Latest Institutional Transactions on Ishares S&P Small Cap 600 Grow (IJT)
This table provides information on the latest institutional transactions involving Ishares S&P Small Cap 600 Grow (IJT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.26KClosed |
$330K - $413K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
212New |
$21.4K - $26.8K
|
212
$30.8K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-7.41KClosed |
$749K - $938K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-333- 13.66% |
$33.7K - $42.2K
|
2.1K
$305K
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
7.51KNew |
$759K - $950K
|
7.51K
$1.09M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
7+ 0.25% |
$708 - $886
|
2.84K
$412K
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-42Closed |
$4.25K - $5.32K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-36- 0.59% |
$3.64K - $4.56K
|
6.09K
$884K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
40.5KNew |
$4.1M - $5.13M
|
40.5K
$5.88M
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
18New |
$1.82K - $2.28K
|
18
$2.61K
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-491- 19.26% |
$49.6K - $62.2K
|
2.06K
$299K
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-533Closed |
$53.9K - $67.5K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-41- 2.72% |
$4.15K - $5.19K
|
1.47K
$213K
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-560- 15.77% |
$56.6K - $70.9K
|
2.99K
$434K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-40Closed |
$4.04K - $5.06K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-3.69KClosed |
$373K - $467K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
88New |
$8.9K - $11.1K
|
88
$12.8K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-83Closed |
$8.39K - $10.5K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
97New |
$9.81K - $12.3K
|
97
$14.1K
|
|
Jul 14, 2022
Q2 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.84KClosed |
$186K - $233K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
97New |
$9.81K - $12.3K
|
97
$14.1K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
215+ 2.42% |
$21.7K - $27.2K
|
9.1K
$1.32M
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.67KClosed |
$169K - $212K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-148Closed |
$15K - $18.7K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-52- 4.02% |
$5.26K - $6.58K
|
1.24K
$180K
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-2.9KClosed |
$293K - $367K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-2.49KClosed |
$251K - $315K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.76KClosed |
$178K - $223K
|
0
$0
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6.12KClosed |
$618K - $774K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.74KClosed |
$327K - $384K
|
0
$0
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-120- 82.19% |
$14.3K - $16.8K
|
26
$3.77K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-194- 14.29% |
$23.1K - $27.2K
|
1.16K
$169K
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.1KNew |
$608K - $715K
|
5.1K
$740K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-63Closed |
$7.51K - $8.83K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.58KClosed |
$188K - $221K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-600Closed |
$71.5K - $84.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.8KClosed |
$214K - $252K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$248K - $291K
|
2.08K
$302K
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$248K - $291K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-800- 28.57% |
$95.3K - $112K
|
2K
$290K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-27.7KClosed |
$3.3M - $3.88M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.03KClosed |
$242K - $285K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-328Closed |
$39.1K - $46K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-1.57KClosed |
$187K - $220K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-120Closed |
$14.3K - $16.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-2.18KClosed |
$259K - $305K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$173K - $204K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.5KClosed |
$298K - $351K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-435Closed |
$51.8K - $61K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
450New |
$53.6K - $63.1K
|
450
$65.3K
|