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
|
Csenge Advisory Group
|
SELL
|
- |
-149- 4.61% |
$19.4K - $21.4K
|
3.08K
$456K
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-164- 4.23% |
$21.4K - $23.6K
|
3.71K
$549K
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-170- 0.76% |
$22.2K - $24.4K
|
22.1K
$3.27M
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-173- 2.89% |
$22.6K - $24.8K
|
5.82K
$862K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-179- 4.21% |
$23.4K - $25.7K
|
4.07K
$602K
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-183- 1.73% |
$23.9K - $26.3K
|
10.4K
$1.54M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-188- 30.62% |
$24.5K - $27K
|
426
$63.1K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-198Closed |
$25.8K - $28.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-207- 0.39% |
$27K - $29.7K
|
53.1K
$7.86M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-209- 39.58% |
$27.3K - $30K
|
319
$47.2K
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-213- 8.83% |
$27.8K - $30.6K
|
2.2K
$326K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-246- 7.81% |
$32.1K - $35.3K
|
2.91K
$430K
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-247- 0.78% |
$32.2K - $35.5K
|
31.3K
$4.64M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-261Closed |
$34.1K - $37.5K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-261- 2.22% |
$34.1K - $37.5K
|
11.5K
$1.7M
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-274- 1.61% |
$35.8K - $39.4K
|
16.7K
$2.48M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-274- 4.52% |
$35.8K - $39.4K
|
5.79K
$857K
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-282- 12.2% |
$36.8K - $40.5K
|
2.03K
$301K
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-285- 5.33% |
$37.2K - $40.9K
|
5.06K
$750K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-286- 5.78% |
$37.3K - $41.1K
|
4.66K
$690K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-291- 3.2% |
$38K - $41.8K
|
8.8K
$1.3M
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-295- 2.3% |
$38.5K - $42.4K
|
12.5K
$1.85M
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-300- 1.63% |
$39.2K - $43.1K
|
18.2K
$2.69M
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-300- 23.83% |
$39.2K - $43.1K
|
959
$142K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-300- 63.29% |
$39.2K - $43.1K
|
174
$25.8K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-307- 1.18% |
$40.1K - $44.1K
|
25.8K
$3.81M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-311- 1.25% |
$40.6K - $44.7K
|
24.7K
$3.65M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-313- 2.33% |
$40.9K - $45K
|
13.1K
$1.94M
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-315- 1.89% |
$41.1K - $45.2K
|
16.3K
$2.42M
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-320Closed |
$41.8K - $46K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-320Closed |
$41.8K - $46K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-323- 0.32% |
$42.2K - $46.4K
|
102K
$15.1M
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-330- 0.93% |
$43.1K - $47.4K
|
35K
$5.18M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-330Closed |
$43.1K - $47.4K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-336- 1.26% |
$43.9K - $48.3K
|
26.4K
$3.91M
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-355- 96.99% |
$46.3K - $51K
|
11
$1.63K
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-356- 19.77% |
$46.5K - $51.1K
|
1.45K
$214K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-361- 17.84% |
$47.1K - $51.8K
|
1.66K
$246K
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-368- 0.89% |
$48K - $52.9K
|
41.1K
$6.09M
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-383- 9.91% |
$50K - $55K
|
3.48K
$516K
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-388- 4.37% |
$50.6K - $55.7K
|
8.48K
$1.26M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-406- 18.03% |
$53K - $58.3K
|
1.85K
$273K
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-422- 0.96% |
$55.1K - $60.6K
|
43.3K
$6.41M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-430- 7.71% |
$56.1K - $61.8K
|
5.15K
$762K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-435- 12.05% |
$56.8K - $62.5K
|
3.17K
$470K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-449- 10.83% |
$58.6K - $64.5K
|
3.7K
$548K
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-450- 10.32% |
$58.7K - $64.6K
|
3.91K
$579K
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-494- 5.6% |
$64.5K - $70.9K
|
8.33K
$1.23M
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-498- 0.29% |
$65K - $71.5K
|
169K
$25.1M
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-534- 15.84% |
$69.7K - $76.7K
|
2.84K
$420K
|