Purchases and Sales Made in Q1 2022 in Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MID-CAP GROWTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-282- 10.57% |
$25.2K - $32.2K
|
2.39K
$310K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-289- 0.69% |
$25.9K - $33K
|
41.3K
$5.37M
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-292- 9.25% |
$26.1K - $33.3K
|
2.87K
$372K
|
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-292Closed |
$26.1K - $33.3K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-294- 0.18% |
$26.3K - $33.5K
|
166K
$21.5M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-295- 2.75% |
$26.4K - $33.6K
|
10.4K
$1.36M
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-300- 30.55% |
$26.9K - $34.2K
|
682
$88.6K
|
|
|
May 03, 2022
Q1 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-300- 2.57% |
$26.9K - $34.2K
|
11.4K
$1.48M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-300- 1.58% |
$26.9K - $34.2K
|
18.7K
$2.43M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-314- 1.11% |
$28.1K - $35.8K
|
28.1K
$3.65M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-316- 11.85% |
$28.3K - $36K
|
2.35K
$305K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-320- 6.64% |
$28.6K - $36.5K
|
4.5K
$584K
|
|
|
May 16, 2022
Q1 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-321- 3.43% |
$28.7K - $36.6K
|
9.04K
$1.17M
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-323- 11.06% |
$28.9K - $36.8K
|
2.6K
$337K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-330Closed |
$29.5K - $37.6K
|
0
$0
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-339- 7.31% |
$30.3K - $38.7K
|
4.3K
$559K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-348- 7.6% |
$31.2K - $39.7K
|
4.23K
$550K
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-350- 10.77% |
$31.3K - $39.9K
|
2.9K
$377K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-350Closed |
$31.3K - $39.9K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-354- 2.18% |
$31.7K - $40.4K
|
15.9K
$2.07M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-362- 80.8% |
$32.4K - $41.3K
|
86
$11.2K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-374- 92.35% |
$33.5K - $42.6K
|
31
$4.03K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-394- 7.28% |
$35.3K - $44.9K
|
5.02K
$651K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-396- 4.32% |
$35.4K - $45.2K
|
8.77K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-402- 1.58% |
$36K - $45.8K
|
25.1K
$3.26M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-428- 12.65% |
$38.3K - $48.8K
|
2.96K
$384K
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-445- 2.67% |
$39.8K - $50.7K
|
16.2K
$2.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-480- 7.53% |
$43K - $54.7K
|
5.89K
$765K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-490- 2.89% |
$43.9K - $55.9K
|
16.5K
$2.14M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-506- 30.72% |
$45.3K - $57.7K
|
1.14K
$148K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-514- 14.48% |
$46K - $58.6K
|
3.04K
$394K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-547- 11.9% |
$49K - $62.4K
|
4.05K
$526K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-556- 7.23% |
$49.8K - $63.4K
|
7.14K
$927K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-558Closed |
$50K - $63.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-570- 5.5% |
$51K - $65K
|
9.8K
$1.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-572Closed |
$51.2K - $65.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-574- 21.26% |
$51.4K - $65.5K
|
2.13K
$276K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-574- 24.28% |
$51.4K - $65.5K
|
1.79K
$233K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-606- 3.42% |
$54.2K - $69.1K
|
17.1K
$2.22M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-628- 42.78% |
$56.2K - $71.6K
|
840
$109K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-649Closed |
$58.1K - $74K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-650- 17.86% |
$58.2K - $74.1K
|
2.99K
$388K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-650- 17.86% |
$58.2K - $74.1K
|
2.99K
$388K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-652- 4.15% |
$58.4K - $74.3K
|
15.1K
$1.96M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-654- 1.85% |
$58.5K - $74.6K
|
34.7K
$4.5M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-656- 7.27% |
$58.7K - $74.8K
|
8.37K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-670- 7.66% |
$60K - $76.4K
|
8.08K
$1.05M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-688- 6.87% |
$61.6K - $78.5K
|
9.33K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-707- 22.71% |
$63.3K - $80.6K
|
2.41K
$313K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-720Closed |
$64.5K - $82.1K
|
0
$0
|