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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.53KNew |
$195K - $217K
|
1.53K
$205K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.51KNew |
$192K - $213K
|
1.51K
$202K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.5KNew |
$191K - $213K
|
1.5K
$201K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.5KNew |
$191K - $212K
|
1.5K
$201K
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.5KNew |
$190K - $212K
|
1.5K
$200K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.49KNew |
$190K - $211K
|
1.49K
$200K
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.47KNew |
$187K - $208K
|
1.47K
$197K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.45KNew |
$185K - $206K
|
1.45K
$195K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$185K - $206K
|
1.45K
$195K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.45KNew |
$185K - $205K
|
1.45K
$194K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.44KNew |
$184K - $204K
|
1.44K
$193K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.44KNew |
$183K - $204K
|
1.44K
$193K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.3KNew |
$166K - $184K
|
1.3K
$174K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 4.57% |
$141K - $157K
|
25.4K
$3.41M
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
648+ 37.37% |
$82.5K - $91.7K
|
2.38K
$319K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
576New |
$73.3K - $81.5K
|
576
$77.1K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
484New |
$61.6K - $68.5K
|
484
$64.8K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
345+ 2.02% |
$43.9K - $48.8K
|
17.4K
$2.33M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
290+ 21.45% |
$36.9K - $41K
|
1.64K
$220K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
281New |
$35.8K - $39.8K
|
281
$37.6K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
270+ 306.82% |
$34.4K - $38.2K
|
358
$47.9K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
256New |
$32.6K - $36.2K
|
256
$34.3K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
237New |
$30.2K - $33.5K
|
237
$31.7K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
175New |
$22.3K - $24.8K
|
175
$23.4K
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
100+ 73.53% |
$12.7K - $14.2K
|
236
$31.6K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
83+ 2.77% |
$10.6K - $11.7K
|
3.08K
$412K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
76New |
$9.67K - $10.8K
|
76
$10.2K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
69+ 6.37% |
$8.78K - $9.76K
|
1.15K
$154K
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
48+ 1.47% |
$6.11K - $6.79K
|
3.32K
$444K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30+ 0.02% |
$3.82K - $4.25K
|
190K
$25.4M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18+ 0.28% |
$2.29K - $2.55K
|
6.38K
$854K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 0.69% |
$1.91K - $2.12K
|
2.19K
$293K
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 58.33% |
$1.78K - $1.98K
|
38
$5.09K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7+ 0.45% |
$891 - $991
|
1.57K
$210K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
27.3KNew |
$3.32M - $3.61M
|
27.3K
$3.65M
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
7.47KNew |
$908K - $987K
|
7.47K
$999K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.19KNew |
$874K - $950K
|
7.19K
$962K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.56KNew |
$312K - $339K
|
2.56K
$343K
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.33KNew |
$283K - $308K
|
2.33K
$312K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.04KNew |
$247K - $269K
|
2.04K
$272K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2KNew |
$243K - $264K
|
2K
$268K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
706+ 5.73% |
$85.8K - $93.3K
|
13K
$1.74M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
546New |
$66.4K - $72.2K
|
546
$73.1K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
400New |
$48.6K - $52.9K
|
400
$53.5K
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
398+ 20.93% |
$48.4K - $52.6K
|
2.3K
$308K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
325+ 62.02% |
$39.5K - $43K
|
849
$114K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
300New |
$36.5K - $39.7K
|
300
$40.2K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
263New |
$32K - $34.8K
|
263
$35.2K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
214New |
$26K - $28.3K
|
214
$28.6K
|