Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.13K+ 56.87% |
$114K - $143K
|
3.11K
$441K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.1K+ 42.17% |
$111K - $139K
|
3.71K
$527K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.1KNew |
$111K - $139K
|
1.1K
$156K
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.06K+ 16.53% |
$107K - $134K
|
7.46K
$1.06M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.04KNew |
$105K - $132K
|
1.04K
$148K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 20.76% |
$103K - $129K
|
5.92K
$840K
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1K+ 57.02% |
$101K - $127K
|
2.76K
$392K
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1K+ 44.05% |
$101K - $127K
|
3.27K
$465K
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
971+ 0.51% |
$98.2K - $123K
|
191K
$27.2M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
891+ 1.11% |
$90.1K - $113K
|
81.4K
$11.6M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
878New |
$88.8K - $111K
|
878
$125K
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
861+ 0.86% |
$87.1K - $109K
|
101K
$14.4M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
808+ 3.03% |
$81.7K - $102K
|
27.5K
$3.91M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
801+ 132.62% |
$81K - $101K
|
1.41K
$200K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800New |
$80.9K - $101K
|
800
$114K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
772+ 48.28% |
$78.1K - $97.7K
|
2.37K
$337K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
750+ 29.04% |
$75.8K - $94.9K
|
3.33K
$474K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
743+ 38.78% |
$75.1K - $94K
|
2.66K
$378K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
734+ 15.94% |
$74.2K - $92.9K
|
5.34K
$759K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
734+ 4.7% |
$74.2K - $92.9K
|
16.3K
$2.32M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
733+ 8.55% |
$74.1K - $92.8K
|
9.3K
$1.32M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
683+ 11.85% |
$69.1K - $86.5K
|
6.45K
$916K
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
664+ 38.01% |
$67.1K - $84K
|
2.41K
$343K
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
662+ 262.7% |
$66.9K - $83.8K
|
914
$130K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
628+ 36.98% |
$63.5K - $79.5K
|
2.33K
$330K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
622+ 31.54% |
$62.9K - $78.7K
|
2.59K
$369K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
619+ 1.47% |
$62.6K - $78.4K
|
42.6K
$6.06M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
590New |
$59.7K - $74.7K
|
590
$83.8K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
585+ 12.1% |
$59.1K - $74K
|
5.42K
$770K
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
584+ 1.85% |
$59K - $73.9K
|
32.2K
$4.57M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
557+ 0.99% |
$56.3K - $70.5K
|
56.7K
$8.06M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
534New |
$54K - $67.6K
|
534
$75.9K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
524+ 18.96% |
$53K - $66.3K
|
3.29K
$467K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
515+ 1.27% |
$52.1K - $65.2K
|
41.1K
$5.84M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
496+ 3.43% |
$50.2K - $62.8K
|
14.9K
$2.12M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
483+ 7.9% |
$48.8K - $61.1K
|
6.6K
$938K
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
480+ 1.81% |
$48.5K - $60.8K
|
27K
$3.84M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
472+ 97.93% |
$47.7K - $59.7K
|
954
$136K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
465New |
$47K - $58.9K
|
465
$66.1K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
463+ 27.96% |
$46.8K - $58.6K
|
2.12K
$301K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
462+ 1.45% |
$46.7K - $58.5K
|
32.2K
$4.58M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
461+ 12.69% |
$46.6K - $58.4K
|
4.09K
$581K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
424New |
$42.9K - $53.7K
|
424
$60.2K
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
406+ 2.03% |
$41.1K - $51.4K
|
20.4K
$2.9M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
378New |
$38.2K - $47.8K
|
378
$53.7K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
355+ 18.53% |
$35.9K - $44.9K
|
2.27K
$323K
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
342+ 9.31% |
$34.6K - $43.3K
|
4.02K
$571K
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
340+ 19.61% |
$34.4K - $43K
|
2.07K
$295K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
338+ 8.0% |
$34.2K - $42.8K
|
4.56K
$648K
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
327+ 17.71% |
$33.1K - $41.4K
|
2.17K
$309K
|