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 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
30+ 1.39% |
$3.09K - $3.51K
|
2.18K
$297K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26New |
$2.68K - $3.05K
|
26
$3.54K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
24New |
$2.47K - $2.81K
|
24
$3.27K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21New |
$2.16K - $2.46K
|
21
$2.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
19+ 0.16% |
$1.96K - $2.23K
|
11.7K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
15+ 0.65% |
$1.54K - $1.76K
|
2.32K
$316K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.86% |
$1.54K - $1.76K
|
821
$112K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15+ 0.71% |
$1.54K - $1.76K
|
2.13K
$291K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11+ 0.12% |
$1.13K - $1.29K
|
9.48K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.33% |
$1.13K - $1.29K
|
3.39K
$462K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
10New |
$1.03K - $1.17K
|
10
$1.36K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 12.5% |
$926 - $1.05K
|
81
$11K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
8+ 80.0% |
$823 - $937
|
18
$2.45K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
8+ 0.34% |
$823 - $937
|
2.33K
$317K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.2% |
$823 - $937
|
4.04K
$550K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 0.06% |
$618 - $703
|
10.7K
$1.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.08% |
$618 - $703
|
7.47K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 20.0% |
$618 - $703
|
36
$4.91K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.11% |
$515 - $586
|
4.41K
$601K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.07% |
$412 - $469
|
5.84K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4New |
$412 - $469
|
4
$545
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
4+ 0.16% |
$412 - $469
|
2.47K
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.36% |
$412 - $469
|
1.1K
$150K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$309 - $351
|
17.1K
$2.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3New |
$309 - $351
|
3
$409
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$206 - $234
|
2
$273
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$206 - $234
|
414
$56.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.2% |
$206 - $234
|
1K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2+ 0.19% |
$206 - $234
|
1.07K
$145K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.14% |
$103 - $117
|
730
$99.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$103 - $117
|
3.25K
$442K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 10.0% |
$103 - $117
|
11
$1.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$103 - $117
|
351
$47.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1+ 0.64% |
$103 - $117
|
158
$21.5K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.05% |
$103 - $117
|
2.2K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-3- 0.08% |
$309 - $351
|
3.93K
$535K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 0.21% |
$515 - $586
|
2.42K
$329K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-5- 0.55% |
$515 - $586
|
898
$122K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-9- 0.1% |
$926 - $1.05K
|
8.56K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-10- 0.48% |
$1.03K - $1.17K
|
2.08K
$283K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-15- 0.24% |
$1.54K - $1.76K
|
6.27K
$855K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-16- 0.52% |
$1.65K - $1.87K
|
3.03K
$413K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 2.05% |
$1.65K - $1.87K
|
766
$104K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-18- 23.08% |
$1.85K - $2.11K
|
60
$8.18K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-18- 0.87% |
$1.85K - $2.11K
|
2.06K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-18- 1.02% |
$1.85K - $2.11K
|
1.75K
$239K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-20- 0.39% |
$2.06K - $2.34K
|
5.04K
$687K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-21- 0.05% |
$2.16K - $2.46K
|
38.7K
$5.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-24- 24.74% |
$2.47K - $2.81K
|
73
$9.95K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-25- 0.67% |
$2.57K - $2.93K
|
3.72K
$507K
|