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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
66New |
$7.92K - $8.63K
|
66
$9.84K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
32+ 1.59% |
$3.84K - $4.18K
|
2.05K
$305K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 1.07% |
$3K - $3.27K
|
2.37K
$354K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
23+ 1.09% |
$2.76K - $3.01K
|
2.13K
$318K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2New |
$240 - $261
|
2
$298
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.08KNew |
$524K - $647K
|
5.08K
$758K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.11K+ 6.56% |
$424K - $523K
|
66.7K
$9.95M
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.29KNew |
$339K - $419K
|
3.29K
$491K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.55K+ 105.86% |
$263K - $324K
|
4.96K
$739K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.25KNew |
$232K - $286K
|
2.25K
$335K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.91KNew |
$196K - $242K
|
1.91K
$284K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.79K+ 14.75% |
$184K - $227K
|
13.9K
$2.07M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.78KNew |
$183K - $226K
|
1.78K
$265K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.75KNew |
$180K - $222K
|
1.75K
$260K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.74KNew |
$180K - $222K
|
1.74K
$260K
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$170K - $210K
|
1.65K
$246K
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.6KNew |
$165K - $204K
|
1.6K
$239K
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$165K - $204K
|
1.6K
$239K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
1.4KNew |
$144K - $178K
|
1.4K
$209K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$142K - $176K
|
1.38K
$206K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
408New |
$42.1K - $51.9K
|
408
$60.8K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
390New |
$40.2K - $49.6K
|
390
$58.2K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
342+ 7.65% |
$35.3K - $43.5K
|
4.81K
$717K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
242+ 20.28% |
$24.9K - $30.8K
|
1.44K
$214K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
224New |
$23.1K - $28.5K
|
224
$33.4K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
130New |
$13.4K - $16.5K
|
130
$19.4K
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
127New |
$13.1K - $16.2K
|
127
$18.9K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
113New |
$11.6K - $14.4K
|
113
$16.8K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
73New |
$7.52K - $9.29K
|
73
$10.9K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57+ 20.5% |
$5.88K - $7.25K
|
335
$50K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45New |
$4.64K - $5.73K
|
45
$6.71K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
35New |
$3.61K - $4.45K
|
35
$5.22K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
30New |
$3.09K - $3.82K
|
30
$4.47K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
23New |
$2.37K - $2.93K
|
23
$3.43K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14New |
$1.44K - $1.78K
|
14
$2.09K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.41% |
$1.24K - $1.53K
|
2.91K
$434K
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
7New |
$722 - $891
|
7
$1.04K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$618 - $764
|
6
$895
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 1.25% |
$515 - $636
|
405
$60.4K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.4% |
$412 - $509
|
1.01K
$150K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3+ 0.24% |
$309 - $382
|
1.26K
$187K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
58.5KNew |
$6.34M - $7.07M
|
58.5K
$8.72M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.99KNew |
$974K - $1.09M
|
8.99K
$1.34M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.72KNew |
$945K - $1.05M
|
8.72K
$1.3M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.6KNew |
$390K - $435K
|
3.6K
$537K
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3.08KNew |
$334K - $372K
|
3.08K
$459K
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.64KNew |
$178K - $198K
|
1.64K
$245K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.19KNew |
$129K - $144K
|
1.19K
$177K
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
519+ 24.5% |
$56.2K - $62.7K
|
2.64K
$393K
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
400New |
$43.3K - $48.3K
|
400
$59.6K
|