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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
160New |
$19.5K - $21.2K
|
160
$22.3K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
99New |
$12K - $13.1K
|
99
$13.8K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
94+ 46.53% |
$11.4K - $12.4K
|
296
$41.3K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
64+ 2.63% |
$7.78K - $8.46K
|
2.5K
$348K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56+ 3.6% |
$6.81K - $7.4K
|
1.61K
$225K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
42+ 17.72% |
$5.11K - $5.55K
|
279
$38.9K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 4.12% |
$4.25K - $4.63K
|
884
$123K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$3.04K - $3.3K
|
25
$3.48K
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24New |
$2.92K - $3.17K
|
24
$3.34K
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
6New |
$729 - $793
|
6
$836
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$122 - $132
|
1.67K
$233K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.76K+ 48.47% |
$931K - $1.01M
|
23.8K
$3.31M
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.49KNew |
$299K - $326K
|
2.49K
$347K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.34KNew |
$280K - $305K
|
2.34K
$326K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.73KNew |
$207K - $226K
|
1.73K
$241K
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.59KNew |
$191K - $208K
|
1.59K
$221K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.41KNew |
$169K - $184K
|
1.41K
$197K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.21K+ 15.85% |
$145K - $158K
|
8.85K
$1.23M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
780+ 148.01% |
$93.6K - $102K
|
1.31K
$182K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
708+ 376.6% |
$84.9K - $92.6K
|
896
$125K
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
556+ 2.5% |
$66.7K - $72.7K
|
22.8K
$3.18M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
465New |
$55.8K - $60.8K
|
465
$64.8K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
266New |
$31.9K - $34.8K
|
266
$37.1K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
200New |
$24K - $26.1K
|
200
$27.9K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
159New |
$19.1K - $20.8K
|
159
$22.2K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
155New |
$18.6K - $20.3K
|
155
$21.6K
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
135+ 6.29% |
$16.2K - $17.6K
|
2.28K
$318K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
129+ 1842.86% |
$15.5K - $16.9K
|
136
$19K
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
75New |
$9K - $9.8K
|
75
$10.5K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
66New |
$7.92K - $8.63K
|
66
$9.2K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
23+ 1.09% |
$2.76K - $3.01K
|
2.13K
$297K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2New |
$240 - $261
|
2
$279
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.11K+ 6.56% |
$424K - $523K
|
66.7K
$9.3M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.55K+ 105.86% |
$263K - $324K
|
4.96K
$691K
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.25KNew |
$232K - $286K
|
2.25K
$314K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.91KNew |
$196K - $242K
|
1.91K
$265K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.78KNew |
$183K - $226K
|
1.78K
$248K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.75KNew |
$180K - $222K
|
1.75K
$243K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.74KNew |
$180K - $222K
|
1.74K
$243K
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$170K - $210K
|
1.65K
$230K
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.6KNew |
$165K - $204K
|
1.6K
$223K
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$165K - $204K
|
1.6K
$223K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
1.4KNew |
$144K - $178K
|
1.4K
$195K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$142K - $176K
|
1.38K
$192K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
408New |
$42.1K - $51.9K
|
408
$56.9K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
390New |
$40.2K - $49.6K
|
390
$54.4K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
342+ 7.65% |
$35.3K - $43.5K
|
4.81K
$670K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
242+ 20.28% |
$24.9K - $30.8K
|
1.44K
$200K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
224New |
$23.1K - $28.5K
|
224
$31.2K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
130New |
$13.4K - $16.5K
|
130
$18.1K
|