.52K
|
11.5K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
27+ 0.19% |
$3.63K - $4.07K
|
14.3K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
27+ 0.95% |
$3.63K - $4.07K
|
2.87K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
27+ 0.81% |
$3.63K - $4.07K
|
3.36K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25New |
$3.36K - $3.77K
|
25
$3.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
24New |
$3.23K - $3.62K
|
24
$3.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18+ 0.05% |
$2.42K - $2.71K
|
33.3K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
15+ 0.15% |
$2.02K - $2.26K
|
10.2K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
14+ 0.08% |
$1.88K - $2.11K
|
18K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
13+ 0.25% |
$1.75K - $1.96K
|
5.32K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
11+ 0.62% |
$1.48K - $1.66K
|
1.8K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
10New |
$1.35K - $1.51K
|
10
$1.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.16% |
$942 - $1.05K
|
4.5K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.06% |
$942 - $1.05K
|
11.8K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7+ 0.3% |
$942 - $1.05K
|
2.33K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.15% |
$807 - $904
|
4.07K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
6+ 0.25% |
$807 - $904
|
2.4K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.27% |
$807 - $904
|
2.22K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.27% |
$673 - $753
|
1.83K
$237K
|