Purchases and Sales Made in Q2 2024 in Ishares S&P Small Cap 600 Grow (IJT)
This table provides information about the institutional ownership of Ishares S&P Small Cap 600 Grow (IJT) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALL CAP 600 GROW.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$122 - $132
|
4.68K
$659K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.04% |
$122 - $132
|
2.46K
$346K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$122 - $132
|
2.57K
$361K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.28% |
$122 - $132
|
355
$50K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$122 - $132
|
364
$51.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$122 - $132
|
2.83K
$398K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1+ 0.01% |
$122 - $132
|
8.67K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.02% |
$122 - $132
|
5.97K
$840K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.01% |
$122 - $132
|
7.29K
$1.03M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 13.33% |
$243 - $264
|
13
$1.83K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2- 0.09% |
$243 - $264
|
2.31K
$324K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2- 0.15% |
$243 - $264
|
1.37K
$193K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 1.49% |
$365 - $397
|
198
$27.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4- 0.1% |
$486 - $529
|
3.87K
$544K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-4- 0.38% |
$486 - $529
|
1.04K
$147K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$486 - $529
|
4.06K
$571K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7- 0.32% |
$851 - $925
|
2.15K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-8- 0.38% |
$973 - $1.06K
|
2.11K
$297K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.1% |
$973 - $1.06K
|
7.96K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.22% |
$973 - $1.06K
|
3.58K
$504K
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-9- 0.17% |
$1.09K - $1.19K
|
5.28K
$743K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9- 0.52% |
$1.09K - $1.19K
|
1.73K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.16% |
$1.22K - $1.32K
|
6.36K
$895K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.11% |
$1.34K - $1.45K
|
9.87K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-12- 14.46% |
$1.46K - $1.59K
|
71
$9.99K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-12- 0.25% |
$1.46K - $1.59K
|
4.87K
$686K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-17- 0.34% |
$2.07K - $2.25K
|
4.95K
$697K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-17- 0.73% |
$2.07K - $2.25K
|
2.32K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-17- 0.44% |
$2.07K - $2.25K
|
3.86K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-18- 0.48% |
$2.19K - $2.38K
|
3.75K
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-20- 0.17% |
$2.43K - $2.64K
|
11.4K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-21- 0.08% |
$2.55K - $2.78K
|
25.9K
$3.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-21- 0.73% |
$2.55K - $2.78K
|
2.85K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-24- 5.14% |
$2.92K - $3.17K
|
443
$62.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-24- 0.53% |
$2.92K - $3.17K
|
4.53K
$637K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 1.09% |
$3.04K - $3.3K
|
2.27K
$319K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 1.16% |
$3.77K - $4.1K
|
2.64K
$371K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-31- 1.28% |
$3.77K - $4.1K
|
2.38K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-32- 14.68% |
$3.89K - $4.23K
|
186
$26.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-36- 0.93% |
$4.38K - $4.76K
|
3.84K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-38- 14.13% |
$4.62K - $5.02K
|
231
$32.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-39- 0.45% |
$4.74K - $5.16K
|
8.63K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-40- 5.71% |
$4.86K - $5.29K
|
661
$93K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-43- 1.01% |
$5.23K - $5.68K
|
4.2K
$591K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-43- 2.37% |
$5.23K - $5.68K
|
1.77K
$249K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-44- 47.83% |
$5.35K - $5.82K
|
48
$6.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44- 1.06% |
$5.35K - $5.82K
|
4.11K
$578K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-46- 2.37% |
$5.59K - $6.08K
|
1.9K
$267K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-50- 2.97% |
$6.08K - $6.61K
|
1.63K
$230K
|