Purchases and Sales Made in Q1 2022 in Ishares S&P Small Cap 600 Grow (IJT)
This table provides information about the institutional ownership of Ishares S&P Small Cap 600 Grow (IJT) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALL CAP 600 GROW.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.16K+ 69.82% |
$138K - $162K
|
2.82K
$384K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.16K+ 69.82% |
$138K - $162K
|
2.82K
$384K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.15K+ 54.11% |
$137K - $161K
|
3.26K
$445K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.12K+ 27.88% |
$133K - $156K
|
5.12K
$697K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.06K+ 5.33% |
$127K - $149K
|
21K
$2.86M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 49.6% |
$127K - $149K
|
3.2K
$436K
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1K+ 26.08% |
$119K - $140K
|
4.84K
$659K
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
968+ 6.92% |
$115K - $136K
|
15K
$2.04M
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
934+ 4.89% |
$111K - $131K
|
20K
$2.73M
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
933+ 4.23% |
$111K - $131K
|
23K
$3.13M
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
931+ 33.87% |
$111K - $130K
|
3.68K
$501K
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
918+ 8345.45% |
$109K - $129K
|
929
$127K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
909+ 37.64% |
$108K - $127K
|
3.32K
$453K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
908+ 28.25% |
$108K - $127K
|
4.12K
$562K
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
906+ 2.27% |
$108K - $127K
|
40.9K
$5.57M
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
878New |
$105K - $123K
|
878
$120K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
854New |
$102K - $120K
|
854
$116K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
825+ 6.08% |
$98.3K - $116K
|
14.4K
$1.96M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
819+ 1.59% |
$97.6K - $115K
|
52.3K
$7.13M
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
789+ 5.46% |
$94K - $111K
|
15.2K
$2.08M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
778+ 2.79% |
$92.7K - $109K
|
28.7K
$3.91M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
756+ 3.06% |
$90.1K - $106K
|
25.4K
$3.46M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
747+ 18.0% |
$89K - $105K
|
4.9K
$667K
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
737+ 2.39% |
$87.8K - $103K
|
31.6K
$4.3M
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
730+ 1.72% |
$87K - $102K
|
43.2K
$5.88M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
727+ 3.85% |
$86.6K - $102K
|
19.6K
$2.67M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
681+ 3.93% |
$81.1K - $95.5K
|
18K
$2.45M
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
BUY
|
- |
660+ 3.48% |
$78.6K - $92.5K
|
19.6K
$2.67M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
656+ 8.7% |
$78.2K - $92K
|
8.19K
$1.12M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
620+ 12.05% |
$73.9K - $86.9K
|
5.77K
$786K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
602+ 8.84% |
$71.7K - $84.4K
|
7.41K
$1.01M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
593+ 9.79% |
$70.7K - $83.1K
|
6.65K
$906K
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
575+ 1.03% |
$68.5K - $80.6K
|
56.2K
$7.66M
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
541+ 0.98% |
$64.5K - $75.8K
|
55.9K
$7.62M
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
540New |
$64.3K - $75.7K
|
540
$73.6K
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
523+ 6.28% |
$62.3K - $73.3K
|
8.85K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
513+ 18.8% |
$61.1K - $71.9K
|
3.24K
$442K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
508+ 135.83% |
$60.5K - $71.2K
|
882
$120K
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
501+ 3.29% |
$59.7K - $70.2K
|
15.7K
$2.14M
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
487New |
$58K - $68.3K
|
487
$66.4K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
450New |
$53.6K - $63.1K
|
450
$61.3K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
435+ 11.69% |
$51.8K - $61K
|
4.16K
$566K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
416+ 2.86% |
$49.6K - $58.3K
|
15K
$2.04M
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
407+ 2.49% |
$48.5K - $57K
|
16.7K
$2.28M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
394+ 9.69% |
$46.9K - $55.2K
|
4.46K
$608K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
383+ 0.66% |
$45.6K - $53.7K
|
58.7K
$8M
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
375+ 19.35% |
$44.7K - $52.6K
|
2.31K
$315K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
370+ 0.66% |
$44.1K - $51.9K
|
56.2K
$7.65M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
340+ 13.98% |
$40.5K - $47.7K
|
2.77K
$378K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
339+ 79.95% |
$40.4K - $47.5K
|
763
$104K
|