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 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5+ 0.3% |
$625 - $684
|
1.68K
$236K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.25% |
$625 - $684
|
2K
$281K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.07% |
$500 - $547
|
6K
$844K
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.22% |
$500 - $547
|
1.8K
$254K
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.04% |
$500 - $547
|
10.6K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$375 - $411
|
3
$422
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.26% |
$375 - $411
|
1.14K
$161K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.28% |
$375 - $411
|
1.09K
$153K
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.07% |
$250 - $274
|
2.93K
$413K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$250 - $274
|
15K
$2.11M
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
2+ 0.38% |
$250 - $274
|
532
$74.9K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$125 - $137
|
993
$140K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$125 - $137
|
2.08K
$292K
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
1+ 0.65% |
$125 - $137
|
156
$22K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.32% |
$125 - $137
|
77
$10.8K
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$125 - $137
|
43.7K
$6.16M
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 1.26% |
$1K - $1.09K
|
626
$88.2K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15- 0.58% |
$1.88K - $2.05K
|
2.55K
$359K
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-15- 27.78% |
$1.88K - $2.05K
|
39
$5.49K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-18- 0.31% |
$2.25K - $2.46K
|
5.83K
$821K
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-19- 4.94% |
$2.38K - $2.6K
|
366
$51.5K
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-19- 0.43% |
$2.38K - $2.6K
|
4.37K
$615K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20- 5.71% |
$2.5K - $2.74K
|
330
$46.5K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-21- 16.8% |
$2.63K - $2.87K
|
104
$14.6K
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-25- 0.19% |
$3.13K - $3.42K
|
13.5K
$1.9M
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-25- 0.66% |
$3.13K - $3.42K
|
3.76K
$529K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 0.65% |
$3.38K - $3.7K
|
4.15K
$584K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-27- 0.3% |
$3.38K - $3.7K
|
8.87K
$1.25M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-27- 1.74% |
$3.38K - $3.7K
|
1.52K
$214K
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-28- 1.37% |
$3.5K - $3.83K
|
2.01K
$283K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-30- 3.17% |
$3.75K - $4.11K
|
917
$129K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 14.55% |
$4K - $4.38K
|
188
$26.5K
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.41% |
$4.5K - $4.93K
|
8.82K
$1.24M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-38- 0.42% |
$4.75K - $5.2K
|
9.09K
$1.28M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-38- 0.58% |
$4.75K - $5.2K
|
6.5K
$916K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38Closed |
$4.75K - $5.2K
|
0
$0
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-40- 0.22% |
$5K - $5.47K
|
18.5K
$2.6M
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-44Closed |
$5.5K - $6.02K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-44- 1.03% |
$5.5K - $6.02K
|
4.23K
$596K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-53- 0.45% |
$6.63K - $7.25K
|
11.8K
$1.66M
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-54- 3.82% |
$6.75K - $7.39K
|
1.36K
$191K
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
SELL
|
- |
-54- 0.1% |
$6.75K - $7.39K
|
55.7K
$7.85M
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-56- 1.85% |
$7K - $7.66K
|
2.97K
$418K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-60Closed |
$7.5K - $8.21K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-70- 4.43% |
$8.76K - $9.58K
|
1.51K
$213K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72- 0.97% |
$9.01K - $9.85K
|
7.32K
$1.03M
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-78Closed |
$9.76K - $10.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-81- 1.71% |
$10.1K - $11.1K
|
4.66K
$656K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-83- 2.49% |
$10.4K - $11.4K
|
3.25K
$458K
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-84- 0.52% |
$10.5K - $11.5K
|
16K
$2.25M
|