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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.72K- 3.72% |
$728K - $812K
|
174K
$23.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
46New |
$4.99K - $5.56K
|
46
$6.33K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
80New |
$8.67K - $9.67K
|
80
$11K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
92New |
$9.97K - $11.1K
|
92
$12.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.64KNew |
$178K - $198K
|
1.64K
$226K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
58.5KNew |
$6.34M - $7.07M
|
58.5K
$8.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
519+ 24.5% |
$56.2K - $62.7K
|
2.64K
$363K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
147+ 7.16% |
$15.9K - $17.8K
|
2.2K
$302K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
5+ 0.23% |
$542 - $604
|
2.17K
$299K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.19KNew |
$129K - $144K
|
1.19K
$164K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-900- 57.77% |
$97.5K - $109K
|
658
$90.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-225- 8.26% |
$24.4K - $27.2K
|
2.5K
$344K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-30- 0.61% |
$3.25K - $3.63K
|
4.9K
$674K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
400New |
$43.3K - $48.3K
|
400
$55K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-27- 1.23% |
$2.93K - $3.26K
|
2.16K
$297K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-83- 25.94% |
$8.99K - $10K
|
237
$32.6K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 83.33% |
$5.42K - $6.04K
|
10
$1.38K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.84KNew |
$192K - $211K
|
1.84K
$253K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$104K - $115K
|
1K
$138K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-537- 0.69% |
$56K - $61.7K
|
77.4K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-278- 42.64% |
$29K - $32K
|
374
$51.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
574+ 28.32% |
$59.9K - $66K
|
2.6K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
20New |
$2.09K - $2.3K
|
20
$2.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
116+ 0.84% |
$12.1K - $13.3K
|
14K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 33.92% |
$186K - $205K
|
3.48K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-200- 40.0% |
$20.9K - $23K
|
300
$41.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11New |
$1.15K - $1.26K
|
11
$1.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.9KNew |
$1.14M - $1.25M
|
10.9K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16+ 7.27% |
$1.67K - $1.84K
|
236
$32.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
23New |
$2.4K - $2.64K
|
23
$3.16K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-41- 51.25% |
$4.28K - $4.71K
|
39
$5.36K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.02% |
$104 - $115
|
4.1K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-395- 11.5% |
$41.2K - $45.4K
|
3.04K
$418K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-30- 1.37% |
$3.13K - $3.45K
|
2.15K
$296K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
147+ 7.68% |
$15.3K - $16.9K
|
2.06K
$284K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-108- 51.43% |
$11.3K - $12.4K
|
102
$14K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
240New |
$25K - $27.6K
|
240
$33K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.13K- 7.13% |
$117K - $129K
|
14.7K
$2.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.62KNew |
$378K - $416K
|
3.62K
$498K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.01% |
$104 - $115
|
8.49K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
420+ 5.87% |
$43.8K - $48.3K
|
7.58K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-48- 15.74% |
$5.01K - $5.52K
|
257
$35.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11- 4.56% |
$1.15K - $1.26K
|
230
$31.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
54New |
$5.63K - $6.21K
|
54
$7.43K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-230- 0.41% |
$24K - $26.4K
|
55.7K
$7.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
574+ 28.32% |
$59.9K - $66K
|
2.6K
$358K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2New |
$209 - $230
|
2
$275
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.76KNew |
$183K - $202K
|
1.76K
$241K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.06K- 35.7% |
$215K - $236K
|
3.7K
$509K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.19% |
$1.88K - $2.07K
|
9.37K
$1.29M
|
|