Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.11KNew |
$414K - $507K
|
4.11K
$559K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.03KNew |
$406K - $497K
|
4.03K
$549K
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.72K+ 3.68% |
$375K - $459K
|
105K
$14.3M
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.56KNew |
$359K - $439K
|
3.56K
$485K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.44K+ 1.27% |
$347K - $425K
|
275K
$37.5M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.43K+ 14.21% |
$345K - $423K
|
27.5K
$3.75M
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.42K+ 63.1% |
$345K - $422K
|
8.84K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
3.31KNew |
$333K - $408K
|
3.31K
$451K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.21K+ 0.36% |
$323K - $396K
|
896K
$122M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 52.7% |
$288K - $353K
|
8.29K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.85K+ 82.58% |
$287K - $352K
|
6.31K
$859K
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.83KNew |
$285K - $349K
|
2.83K
$386K
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
2.6KNew |
$262K - $321K
|
2.6K
$354K
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
2.59KNew |
$261K - $319K
|
2.59K
$352K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.48K+ 2.33% |
$250K - $306K
|
109K
$14.9M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.48KNew |
$250K - $306K
|
2.48K
$338K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 1.31% |
$249K - $305K
|
191K
$26M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.4KNew |
$242K - $296K
|
2.4K
$327K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.36K+ 2.89% |
$237K - $291K
|
83.8K
$11.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.3KNew |
$231K - $283K
|
2.3K
$313K
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.19K+ 15.98% |
$221K - $270K
|
15.9K
$2.17M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.16K+ 32.76% |
$218K - $267K
|
8.76K
$1.19M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.16K+ 4.53% |
$218K - $267K
|
49.8K
$6.79M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.16K+ 120.81% |
$218K - $267K
|
3.95K
$538K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.15KNew |
$217K - $265K
|
2.15K
$293K
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.15KNew |
$216K - $265K
|
2.15K
$292K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.14K+ 25.84% |
$215K - $263K
|
10.4K
$1.42M
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.07K+ 9.9% |
$209K - $256K
|
23K
$3.13M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.05KNew |
$207K - $253K
|
2.05K
$280K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.98K+ 69.2% |
$199K - $244K
|
4.83K
$658K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9K+ 9.25% |
$192K - $235K
|
22.5K
$3.06M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.88K+ 35.35% |
$190K - $233K
|
7.21K
$983K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.85K+ 6.77% |
$186K - $228K
|
29.1K
$3.97M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.85K+ 9.18% |
$186K - $228K
|
21.9K
$2.99M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.83KNew |
$184K - $225K
|
1.83K
$249K
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.74KNew |
$175K - $214K
|
1.74K
$237K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.72K+ 3.98% |
$173K - $212K
|
44.9K
$6.12M
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.69K+ 6.79% |
$170K - $208K
|
26.5K
$3.61M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.68K+ 5.2% |
$169K - $207K
|
33.9K
$4.62M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.67KNew |
$168K - $206K
|
1.67K
$228K
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 8.05% |
$168K - $206K
|
22.4K
$3.06M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 7.57% |
$164K - $201K
|
23.2K
$3.15M
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.62K+ 2.47% |
$163K - $199K
|
67.1K
$9.14M
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.61K+ 7.86% |
$162K - $199K
|
22.1K
$3.01M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.58K+ 188.11% |
$159K - $195K
|
2.42K
$330K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.52K+ 34.38% |
$153K - $187K
|
5.92K
$807K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.5K+ 1.89% |
$151K - $185K
|
80.8K
$11M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.44K+ 2.37% |
$145K - $178K
|
62.1K
$8.47M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.36K+ 20.53% |
$137K - $167K
|
7.96K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.32K+ 55.71% |
$133K - $163K
|
3.69K
$503K
|