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 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 21.8% |
$1.12M - $1.27M
|
60.7K
$8.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.4K+ 11.72% |
$1.07M - $1.22M
|
99.5K
$13.3M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
10.4KNew |
$1.07M - $1.21M
|
10.4K
$1.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10KNew |
$1.03M - $1.17M
|
10K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9.8KNew |
$1.01M - $1.15M
|
9.8K
$1.31M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
9.07KNew |
$934K - $1.06M
|
9.07K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.01K+ 40.06% |
$927K - $1.06M
|
31.5K
$4.22M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
8.36KNew |
$861K - $980K
|
8.36K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.78KNew |
$800K - $911K
|
7.78K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.76K+ 48.44% |
$798K - $909K
|
23.8K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.7KNew |
$793K - $902K
|
7.7K
$1.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
7.39KNew |
$761K - $866K
|
7.39K
$990K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.28KNew |
$749K - $852K
|
7.28K
$975K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.19KNew |
$740K - $843K
|
7.19K
$964K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
7.17K+ 45.11% |
$738K - $840K
|
23.1K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6.31K+ 761.71% |
$649K - $739K
|
7.14K
$956K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.91K+ 7.57% |
$608K - $692K
|
83.9K
$11.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.46KNew |
$562K - $639K
|
5.46K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.33K+ 43.02% |
$549K - $624K
|
17.7K
$2.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.22K+ 167.45% |
$537K - $611K
|
8.33K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
5.03KNew |
$518K - $589K
|
5.03K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.98K+ 19.83% |
$513K - $584K
|
30.1K
$4.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.96K+ 116.98% |
$511K - $581K
|
9.2K
$1.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.86KNew |
$500K - $569K
|
4.86K
$651K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.57K+ 20.66% |
$470K - $535K
|
26.7K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.26K+ 66.28% |
$439K - $499K
|
10.7K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.17K+ 101.29% |
$430K - $489K
|
8.29K
$1.11M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.04KNew |
$416K - $474K
|
4.04K
$542K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.9K+ 5.33% |
$401K - $456K
|
77K
$10.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.87KNew |
$398K - $453K
|
3.87K
$519K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.86K+ 4.45% |
$398K - $453K
|
90.6K
$12.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 1.86% |
$366K - $416K
|
194K
$26.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.53K+ 4.25% |
$364K - $414K
|
86.7K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.38K+ 46.0% |
$348K - $396K
|
10.7K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.29K+ 4.07% |
$339K - $385K
|
84.1K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
3.28K+ 22.72% |
$338K - $384K
|
17.7K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.26K+ 10.0% |
$335K - $382K
|
35.9K
$4.8M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.14K+ 132.13% |
$323K - $368K
|
5.52K
$740K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.09K+ 36.52% |
$318K - $362K
|
11.5K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.05KNew |
$314K - $358K
|
3.05K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.05K+ 14.89% |
$314K - $357K
|
23.5K
$3.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.04KNew |
$313K - $356K
|
3.04K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
2.88K+ 31.67% |
$297K - $338K
|
12K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.82KNew |
$291K - $331K
|
2.82K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.8KNew |
$288K - $328K
|
2.8K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.79K+ 10.13% |
$287K - $326K
|
30.3K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.77K+ 58.71% |
$286K - $325K
|
7.5K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.77KNew |
$285K - $324K
|
2.77K
$371K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.74KNew |
$282K - $321K
|
2.74K
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.69K+ 2.22% |
$277K - $315K
|
124K
$16.6M
|