Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$119 - $140
|
355
$47K
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.06% |
$119 - $140
|
1.67K
$221K
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.56% |
$119 - $140
|
65
$8.61K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$119 - $140
|
995
$132K
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 4.17% |
$119 - $140
|
25
$3.31K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 1.22% |
$119 - $140
|
83
$11K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.37% |
$119 - $140
|
272
$36K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.61% |
$119 - $140
|
164
$21.7K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3- 0.16% |
$357 - $421
|
1.88K
$248K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.48% |
$477 - $561
|
834
$110K
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5- 0.12% |
$596 - $701
|
4.02K
$532K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6- 0.13% |
$715 - $841
|
4.62K
$612K
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-12Closed |
$1.43K - $1.68K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-13- 0.09% |
$1.55K - $1.82K
|
14.4K
$1.91M
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-13Closed |
$1.55K - $1.82K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-14- 0.92% |
$1.67K - $1.96K
|
1.51K
$200K
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-15- 0.26% |
$1.79K - $2.1K
|
5.79K
$767K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-18- 0.44% |
$2.14K - $2.52K
|
4.11K
$544K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-20- 0.79% |
$2.38K - $2.8K
|
2.52K
$333K
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-26- 0.14% |
$3.1K - $3.64K
|
18.1K
$2.4M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-26- 0.6% |
$3.1K - $3.64K
|
4.31K
$570K
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-30- 13.04% |
$3.57K - $4.21K
|
200
$26.5K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-31- 0.08% |
$3.69K - $4.35K
|
40.6K
$5.37M
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-31- 0.96% |
$3.69K - $4.35K
|
3.19K
$422K
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-32Closed |
$3.81K - $4.49K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-32Closed |
$3.81K - $4.49K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-35- 1.95% |
$4.17K - $4.91K
|
1.76K
$233K
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-35- 1.93% |
$4.17K - $4.91K
|
1.78K
$235K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-36- 33.03% |
$4.29K - $5.05K
|
73
$9.66K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38- 0.28% |
$4.53K - $5.33K
|
13.8K
$1.82M
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-38Closed |
$4.53K - $5.33K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-38- 0.23% |
$4.53K - $5.33K
|
16.7K
$2.21M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-42- 0.72% |
$5K - $5.89K
|
5.78K
$765K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44- 0.94% |
$5.24K - $6.17K
|
4.62K
$611K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-44- 0.6% |
$5.24K - $6.17K
|
7.29K
$965K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-45- 1.92% |
$5.36K - $6.31K
|
2.3K
$305K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50Closed |
$5.96K - $7.01K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-50- 1.89% |
$5.96K - $7.01K
|
2.6K
$344K
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-58Closed |
$6.91K - $8.13K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-60- 0.53% |
$7.15K - $8.41K
|
11.3K
$1.5M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-61- 0.17% |
$7.27K - $8.55K
|
35.7K
$4.73M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-63Closed |
$7.51K - $8.83K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-65- 2.15% |
$7.75K - $9.11K
|
2.96K
$392K
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-66- 12.31% |
$7.86K - $9.25K
|
470
$62.2K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-70Closed |
$8.34K - $9.81K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-76- 1.81% |
$9.06K - $10.7K
|
4.13K
$546K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-82- 0.55% |
$9.77K - $11.5K
|
14.9K
$1.97M
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-82- 0.83% |
$9.77K - $11.5K
|
9.78K
$1.3M
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-88- 0.37% |
$10.5K - $12.3K
|
23.9K
$3.17M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-88- 0.91% |
$10.5K - $12.3K
|
9.59K
$1.27M
|