Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
4.04KNew |
$505K - $552K
|
4.04K
$568K
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
3.98KNew |
$498K - $545K
|
3.98K
$561K
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.97K+ 12.03% |
$496K - $543K
|
36.9K
$5.2M
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
3.78K+ 25.76% |
$472K - $517K
|
18.4K
$2.6M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 45.28% |
$432K - $472K
|
11.1K
$1.56M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.29KNew |
$411K - $450K
|
3.29K
$463K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
3.22KNew |
$403K - $441K
|
3.22K
$454K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.07KNew |
$384K - $420K
|
3.07K
$432K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.89K+ 1.64% |
$362K - $396K
|
179K
$25.2M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.79K+ 53.74% |
$349K - $382K
|
7.98K
$1.12M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.74K+ 5.5% |
$343K - $375K
|
52.6K
$7.4M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.73K+ 100.55% |
$341K - $373K
|
5.44K
$766K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.55K+ 6.01% |
$319K - $349K
|
45K
$6.34M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.52KNew |
$315K - $345K
|
2.52K
$355K
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
2.4KNew |
$300K - $328K
|
2.4K
$338K
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.25KNew |
$281K - $308K
|
2.25K
$316K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
2.25K+ 4.4% |
$281K - $307K
|
53.3K
$7.5M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.18KNew |
$273K - $298K
|
2.18K
$307K
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.15KNew |
$269K - $294K
|
2.15K
$303K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.1KNew |
$263K - $288K
|
2.1K
$296K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.04K+ 3.52% |
$255K - $279K
|
59.8K
$8.43M
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.99K+ 1.99% |
$249K - $273K
|
102K
$14.4M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.92KNew |
$240K - $263K
|
1.92K
$270K
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
1.9K+ 15.38% |
$238K - $260K
|
14.3K
$2.01M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$232K - $254K
|
1.86K
$261K
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.84KNew |
$230K - $252K
|
1.84K
$259K
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$206K - $226K
|
1.65K
$232K
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.64KNew |
$205K - $224K
|
1.64K
$231K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.61K+ 11.0% |
$202K - $221K
|
16.3K
$2.29M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.58K+ 38.24% |
$197K - $216K
|
5.7K
$802K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.55KNew |
$194K - $212K
|
1.55K
$218K
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 46.31% |
$189K - $206K
|
4.76K
$671K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.45K+ 1.72% |
$181K - $198K
|
85.7K
$12.1M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.43K+ 4.95% |
$178K - $195K
|
30.2K
$4.25M
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.33K+ 11.15% |
$166K - $181K
|
13.2K
$1.86M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
1.31K+ 3.24% |
$164K - $179K
|
41.7K
$5.88M
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.31K+ 29.62% |
$164K - $179K
|
5.72K
$806K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.25K+ 9.88% |
$156K - $171K
|
13.9K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.24K+ 5.5% |
$156K - $170K
|
23.9K
$3.36M
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.16K+ 4.06% |
$145K - $158K
|
29.6K
$4.17M
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.14K+ 1.43% |
$142K - $155K
|
80.3K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 2.12% |
$133K - $146K
|
51.3K
$7.22M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 18.78% |
$133K - $146K
|
6.74K
$948K
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
1K+ 6.57% |
$126K - $137K
|
16.3K
$2.29M
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
959+ 17.17% |
$120K - $131K
|
6.54K
$922K
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
880+ 6.59% |
$110K - $120K
|
14.2K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
857+ 2.12% |
$107K - $117K
|
41.3K
$5.82M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
806+ 16.77% |
$101K - $110K
|
5.61K
$790K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
801+ 4.69% |
$100K - $110K
|
17.9K
$2.52M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
768+ 4.28% |
$96.1K - $105K
|
18.7K
$2.63M
|