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 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
167+ 0.55% |
$21.8K - $24K
|
30.4K
$4.49M
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
165+ 4.09% |
$21.5K - $23.7K
|
4.2K
$622K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
165+ 1.03% |
$21.5K - $23.7K
|
16.2K
$2.39M
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
157+ 0.9% |
$20.5K - $22.5K
|
17.5K
$2.6M
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
146New |
$19.1K - $21K
|
146
$21.6K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
140+ 5.84% |
$18.3K - $20.1K
|
2.54K
$376K
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
136+ 6.46% |
$17.8K - $19.5K
|
2.24K
$332K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
131+ 7.66% |
$17.1K - $18.8K
|
1.84K
$273K
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
125+ 1.41% |
$16.3K - $18K
|
9K
$1.33M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
123+ 0.99% |
$16.1K - $17.7K
|
12.6K
$1.86M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
120New |
$15.7K - $17.2K
|
120
$17.8K
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
112New |
$14.6K - $16.1K
|
112
$16.6K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
109New |
$14.2K - $15.7K
|
109
$16.1K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
105+ 0.15% |
$13.7K - $15.1K
|
68.8K
$10.2M
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$13.1K - $14.4K
|
100
$14.8K
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
100+ 1.68% |
$13.1K - $14.4K
|
6.05K
$896K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
100+ 4.55% |
$13.1K - $14.4K
|
2.3K
$341K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$13.1K - $14.4K
|
100
$14.8K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
98+ 2.67% |
$12.8K - $14.1K
|
3.77K
$557K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
96New |
$12.5K - $13.8K
|
96
$14.2K
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
96+ 15.48% |
$12.5K - $13.8K
|
716
$106K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
93+ 310.0% |
$12.1K - $13.4K
|
123
$18.2K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
87+ 0.19% |
$11.4K - $12.5K
|
45.1K
$6.67M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
64+ 1.4% |
$8.35K - $9.19K
|
4.63K
$685K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 1.05% |
$8.22K - $9.05K
|
6.06K
$897K
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
60+ 136.36% |
$7.83K - $8.62K
|
104
$15.4K
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
58New |
$7.57K - $8.33K
|
58
$8.59K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
54New |
$7.05K - $7.76K
|
54
$8K
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
50+ 0.42% |
$6.53K - $7.18K
|
12.1K
$1.79M
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
49+ 0.44% |
$6.4K - $7.04K
|
11.2K
$1.65M
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
48New |
$6.26K - $6.89K
|
48
$7.11K
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
47+ 1.01% |
$6.13K - $6.75K
|
4.71K
$697K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
46New |
$6K - $6.61K
|
46
$6.81K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
45+ 1.9% |
$5.87K - $6.46K
|
2.42K
$358K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
42+ 0.12% |
$5.48K - $6.03K
|
33.8K
$5M
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
38New |
$4.96K - $5.46K
|
38
$5.63K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38New |
$4.96K - $5.46K
|
38
$5.63K
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 366.67% |
$4.31K - $4.74K
|
42
$6.22K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
32New |
$4.18K - $4.6K
|
32
$4.74K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 4.95% |
$4.05K - $4.45K
|
657
$97.3K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
31+ 51.67% |
$4.05K - $4.45K
|
91
$13.5K
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
26+ 0.13% |
$3.39K - $3.73K
|
20.6K
$3.05M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.27% |
$3.26K - $3.59K
|
9.12K
$1.35M
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
24+ 0.59% |
$3.13K - $3.45K
|
4.06K
$601K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
24New |
$3.13K - $3.45K
|
24
$3.55K
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
24+ 0.16% |
$3.13K - $3.45K
|
14.9K
$2.2M
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
22+ 1.87% |
$2.87K - $3.16K
|
1.2K
$177K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
19+ 3.51% |
$2.48K - $2.73K
|
560
$82.9K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 0.02% |
$2.48K - $2.73K
|
86K
$12.7M
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
18+ 0.21% |
$2.35K - $2.59K
|
8.57K
$1.27M
|