Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.82KNew |
$629K - $693K
|
4.82K
$685K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.62KNew |
$603K - $664K
|
4.62K
$657K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
4KNew |
$522K - $574K
|
4K
$568K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.91K+ 1.85% |
$511K - $562K
|
215K
$30.6M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.81KNew |
$497K - $547K
|
3.81K
$541K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 2.12% |
$495K - $544K
|
183K
$26M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
3.43KNew |
$447K - $492K
|
3.43K
$487K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 46.4% |
$408K - $449K
|
9.86K
$1.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.02K+ 288.72% |
$394K - $434K
|
4.07K
$578K
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.01KNew |
$393K - $433K
|
3.01K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 117.51% |
$386K - $425K
|
5.48K
$778K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.93K+ 8.64% |
$382K - $421K
|
36.8K
$5.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.8KNew |
$365K - $402K
|
2.8K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.8KNew |
$365K - $402K
|
2.8K
$398K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.74KNew |
$358K - $394K
|
2.74K
$390K
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.73KNew |
$356K - $392K
|
2.73K
$388K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.68K+ 6.74% |
$350K - $385K
|
42.4K
$6.03M
|
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.67KNew |
$349K - $384K
|
2.67K
$380K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.55K+ 72.27% |
$333K - $367K
|
6.09K
$865K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.54K+ 14.44% |
$331K - $365K
|
20.1K
$2.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
2.49KNew |
$324K - $357K
|
2.49K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.43KNew |
$317K - $349K
|
2.43K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.42KNew |
$315K - $347K
|
2.42K
$343K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
2.38KNew |
$311K - $342K
|
2.38K
$338K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.34K+ 1.98% |
$305K - $336K
|
121K
$17.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
2.29KNew |
$299K - $329K
|
2.29K
$326K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 8.09% |
$297K - $327K
|
30.4K
$4.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.24K+ 15.69% |
$293K - $322K
|
16.5K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
2.18KNew |
$284K - $312K
|
2.18K
$309K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.09K+ 3.49% |
$273K - $300K
|
61.9K
$8.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.05KNew |
$267K - $294K
|
2.05K
$291K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.96KNew |
$255K - $281K
|
1.96K
$278K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
1.87KNew |
$244K - $269K
|
1.87K
$266K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.86KNew |
$242K - $266K
|
1.86K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.85K+ 0.47% |
$241K - $265K
|
398K
$56.6M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
1.81KNew |
$236K - $260K
|
1.81K
$257K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.81KNew |
$236K - $260K
|
1.81K
$257K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.74K+ 17.91% |
$227K - $250K
|
11.4K
$1.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.73KNew |
$226K - $248K
|
1.73K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.67KNew |
$218K - $240K
|
1.67K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.67KNew |
$218K - $240K
|
1.67K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.66KNew |
$217K - $238K
|
1.66K
$236K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.66KNew |
$217K - $238K
|
1.66K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.65K+ 1.96% |
$215K - $237K
|
86K
$12.2M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.64K+ 24.68% |
$214K - $235K
|
8.27K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
1.63KNew |
$212K - $233K
|
1.63K
$231K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.6K+ 0.89% |
$209K - $230K
|
182K
$25.8M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.6KNew |
$208K - $229K
|
1.6K
$227K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
1.56KNew |
$204K - $224K
|
1.56K
$222K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.53KNew |
$200K - $220K
|
1.53K
$218K
|