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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56+ 3.6% |
$6.81K - $7.4K
|
1.61K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-32- 14.68% |
$3.89K - $4.23K
|
186
$25.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-164- 8.15% |
$19.9K - $21.7K
|
1.85K
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-186- 8.03% |
$22.6K - $24.6K
|
2.13K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
214New |
$26K - $28.3K
|
214
$29.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
546New |
$66.4K - $72.2K
|
546
$74.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
400New |
$48.6K - $52.9K
|
400
$54.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-63- 0.91% |
$7.66K - $8.33K
|
6.88K
$942K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.17K- 67.52% |
$507K - $552K
|
2.01K
$275K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 1.09% |
$3.04K - $3.3K
|
2.27K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-178- 89.0% |
$21.6K - $23.5K
|
22
$3.01K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
300New |
$36.5K - $39.7K
|
300
$41.1K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
398+ 20.93% |
$48.4K - $52.6K
|
2.3K
$315K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.33KNew |
$283K - $308K
|
2.33K
$319K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42+ 17.72% |
$5.11K - $5.55K
|
279
$38.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
27.3KNew |
$3.32M - $3.61M
|
27.3K
$3.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
325+ 62.02% |
$39.5K - $43K
|
849
$116K
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
SELL
|
- |
-700- 1.29% |
$85.1K - $92.5K
|
53.5K
$7.33M
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.01K- 98.24% |
$121K - $132K
|
18
$2.46K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-30- 88.24% |
$3.6K - $3.92K
|
4
$548
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
200New |
$24K - $26.1K
|
200
$27.4K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
465New |
$55.8K - $60.8K
|
465
$63.7K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-142- 98.61% |
$17K - $18.6K
|
2
$274
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
135+ 6.29% |
$16.2K - $17.6K
|
2.28K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-92- 5.31% |
$11K - $12K
|
1.64K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
66New |
$7.92K - $8.63K
|
66
$9.04K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-60- 20.0% |
$7.2K - $7.84K
|
240
$32.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 1.86% |
$132K - $144K
|
58.2K
$7.96M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.76K+ 48.47% |
$931K - $1.01M
|
23.8K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
708+ 376.6% |
$84.9K - $92.6K
|
896
$123K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
159New |
$19.1K - $20.8K
|
159
$21.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.91K- 94.74% |
$229K - $249K
|
106
$14.5K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.41KNew |
$169K - $184K
|
1.41K
$193K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.73KNew |
$207K - $226K
|
1.73K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-350- 13.11% |
$42K - $45.8K
|
2.32K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-110- 3.05% |
$13.2K - $14.4K
|
3.5K
$479K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.34KNew |
$280K - $305K
|
2.34K
$320K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-189- 7.63% |
$22.7K - $24.7K
|
2.29K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-292- 42.07% |
$35K - $38.2K
|
402
$55K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.59KNew |
$191K - $208K
|
1.59K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 9.09% |
$480 - $523
|
40
$5.48K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.49KNew |
$299K - $326K
|
2.49K
$341K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.21K+ 15.85% |
$145K - $158K
|
8.85K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-457- 2.71% |
$54.8K - $59.7K
|
16.4K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.49K- 5.46% |
$179K - $195K
|
25.8K
$3.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-271- 83.64% |
$32.5K - $35.4K
|
53
$7.26K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
556+ 2.5% |
$66.7K - $72.7K
|
22.8K
$3.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.2K- 35.48% |
$264K - $288K
|
4K
$548K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2New |
$240 - $261
|
2
$274
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
155New |
$18.6K - $20.3K
|
155
$21.2K
|
|