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 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2+ 0.06% |
$269 - $301
|
3.55K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-275- 4.63% |
$37K - $41.4K
|
5.66K
$661K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
253+ 4.81% |
$34K - $38.1K
|
5.51K
$643K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.27% |
$404 - $452
|
1.13K
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.27% |
$673 - $753
|
1.83K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.15K- 0.69% |
$154K - $173K
|
164K
$19.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
249+ 0.97% |
$33.5K - $37.5K
|
25.9K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.99KNew |
$537K - $601K
|
3.99K
$466K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18KNew |
$2.42M - $2.71M
|
18K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-39- 0.23% |
$5.25K - $5.88K
|
16.6K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
266+ 4.38% |
$35.8K - $40.1K
|
6.34K
$740K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5- 0.3% |
$673 - $753
|
1.68K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-14- 3.65% |
$1.88K - $2.11K
|
370
$43.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.49KNew |
$335K - $375K
|
2.49K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.64K+ 12.36% |
$355K - $398K
|
24K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-360- 0.99% |
$48.4K - $54.2K
|
36.1K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
685+ 69.4% |
$92.2K - $103K
|
1.67K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-62.1K- 97.55% |
$8.36M - $9.36M
|
1.56K
$182K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-106- 1.89% |
$14.3K - $16K
|
5.52K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.78KNew |
$239K - $268K
|
1.78K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.44K+ 3.13% |
$463K - $518K
|
113K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-189- 9.98% |
$25.4K - $28.5K
|
1.71K
$199K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-737- 1.35% |
$99.1K - $111K
|
53.8K
$6.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
169+ 3.94% |
$22.7K - $25.5K
|
4.46K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-11- 1.18% |
$1.48K - $1.66K
|
921
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-22.2K- 91.38% |
$2.98M - $3.34M
|
2.09K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$213K - $238K
|
1.58K
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.57K+ 100.0% |
$211K - $237K
|
3.14K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
385+ 175.0% |
$51.8K - $58K
|
605
$70.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-312- 16.1% |
$42K - $47K
|
1.63K
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-33- 1.66% |
$4.44K - $4.97K
|
1.96K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.58KNew |
$616K - $690K
|
4.58K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
257+ 3.84% |
$34.6K - $38.7K
|
6.94K
$810K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
21.4KNew |
$2.87M - $3.22M
|
21.4K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
66New |
$8.88K - $9.94K
|
66
$7.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
344New |
$46.3K - $51.8K
|
344
$40.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.5K- 25.68% |
$1.95M - $2.19M
|
42K
$4.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
30+ 6.58% |
$4.04K - $4.52K
|
486
$56.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.34% |
$269 - $301
|
584
$68.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
315New |
$42.4K - $47.5K
|
315
$36.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48KNew |
$199K - $223K
|
1.48K
$173K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-97- 4.76% |
$13K - $14.6K
|
1.94K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.65K- 80.65% |
$1.3M - $1.45M
|
2.32K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-78- 1.19% |
$10.5K - $11.8K
|
6.46K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.15K+ 61.01% |
$155K - $173K
|
3.04K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15.4KNew |
$2.07M - $2.32M
|
15.4K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.09% |
$269 - $301
|
2.24K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-25- 1.05% |
$3.36K - $3.77K
|
2.35K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
8.8K+ 3.95% |
$1.18M - $1.33M
|
232K
$27M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68+ 4.4% |
$9.15K - $10.2K
|
1.61K
$188K
|