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

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 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

716

Shares Held

25.2M

Call Options Held

18.9K

Put Options Held

9.9K

Morgan Stanley New York, NY

3.2M
Shares

$435 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.84M
Shares

$250 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.21M
Shares

$164 Million
0.04% of portfolio
Ubs Group Ag

1.12M
Shares

$152 Million
0.04% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.11M
Shares

$150 Million
0.1% of portfolio

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About ISHARES S&P SMALL CAP 600 GROW

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