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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-161- 32.39% |
$16.6K - $18.9K
|
336
$45K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-174- 0.99% |
$17.9K - $20.4K
|
17.5K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-174- 12.22% |
$17.9K - $20.4K
|
1.25K
$167K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-178- 5.0% |
$18.3K - $20.9K
|
3.38K
$453K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-179- 1.55% |
$18.4K - $21K
|
11.3K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-185- 8.06% |
$19K - $21.7K
|
2.11K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-188- 8.81% |
$19.4K - $22K
|
1.95K
$261K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-190- 14.24% |
$19.6K - $22.3K
|
1.14K
$153K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-197- 50.13% |
$20.3K - $23.1K
|
196
$26.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-200- 11.72% |
$20.6K - $23.4K
|
1.51K
$202K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-220- 6.73% |
$22.6K - $25.8K
|
3.05K
$409K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-225- 5.69% |
$23.2K - $26.4K
|
3.73K
$500K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-225- 7.6% |
$23.2K - $26.4K
|
2.74K
$367K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-226- 0.36% |
$23.3K - $26.5K
|
61.9K
$8.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-227- 4.31% |
$23.4K - $26.6K
|
5.04K
$675K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-245- 4.62% |
$25.2K - $28.7K
|
5.06K
$678K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-247- 6.94% |
$25.4K - $28.9K
|
3.31K
$444K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-265- 3.36% |
$27.3K - $31K
|
7.63K
$1.02M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-268- 38.62% |
$27.6K - $31.4K
|
426
$57.1K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-286- 11.6% |
$29.4K - $33.5K
|
2.18K
$292K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-292- 1.74% |
$30.1K - $34.2K
|
16.5K
$2.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-295- 2.14% |
$30.4K - $34.6K
|
13.5K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-303- 2.41% |
$31.2K - $35.5K
|
12.3K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-306- 37.73% |
$31.5K - $35.8K
|
505
$67.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-323- 6.13% |
$33.2K - $37.8K
|
4.95K
$663K
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-328- 14.86% |
$33.8K - $38.4K
|
1.88K
$252K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-347- 1.03% |
$35.7K - $40.6K
|
33.4K
$4.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-347- 3.84% |
$35.7K - $40.6K
|
8.69K
$1.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-353- 13.65% |
$36.3K - $41.4K
|
2.23K
$299K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-360- 8.33% |
$37.1K - $42.2K
|
3.96K
$531K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-365- 15.22% |
$37.6K - $42.8K
|
2.03K
$272K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-370- 6.6% |
$38.1K - $43.3K
|
5.23K
$701K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-375- 2.68% |
$38.6K - $43.9K
|
13.6K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-383- 3.89% |
$39.4K - $44.9K
|
9.47K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-385- 2.76% |
$39.6K - $45.1K
|
13.6K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-391- 0.86% |
$40.2K - $45.8K
|
44.8K
$6.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-397- 4.34% |
$40.9K - $46.5K
|
8.76K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-397- 7.46% |
$40.9K - $46.5K
|
4.93K
$660K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-399- 48.6% |
$41.1K - $46.7K
|
422
$56.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-411- 8.28% |
$42.3K - $48.1K
|
4.56K
$610K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-412- 1.09% |
$42.4K - $48.3K
|
37.4K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-420- 16.73% |
$43.2K - $49.2K
|
2.09K
$280K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-439- 3.74% |
$45.2K - $51.4K
|
11.3K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-459- 3.97% |
$47.2K - $53.8K
|
11.1K
$1.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-460- 3.94% |
$47.3K - $53.9K
|
11.2K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-467- 4.3% |
$48.1K - $54.7K
|
10.4K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-468- 5.45% |
$48.2K - $54.8K
|
8.12K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-470- 17.58% |
$48.4K - $55.1K
|
2.2K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-489- 8.56% |
$50.3K - $57.3K
|
5.22K
$700K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-500- 1.21% |
$51.5K - $58.6K
|
40.7K
$5.45M
|