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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 6.47% |
$524K - $583K
|
67.8K
$9.34M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23- 0.31% |
$2.93K - $3.25K
|
7.37K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-84- 1.07% |
$10.7K - $11.9K
|
7.74K
$1.07M
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 58.33% |
$1.78K - $1.98K
|
38
$5.24K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
951+ 26.28% |
$121K - $135K
|
4.57K
$630K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
123+ 42.27% |
$15.7K - $17.4K
|
414
$57K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7K- 3.5% |
$891K - $991K
|
193K
$26.6M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
6K+ 41.0% |
$764K - $849K
|
20.6K
$2.84M
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
22+ 1.27% |
$2.8K - $3.11K
|
1.75K
$241K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-133- 3.71% |
$16.9K - $18.8K
|
3.45K
$475K
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.64KNew |
$845K - $940K
|
6.64K
$915K
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
140+ 7.38% |
$17.8K - $19.8K
|
2.04K
$281K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.63K- 27.2% |
$589K - $655K
|
12.4K
$1.71M
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.53KNew |
$195K - $217K
|
1.53K
$211K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
62+ 0.46% |
$7.89K - $8.77K
|
13.4K
$1.85M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.72% |
$3.44K - $3.82K
|
1.55K
$213K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-165- 0.16% |
$21K - $23.3K
|
102K
$14M
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
105+ 3.98% |
$13.4K - $14.9K
|
2.74K
$378K
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.23% |
$509 - $566
|
1.76K
$242K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
582New |
$74.1K - $82.4K
|
582
$80.2K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-279- 2.22% |
$35.5K - $39.5K
|
12.3K
$1.69M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.77K+ 261.53% |
$735K - $817K
|
7.98K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.68K- 3.48% |
$214K - $238K
|
46.7K
$6.44M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-510- 50.5% |
$64.9K - $72.2K
|
500
$68.9K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.08K+ 2.66% |
$137K - $152K
|
41.5K
$5.72M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
658+ 4.12% |
$83.8K - $93.1K
|
16.6K
$2.29M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.26% |
$127 - $142
|
384
$52.9K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 2.15% |
$5.09K - $5.66K
|
1.9K
$262K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
400+ 10.92% |
$50.9K - $56.6K
|
4.06K
$560K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
116+ 44.79% |
$14.8K - $16.4K
|
375
$51.7K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.36K- 35.79% |
$173K - $193K
|
2.44K
$336K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
92+ 0.54% |
$11.7K - $13K
|
17.2K
$2.38M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-143- 7.41% |
$18.2K - $20.2K
|
1.79K
$246K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1K- 59.88% |
$127K - $142K
|
670
$92.3K
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
350+ 11.65% |
$44.6K - $49.5K
|
3.35K
$462K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.4K+ 8.44% |
$178K - $198K
|
18K
$2.48M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-711- 5.63% |
$90.5K - $101K
|
11.9K
$1.64M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-40- 33.33% |
$5.09K - $5.66K
|
80
$11K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
42+ 1.43% |
$5.35K - $5.94K
|
2.97K
$410K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-160- 0.96% |
$20.4K - $22.6K
|
16.4K
$2.27M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$127 - $142
|
365
$50.3K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-113- 1.66% |
$14.4K - $16K
|
6.69K
$921K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-12- 0.15% |
$1.53K - $1.7K
|
7.95K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-923- 1.22% |
$117K - $131K
|
75K
$10.3M
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.53KNew |
$195K - $217K
|
1.53K
$211K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-312- 3.23% |
$39.7K - $44.1K
|
9.36K
$1.29M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.1K+ 34.43% |
$267K - $297K
|
8.2K
$1.13M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
403+ 8.66% |
$51.3K - $57K
|
5.06K
$697K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-129- 3.06% |
$16.4K - $18.3K
|
4.08K
$563K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-100- 4.19% |
$12.7K - $14.2K
|
2.28K
$315K
|