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 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-510- 2.24% |
$52.5K - $59.7K
|
22.2K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-525- 7.97% |
$54K - $61.5K
|
6.06K
$812K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-533- 11.38% |
$54.9K - $62.4K
|
4.15K
$556K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-552- 2.38% |
$56.8K - $64.7K
|
22.6K
$3.03M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-579- 9.66% |
$59.6K - $67.8K
|
5.42K
$726K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-596- 10.07% |
$61.3K - $69.8K
|
5.32K
$713K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-614- 7.22% |
$63.2K - $71.9K
|
7.89K
$1.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-632- 19.21% |
$65.1K - $74K
|
2.66K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-665- 1.51% |
$68.4K - $77.9K
|
43.3K
$5.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-666- 9.81% |
$68.6K - $78K
|
6.12K
$820K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-671- 2.62% |
$69.1K - $78.6K
|
24.9K
$3.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-675- 10.99% |
$69.5K - $79.1K
|
5.47K
$732K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-698- 0.36% |
$71.8K - $81.8K
|
192K
$25.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-783- 0.46% |
$80.6K - $91.7K
|
171K
$22.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-786- 5.43% |
$80.9K - $92.1K
|
13.7K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-794- 32.74% |
$81.7K - $93K
|
1.63K
$219K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-820- 43.57% |
$84.4K - $96.1K
|
1.06K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-826- 20.51% |
$85K - $96.8K
|
3.2K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-827- 3.95% |
$85.1K - $96.9K
|
20.1K
$2.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-827- 14.39% |
$85.1K - $96.9K
|
4.92K
$659K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-908- 1.7% |
$93.5K - $106K
|
52.4K
$7.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-917- 4.08% |
$94.4K - $107K
|
21.6K
$2.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-969- 13.37% |
$99.7K - $114K
|
6.28K
$841K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-993- 14.41% |
$102K - $116K
|
5.9K
$790K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-996- 1.48% |
$103K - $117K
|
66.1K
$8.86M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 10.47% |
$112K - $127K
|
9.28K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.16K- 7.41% |
$119K - $136K
|
14.5K
$1.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.21K- 3.36% |
$125K - $142K
|
34.9K
$4.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.22K- 5.3% |
$126K - $143K
|
21.8K
$2.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 23.72% |
$148K - $168K
|
4.62K
$618K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.44K- 2.48% |
$148K - $169K
|
56.5K
$7.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.44K- 22.84% |
$148K - $169K
|
4.87K
$652K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.5K- 1.34% |
$154K - $176K
|
110K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.51K- 25.53% |
$156K - $177K
|
4.41K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.53K- 16.24% |
$157K - $179K
|
7.88K
$1.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.61K- 2.75% |
$165K - $188K
|
56.8K
$7.61M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-1.64K- 8.71% |
$169K - $192K
|
17.2K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.74K- 24.96% |
$179K - $204K
|
5.23K
$700K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.77K- 10.06% |
$182K - $208K
|
15.8K
$2.12M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83KClosed |
$188K - $214K
|
0
$0
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.86K- 88.9% |
$191K - $218K
|
232
$31.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.87K- 4.29% |
$192K - $219K
|
41.7K
$5.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.91K- 9.25% |
$197K - $224K
|
18.8K
$2.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.99K- 46.23% |
$205K - $233K
|
2.31K
$310K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-2.19K- 4.69% |
$226K - $257K
|
44.6K
$5.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.26K- 2.15% |
$232K - $264K
|
103K
$13.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.45K- 1.7% |
$252K - $287K
|
141K
$19M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.47K- 7.27% |
$254K - $289K
|
31.5K
$4.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.52K- 4.48% |
$259K - $295K
|
53.6K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.56K- 16.61% |
$263K - $300K
|
12.8K
$1.72M
|