Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
82New |
$9.77K - $11.5K
|
82
$10.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
82+ 3.38% |
$9.77K - $11.5K
|
2.51K
$326K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
81+ 0.1% |
$9.65K - $11.4K
|
80.5K
$10.5M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
80+ 3.06% |
$9.53K - $11.2K
|
2.69K
$350K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
80+ 9.72% |
$9.53K - $11.2K
|
903
$117K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
78New |
$9.29K - $10.9K
|
78
$10.1K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
75+ 0.22% |
$8.94K - $10.5K
|
33.9K
$4.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
75+ 97.4% |
$8.94K - $10.5K
|
152
$19.8K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
70+ 3.79% |
$8.34K - $9.81K
|
1.92K
$249K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
55New |
$6.55K - $7.71K
|
55
$7.15K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
54+ 0.89% |
$6.43K - $7.57K
|
6.09K
$791K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
52+ 4.19% |
$6.2K - $7.29K
|
1.29K
$168K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
48New |
$5.72K - $6.73K
|
48
$6.24K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
42New |
$5K - $5.89K
|
42
$5.46K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
40New |
$4.77K - $5.61K
|
40
$5.2K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
39+ 88.64% |
$4.65K - $5.47K
|
83
$10.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
34+ 0.62% |
$4.05K - $4.77K
|
5.49K
$714K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
30New |
$3.57K - $4.21K
|
30
$3.9K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
30+ 1.3% |
$3.57K - $4.21K
|
2.33K
$303K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
29+ 1.29% |
$3.46K - $4.06K
|
2.27K
$295K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
26+ 0.72% |
$3.1K - $3.64K
|
3.64K
$473K
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
25+ 0.13% |
$2.98K - $3.5K
|
19.4K
$2.52M
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
25+ 0.41% |
$2.98K - $3.5K
|
6.08K
$790K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
25+ 4.41% |
$2.98K - $3.5K
|
592
$77K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
24New |
$2.86K - $3.36K
|
24
$3.12K
|
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
19+ 0.17% |
$2.26K - $2.66K
|
11.2K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 6.88% |
$2.26K - $2.66K
|
295
$38.3K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
11+ 0.96% |
$1.31K - $1.54K
|
1.16K
$150K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 10.0% |
$1.19K - $1.4K
|
110
$14.3K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
9+ 0.19% |
$1.07K - $1.26K
|
4.83K
$628K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.13% |
$953 - $1.12K
|
6.12K
$795K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8+ 0.43% |
$953 - $1.12K
|
1.88K
$245K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7+ 0.42% |
$834 - $981
|
1.68K
$219K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.05% |
$715 - $841
|
11.9K
$1.55M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.18% |
$715 - $841
|
3.37K
$438K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$596 - $701
|
4.29K
$557K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4+ 0.24% |
$477 - $561
|
1.68K
$218K
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.08% |
$477 - $561
|
5.27K
$684K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.24% |
$477 - $561
|
1.7K
$221K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.14% |
$477 - $561
|
2.94K
$382K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.05% |
$357 - $421
|
6.07K
$789K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.02% |
$357 - $421
|
17.5K
$2.28M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.13% |
$357 - $421
|
2.31K
$301K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
3+ 0.04% |
$357 - $421
|
8.57K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.12% |
$357 - $421
|
2.58K
$336K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 66.67% |
$238 - $280
|
5
$650
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.19% |
$238 - $280
|
1.06K
$138K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.01% |
$238 - $280
|
15.6K
$2.03M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2New |
$238 - $280
|
2
$260
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.18% |
$238 - $280
|
1.09K
$142K
|