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 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.09% |
$269 - $301
|
2.24K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.05% |
$269 - $301
|
3.96K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.34% |
$269 - $301
|
584
$81.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$269 - $301
|
2
$280
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 2.0% |
$135 - $151
|
51
$7.15K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$135 - $151
|
4.44K
$622K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.06% |
$135 - $151
|
1.64K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$135 - $151
|
2.83K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$135 - $151
|
376
$52.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$135 - $151
|
53.2K
$7.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$135 - $151
|
366
$51.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-2- 0.16% |
$269 - $301
|
1.25K
$175K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2- 0.06% |
$269 - $301
|
3.12K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2- 0.03% |
$269 - $301
|
7.01K
$983K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3- 0.13% |
$404 - $452
|
2.38K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3- 1.23% |
$404 - $452
|
240
$33.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4- 0.02% |
$538 - $603
|
21.8K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5- 0.3% |
$673 - $753
|
1.68K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-6- 0.18% |
$807 - $904
|
3.29K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-7- 0.18% |
$942 - $1.05K
|
3.85K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-8- 0.08% |
$1.08K - $1.21K
|
10.4K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-9- 0.16% |
$1.21K - $1.36K
|
5.62K
$787K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-10- 0.24% |
$1.35K - $1.51K
|
4.23K
$593K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-11- 1.18% |
$1.48K - $1.66K
|
921
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-11- 2.15% |
$1.48K - $1.66K
|
501
$70.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11- 0.18% |
$1.48K - $1.66K
|
5.96K
$835K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-14- 3.65% |
$1.88K - $2.11K
|
370
$51.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 1.84% |
$2.02K - $2.26K
|
801
$112K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-15- 0.84% |
$2.02K - $2.26K
|
1.78K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-15- 0.17% |
$2.02K - $2.26K
|
8.67K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19- 0.24% |
$2.56K - $2.86K
|
7.95K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.86% |
$2.69K - $3.01K
|
2.31K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-21- 1.07% |
$2.83K - $3.16K
|
1.94K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-21- 0.44% |
$2.83K - $3.16K
|
4.74K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-22- 0.4% |
$2.96K - $3.31K
|
5.52K
$773K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-23- 1.31% |
$3.09K - $3.46K
|
1.74K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23- 0.27% |
$3.09K - $3.46K
|
8.37K
$1.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-24- 1.06% |
$3.23K - $3.62K
|
2.23K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 1.05% |
$3.36K - $3.77K
|
2.35K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-27- 1.21% |
$3.63K - $4.07K
|
2.21K
$310K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-28- 0.79% |
$3.77K - $4.22K
|
3.51K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-33- 1.66% |
$4.44K - $4.97K
|
1.96K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-39- 0.23% |
$5.25K - $5.88K
|
16.6K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-44- 1.4% |
$5.92K - $6.63K
|
3.1K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-45- 0.27% |
$6.05K - $6.78K
|
16.9K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-46- 1.51% |
$6.19K - $6.93K
|
3K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-47- 1.24% |
$6.32K - $7.08K
|
3.76K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-47- 0.7% |
$6.32K - $7.08K
|
6.69K
$937K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-50- 0.77% |
$6.73K - $7.53K
|
6.45K
$903K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-50- 0.68% |
$6.73K - $7.53K
|
7.32K
$1.03M
|