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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.99KNew |
$974K - $1.09M
|
8.99K
$1.2M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
144New |
$15.6K - $17.4K
|
144
$19.3K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-65- 30.66% |
$7.04K - $7.86K
|
147
$19.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$16.3K - $18.1K
|
150
$20.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-50- 14.53% |
$5.42K - $6.04K
|
294
$39.4K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 16.77% |
$134K - $149K
|
6.14K
$822K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21KClosed |
$2.28M - $2.54M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3.08KNew |
$334K - $372K
|
3.08K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.79K- 47.67% |
$194K - $216K
|
1.97K
$263K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-462- 8.92% |
$50.1K - $55.8K
|
4.72K
$632K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.72KNew |
$945K - $1.05M
|
8.72K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.72K- 3.72% |
$728K - $812K
|
174K
$23.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
46New |
$4.99K - $5.56K
|
46
$6.16K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
80New |
$8.67K - $9.67K
|
80
$10.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
92New |
$9.97K - $11.1K
|
92
$12.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.64KNew |
$178K - $198K
|
1.64K
$220K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
58.5KNew |
$6.34M - $7.07M
|
58.5K
$7.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
519+ 24.5% |
$56.2K - $62.7K
|
2.64K
$353K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
147+ 7.16% |
$15.9K - $17.8K
|
2.2K
$294K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
5+ 0.23% |
$542 - $604
|
2.17K
$291K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-120- 6.36% |
$13K - $14.5K
|
1.77K
$236K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.19KNew |
$129K - $144K
|
1.19K
$159K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-900- 57.77% |
$97.5K - $109K
|
658
$88.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-225- 8.26% |
$24.4K - $27.2K
|
2.5K
$335K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-30- 0.61% |
$3.25K - $3.63K
|
4.9K
$656K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
400New |
$43.3K - $48.3K
|
400
$53.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-27- 1.23% |
$2.93K - $3.26K
|
2.16K
$289K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-83- 25.94% |
$8.99K - $10K
|
237
$31.7K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 83.33% |
$5.42K - $6.04K
|
10
$1.34K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.84KNew |
$192K - $211K
|
1.84K
$246K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$104K - $115K
|
1K
$134K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-537- 0.69% |
$56K - $61.7K
|
77.4K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-278- 42.64% |
$29K - $32K
|
374
$50.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
574+ 28.32% |
$59.9K - $66K
|
2.6K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
20New |
$2.09K - $2.3K
|
20
$2.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
116+ 0.84% |
$12.1K - $13.3K
|
14K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 33.92% |
$186K - $205K
|
3.48K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-381- 16.29% |
$39.8K - $43.8K
|
1.96K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-200- 40.0% |
$20.9K - $23K
|
300
$40.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11New |
$1.15K - $1.26K
|
11
$1.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.9KNew |
$1.14M - $1.25M
|
10.9K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.38KNew |
$248K - $273K
|
2.38K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16+ 7.27% |
$1.67K - $1.84K
|
236
$31.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
23New |
$2.4K - $2.64K
|
23
$3.08K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-41- 51.25% |
$4.28K - $4.71K
|
39
$5.22K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.02% |
$104 - $115
|
4.1K
$548K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-395- 11.5% |
$41.2K - $45.4K
|
3.04K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-30- 1.37% |
$3.13K - $3.45K
|
2.15K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
147+ 7.68% |
$15.3K - $16.9K
|
2.06K
$276K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-108- 51.43% |
$11.3K - $12.4K
|
102
$13.7K
|
|