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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.09K- 17.92% |
$139K - $155K
|
5.01K
$731K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 1328.74% |
$147K - $164K
|
1.24K
$181K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.63K- 22.49% |
$208K - $231K
|
5.62K
$820K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
648+ 1.21% |
$82.5K - $91.7K
|
54.1K
$7.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-108- 3.84% |
$13.7K - $15.3K
|
2.7K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-273- 4.4% |
$34.8K - $38.6K
|
5.94K
$865K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.5KNew |
$191K - $212K
|
1.5K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.48% |
$1.53K - $1.7K
|
2.51K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.37K+ 3.06% |
$428K - $476K
|
113K
$16.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-20- 0.99% |
$2.55K - $2.83K
|
2.01K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-560- 1.04% |
$71.3K - $79.2K
|
53.4K
$7.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
15K+ 18.29% |
$1.91M - $2.13M
|
97.1K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.57K- 32.27% |
$454K - $504K
|
7.48K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.65KNew |
$337K - $375K
|
2.65K
$386K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-119- 2.29% |
$15.1K - $16.8K
|
5.07K
$740K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.01K- 8.65% |
$256K - $284K
|
21.2K
$3.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$127 - $142
|
2.57K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
48+ 1.47% |
$6.11K - $6.79K
|
3.32K
$484K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.49KNew |
$190K - $211K
|
1.49K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
546+ 1.12% |
$69.5K - $77.3K
|
49.4K
$7.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-250- 4.56% |
$31.8K - $35.4K
|
5.23K
$762K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3- 0.07% |
$382 - $425
|
4.26K
$621K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.57K- 10.6% |
$200K - $222K
|
13.2K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
105+ 5.47% |
$13.4K - $14.9K
|
2.03K
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40+ 3.8% |
$5.09K - $5.66K
|
1.09K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 12.7% |
$4.07K - $4.53K
|
220
$32.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
212+ 2.38% |
$27K - $30K
|
9.11K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-757- 17.67% |
$96.4K - $107K
|
3.53K
$514K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
648+ 37.37% |
$82.5K - $91.7K
|
2.38K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
617+ 1.46% |
$78.5K - $87.3K
|
42.8K
$6.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
795+ 0.79% |
$101K - $112K
|
101K
$14.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36+ 1.03% |
$4.58K - $5.09K
|
3.54K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
607+ 12.26% |
$77.3K - $85.9K
|
5.56K
$810K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
125+ 0.38% |
$15.9K - $17.7K
|
33.3K
$4.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.47K- 3.87% |
$187K - $208K
|
36.4K
$5.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9+ 0.21% |
$1.15K - $1.27K
|
4.23K
$616K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
49+ 0.2% |
$6.24K - $6.93K
|
25.1K
$3.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
20.7K+ 10.26% |
$2.64M - $2.93M
|
223K
$32.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-112- 0.6% |
$14.3K - $15.8K
|
18.4K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-622- 4.86% |
$79.2K - $88K
|
12.2K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-532- 5.91% |
$67.7K - $75.3K
|
8.46K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-128- 13.56% |
$16.3K - $18.1K
|
816
$119K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-124- 1.85% |
$15.8K - $17.5K
|
6.58K
$959K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
237New |
$30.2K - $33.5K
|
237
$34.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-4.6K- 43.02% |
$586K - $651K
|
6.09K
$888K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-275- 1.35% |
$35K - $38.9K
|
20.1K
$2.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
484New |
$61.6K - $68.5K
|
484
$70.5K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
81+ 0.99% |
$10.3K - $11.5K
|
8.25K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-598- 2.12% |
$76.1K - $84.6K
|
27.6K
$4.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
91+ 4.4% |
$11.6K - $12.9K
|
2.16K
$315K
|