Capital Advisory Group Advisory Services, LLC Ishares S&P Small Cap 600 Grow Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 May 28, 2020	SELL	$85.35 - $93.89 $13,997 - $15,397	-164 Closed	0 $0
Q1 2019 May 28, 2020	SELL	$78.94 - $92.95 $261,449 - $307,850	-3,312 Reduced 95.28%	164 $29,000
Q4 2018 May 28, 2020	BUY	$75.74 - $99.46 $263,272 - $345,722	3,476 New	3,476 $561,000

Others Institutions Holding IJT

# of Institutions

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

Dynasty Wealth Management, LLC St. Petersburg, FL

4.35M
Shares

$596 Million
4.66% of portfolio
Morgan Stanley New York, NY

3.2M
Shares

$438 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.87M
Shares

$255 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.16M
Shares

$158 Million
0.04% of portfolio
Ubs Group Ag

1.14M
Shares

$155 Million
0.04% of portfolio

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About ISHARES S&P SMALL CAP 600 GROW

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