Latest Institutional Purchases of Ishares S&P Small Cap 600 Grow (IJT)
This list provides information on the latest institutional transactions involving Ishares S&P Small Cap 600 Grow (IJT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
54New |
$5.63K - $6.21K
|
54
$7.15K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
23New |
$2.4K - $2.64K
|
23
$3.04K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
20New |
$2.09K - $2.3K
|
20
$2.65K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16+ 7.27% |
$1.67K - $1.84K
|
236
$31.2K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11New |
$1.15K - $1.26K
|
11
$1.46K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2New |
$209 - $230
|
2
$265
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.01% |
$104 - $115
|
8.49K
$1.12M
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.8KNew |
$3.14M - $3.58M
|
29.8K
$3.94M
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14.3KNew |
$1.5M - $1.71M
|
14.3K
$1.89M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.12KNew |
$856K - $975K
|
8.12K
$1.07M
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.05KNew |
$322K - $366K
|
3.05K
$404K
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.75KNew |
$290K - $331K
|
2.75K
$365K
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.06KNew |
$217K - $247K
|
2.06K
$272K
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.02KNew |
$213K - $243K
|
2.02K
$268K
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.85KNew |
$195K - $222K
|
1.85K
$244K
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.84KNew |
$194K - $222K
|
1.84K
$244K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.84KNew |
$194K - $221K
|
1.84K
$243K
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.28K+ 63.8% |
$135K - $153K
|
3.28K
$434K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.11KNew |
$117K - $134K
|
1.11K
$147K
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.01K+ 25.88% |
$107K - $121K
|
4.92K
$651K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800New |
$84.4K - $96.1K
|
800
$106K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
265New |
$27.9K - $31.8K
|
265
$35.1K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
256+ 27.56% |
$27K - $30.8K
|
1.19K
$157K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
110New |
$11.6K - $13.2K
|
110
$14.6K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
80New |
$8.44K - $9.61K
|
80
$10.6K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 125.0% |
$3.16K - $3.6K
|
54
$7.15K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
22+ 1.46% |
$2.32K - $2.64K
|
1.53K
$202K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12New |
$1.27K - $1.44K
|
12
$1.59K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4New |
$422 - $481
|
4
$530
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.17% |
$422 - $481
|
2.35K
$311K
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2New |
$211 - $240
|
2
$265
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
18.5KNew |
$1.9M - $2.16M
|
18.5K
$2.44M
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
17.7KNew |
$1.82M - $2.07M
|
17.7K
$2.34M
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
14.7KNew |
$1.51M - $1.72M
|
14.7K
$1.95M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.78KNew |
$800K - $911K
|
7.78K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.82KNew |
$291K - $331K
|
2.82K
$374K
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.8KNew |
$288K - $328K
|
2.8K
$371K
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.74KNew |
$282K - $321K
|
2.74K
$363K
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.6KNew |
$268K - $305K
|
2.6K
$344K
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.22KNew |
$228K - $260K
|
2.22K
$293K
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.2KNew |
$226K - $258K
|
2.2K
$291K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.92KNew |
$197K - $225K
|
1.92K
$254K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$197K - $224K
|
1.91K
$253K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.91KNew |
$196K - $223K
|
1.91K
$252K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.75KNew |
$180K - $205K
|
1.75K
$232K
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.51KNew |
$155K - $177K
|
1.51K
$200K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.4KNew |
$144K - $163K
|
1.4K
$185K
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.15KNew |
$119K - $135K
|
1.15K
$153K
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.1KNew |
$114K - $129K
|
1.1K
$146K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
502New |
$51.7K - $58.8K
|
502
$66.5K
|