Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.68K+ 48.01% |
$276K - $314K
|
8.25K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.66KNew |
$274K - $311K
|
2.66K
$362K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.6KNew |
$268K - $305K
|
2.6K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.48K+ 100.0% |
$255K - $291K
|
4.96K
$676K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
2.44KNew |
$251K - $285K
|
2.44K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.43K+ 5.59% |
$250K - $284K
|
45.9K
$6.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.39K+ 8.55% |
$246K - $280K
|
30.3K
$4.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.36KNew |
$243K - $276K
|
2.36K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.35K+ 5.22% |
$241K - $275K
|
47.2K
$6.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.25KNew |
$231K - $263K
|
2.25K
$306K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.22KNew |
$228K - $260K
|
2.22K
$302K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.2KNew |
$227K - $258K
|
2.2K
$300K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.2KNew |
$226K - $258K
|
2.2K
$300K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.2KNew |
$226K - $257K
|
2.2K
$299K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.18KNew |
$224K - $255K
|
2.18K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.13K+ 43.07% |
$219K - $250K
|
7.08K
$964K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.12KNew |
$218K - $248K
|
2.12K
$289K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.08KNew |
$214K - $244K
|
2.08K
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
2.06K+ 70.27% |
$212K - $241K
|
4.98K
$679K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.03KNew |
$209K - $238K
|
2.03K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$207K - $236K
|
2.01K
$274K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.01KNew |
$207K - $235K
|
2.01K
$273K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2KNew |
$206K - $234K
|
2K
$273K
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.99KNew |
$205K - $233K
|
1.99K
$271K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.97KNew |
$203K - $231K
|
1.97K
$269K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.92KNew |
$198K - $225K
|
1.92K
$262K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.92KNew |
$197K - $225K
|
1.92K
$261K
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.92KNew |
$197K - $224K
|
1.92K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$197K - $224K
|
1.91K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.91KNew |
$196K - $223K
|
1.91K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.91KNew |
$196K - $223K
|
1.91K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.86K+ 1.68% |
$192K - $218K
|
112K
$15.3M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
BUY
|
- |
1.86KNew |
$191K - $218K
|
1.86K
$253K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.75KNew |
$180K - $205K
|
1.75K
$239K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.72K+ 1.85% |
$177K - $202K
|
94.8K
$12.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.59K+ 10.3% |
$163K - $186K
|
17K
$2.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.52K+ 40.26% |
$157K - $179K
|
5.31K
$723K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.51KNew |
$155K - $177K
|
1.51K
$206K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.4KNew |
$144K - $163K
|
1.4K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.39K+ 39.16% |
$143K - $163K
|
4.95K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 37.19% |
$141K - $161K
|
5.07K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.32K+ 8.38% |
$135K - $154K
|
17K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.31K+ 2.56% |
$135K - $153K
|
52.5K
$7.15M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.24K+ 2.19% |
$128K - $146K
|
58K
$7.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.22K+ 14.76% |
$126K - $143K
|
9.51K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.22K+ 25.26% |
$126K - $143K
|
6.05K
$824K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 5.42% |
$125K - $142K
|
23.6K
$3.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.15KNew |
$119K - $135K
|
1.15K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.15KNew |
$118K - $135K
|
1.15K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.11K+ 16.53% |
$114K - $129K
|
7.79K
$1.06M
|