Latest Institutional Transactions on Ishares S&P Small Cap 600 Grow (IJT)
This table provides information on the latest institutional transactions involving Ishares S&P Small Cap 600 Grow (IJT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2- 0.03% |
$269 - $301
|
7.01K
$988K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
266+ 4.38% |
$35.8K - $40.1K
|
6.34K
$893K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5- 0.3% |
$673 - $753
|
1.68K
$237K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-14- 3.65% |
$1.88K - $2.11K
|
370
$52.1K
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.49KNew |
$335K - $375K
|
2.49K
$351K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.64K+ 12.36% |
$355K - $398K
|
24K
$3.38M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-360- 0.99% |
$48.4K - $54.2K
|
36.1K
$5.09M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
685+ 69.4% |
$92.2K - $103K
|
1.67K
$235K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-62.1K- 97.55% |
$8.36M - $9.36M
|
1.56K
$220K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 1.84% |
$2.02K - $2.26K
|
801
$113K
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-106- 1.89% |
$14.3K - $16K
|
5.52K
$777K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.78KNew |
$239K - $268K
|
1.78K
$251K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.44K+ 3.13% |
$463K - $518K
|
113K
$16M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-189- 9.98% |
$25.4K - $28.5K
|
1.71K
$240K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$213K - $238K
|
1.58K
$223K
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-664- 10.09% |
$89.3K - $100K
|
5.92K
$833K
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
14.6KNew |
$1.96M - $2.19M
|
14.6K
$2.05M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.57K+ 100.0% |
$211K - $237K
|
3.14K
$442K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
385+ 175.0% |
$51.8K - $58K
|
605
$85.2K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-312- 16.1% |
$42K - $47K
|
1.63K
$229K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-33- 1.66% |
$4.44K - $4.97K
|
1.96K
$276K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.58KNew |
$616K - $690K
|
4.58K
$645K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
257+ 3.84% |
$34.6K - $38.7K
|
6.94K
$978K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-573- 1.55% |
$77.1K - $86.3K
|
36.3K
$5.11M
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
21.4KNew |
$2.87M - $3.22M
|
21.4K
$3.01M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
66New |
$8.88K - $9.94K
|
66
$9.29K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
344New |
$46.3K - $51.8K
|
344
$48.4K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.5K- 25.68% |
$1.95M - $2.19M
|
42K
$5.91M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
30+ 6.58% |
$4.04K - $4.52K
|
486
$68.4K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.34% |
$269 - $301
|
584
$82.2K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
315New |
$42.4K - $47.5K
|
315
$44.4K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48KNew |
$199K - $223K
|
1.48K
$209K
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-23- 1.31% |
$3.09K - $3.46K
|
1.74K
$244K
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-97- 4.76% |
$13K - $14.6K
|
1.94K
$273K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.65K- 80.65% |
$1.3M - $1.45M
|
2.32K
$326K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-78- 1.19% |
$10.5K - $11.8K
|
6.46K
$910K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.15K+ 61.01% |
$155K - $173K
|
3.04K
$427K
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.4KNew |
$2.07M - $2.32M
|
15.4K
$2.17M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.09% |
$269 - $301
|
2.24K
$315K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 1.05% |
$3.36K - $3.77K
|
2.35K
$330K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
8.8K+ 3.95% |
$1.18M - $1.33M
|
232K
$32.6M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-278- 10.83% |
$37.4K - $41.9K
|
2.29K
$322K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68+ 4.4% |
$9.15K - $10.2K
|
1.61K
$227K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.59K+ 77.28% |
$349K - $390K
|
5.95K
$837K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
170+ 1.43% |
$22.9K - $25.6K
|
12.1K
$1.7M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.65K- 9.56% |
$222K - $248K
|
15.6K
$2.2M
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-22- 0.4% |
$2.96K - $3.31K
|
5.52K
$777K
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
880+ 3.28% |
$118K - $133K
|
27.7K
$3.9M
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-572- 0.84% |
$77K - $86.2K
|
67.2K
$9.46M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-47- 0.7% |
$6.32K - $7.08K
|
6.69K
$942K
|