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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.38K+ 194.13% |
$454K - $509K
|
5.12K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.32K+ 35.35% |
$447K - $501K
|
12.7K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.26K+ 3.87% |
$439K - $491K
|
87.6K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.23K+ 0.32% |
$434K - $486K
|
1.02M
$143M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.21KNew |
$432K - $483K
|
3.21K
$450K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.17K+ 7.42% |
$427K - $478K
|
46K
$6.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.98K+ 24.23% |
$401K - $450K
|
15.3K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.93KNew |
$394K - $442K
|
2.93K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.64K+ 12.36% |
$355K - $398K
|
24K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.59KNew |
$349K - $391K
|
2.59K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.59K+ 77.28% |
$349K - $390K
|
5.95K
$833K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.52K+ 10.17% |
$338K - $379K
|
27.3K
$3.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.49KNew |
$335K - $375K
|
2.49K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.47K+ 9.95% |
$332K - $372K
|
27.3K
$3.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.43KNew |
$327K - $366K
|
2.43K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 52.69% |
$324K - $363K
|
6.98K
$978K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 36.15% |
$323K - $362K
|
9.04K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.23KNew |
$300K - $336K
|
2.23K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
2.22K+ 10.73% |
$298K - $334K
|
22.9K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.21K+ 12.5% |
$297K - $332K
|
19.9K
$2.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.17K+ 22.58% |
$291K - $326K
|
11.8K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
2.1KNew |
$282K - $316K
|
2.1K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.08KNew |
$280K - $313K
|
2.08K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.01K+ 3.28% |
$270K - $302K
|
63.2K
$8.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.87K+ 35.37% |
$251K - $281K
|
7.15K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.8K+ 15.13% |
$242K - $271K
|
13.7K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.78KNew |
$239K - $268K
|
1.78K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.71K+ 31.24% |
$229K - $257K
|
7.16K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.69KNew |
$227K - $255K
|
1.69K
$237K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 0.99% |
$227K - $254K
|
172K
$24.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.65K+ 1.63% |
$222K - $249K
|
103K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
1.61KNew |
$217K - $243K
|
1.61K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.6KNew |
$215K - $240K
|
1.6K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
1.6KNew |
$215K - $240K
|
1.6K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$213K - $238K
|
1.58K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.57K+ 100.0% |
$211K - $237K
|
3.14K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.54K+ 53.67% |
$207K - $232K
|
4.4K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.51K+ 17.92% |
$202K - $227K
|
9.9K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1.5KNew |
$202K - $226K
|
1.5K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48KNew |
$199K - $223K
|
1.48K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.4KNew |
$188K - $211K
|
1.4K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.37K+ 15.5% |
$184K - $206K
|
10.2K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.27K+ 5.11% |
$171K - $192K
|
26.2K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.15K+ 61.01% |
$155K - $173K
|
3.04K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.14K+ 19.46% |
$153K - $171K
|
6.98K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.13K+ 2.45% |
$152K - $171K
|
47.4K
$6.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
900New |
$121K - $136K
|
900
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
900+ 725.81% |
$121K - $136K
|
1.02K
$143K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
897+ 4.0% |
$121K - $135K
|
23.3K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
880+ 3.28% |
$118K - $133K
|
27.7K
$3.88M
|