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 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-200- 4.4% |
$20.1K - $24.7K
|
4.35K
$593K
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-200Closed |
$20.1K - $24.7K
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-202- 3.33% |
$20.3K - $24.9K
|
5.87K
$800K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-203- 6.33% |
$20.5K - $25.1K
|
3K
$409K
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-234- 1.34% |
$23.6K - $28.9K
|
17.2K
$2.34M
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-255- 10.05% |
$25.7K - $31.5K
|
2.28K
$311K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-259- 24.88% |
$26.1K - $32K
|
782
$107K
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-262- 3.57% |
$26.4K - $32.3K
|
7.07K
$964K
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-268- 3.93% |
$27K - $33.1K
|
6.54K
$892K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-270- 0.35% |
$27.2K - $33.3K
|
78K
$10.6M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-275- 2.52% |
$27.7K - $33.9K
|
10.7K
$1.45M
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-287- 0.75% |
$28.9K - $35.4K
|
37.8K
$5.15M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-294- 1.28% |
$29.6K - $36.3K
|
22.7K
$3.1M
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-304- 21.64% |
$30.6K - $37.5K
|
1.1K
$150K
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-306- 9.84% |
$30.8K - $37.8K
|
2.8K
$382K
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-325- 7.76% |
$32.7K - $40.1K
|
3.87K
$527K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-339- 0.7% |
$34.2K - $41.8K
|
47.8K
$6.51M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-339- 0.7% |
$34.2K - $41.8K
|
47.8K
$6.51M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-340- 9.37% |
$34.3K - $42K
|
3.29K
$448K
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-350- 2.74% |
$35.3K - $43.2K
|
12.4K
$1.69M
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-363- 3.69% |
$36.6K - $44.8K
|
9.47K
$1.29M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-378- 2.63% |
$38.1K - $46.6K
|
14K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-384- 6.26% |
$38.7K - $47.4K
|
5.75K
$783K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-388- 4.68% |
$39.1K - $47.9K
|
7.9K
$1.08M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
SELL
|
- |
-390- 0.83% |
$39.3K - $48.1K
|
46.7K
$6.37M
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-391- 1.99% |
$39.4K - $48.3K
|
19.2K
$2.62M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-418- 11.6% |
$42.1K - $51.6K
|
3.18K
$434K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-427- 2.64% |
$43K - $52.7K
|
15.7K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-441- 21.97% |
$44.4K - $54.4K
|
1.57K
$213K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-442- 5.76% |
$44.5K - $54.5K
|
7.24K
$986K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-445- 2.99% |
$44.8K - $54.9K
|
14.4K
$1.97M
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-448- 3.03% |
$45.1K - $55.3K
|
14.4K
$1.96M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-470- 2.83% |
$47.3K - $58K
|
16.2K
$2.2M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-473- 0.59% |
$47.7K - $58.4K
|
80K
$10.9M
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-514- 18.96% |
$51.8K - $63.4K
|
2.2K
$299K
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-522- 10.48% |
$52.6K - $64.4K
|
4.46K
$608K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-537- 7.44% |
$54.1K - $66.3K
|
6.68K
$911K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-540Closed |
$54.4K - $66.6K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-542- 6.61% |
$54.6K - $66.9K
|
7.66K
$1.04M
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-545- 10.02% |
$54.9K - $67.3K
|
4.89K
$667K
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-580- 16.57% |
$58.4K - $71.6K
|
2.92K
$398K
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-600- 1.07% |
$60.4K - $74K
|
55.6K
$7.58M
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-600- 2.6% |
$60.4K - $74K
|
22.5K
$3.07M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-607- 0.64% |
$61.1K - $74.9K
|
94.7K
$12.9M
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-650- 7.49% |
$65.5K - $80.2K
|
8.02K
$1.09M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-728- 23.44% |
$73.3K - $89.8K
|
2.38K
$324K
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-739- 26.76% |
$74.4K - $91.2K
|
2.02K
$276K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-775- 1.04% |
$78.1K - $95.6K
|
73.8K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-775- 8.96% |
$78.1K - $95.6K
|
7.88K
$1.07M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-775- 0.96% |
$78.1K - $95.6K
|
80.3K
$10.9M
|