Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
590New |
$77K - $84.7K
|
590
$87.4K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
561+ 2.37% |
$73.2K - $80.6K
|
24.3K
$3.59M
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
558+ 10.12% |
$72.8K - $80.1K
|
6.07K
$899K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
540New |
$70.5K - $77.6K
|
540
$80K
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
537+ 43.34% |
$70.1K - $77.1K
|
1.78K
$263K
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
536New |
$70K - $77K
|
536
$79.4K
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
524+ 2.84% |
$68.4K - $75.3K
|
19K
$2.81M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
492New |
$64.2K - $70.7K
|
492
$72.8K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
481+ 2.86% |
$62.8K - $69.1K
|
17.3K
$2.56M
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
477+ 1.27% |
$62.3K - $68.5K
|
38K
$5.62M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
458+ 7.62% |
$59.8K - $65.8K
|
6.47K
$957K
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
458+ 0.82% |
$59.8K - $65.8K
|
56.3K
$8.34M
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
435New |
$56.8K - $62.5K
|
435
$64.4K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
428+ 2.82% |
$55.9K - $61.5K
|
15.6K
$2.31M
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
426New |
$55.6K - $61.2K
|
426
$63.1K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
424New |
$55.3K - $60.9K
|
424
$62.8K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
420New |
$54.8K - $60.3K
|
420
$62.2K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
400+ 19.01% |
$52.2K - $57.4K
|
2.5K
$371K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
400New |
$52.2K - $57.4K
|
400
$59.2K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
391+ 1.45% |
$51K - $56.2K
|
27.3K
$4.05M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
388+ 7.65% |
$50.6K - $55.7K
|
5.46K
$808K
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
386+ 2.29% |
$50.4K - $55.4K
|
17.3K
$2.56M
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
364+ 16.2% |
$47.5K - $52.3K
|
2.61K
$387K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
354New |
$46.2K - $50.8K
|
354
$52.4K
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
352+ 2.58% |
$45.9K - $50.6K
|
14K
$2.07M
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
338+ 0.42% |
$44.1K - $48.5K
|
80.7K
$11.9M
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
328New |
$42.8K - $47.1K
|
328
$48.6K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
322+ 0.58% |
$42K - $46.2K
|
55.4K
$8.2M
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
312+ 650.0% |
$40.7K - $44.8K
|
360
$53.3K
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
300+ 2.1% |
$39.2K - $43.1K
|
14.6K
$2.16M
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
286New |
$37.3K - $41.1K
|
286
$42.3K
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
285+ 0.41% |
$37.2K - $40.9K
|
69.2K
$10.3M
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
275+ 1.04% |
$35.9K - $39.5K
|
26.7K
$3.95M
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
241+ 67.51% |
$31.5K - $34.6K
|
598
$88.5K
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
237+ 2.08% |
$30.9K - $34K
|
11.6K
$1.72M
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
232+ 35.37% |
$30.3K - $33.3K
|
888
$131K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
231New |
$30.2K - $33.2K
|
231
$34.2K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
229+ 24.97% |
$29.9K - $32.9K
|
1.15K
$170K
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
226New |
$29.5K - $32.5K
|
226
$33.5K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
221+ 3.02% |
$28.8K - $31.7K
|
7.54K
$1.12M
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
219+ 0.13% |
$28.6K - $31.5K
|
172K
$25.5M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
219+ 0.53% |
$28.6K - $31.5K
|
41.6K
$6.15M
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
218+ 6.63% |
$28.5K - $31.3K
|
3.5K
$519K
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
209+ 1.98% |
$27.3K - $30K
|
10.8K
$1.6M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
208+ 5.13% |
$27.1K - $29.9K
|
4.26K
$631K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
202New |
$26.4K - $29K
|
202
$29.9K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
200+ 0.82% |
$26.1K - $28.7K
|
24.7K
$3.65M
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
195+ 5.15% |
$25.5K - $28K
|
3.98K
$589K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
190New |
$24.8K - $27.3K
|
190
$28.1K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
183+ 0.77% |
$23.9K - $26.3K
|
24K
$3.56M
|