Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.9KNew |
$496K - $620K
|
4.9K
$657K
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.86KNew |
$491K - $615K
|
4.86K
$651K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.58KNew |
$463K - $579K
|
4.58K
$613K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
4.33K+ 190.83% |
$438K - $548K
|
6.6K
$884K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.18K+ 7.4% |
$423K - $529K
|
60.7K
$8.13M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.06K+ 26.1% |
$410K - $514K
|
19.6K
$2.63M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.99K+ 22.16% |
$403K - $505K
|
22K
$2.95M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.99K+ 36.76% |
$403K - $504K
|
14.8K
$1.99M
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.97K+ 5.46% |
$401K - $502K
|
76.5K
$10.3M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.9K+ 232.0% |
$394K - $494K
|
5.58K
$748K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.88KNew |
$392K - $491K
|
3.88K
$520K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.88K+ 47.36% |
$392K - $491K
|
12.1K
$1.62M
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
3.83KNew |
$387K - $485K
|
3.83K
$513K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.72K+ 31.85% |
$376K - $471K
|
15.4K
$2.06M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.61KNew |
$365K - $457K
|
3.61K
$484K
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.26K+ 15.52% |
$330K - $413K
|
24.3K
$3.25M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.09K+ 11.52% |
$312K - $391K
|
29.9K
$4M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.98K+ 47.72% |
$301K - $377K
|
9.21K
$1.23M
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.86K+ 2.68% |
$289K - $362K
|
110K
$14.7M
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.51K+ 2.83% |
$254K - $318K
|
91.2K
$12.2M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.5K+ 31.35% |
$252K - $316K
|
10.5K
$1.4M
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 12.93% |
$240K - $301K
|
20.8K
$2.78M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.31K+ 14.3% |
$233K - $292K
|
18.4K
$2.47M
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.14KNew |
$216K - $271K
|
2.14K
$286K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.09KNew |
$211K - $265K
|
2.09K
$280K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.09KNew |
$211K - $265K
|
2.09K
$280K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 110.0% |
$207K - $259K
|
3.91K
$523K
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2K+ 60.13% |
$202K - $253K
|
5.32K
$713K
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.92KNew |
$194K - $243K
|
1.92K
$258K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.89K+ 30.02% |
$192K - $240K
|
8.2K
$1.1M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.84K+ 27.71% |
$186K - $233K
|
8.49K
$1.14M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.81KNew |
$183K - $229K
|
1.81K
$243K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.81K+ 26.6% |
$183K - $228K
|
8.59K
$1.15M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.59K+ 26.05% |
$160K - $201K
|
7.67K
$1.03M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58K+ 23.61% |
$160K - $200K
|
8.26K
$1.11M
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.57K+ 8.12% |
$159K - $199K
|
20.9K
$2.8M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.43K+ 2.25% |
$144K - $181K
|
65K
$8.7M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4K+ 19.37% |
$142K - $178K
|
8.65K
$1.16M
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.36KNew |
$138K - $172K
|
1.36K
$182K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 3.25% |
$137K - $172K
|
43.2K
$5.79M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.35K+ 4.7% |
$136K - $171K
|
30K
$4.02M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 0.72% |
$136K - $170K
|
188K
$25.3M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.32K+ 57.69% |
$134K - $168K
|
3.62K
$485K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.31K+ 11.46% |
$132K - $166K
|
12.7K
$1.71M
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.28K+ 8.86% |
$129K - $162K
|
15.7K
$2.11M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.27K+ 54.59% |
$129K - $161K
|
3.6K
$483K
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.2K+ 1.87% |
$122K - $152K
|
65.5K
$8.78M
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.19K+ 16.15% |
$121K - $151K
|
8.57K
$1.15M
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.15K+ 18.92% |
$116K - $145K
|
7.22K
$968K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.14K+ 3.37% |
$115K - $144K
|
35K
$4.69M
|