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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
1.53KNew |
$200K - $220K
|
1.53K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.52KNew |
$198K - $218K
|
1.52K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$198K - $217K
|
1.51K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.51KNew |
$197K - $217K
|
1.51K
$212K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
1.5KNew |
$196K - $215K
|
1.5K
$211K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.48KNew |
$193K - $212K
|
1.48K
$208K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
1.46KNew |
$190K - $209K
|
1.46K
$205K
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$190K - $209K
|
1.46K
$205K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.45KNew |
$189K - $208K
|
1.45K
$204K
|
|
|
Jan 18, 2022
Q4 2021
|
Polianta LTD
|
BUY
|
- |
1.4K+ 2.24% |
$183K - $201K
|
63.9K
$8.99M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.38KNew |
$181K - $199K
|
1.38K
$195K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35KNew |
$176K - $193K
|
1.35K
$189K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.32K+ 9.51% |
$173K - $190K
|
15.2K
$2.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.3K+ 7.98% |
$170K - $187K
|
17.6K
$2.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.26K+ 1128.57% |
$165K - $182K
|
1.38K
$194K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.25K+ 6.68% |
$163K - $180K
|
20K
$2.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.23K+ 23.5% |
$161K - $177K
|
6.48K
$912K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.22K+ 2.42% |
$159K - $175K
|
51.5K
$7.25M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.21K+ 9.12% |
$157K - $173K
|
14.4K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.2K+ 4.06% |
$157K - $173K
|
30.8K
$4.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.19K+ 3.2% |
$155K - $171K
|
38.4K
$5.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.14K+ 6.42% |
$149K - $164K
|
18.9K
$2.66M
|
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.1K+ 7.59% |
$144K - $158K
|
15.6K
$2.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.07KNew |
$140K - $154K
|
1.07K
$151K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
1.05K+ 1.09% |
$138K - $151K
|
97.8K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.03KNew |
$134K - $148K
|
1.03K
$145K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
1.01K+ 0.54% |
$132K - $145K
|
190K
$26.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.01K+ 48.77% |
$132K - $145K
|
3.09K
$434K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
982+ 9.19% |
$128K - $141K
|
11.7K
$1.64M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
916New |
$120K - $132K
|
916
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
906+ 9.27% |
$118K - $130K
|
10.7K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
889+ 27.34% |
$116K - $128K
|
4.14K
$583K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
879+ 45.78% |
$115K - $126K
|
2.8K
$394K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
878New |
$115K - $126K
|
878
$124K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
870+ 1.7% |
$114K - $125K
|
52.1K
$7.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
869+ 7.85% |
$113K - $125K
|
11.9K
$1.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
858+ 202.36% |
$112K - $123K
|
1.28K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800New |
$104K - $115K
|
800
$113K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
788New |
$103K - $113K
|
788
$111K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
767+ 4.71% |
$100K - $110K
|
17.1K
$2.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
760New |
$99.2K - $109K
|
760
$107K
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
747+ 18.34% |
$97.5K - $107K
|
4.82K
$678K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
743+ 3.4% |
$97K - $107K
|
22.6K
$3.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
717+ 5.04% |
$93.6K - $103K
|
14.9K
$2.1M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
707+ 31.06% |
$92.3K - $102K
|
2.98K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
700+ 5.81% |
$91.4K - $101K
|
12.7K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
675+ 0.83% |
$88.1K - $96.9K
|
81.6K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
616+ 1.21% |
$80.4K - $88.5K
|
51.6K
$7.26M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
600New |
$78.3K - $86.2K
|
600
$84.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
590+ 8.82% |
$77K - $84.7K
|
7.28K
$1.02M
|