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 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
829New |
$112K - $125K
|
829
$116K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
802+ 10.05% |
$108K - $121K
|
8.78K
$1.23M
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
799+ 5.35% |
$107K - $120K
|
15.7K
$2.21M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
781New |
$105K - $118K
|
781
$109K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
766+ 5.45% |
$103K - $115K
|
14.8K
$2.08M
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
735+ 13.49% |
$98.9K - $111K
|
6.19K
$867K
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
728+ 16.32% |
$97.9K - $110K
|
5.19K
$727K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
685+ 69.4% |
$92.2K - $103K
|
1.67K
$234K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
654+ 6.61% |
$88K - $98.5K
|
10.5K
$1.48M
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
646+ 3.17% |
$86.9K - $97.3K
|
21K
$2.94M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
602+ 36.31% |
$81K - $90.7K
|
2.26K
$317K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
577+ 42.06% |
$77.6K - $86.9K
|
1.95K
$273K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
537+ 126.06% |
$72.2K - $80.9K
|
963
$135K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
519+ 2.57% |
$69.8K - $78.2K
|
20.7K
$2.91M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$67.3K - $75.3K
|
500
$70.1K
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
466+ 6.02% |
$62.7K - $70.2K
|
8.21K
$1.15M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
411New |
$55.3K - $61.9K
|
411
$57.6K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
400New |
$53.8K - $60.3K
|
400
$56K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
385+ 175.0% |
$51.8K - $58K
|
605
$84.8K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
373New |
$50.2K - $56.2K
|
373
$52.3K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
370+ 10.49% |
$49.8K - $55.7K
|
3.9K
$546K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
344New |
$46.3K - $51.8K
|
344
$48.2K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
329+ 1.19% |
$44.3K - $49.6K
|
28K
$3.92M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
329+ 1.17% |
$44.3K - $49.6K
|
28.5K
$4M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
315New |
$42.4K - $47.5K
|
315
$44.1K
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
286+ 1.32% |
$38.5K - $43.1K
|
22K
$3.08M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
283+ 6.01% |
$38.1K - $42.6K
|
4.99K
$699K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
266+ 4.38% |
$35.8K - $40.1K
|
6.34K
$889K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
259+ 1.05% |
$34.8K - $39K
|
25K
$3.51M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
257+ 3.84% |
$34.6K - $38.7K
|
6.94K
$973K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
253+ 4.81% |
$34K - $38.1K
|
5.51K
$772K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
249+ 0.97% |
$33.5K - $37.5K
|
25.9K
$3.63M
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
232New |
$31.2K - $35K
|
232
$32.5K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
230+ 2.29% |
$30.9K - $34.6K
|
10.3K
$1.44M
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
225+ 5.69% |
$30.3K - $33.9K
|
4.18K
$586K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
215+ 0.44% |
$28.9K - $32.4K
|
49.6K
$6.95M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
206+ 16.57% |
$27.7K - $31K
|
1.45K
$203K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
205+ 1.09% |
$27.6K - $30.9K
|
19K
$2.66M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
201+ 4.88% |
$27K - $30.3K
|
4.32K
$606K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
200+ 7.97% |
$26.9K - $30.1K
|
2.71K
$380K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
200New |
$26.9K - $30.1K
|
200
$28K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200+ 16.67% |
$26.9K - $30.1K
|
1.4K
$196K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
170+ 1.43% |
$22.9K - $25.6K
|
12.1K
$1.69M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
169+ 3.94% |
$22.7K - $25.5K
|
4.46K
$624K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
166+ 3.32% |
$22.3K - $25K
|
5.17K
$724K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
162+ 3.99% |
$21.8K - $24.4K
|
4.23K
$592K
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
157+ 1.19% |
$21.1K - $23.7K
|
13.4K
$1.88M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
151+ 1.9% |
$20.3K - $22.7K
|
8.1K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
150New |
$20.2K - $22.6K
|
150
$21K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
134+ 105.51% |
$18K - $20.2K
|
261
$36.6K
|