Purchases and Sales Made in Q4 2022 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 2022. 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 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.58K- 51.53% |
$265K - $302K
|
2.43K
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.59K- 2.77% |
$267K - $304K
|
91K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.63K- 14.93% |
$271K - $308K
|
15K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 9.41% |
$280K - $319K
|
26.2K
$3.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.78K- 18.67% |
$286K - $325K
|
12.1K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.92K- 10.6% |
$301K - $342K
|
24.7K
$3.3M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3.68K- 18.66% |
$379K - $431K
|
16K
$2.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.97K- 4.74% |
$409K - $465K
|
79.8K
$10.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.09K- 4.76% |
$421K - $479K
|
81.8K
$11M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.17K- 21.72% |
$430K - $489K
|
15K
$2.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.24K- 5.55% |
$437K - $497K
|
72.2K
$9.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-4.56K- 2.38% |
$469K - $534K
|
187K
$25.1M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-4.63K- 37.48% |
$477K - $543K
|
7.73K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.85K- 6.57% |
$499K - $568K
|
68.9K
$9.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5K- 13.47% |
$514K - $585K
|
32.1K
$4.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.02K- 7.56% |
$516K - $587K
|
61.3K
$8.21M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-6.68K- 70.66% |
$687K - $782K
|
2.77K
$371K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.17K- 76.42% |
$841K - $958K
|
2.52K
$338K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.66K- 3.51% |
$994K - $1.13M
|
266K
$35.6M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.7K- 11.34% |
$1.1M - $1.26M
|
83.7K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.7K- 11.34% |
$1.1M - $1.26M
|
83.7K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.9K- 49.52% |
$1.12M - $1.27M
|
11.1K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.3K- 41.7% |
$1.17M - $1.33M
|
15.8K
$2.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.1K- 1.41% |
$1.25M - $1.42M
|
845K
$113M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.8K- 30.0% |
$1.32M - $1.5M
|
29.9K
$4M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-14.2K- 36.54% |
$1.47M - $1.67M
|
24.7K
$3.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-17.4K- 52.43% |
$1.79M - $2.04M
|
15.8K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-18.1K- 45.0% |
$1.86M - $2.11M
|
22.1K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-19.2K- 4.34% |
$1.98M - $2.25M
|
423K
$56.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19.2K- 25.59% |
$1.98M - $2.25M
|
55.9K
$7.49M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-39.8K- 92.88% |
$4.1M - $4.66M
|
3.05K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40.2K- 6.85% |
$4.13M - $4.71M
|
546K
$73.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.2K- 4.62% |
$4.96M - $5.65M
|
996K
$133M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.5K- 3.55% |
$6.13M - $6.97M
|
1.62M
$217M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-75.3K- 4.23% |
$7.75M - $8.82M
|
1.71M
$229M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81K- 85.48% |
$8.34M - $9.49M
|
13.8K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-107K- 6.04% |
$11M - $12.5M
|
1.66M
$223M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-204K- 92.07% |
$21M - $23.9M
|
17.6K
$2.35M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-445K- 33.7% |
$45.8M - $52.1M
|
876K
$117M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-106M- 100.0% |
$10.9B - $12.4B
|
1.58K
$212K
|