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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-313- 12.14% |
$32.3K - $39.8K
|
2.27K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.4% |
$412 - $509
|
1.01K
$147K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.03K- 96.39% |
$209K - $258K
|
76
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
408New |
$42.1K - $51.9K
|
408
$59.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$170K - $210K
|
1.65K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.78KNew |
$183K - $226K
|
1.78K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
35New |
$3.61K - $4.45K
|
35
$5.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.25KNew |
$232K - $286K
|
2.25K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
23New |
$2.37K - $2.93K
|
23
$3.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
1.4KNew |
$144K - $178K
|
1.4K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
130New |
$13.4K - $16.5K
|
130
$18.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.79K+ 14.75% |
$184K - $227K
|
13.9K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.41% |
$1.24K - $1.53K
|
2.91K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.74KNew |
$180K - $222K
|
1.74K
$254K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.91KNew |
$196K - $242K
|
1.91K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.11K+ 6.56% |
$424K - $523K
|
66.7K
$9.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
127New |
$13.1K - $16.2K
|
127
$18.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.08KNew |
$524K - $647K
|
5.08K
$741K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14New |
$1.44K - $1.78K
|
14
$2.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.6KNew |
$165K - $204K
|
1.6K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-300- 11.76% |
$30.9K - $38.2K
|
2.25K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-701- 18.29% |
$72.3K - $89.2K
|
3.13K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-295- 73.2% |
$30.4K - $37.5K
|
108
$15.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-400- 8.41% |
$41.2K - $50.9K
|
4.35K
$635K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-60- 2.05% |
$6.18K - $7.64K
|
2.86K
$417K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.75KNew |
$180K - $222K
|
1.75K
$255K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57+ 20.5% |
$5.88K - $7.25K
|
335
$48.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-20- 10.87% |
$2.06K - $2.55K
|
164
$23.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
342+ 7.65% |
$35.3K - $43.5K
|
4.81K
$701K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 1.25% |
$515 - $636
|
405
$59K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45New |
$4.64K - $5.73K
|
45
$6.56K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-350- 13.41% |
$36.1K - $44.5K
|
2.26K
$329K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
242+ 20.28% |
$24.9K - $30.8K
|
1.44K
$209K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
390New |
$40.2K - $49.6K
|
390
$56.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$165K - $204K
|
1.6K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-430- 6.34% |
$44.3K - $54.7K
|
6.35K
$926K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-249- 7.49% |
$25.7K - $31.7K
|
3.08K
$448K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-276- 69.0% |
$28.5K - $35.1K
|
124
$18.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7- 0.3% |
$722 - $891
|
2.35K
$343K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-54- 1.6% |
$5.57K - $6.87K
|
3.32K
$484K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-678- 10.91% |
$69.9K - $86.3K
|
5.54K
$807K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.29KNew |
$339K - $419K
|
3.29K
$480K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.55K+ 105.86% |
$263K - $324K
|
4.96K
$722K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.97K- 38.63% |
$512K - $632K
|
7.89K
$1.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-674- 4.05% |
$69.5K - $85.8K
|
16K
$2.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-70- 20.59% |
$7.22K - $8.91K
|
270
$39.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
7New |
$722 - $891
|
7
$1.02K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.99KNew |
$974K - $1.09M
|
8.99K
$1.31M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
144New |
$15.6K - $17.4K
|
144
$21K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-160- 3.2% |
$17.3K - $19.3K
|
4.84K
$705K
|
|