Latest Institutional Purchases of Ishares S&P Small Cap 600 Grow (IJT)
This list provides information on the latest institutional transactions involving Ishares S&P Small Cap 600 Grow (IJT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.71K+ 48.81% |
$365K - $409K
|
8.27K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.64KNew |
$355K - $398K
|
2.64K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.64K+ 12.36% |
$355K - $398K
|
24K
$3.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.59KNew |
$349K - $391K
|
2.59K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.59K+ 77.28% |
$349K - $390K
|
5.95K
$829K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.52K+ 10.17% |
$338K - $379K
|
27.3K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5KNew |
$336K - $377K
|
2.5K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.49KNew |
$335K - $375K
|
2.49K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.47K+ 9.95% |
$332K - $372K
|
27.3K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.44K+ 8.91% |
$328K - $367K
|
29.8K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.43KNew |
$327K - $366K
|
2.43K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 52.69% |
$324K - $363K
|
6.98K
$972K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 36.15% |
$323K - $362K
|
9.04K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.28K+ 109.93% |
$307K - $343K
|
4.35K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.23KNew |
$301K - $337K
|
2.23K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.23KNew |
$300K - $336K
|
2.23K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.22K+ 10.73% |
$298K - $334K
|
22.9K
$3.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.21K+ 12.5% |
$297K - $332K
|
19.9K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.17K+ 22.58% |
$291K - $326K
|
11.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.16K+ 0.78% |
$290K - $325K
|
280K
$39.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$285K - $319K
|
2.12K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
2.1KNew |
$282K - $316K
|
2.1K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.08KNew |
$280K - $313K
|
2.08K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.01K+ 3.28% |
$270K - $302K
|
63.2K
$8.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2K+ 1.04% |
$269K - $302K
|
194K
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.98KNew |
$266K - $298K
|
1.98K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 3.52% |
$264K - $296K
|
57.6K
$8.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.87K+ 35.37% |
$251K - $281K
|
7.15K
$996K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.8K+ 15.13% |
$242K - $271K
|
13.7K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.78KNew |
$239K - $268K
|
1.78K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.75KNew |
$235K - $264K
|
1.75K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.71K+ 31.24% |
$229K - $257K
|
7.16K
$998K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.69KNew |
$227K - $255K
|
1.69K
$236K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 0.99% |
$227K - $254K
|
172K
$24M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.65K+ 1.63% |
$222K - $249K
|
103K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
1.61KNew |
$217K - $243K
|
1.61K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.6KNew |
$215K - $240K
|
1.6K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
1.6KNew |
$215K - $240K
|
1.6K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.59KNew |
$213K - $239K
|
1.59K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$213K - $238K
|
1.58K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.57K+ 100.0% |
$211K - $237K
|
3.14K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.56K+ 13.02% |
$210K - $235K
|
13.6K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.56K+ 15.82% |
$210K - $235K
|
11.4K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.54K+ 53.67% |
$207K - $232K
|
4.4K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.52KNew |
$204K - $229K
|
1.52K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.51K+ 17.92% |
$202K - $227K
|
9.9K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.5KNew |
$202K - $226K
|
1.5K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.49KNew |
$201K - $225K
|
1.49K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48KNew |
$199K - $223K
|
1.48K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 5.35% |
$190K - $212K
|
27.7K
$3.87M
|