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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14.3KNew |
$1.5M - $1.71M
|
14.3K
$1.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-159- 11.27% |
$16.8K - $19.1K
|
1.25K
$168K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-44- 46.81% |
$4.64K - $5.29K
|
50
$6.69K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.11KNew |
$117K - $134K
|
1.11K
$149K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-485- 20.84% |
$51.1K - $58.3K
|
1.84K
$247K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-180- 86.54% |
$19K - $21.6K
|
28
$3.75K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-41- 2.02% |
$4.32K - $4.93K
|
1.99K
$267K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 125.0% |
$3.16K - $3.6K
|
54
$7.23K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-780- 26.98% |
$82.3K - $93.7K
|
2.11K
$283K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.55K- 57.91% |
$374K - $426K
|
2.58K
$345K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.84KNew |
$194K - $222K
|
1.84K
$247K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83KClosed |
$188K - $214K
|
0
$0
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
250New |
$25.7K - $29.3K
|
250
$33.5K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.86K- 88.9% |
$191K - $218K
|
232
$31.1K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.1KNew |
$114K - $129K
|
1.1K
$148K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.6KNew |
$268K - $305K
|
2.6K
$348K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
61New |
$6.28K - $7.15K
|
61
$8.17K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
55New |
$5.66K - $6.44K
|
55
$7.36K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
210New |
$21.6K - $24.6K
|
210
$28.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
500New |
$51.5K - $58.6K
|
500
$66.9K
|
|
|
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
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4New |
$412 - $469
|
4
$535
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$197K - $224K
|
1.91K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.91KNew |
$196K - $223K
|
1.91K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.8KNew |
$288K - $328K
|
2.8K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
395+ 4.0% |
$40.7K - $46.3K
|
10.3K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-826- 20.51% |
$85K - $96.8K
|
3.2K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50New |
$5.15K - $5.86K
|
50
$6.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-3- 0.08% |
$309 - $351
|
3.93K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
17.7KNew |
$1.82M - $2.07M
|
17.7K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.74K- 24.96% |
$179K - $204K
|
5.23K
$700K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
200New |
$20.6K - $23.4K
|
200
$26.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.82KNew |
$291K - $331K
|
2.82K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.15KNew |
$119K - $135K
|
1.15K
$154K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-106- 8.43% |
$10.9K - $12.4K
|
1.15K
$154K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-18- 23.08% |
$1.85K - $2.11K
|
60
$8.03K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.74KNew |
$282K - $321K
|
2.74K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-100- 20.0% |
$10.3K - $11.7K
|
400
$53.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.2KNew |
$226K - $258K
|
2.2K
$294K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.78KNew |
$800K - $911K
|
7.78K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.07% |
$412 - $469
|
5.84K
$782K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
502New |
$51.7K - $58.8K
|
502
$67.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
14.7KNew |
$1.51M - $1.72M
|
14.7K
$1.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.92KNew |
$197K - $225K
|
1.92K
$257K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.22KNew |
$228K - $260K
|
2.22K
$297K
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-328- 14.86% |
$33.8K - $38.4K
|
1.88K
$252K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
8+ 80.0% |
$823 - $937
|
18
$2.41K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
46+ 1.44% |
$4.73K - $5.39K
|
3.25K
$435K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
18.5KNew |
$1.9M - $2.16M
|
18.5K
$2.47M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.75KNew |
$180K - $205K
|
1.75K
$235K
|
|