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 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
285+ 1.72% |
$29.3K - $33.4K
|
16.9K
$2.3M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
273+ 3.12% |
$28.1K - $32K
|
9.03K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
271+ 0.69% |
$27.9K - $31.7K
|
39.6K
$5.4M
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
264+ 9.0% |
$27.2K - $30.9K
|
3.2K
$436K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
256+ 16.35% |
$26.4K - $30K
|
1.82K
$248K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
250New |
$25.7K - $29.3K
|
250
$34.1K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
249+ 0.84% |
$25.6K - $29.2K
|
30K
$4.08M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
245+ 4.44% |
$25.2K - $28.7K
|
5.76K
$785K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
232New |
$23.9K - $27.2K
|
232
$31.6K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
219+ 4.46% |
$22.5K - $25.7K
|
5.13K
$699K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
215+ 0.74% |
$22.1K - $25.2K
|
29.4K
$4M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
212+ 2.3% |
$21.8K - $24.8K
|
9.44K
$1.29M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
210New |
$21.6K - $24.6K
|
210
$28.6K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
210New |
$21.6K - $24.6K
|
210
$28.6K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
209+ 7.51% |
$21.5K - $24.5K
|
2.99K
$408K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
200New |
$20.6K - $23.4K
|
200
$27.3K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
184+ 4.03% |
$18.9K - $21.6K
|
4.75K
$647K
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
181+ 3.7% |
$18.6K - $21.2K
|
5.07K
$691K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
166+ 0.29% |
$17.1K - $19.4K
|
57.9K
$7.88M
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
159+ 12.7% |
$16.4K - $18.6K
|
1.41K
$192K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
140+ 0.17% |
$14.4K - $16.4K
|
80.4K
$11M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
128+ 4.84% |
$13.2K - $15K
|
2.77K
$378K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
108New |
$11.1K - $12.7K
|
108
$14.7K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
105+ 12.95% |
$10.8K - $12.3K
|
916
$125K
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
92+ 0.26% |
$9.47K - $10.8K
|
35.2K
$4.79M
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
78+ 0.7% |
$8.03K - $9.14K
|
11.3K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 104.48% |
$7.21K - $8.2K
|
137
$18.7K
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
67+ 2.68% |
$6.9K - $7.85K
|
2.57K
$350K
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
63+ 0.87% |
$6.48K - $7.38K
|
7.29K
$993K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
61New |
$6.28K - $7.15K
|
61
$8.31K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
56+ 0.95% |
$5.76K - $6.56K
|
5.92K
$807K
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
55New |
$5.66K - $6.44K
|
55
$7.49K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
52+ 40.63% |
$5.35K - $6.09K
|
180
$24.5K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50New |
$5.15K - $5.86K
|
50
$6.81K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
48+ 0.54% |
$4.94K - $5.62K
|
8.87K
$1.21M
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
46+ 1.44% |
$4.73K - $5.39K
|
3.25K
$443K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45+ 0.05% |
$4.63K - $5.27K
|
88.2K
$12M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
45+ 0.69% |
$4.63K - $5.27K
|
6.53K
$890K
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
45+ 1.85% |
$4.63K - $5.27K
|
2.47K
$337K
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
43+ 0.43% |
$4.43K - $5.04K
|
10K
$1.37M
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
40New |
$4.12K - $4.69K
|
40
$5.45K
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
39+ 0.39% |
$4.01K - $4.57K
|
10.1K
$1.37M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
37New |
$3.81K - $4.33K
|
37
$5.04K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
36+ 0.08% |
$3.71K - $4.22K
|
44.7K
$6.09M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
36+ 150.0% |
$3.71K - $4.22K
|
60
$8.18K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
34New |
$3.5K - $3.98K
|
34
$4.63K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
32New |
$3.29K - $3.75K
|
32
$4.36K
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
31+ 0.15% |
$3.19K - $3.63K
|
21K
$2.85M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
30+ 7.08% |
$3.09K - $3.51K
|
454
$61.9K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30+ 1.74% |
$3.09K - $3.51K
|
1.76K
$239K
|