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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.1KNew |
$114K - $129K
|
1.1K
$150K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 42.12% |
$110K - $126K
|
3.62K
$493K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.03K+ 8.95% |
$106K - $120K
|
12.5K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.02K+ 8.46% |
$105K - $120K
|
13.1K
$1.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
987+ 1.23% |
$102K - $116K
|
81K
$11M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
880+ 4.49% |
$90.6K - $103K
|
20.5K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
835+ 10.1% |
$85.9K - $97.8K
|
9.11K
$1.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
827+ 10.4% |
$85.1K - $96.9K
|
8.78K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
825+ 21.35% |
$84.9K - $96.6K
|
4.69K
$639K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
798+ 2.62% |
$82.1K - $93.5K
|
31.3K
$4.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
769+ 5.79% |
$79.2K - $90.1K
|
14.1K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
742+ 3.25% |
$76.4K - $86.9K
|
23.6K
$3.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
704+ 11.34% |
$72.5K - $82.5K
|
6.91K
$941K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
697+ 16.37% |
$71.7K - $81.6K
|
4.95K
$675K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
694+ 13.52% |
$71.4K - $81.3K
|
5.83K
$794K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
648+ 5.18% |
$66.7K - $75.9K
|
13.2K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
647+ 4.11% |
$66.6K - $75.8K
|
16.4K
$2.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
647+ 8.44% |
$66.6K - $75.8K
|
8.31K
$1.13M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
646+ 15.79% |
$66.5K - $75.7K
|
4.74K
$645K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
644+ 0.59% |
$66.3K - $75.4K
|
110K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
603New |
$62.1K - $70.6K
|
603
$82.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
595New |
$61.2K - $69.7K
|
595
$81.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
595+ 1.54% |
$61.2K - $69.7K
|
39.2K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
579New |
$59.6K - $67.8K
|
579
$78.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
561New |
$57.7K - $65.7K
|
561
$76.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
540+ 23.65% |
$55.6K - $63.3K
|
2.82K
$385K
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
538+ 2.03% |
$55.4K - $63K
|
27.1K
$3.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
502New |
$51.7K - $58.8K
|
502
$68.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
500New |
$51.5K - $58.6K
|
500
$68.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$51.5K - $58.6K
|
500
$68.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
473+ 6.0% |
$48.7K - $55.4K
|
8.35K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
460New |
$47.3K - $53.9K
|
460
$62.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
455+ 0.99% |
$46.8K - $53.3K
|
46.2K
$6.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
446+ 8.36% |
$45.9K - $52.2K
|
5.78K
$788K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
443New |
$45.6K - $51.9K
|
443
$60.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
435+ 17.47% |
$44.8K - $51K
|
2.93K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
395+ 4.0% |
$40.7K - $46.3K
|
10.3K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
377+ 6.38% |
$38.8K - $44.2K
|
6.29K
$857K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
374+ 73.62% |
$38.5K - $43.8K
|
882
$120K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
359New |
$37K - $42.1K
|
359
$48.9K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
355+ 208.82% |
$36.5K - $41.6K
|
525
$71.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
348+ 8.81% |
$35.8K - $40.8K
|
4.3K
$585K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
344+ 15.36% |
$35.4K - $40.3K
|
2.58K
$352K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
331+ 0.98% |
$34.1K - $38.8K
|
34.2K
$4.67M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
325+ 1.05% |
$33.5K - $38.1K
|
31.4K
$4.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
325+ 6.42% |
$33.5K - $38.1K
|
5.39K
$734K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
320+ 33.72% |
$32.9K - $37.5K
|
1.27K
$173K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318New |
$32.7K - $37.3K
|
318
$43.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
310+ 49.28% |
$31.9K - $36.3K
|
939
$128K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
300New |
$30.9K - $35.1K
|
300
$40.9K
|