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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
83+ 0.21% |
$8.39K - $10.5K
|
40.3K
$5.39M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76+ 3.08% |
$7.68K - $9.62K
|
2.55K
$341K
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
76New |
$7.68K - $9.62K
|
76
$10.2K
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
68+ 1.39% |
$6.88K - $8.61K
|
4.95K
$664K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
67New |
$6.77K - $8.48K
|
67
$8.98K
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
59+ 236.0% |
$5.97K - $7.47K
|
84
$11.3K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
56+ 15.77% |
$5.66K - $7.09K
|
411
$55.1K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
46+ 1.12% |
$4.65K - $5.82K
|
4.17K
$558K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
46+ 1.05% |
$4.65K - $5.82K
|
4.42K
$592K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
44New |
$4.45K - $5.57K
|
44
$5.9K
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
43+ 0.2% |
$4.35K - $5.44K
|
21.3K
$2.86M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
40New |
$4.04K - $5.06K
|
40
$5.36K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
35+ 0.36% |
$3.54K - $4.43K
|
9.82K
$1.32M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
34+ 0.31% |
$3.44K - $4.3K
|
10.9K
$1.47M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 366.67% |
$3.34K - $4.18K
|
42
$5.63K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
33+ 0.57% |
$3.34K - $4.18K
|
5.81K
$779K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
26New |
$2.63K - $3.29K
|
26
$3.48K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
26+ 0.7% |
$2.63K - $3.29K
|
3.76K
$504K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 5.3% |
$2.53K - $3.16K
|
497
$66.6K
|
|
Aug 04, 2022
Q2 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
24+ 0.21% |
$2.43K - $3.04K
|
11.2K
$1.5M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
23+ 0.03% |
$2.33K - $2.91K
|
78.9K
$10.6M
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
18New |
$1.82K - $2.28K
|
18
$2.41K
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
13+ 0.13% |
$1.31K - $1.65K
|
10K
$1.34M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
12+ 0.16% |
$1.21K - $1.52K
|
7.3K
$978K
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10+ 0.21% |
$1.01K - $1.27K
|
4.84K
$649K
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
9+ 0.39% |
$910 - $1.14K
|
2.3K
$309K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.18% |
$809 - $1.01K
|
4.47K
$599K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
7+ 0.25% |
$708 - $886
|
2.84K
$381K
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6+ 0.73% |
$607 - $759
|
828
$111K
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.09% |
$506 - $633
|
5.27K
$706K
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.12% |
$506 - $633
|
4.02K
$539K
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
4+ 0.05% |
$404 - $506
|
8.58K
$1.15M
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 60.0% |
$303 - $380
|
8
$1.07K
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3+ 0.03% |
$303 - $380
|
10.9K
$1.46M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.07% |
$303 - $380
|
4.41K
$591K
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3+ 0.02% |
$303 - $380
|
16.7K
$2.24M
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 2.0% |
$303 - $380
|
153
$20.5K
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.18% |
$202 - $253
|
1.09K
$146K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.09% |
$202 - $253
|
2.12K
$284K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 0.12% |
$202 - $253
|
1.69K
$226K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$202 - $253
|
2
$268
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$101 - $127
|
2.5K
$335K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.01% |
$101 - $127
|
7.68K
$1.03M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$101 - $127
|
996
$133K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$101 - $127
|
14.4K
$1.93M
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.66% |
$101 - $127
|
153
$20.5K
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
1+ 0.64% |
$101 - $127
|
157
$21K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.91% |
$101 - $127
|
111
$14.9K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.05% |
$101 - $127
|
1.94K
$260K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|