Latest Institutional Transactions on Ishares S&P Small Cap 600 Grow (IJT)
This table provides information on the latest institutional transactions involving Ishares S&P Small Cap 600 Grow (IJT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-186- 8.03% |
$22.6K - $24.6K
|
2.13K
$310K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
73.7K+ 1520.79% |
$8.96M - $9.75M
|
78.6K
$11.5M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
214New |
$26K - $28.3K
|
214
$31.2K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
546New |
$66.4K - $72.2K
|
546
$79.6K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.08KNew |
$496K - $540K
|
4.08K
$595K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
400New |
$48.6K - $52.9K
|
400
$58.3K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-63- 0.91% |
$7.66K - $8.33K
|
6.88K
$1M
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.51K+ 55.04% |
$183K - $199K
|
4.24K
$618K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.17K- 67.52% |
$507K - $552K
|
2.01K
$293K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 1.09% |
$3.04K - $3.3K
|
2.27K
$331K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-178- 89.0% |
$21.6K - $23.5K
|
22
$3.21K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-422- 28.28% |
$51.3K - $55.8K
|
1.07K
$156K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
300New |
$36.5K - $39.7K
|
300
$43.7K
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
398+ 20.93% |
$48.4K - $52.6K
|
2.3K
$335K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$122 - $132
|
4.68K
$683K
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
55.9KNew |
$6.8M - $7.39M
|
55.9K
$8.15M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.33KNew |
$283K - $308K
|
2.33K
$340K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.28% |
$122 - $132
|
355
$51.7K
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-67- 0.49% |
$8.15K - $8.86K
|
13.6K
$1.98M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-140- 2.04% |
$17K - $18.5K
|
6.73K
$981K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42+ 17.72% |
$5.11K - $5.55K
|
279
$40.7K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
27.3KNew |
$3.32M - $3.61M
|
27.3K
$3.98M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
325+ 62.02% |
$39.5K - $43K
|
849
$124K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.59KNew |
$193K - $210K
|
1.59K
$232K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
64+ 2.63% |
$7.78K - $8.46K
|
2.5K
$364K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2- 0.15% |
$243 - $264
|
1.37K
$200K
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
SELL
|
- |
-700- 1.29% |
$85.1K - $92.5K
|
53.5K
$7.8M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
243New |
$29.5K - $32.1K
|
243
$35.4K
|
|
Q1 2024 | |||||||
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-30- 88.24% |
$3.6K - $3.92K
|
4
$583
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
200New |
$24K - $26.1K
|
200
$29.2K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-22- 78.57% |
$2.64K - $2.88K
|
6
$875
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-113- 6.79% |
$13.6K - $14.8K
|
1.55K
$226K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
465New |
$55.8K - $60.8K
|
465
$67.8K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-142- 98.61% |
$17K - $18.6K
|
2
$292
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
135+ 6.29% |
$16.2K - $17.6K
|
2.28K
$333K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
232New |
$27.8K - $30.3K
|
232
$33.8K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-92- 5.31% |
$11K - $12K
|
1.64K
$239K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.97K+ 166.58% |
$237K - $258K
|
3.16K
$460K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-15- 68.18% |
$1.8K - $1.96K
|
7
$1.02K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
66New |
$7.92K - $8.63K
|
66
$9.62K
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.49K- 33.73% |
$779K - $848K
|
12.7K
$1.86M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-133- 65.52% |
$16K - $17.4K
|
70
$10.2K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32- 8.63% |
$3.84K - $4.18K
|
339
$49.4K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-60- 20.0% |
$7.2K - $7.84K
|
240
$35K
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.26K+ 6.39% |
$631K - $688K
|
87.6K
$12.8M
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-59- 0.53% |
$7.08K - $7.71K
|
11.1K
$1.62M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 1.86% |
$132K - $144K
|
58.2K
$8.48M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.76K+ 48.47% |
$931K - $1.01M
|
23.8K
$3.46M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
708+ 376.6% |
$84.9K - $92.6K
|
896
$131K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
159New |
$19.1K - $20.8K
|
159
$23.2K
|