Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
388KNew |
$52.2M - $58.5M
|
388K
$54.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
222K+ 6396.54% |
$29.8M - $33.4M
|
225K
$31.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
101KNew |
$13.6M - $15.2M
|
101K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85K+ 21.05% |
$11.4M - $12.8M
|
489K
$68.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
58.6KNew |
$7.88M - $8.83M
|
58.6K
$8.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
48.4K+ 25.29% |
$6.51M - $7.29M
|
240K
$33.6M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
42.3KNew |
$5.69M - $6.37M
|
42.3K
$5.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
41.6K+ 320.87% |
$5.6M - $6.27M
|
54.6K
$7.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
35K+ 27.29% |
$4.7M - $5.27M
|
163K
$22.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
31.9KNew |
$4.29M - $4.8M
|
31.9K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
29.9KNew |
$4.02M - $4.5M
|
29.9K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 7.17% |
$3.18M - $3.56M
|
353K
$49.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23K+ 19.5% |
$3.1M - $3.47M
|
141K
$19.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
21.4KNew |
$2.87M - $3.22M
|
21.4K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19.8KNew |
$2.66M - $2.98M
|
19.8K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18KNew |
$2.42M - $2.71M
|
18K
$2.52M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.9KNew |
$2.27M - $2.54M
|
16.9K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.8K+ 148.45% |
$2.27M - $2.54M
|
28.2K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
15.9K+ 34.91% |
$2.14M - $2.4M
|
61.5K
$8.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
15.9KNew |
$2.14M - $2.4M
|
15.9K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.4KNew |
$2.07M - $2.32M
|
15.4K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15K+ 22.28% |
$2.02M - $2.26M
|
82.3K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
14.6KNew |
$1.96M - $2.19M
|
14.6K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6KNew |
$1.57M - $1.75M
|
11.6K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.97K+ 13.29% |
$1.21M - $1.35M
|
76.4K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.86KNew |
$1.19M - $1.33M
|
8.86K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
8.8K+ 3.95% |
$1.18M - $1.33M
|
232K
$32.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.93K+ 7.28% |
$1.07M - $1.19M
|
117K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.81K+ 25.54% |
$1.05M - $1.18M
|
38.4K
$5.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.45K+ 3.97% |
$868K - $972K
|
169K
$23.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.15K+ 295.29% |
$827K - $926K
|
8.23K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6.07KNew |
$817K - $915K
|
6.07K
$851K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.06KNew |
$815K - $913K
|
6.06K
$849K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.99KNew |
$805K - $902K
|
5.99K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.86KNew |
$789K - $883K
|
5.86K
$822K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.65K+ 8.34% |
$760K - $851K
|
73.4K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.52K+ 3.7% |
$742K - $831K
|
155K
$21.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.15K+ 214.8% |
$693K - $776K
|
7.55K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.05K+ 12.16% |
$679K - $760K
|
46.5K
$6.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.78K+ 168.3% |
$643K - $720K
|
7.62K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.58KNew |
$616K - $690K
|
4.58K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
4.57K+ 11.62% |
$615K - $688K
|
43.9K
$6.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.41K+ 2.25% |
$593K - $664K
|
201K
$28.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.37K+ 2.26% |
$588K - $658K
|
197K
$27.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.13K+ 7.95% |
$555K - $621K
|
56K
$7.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.99KNew |
$537K - $601K
|
3.99K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 7.78% |
$535K - $599K
|
55.1K
$7.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.7K+ 90.76% |
$497K - $557K
|
7.77K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.44K+ 3.13% |
$463K - $518K
|
113K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.38K+ 194.13% |
$454K - $509K
|
5.12K
$717K
|