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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
38+ 0.94% |
$3.83K - $4.69K
|
4.1K
$558K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37+ 0.07% |
$3.73K - $4.57K
|
56.8K
$7.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
37+ 0.53% |
$3.73K - $4.57K
|
6.98K
$951K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
35+ 0.54% |
$3.53K - $4.32K
|
6.48K
$883K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
34+ 0.2% |
$3.43K - $4.2K
|
16.7K
$2.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
32+ 0.33% |
$3.22K - $3.95K
|
9.85K
$1.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
26+ 0.45% |
$2.62K - $3.21K
|
5.84K
$796K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26New |
$2.62K - $3.21K
|
26
$3.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24New |
$2.42K - $2.96K
|
24
$3.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23+ 1.32% |
$2.32K - $2.84K
|
1.77K
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
18+ 0.65% |
$1.81K - $2.22K
|
2.77K
$377K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.2% |
$1.81K - $2.22K
|
9.15K
$1.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
17New |
$1.71K - $2.1K
|
17
$2.32K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 0.8% |
$1.71K - $2.1K
|
2.13K
$291K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16+ 0.86% |
$1.61K - $1.97K
|
1.88K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
16+ 0.95% |
$1.61K - $1.97K
|
1.71K
$232K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
15+ 0.12% |
$1.51K - $1.85K
|
12.5K
$1.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 1.25% |
$1.51K - $1.85K
|
1.21K
$165K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
14+ 0.58% |
$1.41K - $1.73K
|
2.43K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
14+ 0.28% |
$1.41K - $1.73K
|
4.97K
$677K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
13New |
$1.31K - $1.6K
|
13
$1.77K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13+ 15.48% |
$1.31K - $1.6K
|
97
$13.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
12+ 0.38% |
$1.21K - $1.48K
|
3.17K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.36% |
$1.21K - $1.48K
|
3.38K
$461K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
10+ 0.12% |
$1.01K - $1.23K
|
8.58K
$1.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.22% |
$907 - $1.11K
|
4.03K
$549K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.2% |
$604 - $740
|
2.93K
$400K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5+ 0.12% |
$504 - $617
|
4.31K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4+ 0.19% |
$403 - $494
|
2.14K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.37% |
$403 - $494
|
1.1K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.07% |
$403 - $494
|
5.34K
$727K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.04% |
$403 - $494
|
10K
$1.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$302 - $370
|
14.9K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.06% |
$302 - $370
|
5.32K
$725K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.3% |
$302 - $370
|
999
$136K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.07% |
$201 - $247
|
2.92K
$398K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 25.0% |
$201 - $247
|
10
$1.36K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.08% |
$201 - $247
|
2.5K
$341K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.07% |
$201 - $247
|
2.92K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$201 - $247
|
15.4K
$2.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$101 - $123
|
412
$56.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.53% |
$101 - $123
|
188
$25.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2- 0.04% |
$201 - $247
|
5.27K
$718K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-3- 0.03% |
$302 - $370
|
8.57K
$1.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
SELL
|
- |
-4- 0.01% |
$403 - $494
|
56K
$7.62M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 10.87% |
$504 - $617
|
41
$5.59K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-6- 0.25% |
$604 - $740
|
2.43K
$331K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 0.47% |
$806 - $987
|
1.7K
$232K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-10- 3.41% |
$1.01K - $1.23K
|
283
$38.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11- 0.39% |
$1.11K - $1.36K
|
2.78K
$379K
|