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 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.28% |
$404 - $452
|
1.07K
$142K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
3+ 0.02% |
$404 - $452
|
12.6K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$404 - $452
|
3.27K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.26% |
$404 - $452
|
1.18K
$157K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.13% |
$269 - $301
|
1.52K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$269 - $301
|
2
$267
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.39% |
$269 - $301
|
516
$68.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.34% |
$269 - $301
|
584
$77.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.09% |
$269 - $301
|
2.24K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2+ 0.06% |
$269 - $301
|
3.55K
$473K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.05% |
$269 - $301
|
3.96K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.05% |
$135 - $151
|
1.89K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$135 - $151
|
376
$50.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$135 - $151
|
366
$48.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.06% |
$135 - $151
|
1.64K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$135 - $151
|
53.2K
$7.09M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 2.0% |
$135 - $151
|
51
$6.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$135 - $151
|
2.83K
$378K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 0.09% |
$135 - $151
|
1.08K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$135 - $151
|
6.07K
$809K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$135 - $151
|
4.44K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1- 1.37% |
$135 - $151
|
72
$9.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-2- 0.16% |
$269 - $301
|
1.25K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2- 0.09% |
$269 - $301
|
2.2K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2- 0.03% |
$269 - $301
|
7.01K
$936K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2- 0.06% |
$269 - $301
|
3.12K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3- 0.13% |
$404 - $452
|
2.38K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3- 1.23% |
$404 - $452
|
240
$32K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.28% |
$404 - $452
|
1.07K
$142K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4- 0.09% |
$538 - $603
|
4.61K
$615K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4- 0.02% |
$538 - $603
|
21.8K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5- 0.3% |
$673 - $753
|
1.68K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-6- 0.18% |
$807 - $904
|
3.29K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-7- 0.18% |
$942 - $1.05K
|
3.85K
$514K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-8- 0.08% |
$1.08K - $1.21K
|
10.4K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-9- 0.16% |
$1.21K - $1.36K
|
5.62K
$750K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-10- 0.24% |
$1.35K - $1.51K
|
4.23K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11- 0.43% |
$1.48K - $1.66K
|
2.57K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-11- 1.18% |
$1.48K - $1.66K
|
921
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11- 0.23% |
$1.48K - $1.66K
|
4.76K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-11- 0.04% |
$1.48K - $1.66K
|
25.1K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-11- 2.15% |
$1.48K - $1.66K
|
501
$66.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11- 0.18% |
$1.48K - $1.66K
|
5.96K
$795K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-14- 3.65% |
$1.88K - $2.11K
|
370
$49.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-15- 0.17% |
$2.02K - $2.26K
|
8.67K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 1.84% |
$2.02K - $2.26K
|
801
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-15- 0.84% |
$2.02K - $2.26K
|
1.78K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19- 0.24% |
$2.56K - $2.86K
|
7.95K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.86% |
$2.69K - $3.01K
|
2.31K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-20- 0.1% |
$2.69K - $3.01K
|
19.9K
$2.66M
|