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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-535- 2.77% |
$72K - $80.6K
|
18.8K
$2.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-572- 0.84% |
$77K - $86.2K
|
67.2K
$9.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-573- 1.55% |
$77.1K - $86.3K
|
36.3K
$5.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-589- 0.86% |
$79.2K - $88.7K
|
67.7K
$9.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-594- 6.45% |
$79.9K - $89.5K
|
8.62K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-603- 14.63% |
$81.1K - $90.8K
|
3.52K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-624- 1.79% |
$83.9K - $94K
|
34.2K
$4.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-631- 4.7% |
$84.9K - $95.1K
|
12.8K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-632- 22.56% |
$85K - $95.2K
|
2.17K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-644- 12.24% |
$86.6K - $97K
|
4.62K
$647K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-664- 10.09% |
$89.3K - $100K
|
5.92K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-720- 1.05% |
$96.9K - $108K
|
67.9K
$9.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-737- 1.35% |
$99.1K - $111K
|
53.8K
$7.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-746- 4.54% |
$100K - $112K
|
15.7K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-783- 6.38% |
$105K - $118K
|
11.5K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-785- 7.42% |
$106K - $118K
|
9.79K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-837- 11.08% |
$113K - $126K
|
6.72K
$942K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-837- 23.24% |
$113K - $126K
|
2.77K
$387K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-847- 1.59% |
$114K - $128K
|
52.4K
$7.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-902- 0.8% |
$121K - $136K
|
112K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-950- 2.95% |
$128K - $143K
|
31.2K
$4.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1K- 12.2% |
$135K - $151K
|
7.2K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.04K- 38.89% |
$140K - $157K
|
1.63K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.06K- 1.81% |
$142K - $159K
|
57.4K
$8.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.14K- 2.44% |
$153K - $172K
|
45.6K
$6.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.15K- 0.69% |
$154K - $173K
|
164K
$23M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.27K- 42.68% |
$171K - $191K
|
1.7K
$239K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.47K- 9.71% |
$198K - $221K
|
13.7K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.49K- 29.69% |
$200K - $224K
|
3.52K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.55K- 7.3% |
$208K - $233K
|
19.7K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.56K- 14.94% |
$210K - $235K
|
8.9K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.63K- 10.2% |
$220K - $246K
|
14.4K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.64K- 1.69% |
$221K - $247K
|
95.5K
$13.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.65K- 61.02% |
$222K - $248K
|
1.05K
$147K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.65K- 9.56% |
$222K - $248K
|
15.6K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.82K- 1.81% |
$245K - $274K
|
99K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.07K- 3.23% |
$278K - $312K
|
61.9K
$8.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.09K- 34.21% |
$280K - $314K
|
4.01K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.32K- 30.99% |
$312K - $349K
|
5.16K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.52K- 61.7% |
$339K - $380K
|
1.57K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.01K- 65.03% |
$405K - $454K
|
1.62K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.21K- 7.1% |
$432K - $484K
|
42K
$5.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.18K- 5.68% |
$562K - $629K
|
69.3K
$9.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.62K- 5.55% |
$757K - $847K
|
95.7K
$13.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-5.81K- 16.91% |
$782K - $876K
|
28.6K
$4M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.11K- 16.78% |
$822K - $921K
|
30.3K
$4.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.69K- 54.03% |
$901K - $1.01M
|
5.7K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.32K- 7.44% |
$1.25M - $1.4M
|
116K
$16.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.65K- 80.65% |
$1.3M - $1.45M
|
2.32K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.4K- 13.48% |
$1.8M - $2.01M
|
85.8K
$12M
|