Latest Institutional Purchases of Ishares S&P Small Cap 600 Grow (IJT)
This list provides information on the latest institutional transactions involving Ishares S&P Small Cap 600 Grow (IJT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.02KNew |
$213K - $243K
|
2.02K
$271K
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.84KNew |
$194K - $222K
|
1.84K
$247K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.84KNew |
$194K - $221K
|
1.84K
$246K
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.28K+ 63.8% |
$135K - $153K
|
3.28K
$439K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.11KNew |
$117K - $134K
|
1.11K
$149K
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.01K+ 25.88% |
$107K - $121K
|
4.92K
$658K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800New |
$84.4K - $96.1K
|
800
$107K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
265New |
$27.9K - $31.8K
|
265
$35.5K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
256+ 27.56% |
$27K - $30.8K
|
1.19K
$159K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
110New |
$11.6K - $13.2K
|
110
$14.7K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
80New |
$8.44K - $9.61K
|
80
$10.7K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 125.0% |
$3.16K - $3.6K
|
54
$7.23K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
22+ 1.46% |
$2.32K - $2.64K
|
1.53K
$205K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$1.27K - $1.44K
|
12
$1.61K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4New |
$422 - $481
|
4
$535
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.17% |
$422 - $481
|
2.35K
$315K
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
18.5KNew |
$1.9M - $2.16M
|
18.5K
$2.47M
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
17.7KNew |
$1.82M - $2.07M
|
17.7K
$2.37M
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
14.7KNew |
$1.51M - $1.72M
|
14.7K
$1.97M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.78KNew |
$800K - $911K
|
7.78K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.82KNew |
$291K - $331K
|
2.82K
$378K
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.8KNew |
$288K - $328K
|
2.8K
$375K
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.74KNew |
$282K - $321K
|
2.74K
$367K
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.6KNew |
$268K - $305K
|
2.6K
$348K
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.22KNew |
$228K - $260K
|
2.22K
$297K
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.2KNew |
$226K - $258K
|
2.2K
$294K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.92KNew |
$197K - $225K
|
1.92K
$257K
|
|
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
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.75KNew |
$180K - $205K
|
1.75K
$235K
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.51KNew |
$155K - $177K
|
1.51K
$202K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.4KNew |
$144K - $163K
|
1.4K
$187K
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.15KNew |
$119K - $135K
|
1.15K
$154K
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.1KNew |
$114K - $129K
|
1.1K
$148K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
502New |
$51.7K - $58.8K
|
502
$67.2K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
500New |
$51.5K - $58.6K
|
500
$66.9K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
395+ 4.0% |
$40.7K - $46.3K
|
10.3K
$1.37M
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
250New |
$25.7K - $29.3K
|
250
$33.5K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
210New |
$21.6K - $24.6K
|
210
$28.1K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
200New |
$20.6K - $23.4K
|
200
$26.8K
|
|
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 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50New |
$5.15K - $5.86K
|
50
$6.69K
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
46+ 1.44% |
$4.73K - $5.39K
|
3.25K
$435K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
40New |
$4.12K - $4.69K
|
40
$5.35K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
37New |
$3.81K - $4.33K
|
37
$4.95K
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
15+ 0.65% |
$1.54K - $1.76K
|
2.32K
$310K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
8+ 80.0% |
$823 - $937
|
18
$2.41K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4New |
$412 - $469
|
4
$535
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.07% |
$412 - $469
|
5.84K
$782K
|