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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
23+ 1.09% |
$2.76K - $3.01K
|
2.13K
$285K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
266New |
$31.9K - $34.8K
|
266
$35.6K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-730- 5.11% |
$87.6K - $95.4K
|
13.6K
$1.82M
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-60- 2.51% |
$7.2K - $7.84K
|
2.33K
$312K
|
|
Q4 2023 | |||||||
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-142- 19.45% |
$14.6K - $18.1K
|
588
$78.7K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$618 - $764
|
6
$803
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
224New |
$23.1K - $28.5K
|
224
$30K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
113New |
$11.6K - $14.4K
|
113
$15.1K
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.8K- 92.5% |
$598K - $738K
|
470
$62.9K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$142K - $176K
|
1.38K
$185K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.22K- 37.34% |
$125K - $155K
|
2.04K
$273K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
30New |
$3.09K - $3.82K
|
30
$4.02K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-313- 12.14% |
$32.3K - $39.8K
|
2.27K
$303K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.4% |
$412 - $509
|
1.01K
$135K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
408New |
$42.1K - $51.9K
|
408
$54.6K
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$170K - $210K
|
1.65K
$221K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.78KNew |
$183K - $226K
|
1.78K
$238K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
35New |
$3.61K - $4.45K
|
35
$4.69K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.25KNew |
$232K - $286K
|
2.25K
$301K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
23New |
$2.37K - $2.93K
|
23
$3.08K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
1.4KNew |
$144K - $178K
|
1.4K
$187K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
130New |
$13.4K - $16.5K
|
130
$17.4K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.41% |
$1.24K - $1.53K
|
2.91K
$390K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.74KNew |
$180K - $222K
|
1.74K
$233K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.91KNew |
$196K - $242K
|
1.91K
$255K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.11K+ 6.56% |
$424K - $523K
|
66.7K
$8.93M
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
127New |
$13.1K - $16.2K
|
127
$17K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14New |
$1.44K - $1.78K
|
14
$1.87K
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.6KNew |
$165K - $204K
|
1.6K
$214K
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-300- 11.76% |
$30.9K - $38.2K
|
2.25K
$301K
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-295- 73.2% |
$30.4K - $37.5K
|
108
$14.5K
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-400- 8.41% |
$41.2K - $50.9K
|
4.35K
$583K
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-60- 2.05% |
$6.18K - $7.64K
|
2.86K
$383K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.75KNew |
$180K - $222K
|
1.75K
$234K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57+ 20.5% |
$5.88K - $7.25K
|
335
$44.8K
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-20- 10.87% |
$2.06K - $2.55K
|
164
$22K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 1.25% |
$515 - $636
|
405
$54.2K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45New |
$4.64K - $5.73K
|
45
$6.02K
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-350- 13.41% |
$36.1K - $44.5K
|
2.26K
$303K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
390New |
$40.2K - $49.6K
|
390
$52.2K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-430- 6.34% |
$44.3K - $54.7K
|
6.35K
$850K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-249- 7.49% |
$25.7K - $31.7K
|
3.08K
$412K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-276- 69.0% |
$28.5K - $35.1K
|
124
$16.6K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7- 0.3% |
$722 - $891
|
2.35K
$315K
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-54- 1.6% |
$5.57K - $6.87K
|
3.32K
$445K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.55K+ 105.86% |
$263K - $324K
|
4.96K
$663K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.97K- 38.63% |
$512K - $632K
|
7.89K
$1.06M
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-674- 4.05% |
$69.5K - $85.8K
|
16K
$2.14M
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-70- 20.59% |
$7.22K - $8.91K
|
270
$36.1K
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
7New |
$722 - $891
|
7
$937
|